BMT Office Administration

NOVEMBER 21, 2022

Setting up employee personnel files is an important part of the recordkeeping process. However, sometimes people mistakenly think of these files as a catch-all for an individual’s paperwork. Rather, understand that general personnel files serve a distinct purpose. What to include in an employee’s personnel file.

Filing 121

Filing Medical Payroll Forms 121

BMT Office Administration

JULY 3, 2023

While dealing with lots of paperwork doesn’t rank as most HR professionals’ favorite task, proper recordkeeping for employee personnel files is a must for any organization. In addition, if an employee is involuntarily let go, their employee file must be kept for one year following the termination date. Why is that?

Filing 52

Filing Payroll Medical Legal 52

Success

JULY 20, 2021

A survey by Insider and Morning Consult from 2019 showed that millennials were more likely to put off buying houses, making career moves, undergoing medical procedures and even getting hitched—all because of cash-related reasons. In 2021, that limit is $140,000 for individuals and $208,000 for married people who file their taxes jointly.

Retirement 329

Retirement Finance Expenses Goals 329

Clutter Coach

NOVEMBER 17, 2014

Similarly, one of you may be responsible for social engagements and medical appointments. This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to.

Medical 100

Medical Filing Credit Card Legal 100

LEADERASSISTANT.COM

OCTOBER 29, 2023

Her strong work ethic and her own experience as an executive assistant in the corporate world has formed her into the leader she is today in the staffing and marketing industry. And then my last career before I started the business, I was actually supporting COO, General Counsel and CTO at a processing credit card processing company.

AT&T 73

AT&T Retirement Travel Networking 73

Musings of a High-Level Executive Assistant

AUGUST 7, 2012

If you have to purchase stuff for your boss - ask to xerox the credit card, both front and back now. Does your boss have allergies, special diet needs, medications (like epinephrine for bee stings?), Filing Set up a great filing system now. or anything special you should know about?

Holidays 40

Holidays Calendars Credit Card Restaurants 40