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It’s time to review (or create) your document retention policy

BMT Office Administration

They create a document retention policy that clarifies what needs to be saved, where, and for how long. Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Businesses and nonprofits of all sizes should possess a written-out document retention policy. Such action raises concern about cover-ups.

Policies 105
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

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
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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

Tools of the Trade Familiarize them with the essential programs and platforms used by the company (project management, file management, internal communications, virtual meeting platforms, etc.), General Company Policies Code of Conduct: Expectations for employee behavior and professionalism.

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Benefits of outsourcing HR for small businesses

BMT Office Administration

Small businesses can outsource all of their HR operations, or just specific HR tasks that they don’t have the bandwidth to manage internally. Creating company policies: Crafting policies from scratch can be difficult, especially in a small business.

Payroll 52
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Stay organized and secure with electronic records management

BMT Office Administration

Many serve as supporting evidence when the company files taxes or gives reports to other federal agencies. Internally, anyone from a manager looking for details of past dealings with a specific client to lawyers building a defense for an improper termination lawsuit benefits from the ability to quickly and easily find what they need.

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Sorting out taxes and reporting for a deceased employee

BMT Office Administration

health, dental, vision, retirement) and involuntary deductions, like garnishments. Payouts for accrued vacation and other time off follow company policy on final pay. Internal Revenue Code § 132 excludes de minimis fringe benefits from taxation. For the year the employee died, you file W-2 and 1099-MISC forms.

Payroll 52
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Miscommunication, Misfiled, and Misplaced = Misrepresentation

The Office Professionals Place

Sunday, August 22, 2010 Miscommunication, Misfiled, and Misplaced = Misrepresentation A work day consists of filing, answering phones, greeting visitors, and a host of communication efforts with coworkers, supervisors, and customers, plus other duties and responsibilities that can get overwhelming. Lets grow together! Thanks for the feedback!

Filing 100