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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

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
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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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The Four Horsemen of the Mandated Return to Office

Allwork

It also includes many rank-and-file staff, with publications featuring the stories of employees who quit rather than returning to the office for 3-5 days per week. European banks, which offer more flexible hybrid work policies, are using these to hire talented staff from the less flexible US banks. Quiet Quitting.

2022 342
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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

This not only aids in creating a comprehensive procedural document for future use, but also provides a reference for the new hire to revisit as needed while they’re learning the ropes. This manual should cover general company policies, team dynamics, and the specific responsibilities and procedures related to the individual’s role.

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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. Electronic files allow approved people to get what they need regardless of where they are at. The need for company policies. Effective management of electronic records requires an organization to develop specific policies.

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Manage Your Paper With a RAFT

Ian's Messy Desk

Files can be kept in open piles on a desk or in folders, according to your style. Use the RAFT template: refer it, act on it, file it or toss it. Refer it to the correct person, if you’re not the one to handle it. File it, if necessary. Eighty percent of filed papers are never looked at again.