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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 personnel files — what should and shouldn’t be included

BMT Office Administration

For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Some of the most frequent types of these files are: Medical records for paperwork related to: Personal medical information. Medical leave of absence requests. Doctor’s notes.

Filing 121
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. While it’s clear that you need to keep a separate file for each employee, which documents should you include in it?

Filing 52
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Stay organized and secure with electronic records management

BMT Office Administration

Such a management system utilizes information technology to organize and store records in electronic form. The need for company policies. Effective management of electronic records requires an organization to develop specific policies. These policies act as an instruction manual for those involved in managing electronic records.

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Standard Operating Procedures: Tips for Creating Business Systems | Office Organization & Office Efficiency | OfficeArrow

www.officearrow.com

Checklists ensure that all steps or actions occur, not necessarily in a specific order (though that can be part of the process), but rather just that they are completed, while a template is an established pattern - form letters, resume designs - that you can use over and over to produce the same result.