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Rose asks: The accounting firm I work for converted to digital document management ten years ago. When a drawer goes corrupt there are only three resolutions – restore from backup, rebuild from paper documents, or a combination of both. What procedures do you have in place to ensure you can retrieve corrupt documents/drawers? .
In a Q&A with Allwork.Space, Dr. Laura McGuire, a trauma-informed workplace training expert, shared her knowledge about how workers can advocate for themselves when experiencing discrimination or harassment in the workplace — and how to avoid companies that won’t address it. . The first step is to document everything.
Question: “We have so many people in my office creating and revising so many documents and swapping them around, I don’t know of the best way to ensure someone’s not grabbing the wrong one from the network—or from the person they’re teaming with. What is the best document tracking tool or method you use?
Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. Setting up employee personnel files is an important part of the recordkeeping process. Rather, understand that general personnel files serve a distinct purpose. Cover letter.
In another instance, the EEOC filed a complaint against a Georgia company for terminating a marketing manager who had requested to work remotely three days a week to manage her anxiety. Sonderling stresses the importance of training for managers and HR professionals to handle these requests appropriately. “It’s
Now imagine taking all the files out of the folders in your computer and dumping them on the desktop. Programs, documents, videos, audio files—you put thousands of stored items randomly on top of each other. To train your brain, White explains that you must install folders on it. Think of your brain in a new way.
Office Dynamics specifically focuses on training and development for administrative professionals of all levels. The writer immediately points out that technology and automation have chipped away at duties like papers to be filed and landlines to be answered. First, I have been entrenched in the administrative profession for 50 years.
The Admin’s Guide to Organizing Digital Files By Julie Perrine. Just like papers on your desk can pile up, the same thing can happen with digital files. If you don’t have a filing system to put things where they belong when you save them, the virtual mess can accumulate quite quickly. Setup Your Digital Filing Cabinet.
Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.
Establish a filing system. Most of your files are probably going to be digital, but you still need to know where everything you need is stored. Looking for lost files will take up as much of your time as looking for misplaced items. You need to make sure all your files are in its proper place.
Asks: I’m finally getting around to creating my Administrative Professional Protocol Manual but I’m not sure if it should print everything out in a 3 ring binder (using dividers), using a One Note document, having it electronically in an online file or all of the above. What do most administrative professionals prefer?
However, if that’s not workable for you right now, make sure you have a good filing system in place. You may find the these five to be adequate: Projects - files with information related to different projects you are working on. Self-Development- folders related to training: books, articles, etc. Colour code you files.
Cloud-Based File Storage: Tired of attaching documents to emails and relying on track changes to keep up with multiple people editing the same files? Update, backup, and share files with your executive and team – no flash drives needed! Need to access your work from any device, anywhere?
Catch up on all of that training you’ve wanted to do, but haven’t had the time for. FYI, you can access replays of ALL of the training webinars I’ve hosted for the past two years in the Career Success Library. Then, document your ideas and the value they would contribute in a formal business case. Learn more and sign up here.)
I prepare files with the documentation he will need for the meetings and leave on his desk. The post Being an Administrative Assistant for Two Different Types of Managers – Ask an Admin appeared first on Office Dynamics - Executive And Administrative Assistant Training. I set reminders on my cell and Google Calendar.
What You Need to Know In order to manage your CEUs, you first need to know how many hours of continuing education are required to maintain your certification, in what time frame they need to be completed, and what kind of training or independent study qualifies. Some people use a simple Word document or Excel spreadsheet.
When you migrate your files into a digital environment, it: Increases your efficiency. You only need a few seconds to find an electronic file. If you’re a Mac user, just go to the Finder’s toolbar, type the file name in the Search field, and click. Saves space. Tightens your security. Weeds out unfit clients.
I even document which restaurants I liked and why I liked them. Executives are funny people in that they won’t talk to their assistant about the little nuances but when they hire me for coaching or training, they tell me every little minute detail that frustrates them that their assistant does when coordinating their travel.
Today, going mobile means having instant access to all documents, content and colleagues, and the tools to get any job done – anywhere, anytime. First and foremost , learn how to use a cloud service to backup and access your documents, photos and videos in a flash and I don’t mean from a flash drive! (I Microsoft OneDrive.
Today, those benefits are scientifically documented. Others need training and guidance to meditate on their own. Balances then chooses a daily meditation from hundreds of audio files suited to your current needs. And an active practice feature even helps you to “train your brain” while performing other activities.
Even if an employee doesn’t file a claim but is merely alleging age discrimination, HR and legal will likely investigate the allegation as a best practice. They should ensure that ALL employees — including older ones — have opportunities for training and development. Third, have the conversation.
Managing files can be overwhelming and let’s be honest… boring for some. Remember, an effective file management system boosts the overall efficiency of a company’s operations. With that, I’m going to share tips on how you can manage your files effectively. For example, “J Lawrence File Management Blog Article 112021.”
In the world of process improvement, documented procedures help facilitate operational efficiency. Whether it’s scribbled notes or complex digital files, the importance of procedures documentation cannot be overstated. Having procedures in any form is better than having no documented procedures at all.
However, because systems are so automatic, many people don’t have them documented. So why should you document something you already know how to do? Documented systems: Allow someone else to fill in for you. Sure, you may have the perfect system for filing. Having documented systems is even better. Travel planning.
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?
In court papers, PepsiCo claims it first received a legal document related to the case from the North Carolina agent on Sept 15 when a copy of the co-defendant’s letter was forwarded to Deputy General Counsel Tom Tamoney in PepsiCo’s law department. Who says that paperwork or filing is not important?
You are still trying to ‘sort out’ the dump, when you are interrupted and told that 3 motions need to be filed before 4 p.m. Time and paper: 90% of all documents handled each day are merely shuffled. Time and paper: 90% of all documents handled each day are merely shuffled. 80% of filed papers are never referenced again.
You are still trying to ‘sort out’ the dump, when you are interrupted and told that 3 motions need to be filed before 4 p.m. Time and paper: 90% of all documents handled each day are merely shuffled. Time and paper: 90% of all documents handled each day are merely shuffled. 80% of filed papers are never referenced again.
Whether it’s creating effective systems for minute taking, follow-up on action items, travel planning, procedures documentation, or developing communication systems that are easy for your executives to scan for information, organization is a vital skill for success-minded admins. NEW 3-Part LIVE Training Series Starts May 12!
Good systems are documentable, so you start by writing down the process required to accomplish the task at hand. Since you, your executive, and team members likely all have different style preferences, you need to be very clear about the organization systems you have in place (for filing paper, filing digital documents, etc.).
0830 – Spend time on the train reviewing my to-do list and it seems that I have quite a few tasks that require answers from other people. Spend time reading through some of the emails I’ve filed over the last week, including LinkedIn updates and other networking emails. 1745 – On the train home and am able to reflect on the day.
Good systems are documentable, so you start by writing down the process required to accomplish the task at hand. Since you, your executive, and team members likely all have different style preferences, you need to be very clear about the organization systems you have in place (for filing paper, filing digital documents, etc.).
It should be very detailed and include all legal documents, contracts, banking information, account numbers, PO boxes, client information, and vendor and subcontractor information. The important thing is to have all company-related documents and information gathered in one place. Invest in an online file storage and back-up system.
It should be very detailed and include all legal documents, contracts, banking information, account numbers, PO boxes, client information, and vendor and subcontractor information. The important thing is to have all company-related documents and information gathered in one place. Invest in an online file storage and back-up system.
Home About Me Advertise Macros: Shortcuts To Productivity With Microsoft Word By The Professional Assistant on Monday, October 13, 2008 Filed Under: MS-Word , Productivity D o you know what a macro is? You now can paste the particular parts of text back into your document. Do you know how to create them? You will need in a short while.
Procedures are more than just documents; they are a roadmap for new hires, guiding them through the complexities of their new role and the company culture without constant supervision. The Power of Documentation If you have everything documented and ready to go when a new hire begins, it expedites the onboarding process.
Your business team requires training, nurturing, direction and encouragement to reach its fullest potential. Just as the coach looks to his playbook to ensure the team’s success, ECM provides the tools to drive your document-driven processes, while keeping the content safe and secure. In fact, it’s much like being a head coach.
Whether you’re a seasoned admin or just starting your career, documenting procedures are essential for maintaining consistency, efficiency, and clarity in your work. Now, let’s explore some of the built-in functionalities of these apps that make them indispensable for procedures documentation.
If you request to attend a Training Day and they say that time away from the office is the main issue, then you need to make the conference seem as undisruptive as possible. Internal & External Training. Internal & External Training: The first external conference that I ever attended was Square Meal Venues and Events.
She shares an onboarding document with every new freelancer. “It Different freelancers require different onboarding materials, but our Marketer Onboarding Workbook will give you a good head start with a checklist, timesheet, and helpful training resources. Develop a file-sharing system. Her secret? Don’t have these?
0810 – I’m on the early train into work today as there is a Board meeting starting at 9am. 1130 – One of the Directors comes out of the Board meeting to ask if I can photocopy some documents for him. It takes 10 minutes to photocopy the documents and take them to the Boardroom. Filed under: Uncategorized.
Home VA Training VA FAQ Podcast Featured Events for Bloggers & VAs WordPress 2.8 The only remaining big mess was the admin panel which wasn’t seeing its intended CSS and image files. A colleague recommended reinstallation of the wp-admin files. A reinstall of the wp-includes files seems to have been the answer.
If this occurs frequently and you are unaware of your bosses calendar, then during your next staff meeting or performance review politely express your concern that you would prefer to receive tasks and projects ahead of time so that documents can be fully prepared and reviewed before being presented to a group, especially upper management.
TinyScan turns your iPhone into a mini scanner for documents, photos, receipts and other texts. With TinyScan, you can scan your documents at anywhere and store or email them as PDF files. Or they can take several pictures and send a multipage document to you with the entire trips receipts collected. Free – $4.99.
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