Are Your Documentation Ducks In A Row?

This free report lays out the do's and don'ts of creating, maintaining, and retaining the forms you work with every day, from both a legal and practical perspective.

Every company is responsible for filing and recording
hundreds of documents required by federal and state laws.
This report includes some of the most common workplace
documents, along with examples of what to write and what
not to write when creating a paper trail.

Read this report and you'll learn:

  • 10 critical documents and how long to keep them

  • the abcs of strong documentation

  • which areas of job interviews should be documented and
    which shouldn't

  • essential facts to include when writing job descriptions

  • proper language to use when writing a performance
    appraisal, including words to definitely avoid if you don't
    want to wind up in a discrimination lawsuit

  • how to write promotion documents that properly convey the reason for choosing some employees over others without
    inviting a discrimination lawsuit

  • steps to maintain proper disciplinary documentation and
    avoid even the appearance of inconsistent treatment

  • Three factors that are critical to a termination document

  • Five questions to ask yourself about your termination
    documentation before firing an employee.

Help your company avoid lawsuits due to poor documentation
by downloading AHI's free report: "Are Your Documentation Ducks In A Row?" You may download this report now. NOTE: Free registration is required.

You may like these other stories...

We've all been there. Trying to make our work-lives more efficient, transfer knowledge to newer team members, and leverage our practices. Sometimes it works, and sometimes, well, the result is embarrassing at best.Here...
From May 20-23, the Association for Accounting Marketing (AAM) held its annual conference. Frequent contributor Sally Glick picked up some ideas that she will be sharing with us in the coming days, as she has done in...
Success, for a practitioner in a busy CPA firm, requires the ability to handle multiple tasks effectively. To get everything done, CPAs typically track their agenda with a "to do" list or other open-item systems to...

Upcoming CPE Webinars

Jul 24
In this presentation Excel expert David Ringstrom, CPA revisits the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both boost the integrity of your spreadsheets, but reduce maintenance as well.
Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.