Checklist - Key Record Keeping
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Recordkeeping is the act of keeping track of the history of a person's or organization's activities, generally by creating and storing consistent, formal records.Example: The company's recordkeeping was very extensive, with each employee's hiring, pay, and job performance thoroughly documented.
Phase 5: Disposition In this phase, when you don't require a specific kind of information and the data is maintained as per the requirement, the same records are eligible for disposal or shredding. This is usually done being aligned with the company policies of record-keeping and disposal.
Creating a record. capturing a record, including information that needs to be captured. providing or accepting supporting documentation. maintaining a record, including security, storage and handling. providing access to records. retention and disposal of records.
Identifying the transactions. Recording in the journal. Classifying the nature of the transaction. Posting to ledger. Balancing of accounts. Preparing a financial statement. Interpreting the financial statements. Communicating it to stakeholders.
N. Coordinated policies and procedures that enable records to be collected, organized, and categorized to facilitate their management, including preservation3, retrieval, use, and disposition.
Capture the Information. Check to Make Sure the Information Is Complete and Correct. Record the Information to Save It. Consolidate and Review the Information. Act Based on What You Know.
Determine what records you need to have. Take inventory to see what records you are keeping. Create a document retention schedule based on legal requirements and business needs. Figure out the best way to store each type of record. Create a location for records storage.
Creation (or receipt), maintenance and use, and. disposition.
EEOC Regulations require that employers keep all personnel or employment records for one year. If an employee is involuntarily terminated, his/her personnel records must be retained for one year from the date of termination.
