One of our clients’ bookkeepers has recently left their employment to relocate. They have had minimal handover between that bookkeeper and her replacement, which is proving challenging for the new incumbent. This situation could have been alleviated if the bookkeeper had compiled a full and complete job specification of the work that she did, and detailed instructions if required.
I recommend that all employees build their own Job Specification.
If you are working with a computer, keep an Excel spreadsheet open, and record what you do throughout the day for a month, or better still, for a quarter. Use that spreadsheet to compile a list of the tasks that you performed, then group them by type. Write instructions if there are peculiarities to your business processes that a general Bookkeeper might not reasonably know.
If you want to document the processes for your whole business, then TKO Software is ideal for this. See … http://www.transformmybusiness.com/
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The Teamrace Team hope you had a wonderful break over Christmas and New Year and we look forward to working with you in 2016.