Admin Pro Forum — Business Management Daily: Free Reports on Human Resources, Employment Law, Office Management, Office Communication, Office Technology and Small Business Tax Business Management Daily — Business Management Daily: Free Reports on Human Resources, Employment Law, Office Management, Office Communication, Office Technology and Small Business Tax Page 80
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Admin Pro Forum

Share best-practices with your administrative peers. Pose a question, offer advice, or just be a fly on the wall.

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Question: Microsoft has a product called “Markup” that allows you to proof other people’s documents internally. Has anyone used this, and if so, do you like it and is it easy to use? Are other products available that perform similar functions?  -- JAG

Question: Our company has job descriptions for several levels of administrative assistants, but it doesn’t have one specifically for executive assistants. Typically, the executive assistant position requires a level of support beyond what the average admin provides. Does anyone have a really strong job description for an executive admin position?  -- Carol

Question: Does anyone know of a software program that works similar to MS Binder?  -- Anne Smith

Question: The HR director has placed someone in my office on a 90-day probation. During this period, she cannot miss a single day of work, even after she got approval to take a personal day to visit her doctor. Her doctor’s office is located 45 minutes from the office, and then she worked from home for the remainder of the workday.

The HR director has stated that one of the sacrifices when taking a corporate job is that you “must” switch doctors so your doctors’ offices are near the office.

Can a corporate office dictate where its employees can go for health care? If she received pre-approval to take a personal day, is it the company’s business where her doctor is located? How can HR tell her that she “must” switch to a doctor near the office? Is there any law that says a company can do this? There have been many similar incidents.  -- Concerned About Legality

Question: We interviewed a job candidate for a position with our company. We did not select the individual, but I sent a letter thanking her for taking the time to interview with us and that we had been successful in our search. I stated that we would keep her resume on file for 30 days in case a similar position opened up.

This person has written back asking for "constructive criticism" (feedback) on how she can better present herself in an interview. She is also asking if her business references gave negative recommendations, and if so, she wants to know their names so that she does not use them in the future.

How would you handle this situation? I worry about possible lawsuits. For the record, I did not receive any negative comments from her references; we simply chose another candidate.  -- Anonymous

Question: I would like to learn about other companies' employee pension plans. We employee 29 people, have about $1.2 million annual payroll, and want to set up a pension plan program. Also, I'd like info on life insurance, e.g., amount per employee, cost per thousand, etc. Any info would be appreciated.  -- Jean

Question: I am organizing a meeting in Coventry UK for a large group of top level executives and quite naturally it needs to be close to perfect. Does anyone have a meeting checklist (preferably for large groups) that I can use to make sure everything I need to consider is taken care of (travel, room reservations, equipment, meals, etc.)?  -- Anonymous

Question: I'm a seasoned EA who joined a small firm a year ago. Because of my experience and background, I've stood out to the firm's management. Yesterday, I was told by the CEO that I will now be supporting him, and his current assistant (who is lacking) will be reassigned. To me, this is a promotion but no additional salary was brought up. Our raise reviews are next month and he said that my review will be handled by my current boss (senior partner). Should I bring up salary with the CEO or should I wait until next month? I probably make more than the other assistant but my salary is in line with salaries in my city.  -- Anonymous

Question: The company I work for needs to freeze their defined benefit plan due to underfunding and expense of the plan. As the HR person I would like some insight from others who may have experience with such a matter. Also I would like suggestions on other retirement plans to consider that would supplement the frozen accrued benefits of defined benefit plans, etc. ( I work for a small bank with about 30 employees.)  --  Blue Eyes

Question: My boss has several direct reports that he meets with individually each month. After each meeting, my boss gives me his notes and I use them to assign tasks. We are looking for some software or a system to track when the tasks are assigned and a reminder when the deadlines have occurred.

We are aware of the “Tasks” feature in Outlook but we don’t want to connect everyone’s Tasks to his Calendar. He uses that as his “To Do” list as he tracks his own Tasks. I thought of an Access database but I can’t get a deadline reminder to pop up. I don’t know much about MS Project, but I thought that might be an option. I’d appreciate your suggestions.  -- Keisha
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