What Are Types of Workplace Documents


Contextualize events. One of the best things you can do when creating documents is to contextualize what you`re documenting. Business reports are documents that help the organization`s management better understand various internal aspects. They describe various elements related to the company, its transactions, employees, contractors and other relevant information, and help management make informed decisions. You can also show potential investors the business situation of the organization. The documentation must be correct to be used as a reliable resource. This trust is part of the agreement that all parties should have in the documentation of the documents in question. Keeping basic documents like these can help you in the long run if you need to use them for future hiring decisions or work history. This chapter presents five important types of written business documents that you will encounter during your professional life. These include emails, memos, letters, fax cover pages and brief reports. You will also learn about the acronym FAST, which will help you determine the appropriate format, audience, style, and tone of your document. Taking minutes of the company`s most important meetings can help everyone involved analyze what was discussed and the validity of the decisions made. This can clear up uncertainties and disagreements by showing exactly what has been said in clear terms.

Effective meeting minutes often contain as much information as possible, including a list of all meeting participants and their vote on various decisions. Transition words and phrases are useful tools that can be incorporated into workplace documents. They are used in paragraphs to connect one sentence to the next, and are also located at the beginning and end of each paragraph, so that each is perfectly connected to the next. They guide the reader through the document and clarify the relationships between sentences and paragraphs so that the reader understands why they were written in that particular order. Reports are standard documents in all organizations. They are written, for example, to communicate factual and descriptive information about the results of surveys. While the structure of a report is fairly consistent, it can vary depending on the target audience. And in a company, creating proposals is inevitable, and that`s why it`s another document that you should definitely focus your energy on. Some of the many types of suggestions are sales proposals, project proposals, marketing proposals, etc. Before we dive into the types of documents and how to use them, we need to consider an important part of the letter that makes up your documents: the paragraph. If you are a professional at managing all your business documents, let us know in the comments what systems and tools you use! The documentation of a company`s articles of association is a set of internal rules and regulations established by management to inform all employees of the agreed standards and practices. It typically describes the company`s leadership structure, potential governance issues, and each employee`s individual role in the well-being of the organization.

They are not always required by law, but they are generally useful for any type of organization. Keeping documentation is a good start, but making sure it`s properly maintained and done properly is key to making your documentation a real tool for your workplace. It may come as a surprise to learn that almost anything can be considered documentation, so it can be difficult to define what formal documentation really is. One way of thinking about documentation is formal versus informal. There are three big benefits to documenting things happening in the workplace. No matter what type of records you keep, you can benefit from them this way. As mentioned earlier, documentation is a crucial aspect of your business. Having a centralized system to create and store your documents is paramount. Be honest.

In a role like this, where you`re responsible for documenting workplace events, it`s important that you remain honest and impartial. Document employee records. It is important to have certain documents ready for all employees, such as resumes, applications, job eligibility, disciplinary reports, performance reports, leave letters, and emergency contacts. Finish with an overview of the status of the project and what to do next. We rely almost daily on files and documents to understand situations and make good decisions. Just as you want to have complete documentation of things like your financial accounts or work experience before making a big decision, it can be extremely helpful to keep accurate records of things happening at work. All safety training and diversity training compliance materials must be signed by employees and retained by your human resources department. When you sit down to write a document at work, you need to consider who the audience is and what the purpose of your message is (inform, persuade, or entertain). You can use this information to decide which type of document (channel) to use. These studies help companies innovate, which is why it`s just as important to include it in your document list! Some types of research papers are marketing research and UX research. Some types of financial documents used by businesses include cash flow statements, income statements, balance sheets, etc.

It goes without saying that in a business, you have a variety of documents that you need to create and track, such as quotes, agreements, letters, and contracts. If you provide employees with equipment, tools or other company assets, use this form to document what was provided to the employee. This can help ensure that all properties are returned and set at the time of separation. These contracts and agreements are legally binding and enforceable in court. Without the right legal documents, you could steer your business to success. In the Basics module, you learned how important it is to know your audience in order to design effective communication. This always applies to the drafting of business documents. The person you are writing to can be one person or several. The format you choose can make it easier for others to access your document (such as email) and include secondary and hidden audiences.

But when you`re writing businesses, of course, your core audience stays at the center of your message. One useful approach that some communicators use is to put yourself in the shoes of the main audience and ask yourself: What`s in it for me? or Why should I care? or So what? If you identify the target audience and are aware of their needs, you can create a document that is more likely to spark their interest. A business uses financial documents to stick to its budget, prepare budget proposals and file tax returns. These documents include receipt records, pay stubs, paid invoices, bank statements, profit and loss accounts, balance sheets, and tax return forms. These documents can be prepared by the company`s accountant. 4. Real-time collaboration: Documents are important and you certainly can`t create one yourself. That`s why this feature of Bit is the BOMB. With Bit, you can collaborate with your team on your documents in real time, wherever they are. You can edit, leave comments online, access version history, chat documents, @mentions and much more! A company uses documents to do business with its customers.

To save time, these documents can be formatted as a form, such as an order form, quote page, invoice, or receipt. The types of transactional documents used vary somewhat depending on the type of business. For example, an insurance agent generates insurance applications and policies, while a lender uses loan applications and mortgage documents. If possible, ask staff to submit written requests for leave or other types of leave. If authorization is required by law, the government authority responsible for enforcement may provide model forms. For example, the Ministry of Labour provides standard forms for leave applications that fall under the Family and Medical Leave Act (FMLA). In response to the COVID-19 pandemic, legislators and agencies have approved new leave requirements for employees affected by COVID-19. Make sure your leave request forms have followed. For example, the Families First Coronavirus Response Act (FFCRA) temporarily gives employees the right to paid sick leave and extended public health/FMLA leave. For the purposes of the FFCRA leave tax credits, employers must obtain and retain certain documents. Your state, industry, and way of working determine which documents you need to keep to meet regulatory and compliance requirements. After careful consideration, I have determined that it is necessary to begin the first steps of a financial management program that will allow the provincial university to navigate a two-year cycle marked by a severe provincial revenue deficit and the necessary legislative budget cuts.

Documents and business are synonymous with each other.