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Personnel Records: What to Keep, What to Toss

In this 75-minute workshop, you’ll learn:

  • What to keep... for how long... and where.

    Discover an airtight, step-by-step records management strategy.

  • How to write legally safe HR documents.

    Learn 10 simple steps to keep you in compliance.

  • The different rules for paper & electronic records.

    Retention and disposal procedures can vary widely.

One simple HR paperwork mistake can cost you big.

Maintaining personnel records used to be a whole lot simpler. Any HR department that wanted to be safe simply used a "keep everything" policy. These days, however, that approach could violate the rules on the “reasonable disposal of sensitive documents.” And if you destroy the wrong document, you could also be damaging the company—and your career.

Discover how you can toss all that HR paperwork clutter but still keep your lawsuit-proof “armor” when it comes to personnel records. Using plain English (no legalese) this engaging, entertaining webinar recording will explain all your HR recordkeeping requirements, including your new COVID-related document obligations.

If you’re starting 2021 with a big Personnel Records Purge, don’t fall victim to a simple mistake that could have been easily avoided! Remember, in employee legal disputes, the winning case is often the best-documented case.





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Agenda for Personnel Records:

  • Discover exactly how long to retain all types of documents... applications, résumés, FMLA forms, payroll records, leave requests, medical data, benefits info and more
  • Learn the right way to organize documents Which documents need to be maintained in separate files – and why
  • How electronic storage rules differ from paper – and how to comply with both without going nuts
  • Educate yourself on one of the most important HR guidelines The one rule of thumb you can apply to retention of almost any HR record
  • I-9 rule updates How new I-9 rules affect your handling of these immigration forms
  • COVID-related documents How to handle new COVID-related documents, including FFCRA leave forms
  • Reviewing personnel files What to do when lawyers ask to review personnel files (or employees ask)
  • To delete or not to delete? The requirements for storing and deleting company emails
  • Learn how to compose legally safe HR documents 10 simple steps for writing legally safe HR documents
  • Plus, answers to your questions about HR recordkeeping and much, much more!





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Carrie B. Hoffman is a partner in the Dallas office of Foley & Lardner, LLP. She advises and represents employers in litigation covering labor and employment issues in both federal and state courts across the country. She is also a trusted advisor to employers on all aspects of labor and employment law, including wage-and-hour matters, OSHA, employment contracts and noncompetes, union avoidance and negotiations, leaves of absence, handbooks and harassment and discrimination issues.

Carrie Hoffman
Carrie Hoffman Foley & Lardner, LLP


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Professional Certification Credit Hours Included:


This program is valid for 1.25 PDCs for the SHRM-CP® or SHRM-SCP®.


The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

We promise you'll be satisfied.

If Personnel Records: What to Keep, What to Toss fails to meet your needs in any way, we will refund every penny you paid – no hassles, no questions asked.