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Your HR Documents on Trial:
A Compliance Workshop

In this 75-minute training, you will learn:

  • Best practices in HR documentation.

    From FMLA forms to performance write-ups, using the correct procedures can save you in court—and save your career.

  • New trends, common errors.

    Recent laws have added obligations, but there are still many common mistakes to avoid.

  • What to keep, what to toss.

    Learn legally safe retention and destruction schedules for your personnel documents.

Documentation is a core HR responsibility—here’s how to master it

At some point, your personnel documents will likely become evidence in an employee’s lawsuit—either favorable or unfavorable. How confident are you in your compliance?

From FMLA certification to job descriptions to performance write-ups, one documentation mistake can lead to a messy, expensive court battle. Plus, the explosion of remote work has added an extra layer of recordkeeping complexity.

Don't leave your compliance to chance. Discover the legally airtight steps you must take for your HR document obligations to comply with all federal and state employment laws (even the brand-new COVID laws) and to keep your HR operations running smoothly.

This fast-paced workshop from a pair of experts will examine the best practices, newest trends and common errors that you need to understand to manage HR documents.

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Agenda for Your HR Documents on Trial

  • Trial exhibits. Which documents are most frequently used as trial exhibits
  • 6 “musts.” The 6 “musts” in creating good documents
  • Application forms. What your application forms should ALWAYS and NEVER ask
  • Offer letters. The specific phrases to include in offer letters to protect your company
  • Job description. What each job description must include, and how to revise them now
  • Arbitration agreement. Changes needed to your arbitration agreement based on recent case law
  • Document performance. How to document performance to stay out of court (3 simple steps)
  • Performance improvement plans. Wording to include (and avoid) in every performance improvement plan
  • Electronic documents. Special steps to take with your electronic documents
  • Retention and destruction. Legally safe retention and destruction schedules for documents
  • Documentation mistakes. 5 most common documentation mistakes—and solutions
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Richard Brann is former chair of the labor and employment law practice at Baker Botts LLP in Houston, where he specialized in representing management in all aspects of labor and employment law. Mr. Brann is the past chair of the Labor and Employment Law Section of the Houston Bar Association and is a fellow in the College of Labor and Employment Lawyers.

Richard Brann
Richard Brann employment law attorney

Amanda Jones is a partner with Cades Schutte in Honolulu, where she represents employers in state and federal courts, in arbitrations and in administrative proceedings before the EEOC and the Department of Labor. She has successfully defended employers against claims of discrimination, harassment, retaliation and whistleblowing. Prior to her legal career, Amanda was a news reporter and anchor for an ABC affiliate in Mississippi.

Amanda Jones
Amanda Jones employment law attorney

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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 Your HR Documents on Trial fails to meet your needs, we will refund every penny you paid – no hassles, no questions asked.