Personnel Records: What to Keep, What to Toss

Personnel Records: What to Keep, What to Toss

One simple HR paperwork mistake can cost you big.

Maintaining personnel records used to be a lot simpler. Any HR department that wanted to be 'safe' relied on a "keep everything" policy. Today that approach could violate the rules on the “reasonable disposal of sensitive documents.” If the wrong document is destroyed, it could be damaging to the company and your career. Plus, COVID vaccine verification, testing, and exception requests add a new level of complexity to your recordkeeping compliance.

Discover how to toss all that HR paperwork clutter but keep lawsuit-proof “armor” when it comes to personnel records. This engaging, entertaining webinar recording will explain HR recordkeeping requirements, including new COVID-related document obligations.

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.

Agenda for Personnel Records:

  • Discover exactly how long to retain all types of documents. Including 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
  • COVID-related recordkeeping. How to handle new COVID-related documents, including vaccine and testing verification and religious or medical exemption documents
  • How electronic storage rules differ from paper. Learn how to comply with both
  • Educate yourself on one of the most important HR guidelines. The one rule of thumb you can apply to the retention of almost any HR record
  • I-9 rule updates. How new I-9 rules affect the handling of these immigration 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

During this 75-minute training, you’ll learn:


View a free clip:

Your Presenter:

Carrie Hoffman

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.

Professional Certification Credit Hours Included:


Business Management Daily is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP® or SHRM-SCP® recertification activities.


HRCI has pre-approved this activity for recertification credit toward the aPHR®, PHR®, PHRca®, SPHR®, aPHRi™, PHRi™, GPHR® and SPHRi™ certifications. The content of the activity submitted has met the criteria of the Approved Provider Program.

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