Personnel Records:
What to Create and Keep, What to Toss and When
Unlock the Secrets of HR Recordkeeping: From Clutter to Compliance
Maintaining personnel records used to be simpler. HR departments often relied on a “keep everything” policy to play it safe. However, this outdated approach can now violate rules on the “reasonable disposal of sensitive documents.” But destroying the wrong document can lead to hefty fines and penalties, accusations of willful evidence destruction and even the loss of a lawsuit.
On the other hand, not creating and maintaining required records can also pose legal risks. Laws mandate documentation for many processes, and it’s often wise to keep thorough records, from job applications to disciplinary notes. Knowing when to keep and when to dispose of them is crucial.
On September 18, join expert employment lawyer Jennifer Shaw, founder of Shaw Law Group, as she takes an engaging and entertaining dive into how to eliminate HR paperwork clutter while maintaining lawsuit-proof “armor” for your personnel records. She’ll explain HR recordkeeping requirements under federal, state and local laws and regulations.
Don’t fall victim to avoidable mistakes! In employee legal disputes, the winning side often has the best-documented case.
Webinar Agenda
- Retention periods. Discover exactly how long to retain various documents, including applications, résumés, FMLA forms, payroll records, leave requests, medical data, benefits information and more.
- Document storage. Understand the proper way to organize documents, which ones need to be maintained in separate files and how electronic storage rules differ from those for paper storage.
- Reasonable accommodation records. Correctly handle requests related to disabilities, pregnancy impairments, religious objections to vaccinations and genetic information.
- Indispensable records. Learn which records should never be deleted and why, as well as the requirements for storing and deleting communication records.
- Personnel file requests. Know what to do when lawyers or employees ask to review personnel files—this varies by state and timing of the request.
- I-9 updates. Stay updated on the new form and procedures, and learn about the new rules for remote examination if you use E-Verify.
In this 75-minute interactive online training, you will learn:
- What to create and 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 and electronic records. Retention and disposal procedures can vary widely.
Hear from your fellow HR professionals why you should attend this session:
- “Very informative! Makes record-keeping interesting.”
- “Great information. I found out things I did not know and will be going through my documents. Jen is a great presenter who took a ‘not sexy’ topic and made it entertaining and informative!”
- “Jennifer is an excellent presenter. Great energy and lots of good examples.”
- “Very engaging. I got some great takeaways that were very timely. Would love to attend more sessions with Jen!”
Get answers to YOUR questions from presenter…
Jennifer Shaw is the founder of Shaw Law Group and a 2019 recipient of the Sacramento Business Journal’s “Women Who Mean Business” award. Employers regularly rely on Jennifer, a well-respected expert in employment law for almost 30 years, to counsel them on a broad range of employment law issues. Jennifer’s practical advice covers subjects such as wage-and-hour compliance, anti-discrimination and harassment policies and procedures, reasonable accommodation/leave of absence issues, DEI compliance, conflict resolution and mediation, and hiring/separation processes. She is a trusted advisor to in-house counsel, HR professionals and leadership across a broad spectrum of public- and private-sector employers. A member of the Association of Workplace Investigators, Jennifer has considerable expertise conducting neutral investigations. Other attorneys and employers frequently engage her to assist with challenging and high-profile matters. Jennifer also teaches HR professionals how to conduct effective internal investigations.
Registration bonuses included:
Everyone who signs up will receive a free copy of our Managing Personnel Records white paper, which will show you how to turn all your HR paperwork into “lawsuit-proof armor.”
You'll also receive one month of exclusive access to The HR Weekly – our comprehensive service with all the HR advice and compliance tools to simplify your job … and to keep your organization out of court. So that you continue to benefit from The HR Weekly, we will continue your subscription after that for the then current rate, unless you tell us "no, thanks" – your choice.
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If Personnel Records: What to Create and Keep, What to Toss and When fails to meet your needs in any way, we will refund 100% of your tuition – every penny you paid – but your course materials and registration bonuses will be yours to keep. No hassles, no questions asked.
Professional Recertification Credit Hours Included
Business Management Daily is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP® or SHRM-SCP® recertification activities.
HR Certification Institute’s® (www.HRCI.org) official seal confirms that Business Management Daily meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®. This program has been pre-approved for 1.25 HR-General recertification credit hours.