Personnel Records:
What to Keep, What to Toss

Make the Shift to Electronic Records

Maintaining personnel records used to be a whole lot simpler. Any HR department that wanted to be safe simply used a "keep everything" policy. But now, that strategy can cost you a lawsuit … and maybe more.

If you keep everything, you could be violating federal rules on the "reasonable disposal of sensitive documents." But if you destroy the wrong document, you could also be damaging the company – and your career.

Are you confidently up to date on the recent changes to recordkeeping management – including the new FFCRA recordkeeping rules relating to COVID-19 leave laws? The wrong decisions can trigger costly fines and leave you vulnerable to huge damages.

Register Now

On Friday, October 2, 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 will explain your HR recordkeeping requirements in light of new laws and regulations. You'll discover:

  • Exactly how long to retain all types of documents … applications, résumés, FMLA forms, payroll records, leave requests, medical data, benefits info and more
  • 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
  • The one rule of thumb you can apply to retention of almost any HR record
  • How new I-9 rules affect your handling of these immigration forms
  • What to do when lawyers ask to review personnel files (or employees ask)
  • The requirements for storing and deleting company emails
  • 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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In employee legal disputes, the winning case is often the best-documented case. Don't fall victim to a simple mistake that could have easily been avoided!

When attorney Carrie Hoffman presented this session to a packed audience at our annual LEAP conference last year, attendees had rave reviews:

  • "Great info and straight to the point. Knows her stuff!"
  • "I loved the practical examples of how to put this info to use in the 'real world'"
  • "Great sense of humor! One of the best speakers I've seen!"

On October 2, discover how to develop an effective records management strategy, including all the right moves on retention, storage and destruction. Clear out those files with confidence!



Pat DiDomenico, Editorial Director
HR Specialist

book coversP.S. Registration Bonus. Everyone who signs up will receive a free copy of our Personnel Records executive summary, which will show you how to turn all that HR paperwork into "lawsuit-proof armor," including advice on when to legally throw out documents from 13 categories of personnel records. Plus, you'll receive Timekeeping and Payroll Recordkeeping, our 25-page special report that explains your wage-and-hour requirements under federal law, including all the pay and benefits records you need to keep.

HR Law Weekly newsletterP.P.S. Extra Added Bonus. You'll also receive 5 issues of The HR Law Weekly newsletter. Every Wednesday, our team of attorneys and HR pros reviews the latest case law and regulations that may impact you. We'll also show you how to "lawsuit-proof" your HR practices – from avoiding handbook mistakes to training managers on hiring and firing the right way, and much more. To make sure you continue to benefit from this advice, we'll keep The HR Law Weekly coming for just $79/quarter until you tell us "no, thanks."

100% GuaranteeP.P.P.S. We promise you'll be satisfied. If Personnel Records: What to Keep, What to Toss fails to meet your needs, we will instantly refund 100% of your tuition. Your course materials, registration bonus and website access are yours to keep. No hassles, no questions asked.

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About Your Speaker:


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.

Credit Hours:

HRCI seal

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


SHRM seal

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



  • Friday, October 2nd
  • 1 - 2:15 p.m. ET
  • 10 - 11:15 a.m. PT

Since this is a webinar, you and your entire staff can attend in the comfort of your office or conference room for one low price! You may include as many people as you wish while listening on a single phone line or computer. Contact us for multi-site discounts.