• Wednesday, Sept. 28
  • 1:00 ET
  • 10:00 PT
Register Here

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 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.

On September 28, discover how to toss all that HR paperwork clutter but keep lawsuit-proof “armor” when it comes to personnel records. This engaging, entertaining webinar 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.

Register Here

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
  • Plus, answers to your questions about HR recordkeeping and much, much more!

Interactive Q&A time included

Bring your trickiest Personnel Records questions. Carrie will answer them and provide expert resources.

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 With This Webinar

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.

Register now and receive these free bonuses!

Personnel Records & Timekeeping and Payroll Recordkeeping

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." Plus, you'll receive Timekeeping and Payroll Recordkeeping, our 25-page special report that explains all the pay and benefits records you need to keep.

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We promise you'll be satisfied.

If Personnel Records 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.