Personnel Records: What to Keep, What to Toss

Wednesday, September 28, 2022  |  1:00 PM ET

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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.

Agenda for Revise Your Job Descriptions

  • 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!

Get a whole year of webinars for one low price

We will produce about 200 webinars in the next 12 months. If you were to attend all of them, you’d pay a total of $39,400.00 in tuition. But your webinar Training Pass gets you access to all these events for a small fraction of the regular per-event price. Save 90% on a complete year of training webinars! Access over 200 expert-led training sessions … for just $1,599. Train everyone in your organization for one low price. 

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Get answers to all your questions 

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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.

Free! Just for you when you sign up: 

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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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4 free issues of The HR Weekly

This newsletter is your best source for all the HR advice and compliance tools to simplify your job … and to keep your organization out of court. So that you’ll continue to benefit from this service, we’ll continue your subscription automatically for just $79 per quarter, unless you tell us “no, thanks” – your choice.

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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.

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.

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