Records Retention & Destruction for Human Resources

Duration: 90 Minutes
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One of the most common issues for HR professionals is document retention. What forms or documents should be kept? How long? Where should they be stored? How should they be destroyed? Can it be electronic or should I maintain the hard copies? What about emails?
Records Retention & Destruction
Product ID: 507320
Federal recordkeeping requirements, as well as some state regulations, vary by law and document type. Keeping track of all these requirements can be a challenge. This webinar is designed to give the participant a framework to build a record and document retention and destruction policy to fit their organization and stay compliant with legal requirements.

Objectives of the Presentation
  • Identify federal records retention requirements for human resource professionals
  • Review common additional requirements from states
  • Be able to explain to management the need for a retention and destruction policy
  • Learn the best practices for destruction of records
  • Identify what information must be protected in terms of PII and HIPAA
  • How to incorporate electronic records into your retention and destruction policy
Why Should you Attend
Companies of all size should have a record retention policy and this webinar will provide a basis from which to build that program. Records retention is most frequently governed by federal law, however many states had additional requirements. In addition, if your company has been served a lawsuit or otherwise preparing for litigation, there are additional steps that must be taken in order to comply with the legal proceedings. Failing to preserve documents can result in fines, penalties and court findings against the company.

Areas Covered
  • Laws governing records
  • What should be kept in an employee file and what should not
  • Recordkeeping best practices
  • When and how to destroy documents
  • Legal considerations when served with a lawsuit or a demand to preserve evidence
  • Common errors in retention policies
Who will Benefit
  • HR managers and directors
  • Office managers
  • General managers
  • IT Professionals
  • Compliance officers
  • HR Department-of-One
$300
Recorded Session for one participant
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How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Chad Sorenson is the President and founder of Adaptive HR Solutions, LLC and has over 20 years of diverse business, communications and human resource experience.

He works with companies that range from 5 to 1,200 employees and focuses on leadership development, manager training, employee performance management and employer compliance in industries such as healthcare, manufacturing, construction trades, and professional services organizations. Prior to founding Adaptive HR Solutions in 2008, Chad has been Vice President, Director and Manager of Human Resources for several companies in the Jacksonville area.

He is certified as a SHRM-Senior Certified Professional and a Senior Professional in Human Resources. Chad serves on the Executive Committee as the Treasurer for the HR Florida State Council, which has over 14,000 members statewide. He is also the Immediate Past President of SHRM Jacksonville having served as President for 2015 and 2016. Chad regularly speaks to other SHRM Chapters and business associations across the state on topics such as leadership development and employee engagement.

Chad is an Eagle Scout and a graduate of Morningside College in Sioux City, Iowa. The keys to his success are Devotion to God, Dedication to Family, Continuous Service, Lifetime Learning, and Always Remembering to Laugh.
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