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Document Retention and Destruction: What HR Professionals Must Know

presented by Lorman Education Services
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Summary

Document Retention and Destruction: What HR Professionals Must Know

Workshop Description/Agenda

Benefits
Make sure you are in full compliance with your current document retention and destruction policies. The primary responsibility for record keeping and retentiondisposal of employmentrelated information usually falls on the HR professional. Maintenance of employment records is critical to defending against employmentrelated litigation. Moreover, the failure to appropriately retain or dispose of certain records may subject a firm, and even individuals, to civil or criminal liability. It is critical, therefore, for HR professionals to ensure that their companies have in place written document retentiondestruction policies that are current, comprehensive and mandatory. During this topic, we will provide HR professionals with tips and tools to help them create a document retentiondisposal policy that will minimize risk and ensure compliance with state and federal rules and regulations.

Agenda
Introduction • Who I Am • Why This Is so Important • Examples of Devastating Documents/E-Mails Roadmap Identifying Hr Records • The Employee File • Payroll Records • Benefit Records • Other Records Unique to Hr Crafting the Document Retention Policy • Scope and Definition • Retention Schedule • Recordkeeping – Disciplinary Actions – Investigation Materials – Performance Evaluations – Termination Documents • Security and Confidentiality – Personally Identifiable Information – Other Privacy Issues – Company Confidential Information and Trade Secrets • E-Mails, Text Messages, and Social Media • Document Storage and Destruction – Safeguarding Records – The Cloud – Destroying Documents • Federal/State Laws and Regulations Ensuring Adherence to the Policy • Automatic Archiving/Destruction • Information Audits • Effective Training and Supervision You'Ve Been Sued . . . Now What? • The Litigation Hold Memo • Meeting Your Obligations During Discovery • Vendor vs. In-House Information Collection Closing Remarks

Faculty
Frank J. Vitolo with Riker Danzig Scherer Hyland & Perretti LLP

Credits
CLE (Please check the Detailed Credit Information page for states that have already been approved) ,CPE ,HR Certification Institute ,SHRM ,Additional credit may be available upon request.

Who Should Attend

This live webinar is designed for human resource professionals, payroll professionals, benefit managers, business and office managers, directors, presidents, vice presidents, CFOs, controllers and attorneys.

Additional Information

Training Provider: Lorman Education Services

Course Topics: HR Management Training > HR Fundamentals

Training Course Summary: Document Retention and Destruction: What HR Professionals Must Know


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