documentation-and-recordkeeping-what-you-must-keep-and-what-you-can-toss

Documentation and Recordkeeping: What You Must Keep and What You Can Toss

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Live Webinar | CEU Approved

  • 90 minutes
  • 4 Days Left
     Sep 27, 2018
  •   01:00 PM - 02:30 PM ET
    10:00 AM - 11:30 AM PT

Employers have lots of information on their employees – from social security numbers to disciplinary records. It is impossible to keep everything indefinitely. Destroying documents too soon, however, will inevitably lead to serious consequences. When can you destroy documents safely and legally?

The process of organizing, saving, and destroying company records can be confusing even for a seasoned professional. Save too many files, and your company will pay unnecessary storage fees.

In this webinar expert speaker Susan Fahey Desmond, will explain the best practices in records management, she will discuss how to classify records and how to ensure compliance with records retention guidelines.

Session Highlights:

  • Keys to Solving Record Retention Issues: What’s Required By Law

  • How to determine a record’s retention & storage period

  • Tips For a Strong Electronic Record Retention Program

  • Paper vs. paperless: How your retention obligations change

  • Establish policies for electronic records: Email, IM, & Web content

  • What records should be kept when an employee leaves?

  • What minimum recordkeeping requirements human resource professionals must know?

  • What must a record retention policy contain

  • Real life lessons in recordkeeping

  • What does it mean to have an office that is “green”

  • How to store electronic communications correctly

Why You Should Attend:

This webinar will help you understand the basics of Recordkeeping and Retention – what to keep, what to toss and how to transition from paper to e-files. The session will cover practical tips to create and maintain records to document various aspects of the employment relationship.

Who Should Attend:

  • Human resource managers

  • Risk managers

  • Recordkeeping personnel

  • Information technology personnel


*You may ask your Question directly to our expert during the Q&A session.
** You can buy On-Demand and view it as per your convenience.


Susan  Desmond

Susan Desmond

Susan Fahey Desmond is a principal with Jackson Lewis PC. She has been representing management in all areas of labor and employment law for over 30 years. A frequent author and speaker, Ms. Desmond is listed in Best Lawyers in America and has been named by Chambers USA as one of America’s leading business lawyers for labor and employment law. She is also listed in Mid-South Super Lawyers and Louisiana Super Lawyers.

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Edupliance is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.


This webinar has been approved for 1.5 HR (General) recertification credit hours toward California, GPHR, HRBP, HRMP, PHR, and SPHR recertification through the HR Certification Institute. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.

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