Document Retention and Destruction: What HR Professionals Must Know

Lorman Education Services
Training overview
Professional Course
1.5 hours

Course description

Document Retention and Destruction: What HR Professionals Must Know

Document Retention and Destruction: What HR Professionals Must Know

Make sure you are in full compliance with your current document retention and destruction policies. Many employers lack a document management policy altogether, resulting in inconsistent document retention and destruction--a surefire path to litigation and spoliation claims--and little to no reliable protection for confidential information. Another substantial number of employers rely on generic policies whose sources are unknown, are from a different industry, or rely on a different state’s laws, just to cite a few of a myriad of problems with generic policies. The enormity of creating a model policy unique to a specific employer creates a psychological barrier that hinders the development and implementation of a much needed document management policy. This topic will help you learn the legal requirements for document management policies and understand how to implement the practical considerations unique to their respective companies. Best practices will be emphasized, especially litigation avoidance and satisfying legal requirements. You should be able to begin implementing the principles learned from this topic immediately.

Learning Objectives

  • You will be able to discuss successful policies and schedules.
  • You will be able to identify traps for the unwary.
  • You will be able to review recordkeeping.
  • You will be able to explain storage and destruction.

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    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 and controllers.

    Training content

    • Successful Policies and Schedules
    • The Necessity of Document Management
    • Maximum and Minimum Periods
    • State and Federal Law
    • Statutes of Limitations
    • Legal Holds
    • Practical ConsiderationsTraps for the Unwary
    • Internet Sources and Generic Policies
    • Mishandling Drafts
    • Duplicate Entries
    • Backups and SoftwareIdentifying HR Records
    • The Employee File
    • Payroll Records
    • Benefit Records
    • Other Records Unique to HRRecordkeeping
    • Disciplinary Actions
    • Investigation Materials
    • Performance Evaluations
    • Termination DocumentsConfidentiality
    • Personally Identifiable Information
    • Other Privacy Issues
    • Company Confidential Information and Trade SecretsStorage and Destruction
    • Safeguarding Records
    • The Cloud
    • Destroying Documents


    The cost of this Document Retention and Destruction: What HR Professionals Must Know live webinar is $209 per participant.

    About Lorman Education Services

    Lorman Education Services

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    Contact info

    Lorman Education Services

    Lorman Education Services
    2510 Alpine Road
    54702 Eau Claire Wisconsin

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