Employment & HR Records Management: Organizing, Storing, and Purging Your Records for Compliance
Speaker: Steven G. Meilleur, Ph.D., SPHR
Speaker Designation: President/CEO, PRAXIS Management Solutions, LLC
Speaker: Steven G. Meilleur, Ph.D., SPHR
Speaker Designation: President/CEO, PRAXIS Management Solutions, LLC
In this webinar, we will discuss how employers should maintain and organize employment records and files. The main reasons why proper record keeping is a requirement for employers are:
• It makes good business sense to have accurate information handy and organized when you want to use it.
• Most business owners and managers will eventually encounter the need to produce documentation about employee performance and work history. Having the proper records to retrieve is vital when the need presents itself.
• Some employee records are required by federal or state governments and must be kept somewhere. Organizing them by employee name makes access easy.
Many federal and state authorities have employment laws and regulations about records management training and record retention, including specific HR record-keeping requirements and document retention periods for both paper and electronic records, you definitely must know the HR record retention rules.
And because they are laws, you need to be absolutely confident that all of your employee records, personnel files, and documents - from pre-hire through termination - are legally prepared to defend you.
Are you prepared for regulatory audits and investigations? Ensure Compliance with Record Retention Guidelines!
When it comes to OFCCP audits, EEOC investigations, DOL probes, or OSHA inspections, it's crucial to ask yourself: Do you have a clear understanding of your record retention obligations? And, more importantly, can you confidently say that you are fully compliant?
It's common for employers to accumulate a plethora of documents, notes, and forms in an employee's personnel file, treating it as a catch-all storage space. However, this seemingly convenient practice can quickly transform into a significant liability for employers.
In the worst-case scenario, the contents of the personnel file can be used as evidence in a lawsuit filed by a disgruntled employee. Additionally, many of the employee-related records held by employers fall under the purview of privacy laws, such as HIPAA and FACTA, further emphasizing the importance of proper record management.
Join this informative webinar to mitigate risks and ensure compliance.
The objective of the webinar is to provide participants with the knowledge to effectively organize, store, and purge employment and HR records in compliance with regulatory guidelines, thereby reducing legal risks, improving efficiency, and ensuring the security of sensitive employee information.
• An introduction to the proper organization of your organization’s personnel and employment records
• The types of information and records that belong in the main personnel file.
• How you should organize the other employment files that you should be setting up for each of your employees.
• Requirements for retention of different records.
• Proper retention and destruction of electronic records.
• Requirements for proper purging and destruction of records
The webinar is suitable for individuals with various levels of experience and expertise in employment and HR records management. HR professionals and managers responsible for employee records management -
• HR Managers and Professionals
• Compliance officers and legal teams involved in employment and HR matters
• Small business owners looking to establish effective records management practices
• Payroll administrators, Benefits coordinators, Employee Relations Specialists
• Professionals involved in Employment and HR Processes
Steven G. Meilleur, Ph.D., SPHR – is President, CEO – PRAXIS Management Solutions, LLC, a New Mexico-based management consulting firm specializing in human resources, employee relations, leadership, training & organizational development, organizational research and assessment, strategic & operational planning, and non-profit organization management and governance. Dr. Meilleur has more than 40 years of management and executive-level experience in human resources, risk management, and organizational management in the private non-profit, public, and private for-profit sectors.
Dr. Meilleur also serves as Senior Vice-President and Risk Services Consultant for Human Resources and Employment with Poms & Associates, a national risk services and insurance brokerage firm. His previous work experience includes public, private, and nonprofit organizations, in executive and management capacities.
He is also on the faculty of the University of New Mexico School of Public Administration in the graduate program, teaching in the areas of human resource management, nonprofit organization management, leadership, dispute resolution, organizational change, and human resource development. He has spoken at numerous conferences and workshops across the country and is a published author in the areas of human resources, marketing, leadership and management development, organizational change and innovation, non-profit organization management, and board development.
Dr. Meilleur received a BA in English Literature and Education from Bucknell University, an Executive MBA from the University of New Mexico’s Anderson Graduate School of Management, and his Ph.D. in Leadership and Organizational Learning from UNM. He received his certification as a Senior Professional in Human Resources (SPHR) by the Society for Human Resource Management in 1995.
