Personnel Document Retention Requirements for 2024 & Beyond

In our interactive instructor-led 60-minute event, you will learn how to effectively manage personnel document retention, ensuring compliance with regulations and protecting sensitive employee information.

Our 60-minute event addresses the challenges HR professionals face in 2024, offering practical solutions to streamline document management and enhance security protocols.

Join us, and you’ll discover the following:

• How to organize and store both paper & electronic employee records securely
• Best practices for retaining critical documents & disposing of unnecessary ones
• Techniques to ensure compliance with state & federal regulations
• Methods to protect sensitive information & limit access appropriately

Program Highlights

Streamlined Document Management: Enhance Efficiency & Compliance

• How to organize and store employee records, both paper and electronic, securely.
• Ways to set up retention schedules and follow best practices for document disposal
• Techniques to ensure compliance with EEOC and DOL
• Effectively communicate document management policies to stakeholders

Enhanced Security Protocols: Protecting Sensitive Employee Information

• Keys to implementing secure storage solutions for confidential employee data
• Learn methods to establish and maintain robust security permissions and protocols
• Explore solutions for managing document access and maintaining employee privacy
• Streamline document management processes and improve overall efficiency

Compliance & Legal Considerations: Avoid costly Penalties & Audits

• How to keep accurate and compliant records for I-9 forms, payroll, and other critical documents
• Strategies for maintaining up-to-date job descriptions and performance evaluations
• Handling employee requests for document access and ensuring transparency
• Ways to audit and enhance existing document retention practices

Live Question & Answer Session – Have your specific questions answered!

About the Speaker

Tricia Richardson has more than 25 years of experience in all aspects of workforce management (payroll processing, taxation, employee handbooks, human resources, benefits, etc.).  She is a Payroll and Human Resource “nerd” who enjoys reading Internal Revenue Code.

Tricia is a Certified Payroll Professional (CPP) through the American Payroll Association (APA), a Senior Professional in Human Resources (SPHR) through the HR Certification Institute, as well as a Society for Human Resource Management Senior Certified Professional (SHRM-SCP).

For the National American Payroll Association, Tricia is a Member of the National Speakers Bureau and a Contributing Writer to Paytech Magazine, a regular periodical provided to over 20,000 Members.

Program Benefits

In our 60-minute program, you’ll discover how effective personnel document retention practices can lead to improved compliance, enhanced security, and streamlined operations. By implementing the strategies and techniques learned in this training, HR professionals can immediately see results in the form of reduced legal risks, improved employee trust, and more efficient document management processes.

If you'd like this program customized for your organization, call us at 1-800-964-6033. We're certain we can fulfill your training needs, while making it fit in your budget!