Personnel Document Retention Requirements for 2025

Tuesday, August 12th, 2025 at 1PM (ET)

60 minutes | INSTRUCTOR-LED TRAINING
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 2025, 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
Tricia Richardson, CPP, SPHR, SHRM-SCP provides clients with direct payroll assistance, information, education, consultation, and even empathy, in her role as a Consultant.Tricia has more than 25 years of experience in all aspects of workforce management (payroll processing, taxation, employee handbooks, human resources, benefits, etc.). Tricia is a Payroll and Human Resource “nerd” who enjoys reading Internal Revenue Code.  

Register Now

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.
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FOR ONLY $99

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HRCI CREDITS

This program has been approved for 1 (HR (General)) recertification credit hour toward aPHRTM, aPHRiTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification through the HR Certification Institute. Learn more at hrci.org

SHRM CREDITS

HRMorning is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. This program is valid for 1 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.