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Document Retention and Destruction: What Human Resource Professionals Must Know

Sponsored by Lorman Education Services
Thursday, November 3, 2011

Time: 1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT)

Length: 1 hour 30 minutes


Registration - Session Only: $209.00

Registration - Live Audio Conference plus CD Recording: $278.00


BENEFITS

Correctly handling the documentation of employees is one of the most difficult and tedious tasks that human resources professionals need to perform for their organizations. Knowing the proper procedures to follow to document employees in the workplace is a key skill needed by most human resources professionals.

This live audio conference will provide you with information on the key concepts and issues surrounding proper employee documentation and when to legally dispose of documentation.

AGENDA

Documenting Employment Decisions

  • The Employee File
    • What Should Be Inside It?
    • Federal vs. State Laws
  • Recordkeeping
    • Legal Considerations
    • Types and Frequency
    • Most Common Errors
  • Employee Feedback
    • Disciplinary Action
    • Written Warnings
    • Performance Evaluations
    • Termination Documents
  • Other Documentation Issues
    • References
    • Document Retention and Storage
    • Safeguarding HR Information

Destruction of Documents

  • Legal Considerations
  • When to Destroy Data
  • Other Ways to Store Data
WHO SHOULD ATTEND
This live audio conference is designed for human resource professionals, payroll professionals, benefit managers, business and office managers, directors, presidents, vice presidents, CFOs, controllers and attorneys. 
FACULTY

Paula H. Harvey, SPHR, GPHR, ASC, K&P Consulting 

  • President of her human resources consulting company, K&P Consulting, which specializes in optimizing people assets
  • Company provides consulting in human resources and safety, including recruitment, legal compliance and training
  • Worked for more than 24 years as a human resources generalist
  • Active member of the Society for Human Resources Management, serving as the NCSHRM state director and past-president of the Union County HR Association
  • Served on SHRM’s Health, Safety and Security Panel, CASHRM past-president, and as the NC SHRM state conference chair
  • Awarded the NCSHRM HR Professional of the Year for 2004 and the 2009 York County SHRM HR Consultant of the Year award
  • Recognized as one of the 2010 Top 50 Entrepreneurs and 50 Most Influential Women in Charlotte
  • Nationally certified HR and safety professional and instructs at many institutions of higher learning
  • Master’s degree in human resources management, University of North Carolina at Charlotte; B.B.A. degree in international marketing and operations management, The University of Texas at Austin
  • Can be contacted at paula@kandpconsulting.com
LIVE AUDIO CONFERENCE OVERVIEW

* 90-minute live audio conference (Travel-Free) delivered over the phone and internet.
 * Unlimited listeners per connection - bring the entire department.
 * 10-minute Q&A session with the experts.
 * A professionally prepared reference manual.
 * Continuing education credits available for most live audio conferences

CONTINUING EDUCATION UNITS

(sponsored by Lorman Education Services)

  • CLE (Please check the "Detailed Credit Information" page for states that have already been approved)
  • CPE
  • HR Certification Institute
  • HRPD

Click here for the "Detailed Credit Information" page.

Only registered attendee will receive continuing education credit.

REGISTER
Registration - Session Only: $209.00

Registration - Live Audio Conference plus CD Recording: $278.00

(Not available outside the US or Canada)

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