HR Documentation Retention Policies and Practices: What to Keep and What to Toss

Thursday, May 14, 2020
1:30 pm - 3:00 pm ET
90 minutes



Register for Live Webinar: $295

Register for Live Webinar Plus Recording Download: $349

Special Feature: If you register for this webinar and cannot attend, you will be able to access a one-time instant replay without charge for up to 90 days after the date of the webinar.

Bonus for Each Registrant:  The webinar speaker will answer one written question that you may submit by email within one week after the webinar.


Description

The first thing we all learn working in Human Resources is that we document everything...and that means everything.  While documentation of every event in a day, every comment overheard, every request made and every disciplinary conversation sounds great in theory, in reality, it is excessive, time-consuming, and impossible to execute.  So, why do we promote it?  Because the fear of not having the documentation when we need it creates the need to preserve everything.  

The fact is that we don't need everything.  In fact, we don't want everything.  All too often, lawyers either receive nothing or way too much information from their clients, information that should have been shredded years before.  Both situations create disasters in defending companies. 

The best way to create and preserve information is to follow a compliance schedule.  Having a set schedule gives you a reason why documents do not exist, a priority list of what documents and information to keep (and for how long), and a basis for creating, or not creating, documents.  A set schedule also establishes what information you should, and should not, have if a lawsuit arises.  

If you find yourself constantly spending time on documentation, on guessing what should exist and for how long, or how to prioritize documentation retention, you need to attend this webinar.  We will give you a set of tools for documentation creation, maintenance, retention schedules, and litigation preparation (just in case).

 

 

 

Agenda

  1. Compliance issues in document storage
  2. Documentation retention schedule policy do's and don'ts
  3. Litigation preparation:  litigation holds, subpoenas and the Federal Rules of Evidence
  4. Best practices in documenting issues in the workplace - the yes's, no's, and how's



Faculty

Deirdre Kamber Todd, Esq., is a partner with The Kamber Law Group, P.C., a next-generation law firm located in Allentown, Pennsylvania. With fifteen years’ experience, Deirdre focuses her practice on labor and employment law, social media and technology law, HIPAA and business law. Specific areas of her employment law practice include discrimination, wage and hour, restrictive covenants, business contracts, unemployment compensation, LGBT issues, labor disputes, FMLA, military leave, social media litigation, information privacy and technology, agency compliance, and medical record privacy. Her clients include companies, non-profits, governmental entities, and individuals. Her work includes consultative and legal services, from outsourced HR and social media services to hearings, litigation, and appellate work. Deirdre also regularly provides training and education for companies and individuals. Deirdre is licensed to practice in New York, Pennsylvania, and the U.S. Supreme Court; she also has been admitted as an expert witness in social media and networking.

Deirdre is the recipient of a number of awards and recognitions: she was selected as one of the “Top 20 Under 40” by the Pennsylvania Business Journal, she received the Ethics Award from the New York State Bar Association, she received a grant from the Public Justice Foundation for her pro bono work on HIV/AIDS, and she was recently nominated as one of the Top Twenty-Five Women of Influence in the Lehigh Valley.

Aside from the practice of law, Deirdre serves as the President and Diversity Chair for Society for Human Resources Management (SHRM) Lehigh Valley. Deirdre currently teaches as an adjunct professor at DeSales University in the MBA Program in both the HR and Healthcare. 



Continuing Education Information

Approved Provider

Continuing HRCI Credit
This program has been pre-approved for 1.5 hours of General recertification credit hours through the HR Certification Institute. Use of the seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.

SHRM Recertification Provider

Continuing SHRM Credit

Park Avenue Presentations is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org


 

Webinar Overview

  • 90 minutes (Travel Free) delivered over the Internet.
  • Unlimited listeners per connection - bring the entire department.
  • Q&A session with the expert.

This event will be presented live with a PowerPoint presentation to be viewed on your computer. You may listen to the audio of the webinar by telephone or through your computer. The PowerPoint slides will be provided shortly before the event. Once you register, you will receive an email which is your receipt and which includes your instructions for dialing in and logging on. You will also receive an email reminder 24 hours before the webinar.
 

Register for Live Webinar: $295

Register for Live Webinar Plus Recording Download: $349


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