Document Retention and Destruction What Human Resource Professionals Must Know

Duration: 90 Minutes
The only constant thing today is change and with regards to document retention and privacy, laws, regulations are changing all of the time. You need to be diligent to know how, and if, current policy is affected by these changes. To manage an effective program in a cost-effective manner, compliance professionals must rely on information from a broad range of resources within the organization. Records management is the point of convergence of these resources, which is why effective and reliable records management must be part of your Compliance Program.
Retention and Management of Records
Instructor: Cathleen Hampton
Product ID: 505871
Objectives of the Presentation
  • Understanding records retention as it relates to HR practices
  • Legal and ethical challenges in HR retention practices
  • Retention basics: What should you keep and for how long?
  • How do I protect myself, my business, and how do I get started?
  • Electronic records retention, promises and problems
  • Tips for monitoring and managing the process
Why Should you Attend
Does your company have a formal policy for how to retain and dispose of its records? Do you know what records you need to retain, how long you should retain them for, and which disposal techniques you should use? Having a carefully planned and documented record retention policy supports your company's internal documentation and accounting systems and addresses the compliance requirements of state and federal law. While disposing of too many records can increase a company's legal exposure, disposing of too few records also increases legal exposure as well as the costs of storage. In this webinar, you'll learn how to identify which records must be retained and for how long, the different formats in which records may be stored, techniques for record disposal, and how to make sure your record retention policy complies with the law.

Retention and management of records is more complicated than just deciding what to keep and for how long. You need to decide in what form should records be kept and should you keep more than what the regulations require? If so, then what all should be retained? Anticipating the situations when information may be required is a tough task. You need to keep in mind possible litigation needs. Examiner expectations must be met, of course. Deciding what information may be required is difficult to anticipate, depending on who requires it. Other parties, such as law enforcement agencies, auditors, and those representing your employees may also require access to records and information. Join us as we discuss important tips for business records retention, the finer points of an effective management policy, and how to make that policy work for your organization.

Areas Covered
  • Understanding the paper chase
  • Common issues with electronic records
  • The key principles of HR document retention
  • Understanding your legal, moral and ethical responsibility
  • Common challenges of records retention
  • Electronic records… the new frontier. Promises and problems
  • The issue of discovery and the volumes of information normally retained by organizations
  • Defining a document for retention purposes
  • Overview of what to keep and for how long
  • Understanding how to classify documents
  • The foundations for a sound retention policy
  • Retention schedules
  • Training for all involved
  • Tips for monitoring and managing the process
Who will Benefit
Anyone involved in the creation, management and destruction of information and records will benefit from the knowledge and information shared in this session, including
  • Compliance officers
  • Auditors
  • Information Security and Management
  • IT personnel
  • Senior management
  • Operations professionals
  • Human Resource professionals and others with a vested interest to ensure a cost-effective and comprehensive records management program
$300
Recorded Session for one participant
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  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
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  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Cathleen Hampton is a well-known and respected Human resources professional with more than 25 years' experience providing subject matter expertise and consulting services in the areas of risk and compliance. She is well versed in employment law under the FEHA and Title VII to include designing and conducting management training specifically related to discrimination, retaliation, and sexual harassment prevention. She has been responsible for responding to sexual harassment and other discrimination complaints. Ms. Hampton has conducted numerous investigations of harassment complaints and is considered a trusted advisor advising employers or employees regarding discrimination, retaliation, and sexual harassment prevention as well as providing expert guidance on development of policy and practice for companies.
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