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!
SHRM Credits
Premier Learning Solutions 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.
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
Purchase this On-Demand Workshop
Personnel Document Retention Requirements for 2024 & Beyond
$199 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive a link to access the recording(s) in your order confirmation email. On-demand recordings also include a copy of the speaker's presentation and the ability to submit your questions to the expert, for up to 7 days after viewing.
$300 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive a link to access the recording(s) in your order confirmation email. On-demand recordings also include a copy of the speaker's presentation and the ability to submit your questions to the expert, for up to 7 days after viewing.
$699 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive access to our full library of on-demand trainings along with the speaker's presentation and handouts for each event.
$899 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive access to our full library of on-demand trainings along with the speaker's presentation and handouts for each event.
Guaranteed to be Good
All training experiences include a 7-day 100% money-back guarantee.
Full-Team Pass
Simply share the invite link with your team so you can learn and grow together!
Yours Forever
The event recording and materials are yours to rewatch and share as you choose.
