Course Details

Document Retention And Destruction: What Human Resource Professionals Must Know

Webinar: ID# 1020330
Recorded CD
About This Course:
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 webinar will provide you with information on the key concepts and issues surrounding proper employee documentation and when to legally dispose of documentation.


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 H.R. Information
Destruction of Documents
  • Legal Considerations
  • When to Destroy Data
  • Other Ways to Store Data
Successful Document Retention and Destruction Policies
About The Presenter

Paula H. Harvey, M.B.A., SHRM-SCP, SPHR, GPHR, ASC
  • Strategic Global Human Resources professional
  • Professional experience has spanned more than 27 years
  • Multilingual and has spoken to both global and national audiences on many subjects in the Human Resources and Safety fields
  • Worked in a wide variety of industries including manufacturing, distribution, retail, engineering services, furniture and steel fabrication
  • Active member of SHRM serving as the 2013-2014 Southeast Membership Advisory Council (MAC) Representative and 2014-2015 NCSHRM Director-Emeritus and past-president of two chapters
  • Awarded the NCSHRM HR Professional of the Year in 2005, and the 2009 HR Consultant of the Year award
  • Inducted in 2012 NCSHRM HR Hall of Fame. In 2014 and was awarded the NCSHRM HR Humanitarian of the Year award
  • Global and nationally certified HR and Safety Professional and instructs at many institutions of higher learning
  • M.B.A. degree, with a concentration in human resource management, UNC Charlotte; B.B.A. degree in international marketing and operations management, University of Texas at Austin
Document Retention And Destruction: What Human Resource Professionals Must Know
Available on CD format
Course Details
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