Electronic Record Retention: Mistakes HR Professionals Can Avoid

Webinar: ID# 1023619
Recorded CD
About This Course:
With the proliferation of electronic documents, businesses are moving away from paper document retention policies in favor of electronic systems. Digitizing personnel records brings cost-saving and efficient processes to Human Resources departments.

Electronic records also pose new and unique risks for Human Resources departments, and their companies.

Learn how to avoid the most common mistakes, manage your electronic retention program, and recognize and minimize security risks. Failing to have a proper document retention system can be a costly mistake and can create problems during litigation or government investigations.

This webinar is critical for employers to ensure that their retention system meets legal requirements while being secure and user-friendly.


Traps for the Unwary
  • Internet Sources and Generic Policies
  • Mishandling Drafts
  • Duplicate Entries
  • Backups and Software
Legal Requirements
  • State and Federal Laws
  • Statutes of Limitation
  • Legal Holds
IT Requirements
  • Location, Location, Location
  • Understanding Risk
  • Training
Records Unique to HR
  • The Employee File
  • Payroll Records
  • Benefit Records
  • Other Records
  • Personally Identifiable Information
  • Other Privacy Issues
  • Company Confidential Information and Trade Secrets
Storage and Destruction
  • Safeguarding Records
  • The Cloud
  • Destroying Documents
About The Presenter

Karen A. Monsen
  • Attorney in the law firm of King & Sommer, PLLC
  • Practice areas include employment law, commercial litigation, technology contracts, and intellectual property with an emphasis on electronic discovery, forensic investigations, cybersecurity, and document retention and destruction implementation
  • Conducts frequent seminars and workshops on e-discovery, employment law and document retention, including for example, “Hiring and Terminating Employees,” Essentials of Employment Law, presenter; “Discovery,” Federal Court’s Committee’s Arc of a Case, presenter in 2014 and 2015; “Keep Calm and E-Discover On,” St. Mary’s Law Journal 14th Annual Symposium on Legal Practice and Ethics; “HR Recordingkeeping,” University of Texas at San Antonio Small Business Development Center; “Telecommuting Employees,” Alamo Chapter of the Association of Legal Administrators; “How Has the Supreme Court Changed Employment Practices?” Laredo Human Resources Management Association Meeting; “Document Retention and Destruction in Texas,” Lorman Education Services; “Employment Recordkeeping and Destruction Requirements,” Lorman Education Services
  • Wrote articles related to the areas of employment law and major contributor to E-Discovery textbook Chapter 1 “Duty to Preserve”, 1st and 2nd Edition; “Duty to Preserve,” Chapter 1, 2nd Edition of Essentials of E-Discovery, published by the State Bar of Texas, anticipated 2017; “Duty to Preserve,” Chapter 1, 1st Edition of Essentials of E-Discovery, published by the State Bar of Texas, 2014; “Employment Law Issues When Buying and Selling A Business in Uncertain Times”
  • Member of the Society for Human Resources; Association of Records, Managers & Administrators; American Bar Association’s William Sessions Inns of Court; and the Texas State Bar
  • Graduate, University of Texas School of Law
Electronic Record Retention: Mistakes HR Professionals Can Avoid
Available on CD format
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