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Electronic Record Retention: Mistakes HR Professionals Can Avoid

Learn how to effectively take an HR department paperless while protecting company information and complying with personnel file disclosure laws.

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. As such, this topic is critical for employers to ensure that their retention system meets legal requirements while being secure and user-friendly.

Runtime: 88 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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

Confidentiality

  • Personally Identifiable Information
  • Other Privacy Issues
  • Company Confidential Information and Trade Secrets

Storage and Destruction

  • Safeguarding Records
  • The Cloud
  • Destroying Documents
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on February 20, 2018.

Call 1-866-352-9540 for further credit information.

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CPP/FPC
     
  • Lorman Education Services is an approved provider through the American Payroll Association. This seminar is approved for 1.0 RCHs. PLEASE NOTE: To receive credit through the American Payroll Association for this program you MUST attend the program in its entirety, complete all progress checks and pass the final exam. You cannot obtain credit if you have already completed this course in its live version.
     
  • HR Certification Institute 1.5
     
  • This E-Learning program has been approved for 1.5 recertification credit hours toward general recertification through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.25
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.25 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

  • Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Karen A. Monsen

Karen A. Monsen

King & Sommer, PLLC

  • 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
  • Recognized as a San Antonio Business Journal Outstanding Lawyer in Labor and Employment in part based on her work in cybersecurity and forensic investigations of employee wrongdoing, obtaining numerous court orders to protect employer interests
  • Conducts frequent seminars and workshops on e-discovery, employment law, and document retention, including for example, “Employee Document Retention and Destruction Policies and Strategies,” “Right to Work Laws in Texas,” “Electronic Record Retention: Mistakes HR Professionals Can Avoid,” “Privacy, Social Media, and Technology Issues,” “Keep Calm and E-Discover On,” and “How Has the Supreme Court Changed Employment Practices?”
  • Wrote articles related to the areas of employment law and major contributor to E-Discovery textbook published by the State Bar of Texas; “Employment Law Issues When Buying and Selling A Business in Uncertain Times”; "When First Amendment Rights Collide," San Antonio Lawyer
  • Vice president of Programs for the San Antonio chapter of ARMA
  • Can be contacted at [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 401579
Published 2018
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