Personnel Records: What to Keep, What to Toss

WEBINAR

Personnel Records:
What to Keep, What to Toss

Monday

January

1999

10:00 AM

(Eastern)

Tame your personnel files—and your compliance headaches

Managing employee records isn’t as simple as “save or shred.” With privacy laws tightening and lawsuits on the rise, HR needs a smarter strategy. Join us to learn best practices for organizing, retaining and disposing of employee records without risking penalties or lost legal battles.

Envision this scenario that took place in May 2025: ICE visited restaurants and bars demanding to see I-9 records. By the time the day ended, 100 employers reported that ICE had demanded access to the forms and supporting documents.

Some employers panicked and scrambled to comply on the spot. Others—with proper recordkeeping procedures already in place—knew they had three business days to produce the records and directed ICE to return to their corporate office for the review. The difference: Those employers knew which records to keep and where to store them. We can help you become one of these employers.

On September 4, join expert employment lawyer Jennifer Shaw, founder of Shaw Law Group, as she takes an engaging and entertaining dive into how to eliminate HR paperwork clutter while maintaining lawsuit-proof “armor” for your personnel records. She’ll explain HR recordkeeping requirements under federal, state and local laws and regulations.

Don’t fall victim to avoidable mistakes! In employee legal disputes, the winning side often has the best-documented case.

Webinar Agenda

Retention periods. Discover exactly how long to retain various documents, including applications, résumés, FMLA forms, payroll records, leave requests, medical data, benefits information and more.

Document storage. Understand the proper way to organize documents, which ones need to be maintained in separate files and how electronic storage rules differ from those for paper storage.

Reasonable accommodation records. Correctly handle requests related to disabilities, pregnancy impairments, religion and genetic information.

Indispensable records. Learn which records should never be deleted and why, as well as the requirements for storing and deleting communication records.

Personnel file requests. Know what to do when lawyers or employees ask to review personnel files—this varies by state and timing of the request.

I-9 updates. Know what hiring and identity documents to keep and where to store them.

What to create and keep, for how long and where. Discover an airtight, step-by-step records-management strategy.

How to write legally safe HR documents. Learn simple steps to keep you in compliance.

The different rules for paper and electronic records. Retention and disposal procedures can vary widely—ensure you know the difference.

Meet Jennifer

Jennifer Shaw is the founder of Shaw Law Group and a 2019 recipient of the Sacramento Business Journal’s “Women Who Mean Business” award. Employers regularly rely on Jennifer, a well-respected expert in employment law for almost 30 years, to counsel them on a broad range of employment law issues. Jennifer’s practical advice covers subjects such as wage-and-hour compliance, anti-discrimination and harassment policies and procedures, reasonable accommodation/leave-of-absence issues, DEI compliance, conflict resolution and mediation, and hiring/separation processes. She is a trusted advisor to in-house counsel, HR professionals and leadership across a broad spectrum of public- and private-sector employers.

Registration Bonuses

Managing Personnel Records

Everyone who signs up will receive a free copy of our Managing Personnel Records white paper, which offers guidance for creating and maintaining accurate personnel files, staying compliant with federal and state retention laws, and organizing sensitive documents. You’ll uncover our best strategies for handling personnel records, from electronic file management and safe document disposal to wage records, disciplinary documentation and beyond.

30-Day Free Trial to The HR Weekly

You’ll also receive one month of exclusive access to The HR Weekly, our comprehensive service with all the HR advice and compliance tools to simplify your job … and to keep your organization out of court. So that you continue to benefit from The HR Weekly, we will continue your subscription after that for the then current rate, unless you tell us “no, thanks”—your choice.

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Recertification Credits

Business Management Daily is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP® or SHRM-SCP® recertification activities.

This Program has been pre-approved for 1.25 HR (General) credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

We promise you'll be satisfied

If this webinar fails to meet your needs in any way, we will refund 100% of your tuition – every penny you paid – but your course materials and registration bonuses will be yours to keep. No hassles, no questions asked.

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