2020 HR Recordkeeping Rules Compliant Best Practices for What to Keep and What to Toss

HR departments collect huge amounts of employee information on paper and in digital form. This 90-minute HR recordkeeping webinar covers the legal and practical side of managing both, including what to keep, what to toss, for how long, and your obligations if a federal or state agency comes asking.

You'll review the employment records you must keep and their retention periods, what to do when state rules differ from federal ones, and why keeping everything is almost as risky as keeping nothing. The session explains what counts as an e-record, from log-on and log-off times to calendars, notes, to-do lists and emails.

It also shows how to check that your record policies are current and legally sound, when and how to destroy records, and when the duty to preserve them is triggered.

• Identify the employment records you must keep and for how long
• Resolve conflicts between state and federal retention rules
• Recognize what counts as an electronic record
• Assess whether your records policies are current and legally sound
• Destroy paper and electronic records properly, including for terminated employees
• Know when the legal duty to preserve records begins

• Legal and practical aspects of hard-copy and electronic records
• Employment records you must keep and for how long
• When state retention requirements differ from federal rules
• Why keeping everything is almost as dangerous as keeping nothing
• What counts as an e-record: log-on and log-off times, calendars, notes, to-do lists, emails and more
• Keeping records confidential and knowing what can be shared
• Checking whether your creation, storage, retention and destruction policies are current and legally sound
• When and how to shred hard copies or destroy electronic records, including for terminated employees
• When your legal duty to preserve records is triggered
• Obligations when federal or state agencies request records

With information shared online and through phones and tablets, keeping employee records confidential is harder than ever. You need to know what can be shared, what must never be shared and how to protect it, and the balance between keeping records for possible penalties or litigation and destroying them when required can feel like walking a tightrope.

This session suits records management, HR and payroll professionals.

• Records management
• Human Resources
• Payroll

Deirdre Kamber Todd, Esq., is a partner with The Kamber Law Group, P.C., a next-generation law firm located in Allentown, Pennsylvania. With fifteen years of experience, Deirdre focuses her practice on labor and employment law, social media and technology law, HIPAA, and business law. Specific areas of her employment law practice include discrimination, wage and hour, restrictive covenants, business contracts, unemployment compensation, LGBT issues, labor disputes, FMLA, military leave, social media litigation, information privacy and technology, agency compliance, and medical record privacy.  

Her clients include companies, non-profits, governmental entities, and individuals. Her work includes consultative and legal services, from outsourced HR and social media services to hearings, litigation, and appellate work. She also regularly provides training and education for companies and individuals. She is licensed to practice in New York, Pennsylvania, and the U.S. Supreme Court, and she also has been admitted as an expert witness in social media and networking. 

Deirdre is the recipient of a number of awards and recognitions: she was selected as one of the “Top 20 Under 40” by the Pennsylvania Business Journal, she received the Ethics Award from the New York State Bar Association, she received a grant from the Public Justice Foundation for her pro bono work on HIV/AIDS, and she was recently nominated as one of the top twenty-five women of influence in the Lehigh Valley. 

Aside from the practice of law, she serves as the President and Diversity Chair for Society for Human Resources Management (SHRM) Lehigh Valley. She currently teaches as an adjunct professor at DeSales University in the MBA Program in both the HR and Healthcare Concentrations. She has earned her Juris Doctor from Hofstra University School of Law, a distinguished master’s degree in International Studies from the University of Limerick, in Limerick, Ireland, and a bachelor’s degree from Brandeis University.