Personnel Records: What to Keep, What to Toss
Clear out those files with confidence!

Personnel Records: What to Keep, What to Toss

With all those paper and electronic records around, it’s tempting to have a big end-of-year cleanout. But if you destroy the wrong document, you could be destroying your career.

Keep everything, and you may be violating federal regulations on the “reasonable” disposal of sensitive documents. Keep nothing, and you’re virtually guaranteed to lose in any legal battle.

To help you answer these questions and many more, we’ve updated our popular session Personnel Records: What to Keep, What to Toss, hosted by nationally known employment law attorney Joseph Beachboard.

Are you confidently up to date on the recent changes to recordkeeping management? Test your knowledge:
  • How long must you retain: applications, résumés, FMLA certifications, payroll records, safety records and much more?
  • Do the new I-9 rules affect how you handle immigration records?
  • How does the Lilly Ledbetter Fair Pay Act change the retention requirements for your payroll records? 
  • What’s the general retention rule of thumb you can safely apply to almost any HR record?    
  • Are you officially overdue for reviewing your files to ensure all employee information is up to date?   
  • Your recordkeeping duties change when you “reasonably anticipate” litigation. But what does THAT mean? And which records must you retain in such cases?   
  • 70% of corporate records are stored electronically. Do you know the new Federal Rules of Civil Procedure for storing and deleting company emails?

Joe Beachboard is an engaging, entertaining speaker, and the moderator of the national Labor and Employment Law Advance Practices (LEAP) Symposium. Joe answers tough questions on retaining and disposing of personnel records … a delicate balancing act with disciplinary documentation, performance evaluations, workplace investigations and medical data.

Joe reviews recordkeeping requirements in light of the new laws and regulations. Plus, he shares best practices for gathering, storing and destroying personnel records.

Responsible HR recordkeeping practices begin long before a job candidate walks through your door. And they extend long after an employee leaves your workforce. Don’t fall victim to a simple mistake that could have easily been avoided. In this revealing and instructive recording, you’ll clear out those files with confidence!


Pat DiDomenico
Editorial Director, Business Management Daily

P.S. Your satisfaction is unconditionally guaranteed. If Personnel Records: What to Keep, What to Toss fails to meet your needs, we will refund every penny you paid — no hassles, no questions asked.





  Hear a Free 90-Second Clip of
Personnel Records:
What to Keep, What to Toss

from Speaker Joseph Beachboard:


About the Speaker:

Joseph L. Beachboard, a shareholder with the law firm of Ogletree, Deakins, Nash, Smoak & Stewart, P.C., is a nationally recognized expert on employment law. He speaks regularly at national HR conferences and has been quoted in publications such as The Wall Street Journal, Los Angeles Times and National Law Journal. In addition to counseling employers on employment law and records management, Mr. Beachboard serves as the moderator of the annual Labor and Employment Law Advanced Practices (LEAP) Symposium. He also serves as the editor of the HR Specialist: California Employment Law newsletter.
Who Should Listen:
  • HR professionals
  • Supervisors and managers
  • Executives
  • Office managers
  • Business owners

Credit Hours:

This recording has been approved for 1.25 credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI).

This recording is sponsored by:
Business Management Daily
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