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Recordkeeping in California: The Top Five Mistakes to Avoid When Collecting, Storing, and Purging HR Files

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Employer Resource Institute Webinar Conference

Originally presented on September 29, 2009
10:30 a.m. to Noon (Pacific)

Order Option       Price  
CD Recording Only       $219      

Personnel files—including resumes, applications, interview notes, references, background checks, attendance records, and disciplinary actions. Payroll records for every pay period, not to mention work schedules, time sheets, wage rates, and paycheck deductions. Medical records concerning requests for accommodation, family leave, and workers' comp claims. Completed I-9s and statistical data on your hiring practices.

When it comes to HR recordkeeping, we all know that documentation is key. But there are a lot of federal and California rules and regulations governing what you need to keep and for how long. The dizzying array of documents your organization needs to hang onto could send you into a tailspin if you're not properly equipped to document, store, and—when necessary—purge crucial documents.

Listen to an in-depth 90-minute interactive webinar all about the recordkeeping pitfalls that come with collecting, storing, and disposing your HR files, whether you store information on paper or electronically. Our experts—two seasoned California labor and employment attorneys—will sum up the retention periods for the most common employment records while providing you real-life examples of what not to do when it comes to your recordkeeping. You'll learn:

  • The key documents your personnel files should always include and how adequate documentation here could be the key to successfully defending a lawsuit
  • When employers have gotten in legal hot water with their wage and hour records and the practical steps you can take so you don't make the same mistakes
  • The particular FMLA/CFRA-related records you must keep for several years concerning leave requests
  • How long you need to hang on to ADA/FEHA requests for accommodation and when you might want to keep them for a longer period of time
  • The records that are likely protected by privacy laws and the manner in which you must store those documents—whether you keep paper files or store them electronically
  • The key for determining whether a California or federal law governs the manner in which you store certain documents and for how long

About Your Speakers:

Drew L. Alexis, Esq., SPHR is of counsel with the Los Angeles office of Ogletree, Deakins, Nash, Smoak & Stewart, PC. He represents management in a wide range of employment disputes before federal and state courts and administrative agencies, including in the areas of discrimination, harassment and retaliation, wrongful termination, wage and hour (both individual and representative and class actions), and leave of absence management. Alexis also has served as an in-house attorney for publically traded corporations where he advised management on day-to-day employment issues, including personnel records management.

Alexis earned his Senior Professional in Human Resources certification from the Human Resources Certification Institute in 2004. Since 2006, he has served as an associate adjunct professor of Law at Southwestern Law School in Los Angeles, teaching courses on Employment Discrimination Law and Sexual Orientation Law. Alexis is also a frequent speaker at various local, state, and national conferences on a number of employment law topics.

Mary E. Wright, Esq. is a shareholder with the San Francisco office of Ogletree, Deakins, Nash, Smoak & Stewart, PC. She advises corporations of all sizes in all areas of the employer-employee relationship, including hiring, discipline and assessment, training, investigations, disability accommodation competition and confidentiality, classification issues, and terminations, including furloughs, reductions in force, WARN, and other issues impacting employers in this volatile economic climate.

Wright is a frequent speaker to human resource organizations, and is a published author and blogger. She was the Chair of her former firm's Employment Law Practice Group for seven years, was a member of the Board of Directors for the Bar Association of San Francisco, and now sits on the Association's Judiciary Committee. She was named a Northern California Lawyer Super Lawyer in 2005, 2007, and 2008.


  

This program has been approved for 1.5 recertification credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). This program is also a California-specific continuing education activity for PHR-CA and SPHR-CA recertification. For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org. The use of this seal is not an endorsement by HRCI of the quality of the program. It means that this program has met HRCI's criteria to be pre-approved for recertification credit.

The Employer Resource Institute is an approved MCLE Multiple Activity Provider, and this program has been approved for 1.5 hours of MCLE credit by the State Bar of California. For more information, please contact our customer service department at (800) 695-7178.


Bonus Offer

As an additional benefit, you will receive a no-risk trial subscription to Employment Law Compliance for California Supervisors when you register for this Audio Conference (or purchase a CD recording). Each month, you'll receive copies of the current issue to share with your front-line supervisors. If you want to continue to receive the newsletter, simply pay the invoice you will receive in the mail. If you decide the newsletter isn't for you, just write cancel on the invoice and return it. You will owe nothing, and all issues you receive are yours to keep. As with all ERI products, your satisfaction is guaranteed 100%. (Offer good for new subscribers only.)


How Do Webinars Work?

A webinar is remarkably cost-effective and convenient. You participate from your office, using a regular telephone and a computer with an Internet connection. You have no travel costs and no out-of-office time.

Plus, for one low price you can get as many people in your office to participate as you can fit around a speakerphone.

Because the conference is live, you can ask the speakers questions—either on the phone or via the webinar interface.

You will receive access instructions via e-mail several days before the event. You don't need any additional materials before the webinar starts. Your conference materials will be available for you to view, print, and download when you log in to participate in the event.


Why You Can Sign Up To Attend This Event with Confidence

As with all Employer Resource Institute products, you're completely protected. If for any reason you are unsatisfied with this Audio Conference, simply let us know and we will return your entire registration fee.




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