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Sponsored by Lorman Education
Product ID: 401866EAU
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Document Retention and Destruction: What HR Professionals Must Know

OnDemand Webinar (94 minutes)

Make sure you are in full compliance with your current document retention and destruction policies.Many employers lack a document management policy altogether, resulting in inconsistent document retention and destruction--a surefire path to litigation and spoliation claims--and little to no reliable protection for confidential information. Another substantial number of employers rely on generic policies whose sources are unknown, are from a different industry, or rely on a different state's laws, just to cite a few of a myriad of problems with generic policies. The enormity of creating a model policy unique to a specific employer creates a psychological barrier that hinders the development and implementation of a much needed document management policy. This topic will help you learn the legal requirements for document management policies and understand how to implement the practical considerations unique to their respective companies. Best practices will be emphasized, especially litigation avoidance and satisfying legal requirements. You should be able to begin implementing the principles learned from this topic immediately.


Karen A. Monsen, King & Sommer, PLLC


Successful Policies and Schedules

  • The Necessity of Document Management
  • Maximum and Minimum Periods
  • State and Federal Law
  • Statutes of Limitations
  • Legal Holds
  • Practical Considerations

Traps for the Unwary

  • Internet Sources and Generic Policies
  • Mishandling Drafts
  • Duplicate Entries
  • Backups and Software

Identifying HR Records

  • The Employee File
  • Payroll Records
  • Benefit Records
  • Other Records Unique to HR


  • Disciplinary Actions
  • Investigation Materials
  • Performance Evaluations
  • Termination Documents


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

Storage and Destruction

  • Safeguarding Records
  • The Cloud
  • Destroying Documents

Additional Formats

Audio & Reference ManualMore Info
MP3 DownloadMore Info