HR Files Know-How: Keeping Your Employment Records (and You) Organized

Duration 60 Mins
Level Basic & Intermediate
Webinar ID IQW19F0669

  • Design and perform a records retention audit
  • Plan, develop, and implement a records management program
  • Identify the types of records, forms, and documents you should maintain access to, archive, or destroy
  • Assess methods for storing and accessing sensitive documents and information, including security considerations
  • How to maintain proper records on an ongoing basis
  • Review tips and tricks to keep records (and yourself) organized


Overview of the webinar

Any HR professional knows that a major part of their responsibility is keeping the company’s personnel files organized – for many legal reasons, but also because it helps to keep your operations go smoothly. Just as important, it helps keep you organized so you won’t derail or become distracted during your already busy day.

This course will give you a framework for your recordkeeping and employee-related retention system while considering governmental requirements. It will also help you create a sensible plan for staying organized.

In this webinar, you will learn about recordkeeping obligations imposed on employers by federal and state employment laws, glean best practices, and consider strategies and tactics that you could apply to your organization.

Who should attend?

  • Start-up’s and new, growing enterprises
  • Small- and medium-size businesses
  • Businesses without a human resources department
  • Businesses with a single-person human resources department
  • Businesses with a remote HR leader located in another city
  • Single-person HR department leaders
  • Anyone with administrative responsibilities for employee-related file retention
  • Anyone with leadership oversight of employee-related information

Why should you attend?

Personnel records comprise a source of key information and data for any business and its organization is a key indicator of a healthy business. The information housed in personnel records need to be safeguarded for privacy and compliance reasons. Additionally, it can also be a source of strategic business input if you’re able to access key information quickly and efficiently.  For these reasons, implementing and maintaining an organized records management system is critical. This training will help you to not only get your files in order. It will help you to maintain order and organization for your personnel files –  and for you.

Faculty - Ms.Melveen Stevenson

Melveen Stevenson is the CEO and founder of M.S.Elemental, LLC, a human resources and business advisory firm based in Los Angeles, California. As a certified HR professional with a background in accounting and finance, she helps companies to navigate the human resources “jungle” of compliance, human capital, and leadership challenges. In doing so, she empowers companies to strengthen their infrastructure from the inside out, specifically through leadership development, operations, training, employee engagement, and executive coaching.

Melveen speaks on key topics to empower companies with the latest research and best practices for increasing engagement, enhancing leadership presence, and optimizing diverse workforce groups.

Over the last 18 years, Melveen has held leadership positions in human resources operations, supply chain, and talent management at international companies in food manufacturing, medical devices, and consumer products.

Melveen is certified through the Society of Human Resource Management (SHRM-SCP) and the Human Resources Certification Institute (SPHR).  In addition, she is certified in Extended DiSC® for individuals, pairs, and groups.

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