Park Avenue Presentations

HR Documentation Retention Policies and Practices: What to Keep and What to Toss

Duration: 90 minutes

Speaker: Deirdre Kamber Todd


Webinar Description

The first thing we all learn working in Human Resources is that we document everything...and that means everything.  While documentation of every event in a day, every comment overheard, every request made and every disciplinary conversation sounds great in theory, in reality, it is excessive, time-consuming, and impossible to execute.  So, why do we promote it?  Because the fear of not having the documentation when we need it creates the need to preserve everything. 


The fact is that we don't need everything.  In fact, we don't want everything.  All too often, lawyers either receive nothing or way too much information from their clients, information that should have been shredded years before.  Both situations create disasters in defending companies. 


The best way to create and preserve information is to follow a compliance schedule.  Having a set schedule gives you a reason why documents do not exist, a priority list of what documents and information to keep (and for how long), and a basis for creating, or not creating, documents.  A set schedule also establishes what information you should, and should not, have if a lawsuit arises. 


If you find yourself constantly spending time on documentation, on guessing what should exist and for how long, or how to prioritize documentation retention, you need to attend this webinar.  We will give you a set of tools for documentation creation, maintenance, retention schedules, and litigation preparation (just in case).



  1. Compliance issues in document storage
  2. Documentation retention schedule policy do's and don'ts
  3. Litigation preparation:  litigation holds, subpoenas and the Federal Rules of Evidence
  4. Best practices in documenting issues in the workplace - the yes's, no's, and how's



Continuing HRCI Credit Information

This program has been pre-approved for 1.5 hours of General recertification credit hours through the HR Certification Institute. Use of the seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.


Continuing SHRM Credit

SHRM Recertification Provider
Park Avenue Presentations is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit



This event will be presented live with a PowerPoint presentation to be viewed on your computer. You may listen to the audio of the webinar by telephone or through your computer. The PowerPoint slides will be provided shortly before the event. Once you register, you will receive an email which is your receipt and which includes your instructions for dialing in and logging on. You will also receive an email reminder 24 hours before the webinar.