HR Records: What to Put in Your Files

Human resources expert Suzanne Lucas will give you a clear roadmap for creating lawsuit-ready HR documentation. You will learn when and how to make written records of employment activities in your organization.

Topics Covered

  • What does it mean to document something?
  • How should you use your internal systems?
  • What should you do when an employee tells you a personal secret?
  • When must you document information?
  • How do employee-specific records differ from general HR documentation?
  • How are PIPs your most important tool in preventing employee lawsuits?
  • Emails are forever—how should you use them?
  • What should you teach managers to document? How?
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INFORMATION
Training Overview

Need to Update Your HR Files. Learn what to include and what to leave out.

There’s no time like the present to clean out your HR files and update your procedures for recording essential personnel information. Accurate and complete documentation can help your organization defend against lawsuits while missing or extraneous content can bring liability.

Every HR professional must know when and how to document employee incidents, remarks, complaints, performance, and other issues. Having all your ducks in a row will help managers manage and protect your organization.

  • What does it mean to document something?
  • How should you use your internal systems?
  • What should you do when an employee tells you a personal secret?
  • When must you document information?
  • How do employee-specific records differ from general HR documentation?
  • How are PIPs your most important tool in preventing employee lawsuits?
  • Emails are forever—how should you use them?
  • What should you teach managers to document? How?
Recommended Audience
Who Should Attend?
  • Human resources professionals
  • Business owners
  • Plant managers
  • Finance professionals
  • Clinical staff
  • Operations managers
  • Contract managers
  • Contract administrators
  • Commercial managers
  • Supply chain managers
  • Supplier relationship managers
  • Supply base managers
  • Strategic sourcing managers
  • Procurement managers
  • Safety managers
  • Employee relations
  • Location managers
  • Division supervisors
  • Supervisors
  • Chief executives
  • Executive directors
  • Board members
  • Nonprofit counsel
  • Senior management
  • Managers
  • Development staff
  • Program directors
  • Hiring staff
  • In-house counsel
APPROVAL AND VALIDITY
Credits

This program has been approved for 1.0 PDCs for the SHRM-CP or SHRM-SCP and general recertification credit hours through the HR Certification Institute.

What's included
Training includes
  • 1.0 HRCI, 1.0 SHRM
  • Certificate of Attendance
  • All resources and training materials
About

Expert Presenter

Suzanne Lucas
  • Focuses on helping other people and companies be the best they can be
  • Spent ten years in corporate human resources
  • Recognized as one of the top influencers in human resources