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Keeping personnel files organized is a core HR responsibility, both for legal reasons and to keep operations running smoothly, and it keeps you from getting sidetracked during a busy day. This 60-minute HR recordkeeping webinar gives you a framework for employee records and retention that takes government requirements into account.

You'll learn the recordkeeping obligations federal and state employment laws place on employers, along with best practices and tactics you can apply in your organization.

The session covers how to run a records retention audit, set up a records management program with periodic check-ins, decide which records to keep, archive or destroy, and store sensitive information securely.


  • Design and perform a records retention audit
  • Plan, develop and implement a records management program with periodic check-ins
  • Identify the records, forms and documents to keep accessible, archive or destroy
  • Assess methods for storing and accessing sensitive documents, including security considerations

  • Federal and state recordkeeping obligations for employers
  • A framework for employee records and retention
  • Records retention audits
  • Planning and running a records management program with periodic check-ins
  • Which records, forms and documents to keep accessible, archive or destroy
  • Storing and accessing sensitive documents securely
  • Best practices and strategies for your organization

Federal and state employment laws impose recordkeeping obligations on every employer, and disorganized files create legal risk and wasted time. This session helps you build a sensible plan for staying organized and compliant.

It suits HR professionals at all levels, anyone responsible for employee file retention or overseeing employee information, and business owners without an HR manager or staff.


  • Human resources professionals at all levels
  • Anyone with direct administrative responsibilities for employee-related file retention
  • Anyone with leadership oversight of employee-related information
  • Business owners who have no HR manager or staff

Melveen Stevenson is the CEO and founder of M.S. Elemental, LLC, a human resources and business advisory firm. 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 20 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. She has spent most of her career in California, and has expertise in the state’s complicated employment regulations.

Melveen is certified through the Society of Human Resource Management (SHRM-SCP) and the Human Resources Certification Institute (SPHR).  She is also a faculty member at California State University-Dominguez Hills.

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$149

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