Save It, Scan It, Shred It, Delete It? California Record Retention for HR

webinar Save It, Scan It, Shred It, Delete It? California Record Retention for HR

You Will Learn:

• How long various types of records need to be retained
• Methods to pinpoint what employee personnel files should – and should not – include
• Special handling instructions for medical and other sensitive records
• When you can get rid of former employee personnel files

Watch the pre-recorded web conference

California Employers: Are you compliant with 2018's new record retention laws?

Compliance risks are trickier in California than in any other state – and among the many peculiarities that employers must face are special rules on personnel recordkeeping.

As an HR professional one of your primary responsibilities is to maintain personnel records. But, you can’t keep everything – and you can’t toss it all either.

Do you know how long to keep records, how they should be stored, and who should have access to various files?

Learning Objectives

This information-packed webinar guides you through the complexities of the Golden State’s recordkeeping requirements and provides detailed guidance for implementing an organized and legally compliant document retention policy.

  • How long various types of records need to be retained, as well as guidelines for defensible destruction practices
  • Legal and technical definitions of “document” and “electronically stored information,” including California and federal law nuances
  • How to identify documents within your “possession, custody or control”
  • Best practices for formats and organization of retained records
  • The impact of anticipated or pending litigation on document retention requirements
  • Retention periods for important employee records, including: payroll; timecard; and tax documents

Our expert faculty will also explore the legal dos and don’ts for managing your personnel files.

  • Employee personnel files: what they should – and should not – include
  • Former employee personnel files: When can you get rid of them?
  • Recent legal and regulatory developments that impact record retention
  • Retention for documents connected to state and federal administrative proceedings
  • Special handling for PHI (protected health information) and PPI (personally identifiable information), as well as the overlap between state and federal protections for sensitive information
  • Impact of recent developments in European and other international privacy laws on California employees

Product ID: 17546

Bonus Material

Plus, you get Record Retention Compliance & Best Practices – a $347 value – absolutely FREE!

This comprehensive, 55 page guide gives you all the guidance and support materials you and your managers need to ensure record retention compliance including:

• Creating a Successful Program
• Policy & Procedures
• Litigation Holds
• Implementation of Your Retention Policy
• You Can Retain Too Much
• Going Paperless
• Medical Records
• I-9 Forms
• Suggested Retention Guidelines
• FLSA Fact Sheet
• FMLA Forms
• Sample Record Retention and Destruction Policy
• Record Retention Policy Checklist

Discover How to Navigate Califonia's Complex Record Retention Rules!

Get it on demand now


Kathleen F. McConnell
Kathleen F. McConnell
CIPP/US, Senior Counsel, eDiscovery and Information Governance, Seyfarth Shaw LLP

Kathleen McConnell is senior counsel in the San Francisco office of Seyfarth Shaw LLP. Her practice focuses on issues associated with electronic discovery, information governance, and data privacy. She regularly assists clients by developing cost-effective strategies for the preservation, collection, review, and production of electronically stored information, including for cross-border matters. She has also advised clients on record retention and information management.

Jaime Raba
Jaime Raba
Counsel, eDiscovery and Information Governance, Seyfarth Shaw LLP

Jaime Raba’s legal practice is dedicated to information governance including eDiscovery litigation response, information security and information technology issues. He draws on his technical background in advising clients on matters involving data analysis, privacy, forensics, legacy systems and technology risk management. He counsels clients on cost-effective eDiscovery in complex litigation proceedings on topics including preservation, litigation holds, collection, review, production and complex privilege issues.

Continuing Education Units

  • hrci

    HRCI – Receive 1.25 recertification credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at

    “The use of this 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.”

Discover How to Navigate Califonia's Complex Record Retention Rules!

Get it on demand now

Stay Up To Date