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

    /Melveen  /Stevensonspeaker of Training Doyensinvite
    Speaker: Melveen Stevenson

    More Trainings by this Expert
    Duration: 60 Minutes
    Product Code: 50962
    Level: Intermediate

CEU Approved

Training Doyens is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. This program is valid for 1 PDC for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit

Labor Day Sale! Use code LBRD20 and enjoy flat 20% off on your purchase.


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.


As one of the core compliance-related responsibilities of any human resources department, records retention is an important function for an entire company. It can be confusing (even overwhelming) to understand what needs to be retained and up to which dates, where to file such information, how to control access to the information, and how to organize personnel files.

This course provides foundational information that will help any business and HR department in organizing employee files. You’ll learn about online resources that will provide you with detailed guidance. You’ll understand the best times to audit your employee files. You’ll also learn the key considerations that you should have as part of your overall records retention policy.

Even if you’re comfortable with your files retention system, you will likely learn important “gems” to improve your existing practices.


• Design and perform a records retention audit
• Plan, develop, and implement a records management program, including periodic check-in’s
• 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


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.


• 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
• Start-up’s and new, growing enterprises
• Small- and medium-size businesses


Years of Experience: 17+ years

Areas of Expertise: Human Resources Operations and Leadership Development

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. By using an encompassing business approach, she helps to strengthen the infrastructure of organizations from the inside out, specifically through leadership development, operations, training, employee engagement, and career coaching.

Over the last 17 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 also worked internationally.

Melveen began her career in accounting and international banking. With an inspired desire to support and drive organizational success through human capital, she redirected her career and obtained her MBA at Michigan State University’s Eli Broad Graduate School of Management.

View all trainings by this speaker

Purchase Options

Recorded Session

Get Unlimited Access to the link for Six Months. Login information will be shared 24 hours after
the completion of Live Webinar


Training DVD or USB Flash Drive

Free shipment within 72 Hours, from the date of webinar completion


refer friend

Approved Enablers of your
Continuing Education Credits

View all CEU Approved Webinars