Requisite Records: Compliant Human Resources Record Management


  • What records you should maintain and which are not appropriate to maintain
  • Up-to-date Record compliance requirements
  • Keeping your records secure and confidential (Where do we keep the records and files and how do we secure them?)
  • How do I audit my records and how often do I audit my records
  • Understanding that supervisors and managers records count the same as formal records and must be compliant 
  • Best practices for Record Management. 
  • Learn the difference between HR Records, Personnel files and other records
  • Who should be responsible for records, files, compliance?
  • Why do we keep records?
  • How long do I keep the records, inspect the records and when should we get rid of them or destroy them?
  • Who should have access to the files and records? 
  • Do we maintain electronic or hard copy files and records?
  • What are the biggest concerns right now with records, files and documents?


Every Organization has Human Resources records, employment files, personnel records/files and other critical documents that must be maintained in a compliant and appropriate manner. Your organization is not an exception and you should be aware of how compliant your Human Resources function is compared to the legal requirements for recordkeeping of your State and the Federal Governments.

Every year new requirements for recordkeeping are created by the various entities that enforce your compliance with laws, regulations and rules. Have you and your organization taken the necessary steps to check and follow up to ensure you are still compliant with all the new items, procedures, records and changes to the existing rules, regulations and laws?

Who should attend?

  • Human resources professionals
  • Human resources executives responsible for Shared Services 
  • Records managers and specialist
  • CFOs and controllers with administration or HR responsibilities
  • Payroll and accounting managers
  • Payroll processing professionals
  • Employers and business owners
  • Human resources specialists and Managers
  • Office managers
  • Anyone interested in learning about HR record management

J. D. Sanders


J. D. Sanders, M.Ed., SPHR-CA, SHRM-SCP is currently a Business, Management & HR Consultant with over 20 years experience and Founder/Owner of JD Sanders Consulting. He is a HR Leader with extensive expertise in strategic management, performance management, workforce planning and integration both in large and small high tech companies. He is a Strategic Partner and VP of HR for GoalSpan, Inc. He is known for the successful ability to align human resources with organization business objectives and leadership development. He was recognized with the 2015 NCHRA Distinguished Service Award, the 2010 NCHRA Leadership Award. 


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