Record Retention and Destruction: How to Develop Best Practices
Duration : 90 Minutes
This course, has been approved for 1.5 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).
David Sanders,
Dr. David is considered one of the world's leading experts in accounting, finance, business consulting, A/P, A/R, budgeting, collections, cost accounting, personal finance, personal income taxes, business taxes, business set up, Sarbanes Oxley (SOX), sales & use taxes, internal controls, inven Read more
This training program will offer attendees an understanding of record schedule defensibility and best practices to take steps toward improvements. The IRS states entities need to be fully informed of the code relating to Record Retention and Destruction to determine what records are necessary to stay in compliance or face fines. According to IRS and state statistics of the entities audited over the past three years, 82% could not supply adequate records to pass an audit - resulting in substantial fines for non-compliance.
Course Objectives:
The process of organizing, storing and archiving your organization's records is critical for business success. You need to know what information to store, where to store it, how long to store it and software requirements to access the stored data to ensure the organization is in compliance with government regulations. Just one misstep could lead to legal issues, fines, investigation and possible litigation. If your organization has ever been through a Wage and Hour Audit, Unemployment Claim, Worker Compensation Hearing or Litigation then you know the value of good record keeping.
Don't spend one more day struggling with crammed file cabinets, multiple thumb drives, and CD's looking for the information you need. Better information and record storage compliance will provide you with faster reaction and data integrity that will lead to improved productivity, increased efficiency and provide a competitive advantage!
This webinar will give you best practice techniques, strategies for developing a record retention and destruction process that will save you time, effort in retrieving, archiving and destroying documents.
Course Outline:
• What does the law require for record retention
• What are the best practices for record retention and destruction
• How can you identify and safely destroy old records - "Do's and Don'ts"
• What are the best practices for making images of paper records
• How to organize your electronic and paper documentation for swifter access
• How to determine record importance and sensitivity
• Determine when keeping too much can be just as harmful as not enough
• How to determine the lifecycle of records
• How procedures differ for paper files and for e-files.
• Understanding DIN Security Level and Compliance DIN 32757-1 standard
• Understand record schedule defensibility and steps toward improvements
• And much more!
What You Get:
• Training Materials
• Live Q&A Session with our Expert
• Participation Certificate
• Access to Signup Community (Optional)
• Reward Points
Who Will Benefit:
• Payroll Managers, HR Personnel
• Payroll and HR Supervisors
• Team Leaders
• Payroll Employees
• Business Owners
• Payroll Department Personnel
• Accounting Department Managers
• Personnel who handle Support Orders
• Anyone who wishes to increase their knowledge of Child Support and garnishments
Please reach us at 1-888-844-8963 for any further assistance or if you wish to register
100% MONEY BACK GUARANTEED
Refund / Cancellation policyGet In Touch
Similar Trainings
Pay Transparency: One Tool in the Toolbox Toward Achieving Pay Equity
LIVE : Scheduled on
06-January-2025 :01:00 PM EST
|
The Power of Performance Feedback
LIVE : Scheduled on
07-January-2025 :03:00 PM EST
|
Multistate Payroll Management: Guidelines, Best Practices, and Tools for Compliance
LIVE : Scheduled on
09-January-2025 :01:00 PM EST
|
HR 101: A Primer for Front Line Managers and New Supervisors
LIVE : Scheduled on
10-January-2025 :03:00 PM EST
|
Understanding FLSA Basics
LIVE : Scheduled on
13-January-2025 :03:00 PM EST
|
