During this podcast, the podcast team discussed managing the many types of documentation associated with the Human Resources obligations in an organization.

A key file maintained by employers contains personnel records. Roshni and Dan discussed the types of documents that are typically in a personnel file and made recommendations on things that should not be included in the file. We discussed retention of I-9 forms, medical records and confidential investigations in a separate location and file from the personnel file. The podcast members also discussed leave of absence documentation as well as performance reviews and corrective action documentation. The topic of retention periods for documentation was also addressed.

Host Contact information:

• Roshni Patel, HR Consultant/President of Thrive HR Consulting

• • roshni@thrivehrc.com (661) 360-6886

• Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP

• • dklingenberger@lebeauthelen.com (661) 325-8962

• Troy Burden, Employee Benefits Sales and Compliance Advisor, Partner at The Robert Lynn Company

• • troy@lynncompany.com (661) 301-1247

Disclaimer:

The purpose of this podcast is to provide news and information on human resources matters affecting employers. All content presented is for informational purposes only and should not be considered legal advice. Some of the information on the podcast relates to legal topics. The transmission of information on this podcast is not intended to establish, and receipt of such information does not establish or constitute, an attorney-client relationship or a consultant-client relationship. Anyone who receives information from the podcast should not act on the information without first consulting legal counsel or other expert on the specific topic. Human resources law and guidance changes on a regular basis. The information presented on the podcast may not reflect the most current legal developments. The opinions expressed at or through the podcast are the opinions of the individual speaker and may not reflect the opinions of all presenters. Likewise, the information presented is not intended to reflect the opinion of the presenter’s employer or firm.