Trim the Fat From Your Files—
Managing Personnel Records Effectively

Description: Do you know what documents should be kept and for how long?  When does e-mail become a personnel record?  This workshop will help you develop an effective plan to reduce the time, effort, and space required to manage both paper and electronic personnel records. Other topics include: identifying what documents you need to have and how long you should keep them; organizing and storing files; dealing with electronic records; protecting confidential records; ensuring accessibility, security, and integrity; and identifying and complying with legal recordkeeping requirements.

Topics Covered:

  • Organizing personnel file contents—required and recommended
  • Addressing records management for e-mail
  • Managing and organizing records (paper and electronic)
  • Understanding the basics of the Texas Public Information Act
  • Protecting confidentiality and maintaining security
  • Retaining and storing records
  • Defining the basic principles regarding electronic documents

Audience:

  • Human resource administrators
  • Business administrators
  • Support staff responsible for maintaining personnel records

Location:

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