File That! Best Practices for Document and Record Management

Throughout the year, we host a number of webinars on a variety of important legal topics. If you missed any of our live presentations, you can catch-up by viewing recordings of those trainings.

File That! Best Practices for Document and Record Management

Category: Webinars on Demand
File That! Best Practices for Document and Record Management

Personnel files can be tricky to navigate if you do not know the legal do’s and don’ts.  This workshop will include a discussion of the following issues:

  • What records should be maintained in an employee’s personnel file
  • Access to employee personnel records information
  • Union, third party, and employee rights to inspect employee records
  • Employee privacy rights in personnel records information
  • Applicable California Code provisions
  • What information (if any) can or should be divulged to prospective employers or other third parties
  • Guidelines for records retention

A comprehensive workbook is included, and workshop participants will review several case studies which will be used to teach the topics in real life situations.

Who Should Attend?
Personnel and Employee Relations Staff, Agency Counsel, Administrative Staff responsible for maintaining personnel records


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