Record Keeping

Daniel Kevins

0 comments

  1. Review the rubric to make sure you understand the criteria for earning your grade.
  2. In this discussion forum, you will discuss the goals for recordkeeping, the need for recordkeeping policies, and the importance of having monitoring recordkeeping procedures. In addition, you will select an organization with which you are familiar for the purpose of developing a human resource management records retention policy and creating a records retention schedule, which will be included as two separate attachments to your initial discussion post.
  3. Access and read HR Direct’s Clear the Clutter with Organized, Efficient Recordkeeping.
  4. Access and read the HR Specialist’s HR Record Retention Guide.
  5. Access and read the EEOC Recordkeeping Requirements.
  6. Access and read SHRM’s It’s More than Just Compliance.
  7. Access and review The University of Illinois System’s Human Resources Records Retention Schedule
  8. Access and review the Minnesota Historical Society’s Human Resources Records Retention Schedule.
  9. Initial Post Narrative. For the initial post narrative, complete the following:
    1. Goals and Accountabilities. Clearly define the goals and accountabilities associated with records retention.
    2. Records Retention Policy. Discuss the need for a records retention policy and share about the key elements that make up the attached policy—HR Records Retention—you have developed for the selected organization.
    3. Monitoring Procedures. Explain the monitoring procedures that will be put into place to ensure compliance with the established policy and abidance with scheduled timelines. Referring to the attachment—Record Retention Schedule—further explain how it will be used in the selected organization to specifically aid in adhering to the established policy and with supporting the maintenance of an effective and efficient record keeping system.
  10. Attachments to the Initial Post Narrative. For the attachments to the initial post narrative, complete the following:
    1. Attachment #1—Records Retention Policy. Based on the assignment readings, the selected organization’s current policies (or lack thereof), and further research, develop a records retention policy for the organization or revise the current policy as needed. This policy should be no longer than one page, single spaced (with double spacing between paragraphs).
    2. Attachment #2—Records Retention Schedule. Based on the assignment readings and further research, create a records retention schedule.
      1. Schedule Template. Download the Discussion Forum HR Record Retention Schedule Template Excel file.
      2. Completion of the Template. Complete each of the 20 rows in the template. For each row, identify the following:
        1. Area column. Identify the categories of data subject to records retention. The categories of data should be specific to HR and the industry and organizational needs (e.g. EEOC, OSHA, payroll, personnel records, tax records, and so forth).
        2. Title column. Name the title of the record (form, document, manual, report, etc.).
        3. Description column. Identify the organization’s use of the record.
        4. Retention Period column. Identify the retention period, keeping in mind that the company, industry, and federal, state, and local government may have established standards. The most conservative standard of all that are established will apply (i.e., the longest required retention date among the standards would apply so that the organization will be compliant with the applicable standard).
        5. Classification column. State whether the record is for public, private or confidential use.
  11. Post the narrative portion of your initial discussion post. Attach as two separate resources: (1) the records retention policy Word document and (2) the schedule of records Excel file.
  12. Provide a detailed post that demonstrates clear, insightful critical thinking. Your initial posting should be 200–300 words long (not including the two attachments).
  13. Your initial posting is to include the appropriate references for resources you have cited as a paraphrase or direct quote. Keep direct quotes and paraphrases limited to a maximum of 15% of your overall initial posting. For help on how to paraphrase, refer to the Purdue OWL Paraphrase website.
  14. Post your initial discussion by the end of the fourth day of the workshop.
  15. Also respond to two of your classmates’ postings by the end of the workshop. Each discussion response to a classmate should facilitate engaging dialogue and evidence critical thinking. Utilize the following ways to engage in scholarly dialogue and expand learning around the topics in this workshop:
    1. Extension: Expand the discussion.
    2. Relevancy: Relate the topic to a current event.
    3. Exploratory: Probe facts and basic knowledge.
    4. Challenge: Interrogate assumptions, conclusions or interpretations.
    5. Relational: Make comparisons or contrasts of themes, ideas, or issues.
    6. Diagnostic: Probe motives or causes.
    7. Action: Identify application or an action in personal or work life.
    8. Cause & Effect: Cite causal relationships between ideas, actions or events.
    9. Hypothetical: Pose a change in the facts or issues.
    10. Priority: Seek to identify the most important issues.
    11. Summary: Elicit synthesis. (Teacher Stream, LLC, 2009, p. 5)
  16. Each response should be 200–300 words in length and include two resources properly cited and referenced.
Author Image

About the Author

Daniel Kevins

Follow me

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}