Record Retention Requirements and Policy

Recorded Webinar | Dayna Reum | From: Apr 13, 2023 - To: Feb 15, 2023

Training Options & Pricing

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Recording     $249
Digital Download     $299
Transcript (PDF)     $249

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Technology is changing how we do business. Employees are looking for ways to perform their own payroll updates such as W-4 tax updates, direct deposit and even paid time off requests. As part of the demand payroll system providers are offering ways for employees to make these updates and to still provide the employer with meaningful recordkeeping to still comply with federal and state laws.

This webinar will give you the tools to be able better understand the new technology that can be used to allow employees to use ESS (Employee Self Service Portals). Along with how as employers we can still stay compliant in a more paperless environment A detailed review of all kinds of payroll records what should be kept and what should be purged. Discussion on how to have a good record keeping policy for both the paper and paperless environment

Learning Objectives:

By attending this webinar, you will learn:

  • Payroll Record Keeping Requirements by agency
  • Keys to a good record retention policy
  • Consequences of poor record retention polices
  • How to handle and be prepared for audits
  • Special Retention Concerns
  • State Retention Requirements
  • Review electronic filing and reporting methods
  • Review of Cloud payroll processing and how it changes how we do business
  • Review best practices when considering vendors for new technology.