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    August Program: What to Keep and What to Throw: Compliant HR Records Retention

    Date: August 17, 2017, 11:30am – 1:00pm
    Room 126, The College Center, 1000 College Way, South Sioux City, NE
    FREE to Members, $20 for non-members
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    Thursday, August 17, 11:30 am – 1:00 with lunch served at 11:30 and the presentation beginning at noon, in Room 126 of The College Center, 1000 College Way, South Sioux City, NE

    What to Keep and What to Throw: Compliant HR Records Retention

    What needs to be retained, for how long, how and why?

    Requirements for records retention relating to:

    Employees who have been terminated/voluntarily resigned/separated as a result of downsizing. 

    Personnel Files

    Employee handbooks, policies

    Training and education materials, attendance records for same

    Confidential Files, including background checks, pre-employment physicals, work comp records, medical notes, benefits, etc.

    I-9 Forms

    W2, W4

    Timekeeping and payroll records

    Job Postings, advertisements

    Applicant Information (resumes, job applications)

    Interview documentation, notes

    Investigation documentation, supervisory notes

    What is better - hard copy or electronic retention?

    How should you secure and limit access to such information?

    What is a Litigation Hold, how does it work and should you have a policy?



    Sarah K. Kleber, Partner, Heidman Law Firm, Iowa, Nebraska and South

    Sarah Kleber’s general practice includes, but is not limited to, advising and representing employers on employment issues and workers’ compensation matters in administrative and state courts. Sarah’s practice also includes advising cities and local governments on municipal law and administrative matters.


    Sarah’s past experience includes representing individuals and employers in federal and state employment litigation. Sarah has lectured on case law developments in workers’ compensation law, litigation and claims handling of employment discrimination and workers’ compensation matters, termination issues, as well as the interaction of employment law with workers’ compensation.





    South Dakota



    Washington and Lee University, Juris Doctor 1998

    Drake University, Bachelor of Arts 1995



    Iowa State Bar Association – former Workers’ Compensation Section Council and

    Law PAC Committee

    Nebraska State Bar Association

    South Dakota State Bar Association

    Woodbury County Bar Association – former Membership Chair

    Iowa Association of Workers’ Compensation Lawyers, Inc. – member, former Board of Governors

    Iowa Board of Examiners of Shorthand Reporters

    Iowa Municipal Attorneys Association

    Iowa Self-Insurers Association

    Iowa Workers Compensation Advisory Committee Inc. – Executive Board



    Iowa Association of Workers’ Compensation Lawyers, Inc, Speaker “Iowa Code Section 86.13(4): Lessons Learned About Penalty Claims Over the Last Five Years” (2015)

    Co-author, “Offers to Confess Judgment: An Important Tactical Tool for Defense Counsel”, Defense Update (2000)



    Sioux City Journal “Forty Under 40” Young Leaders Award 2001



    Sioux City Community School District – Advisory Committee

    Cub Scouts & Boy Scouts – Treasurer & Committee Member

    Trinity Lutheran Church – Spiritual Growth Committee, Sunday School Teacher and former Congregation Council

    Council for Sexual Assault and Domestic Violence – former Board Member

    The Pier Center for Autism – former Board Member


    1 HRCI Continuing Education Unit and 1 SHRM CP Unit applied for.

    This event is free to members, $20 for non-members.  For information on the Siouxland Chapter of SHRM or to become a member, visit  Attendance at this program and membership is open to all human resource professionals, business owners and managers.

    Please RSVP by 5:00 p.m. Friday, August 11, 2017 to