Recordkeeping and Electronic Methods

  • 26
  • August 2024
  • 10:00 AM PDT | 01:00 PM EDT

    Duration:  60  Mins


Basic & Advanced

Webinar ID


  • 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
  • Does AI and ML have an affect on how we keep records?
  • Review best practices when considering vendors for new technology

Overview of the webinar

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.

The participant will better understand what can be paperless and how to make sure your paperless environment is compliant. A detailed review of all kinds of payroll records what should be kept and what should be purged and when. Discussion on how to have a good record keeping policy for both the paper and paperless environment.

Who should attend?

  • Payroll
  • Tax Professionals
  • HR Professionals

Why should you attend?

Attending will help the participant better understand recordkeeping in an electronic world along with new technology conversation on how AI and ML (Machine learning) could impact how we keep records and do HR and Payroll for our organizations in the future.

Faculty - Ms.Dayna J. Reum

Dayna is currently the Senior Director of Payroll & HRIS at Ann and Robert H. Lurie Children’s Hospital of Chicago.  Dayna has been heavily involved in the payroll field for over 20 years.  Starting as a payroll clerk at a small Tucson company.   Dayna moved on to be a Payroll Team Leader at Honeywell Inc.  During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association.  She also received several merit awards including Customer Service and Acquisitions and Divestitures. Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona State Payroll Conference.  Topics include Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, and International and Canadian payroll.   Dayna has her CPP (Certified Payroll Professional) through the APA.  Dayna has also assisted in the CPP preparation classes for the Chicago APA Chapter.  She has served on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee).  Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA.  Besides her payroll accomplishments, Dayna is certified in HR hiring and firing practices and is a Six Sigma Greenbelt.

What if you miss the Live Webinar?
Don't worry! Pay only $29 & get the full Recording.


Refund / Cancellation policy
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