Essential HR Documents: Examples and Explanations

Schedule Thursday, February 29, 2024 || 10:00 AM PDT | 01:00 PM EDT
Duration 90 Mins
Level Basic & Advanced
Webinar ID IQW24B0287

Compliance Guidelines for Employee Documents & Forms

  • Checklist of required annual forms
  • Correct and timely completion of Forms W-4 and I-9
  • A review of the completion of Family Medical Leave forms
  • Handling requests for accommodations under the ADA
  • Which documents should be given at an employee’s termination
  • Creating effective job descriptions and offer letters
  • Managing key documents: ACA, workers’ comp and more

HR Document & Forms Best Practices

  • Steps to ensure employees provide accurate information
  • When and how often employee policies should be reviewed
  • Where to go for sample wording for forms and documents
  • Additional considerations for a multi-state employee workforce
  • Where documents should be stored and for how long
  • What should be included in COVID (and other) vaccine requirement forms
  • A look at what’s recommended to include in the employee handbook

Overview of the webinar

This 90-minute, instructor-led program will cover the key documents every HR professional needs to fully understand to keep their organization in compliance as we prepare to move into 2024.

Our HR expert, Dr. Jim Castagnera, Esq. of Dr. Jim’s One-Stop HR Shop will cover key documents pertaining to hiring, terminations, disciplining, leave, accommodations, workers’ compensation, and more.

Who should attend?

  • HR,
  • In-house counsel
  • Chief financial officers
  • Affirmative action officers
  • Compliance officers
  • Internal auditors

Why should you attend?

  • Required documents for every employee from hire to termination
  • Best practices to ensure the accuracy of employee records and forms
  • Sample documents: resources to ensure compliance requirements are met
  • Where HR documents should be stored and who should have access
  • How to keep up with changing federal and state-level requirements

Faculty - Dr.Jim Castagnera

 Dr. Jim Castagnera holds an M.A. in Journalism from Kent State University, and a J.D. and Ph.D. (American Studies) from Case Western Reserve University. He worked 10 years as a labor, employment, and intellectual-property attorney with Saul Ewing and 23 years as associate provost & legal counsel for academic affairs at Rider University, where in 2018 he received the university’s highest annual award for distinguished service. He also did stints as a full-time law professor at UT-Austin and Widener University Law School.

Having retired from Rider in 2019, he is engaged in a portfolio of activities: President of Dr. Jim’s One-Stop HR Shop, a freelance writing, webinar and training company in the HR space; Partner with Portum Group International LLC, an educational and training organization in the data-privacy and compliance space; Of Counsel to the Wilftek, a law firm specializing in IP; an Adjunct Professor of Law in the Kline School of Law at Drexel University.


HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at

ComplianceIQ is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for [1.5] PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit

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