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Recordkeeping and Electronic Methods

Monday,
March 3, 2025
Time:
11:00 AM PST | 02:00 PM EST
Duration:
60 Minutes
Webinar Id:
36530
Register Now

Live Version

$149. One Participant
$299. Group Attendees

Recorded Version

$199. One Participant
$399. Group Attendees

Combo Offers

Live + Recorded
$299 $348   One Participant

Live + Recorded
$599 $698   Group Attendees

Group Attendees: Any number of participants

Recorded Version: Unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Overview:

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.

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.

Areas Covered in the Session:
  • 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

Who Will Benefit:
  • Payroll and Tax Professionals
  • HR Professionals
Instructor:

Dayna Reum ,CPP, FPC is currently the Director of Payroll Operations at a major medical center in Chicago. Dayna has been heavily involved in the payroll field over 17 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 for 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, Pennsylvania and Illinois State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll.

Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves 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.


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