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SHRM 2017 Annual Conference & Exposition
This session will cover the importance of a strategic and analytical approach to electronic records management, paper removal, sensitive data and electronic shredding.
PowerPoints/Handouts Available

This is a timely example of how an HR department with good intentions failed to strategically map out this migration process. By sharing James Madison University’s story perhaps other HR departments will think about how they are currently storing their records, their record management processes and moving forward how they will adapt to technology and the movement towards a paperless society. This session will allow you a firsthand look at the intricacies of a project this size and examine critical issues including records retention, retention schedules and sensitive documents and data. You will learn:

  • How James Madison University tackled the problem of duplicate records (electronic and paper.) 
  • The importance of a strategic and analytical approach to electronic records management.
  • A systematic approach to paper removal – identification, destruction, compliance and work flows
  • Strategies for dealing with sensitive data (FMLA, WC, STD, LTD, ADA, HIPPA and OSHA.)
 
Date(s) & Time(s): 
Wednesday, June 21, 2017 - 11:30am to 12:45pm
Presenter: 
Bobby Zaepfel
university records officer
James Madison University
Connect Online with this Speaker

As the HR Projects Coordinator and part of the Business Services team Bobby manages and coordinates HR projects.  With a focus on process improvement, strategic goals, and vision, Bobby works closely with HR staff and campus leadership to facilitate and collaborate all areas of project management.  

As the University Records Officer, Bobby oversees the records management program for James Madison University including retention and disposition approval of all university records.  Bobby provides training in records management procedures, practices, and use of appropriate forms, as necessary.  Bobby also collaborates with departmental Records Coordinators to help maintain an effective records management program at JMU. 

He provides strategic analysis planning and coordinating for all HR-related records and imaging system (Nolij) information technology support, guidance and consultation to all members of the HR staff.  He also manages the document imaging function in the HR office, including record management, workflow, retention and destruction planning, organization and processing.  Bobby has created a strategic approach to record keeping management in HR ensuring that all record-keeping systems conform to state, federal and JMU policies and guidelines.   He also collaborates with Talent and Development designing and facilitating workshops for campus staff.

Bobby has been at JMU since 2008 and joined Human Resources in 2013.  He holds both a Bachelor’s Degree in Broadcast Journalism and Master’s Degree in Corporate Communications from Duquesne University.  He is currently seeking a second Master’s Degree in Adult Human Resource Development with a concentration in Leadership and Facilitation through the College of Education at JMU. 

Bobby provides consultation to internal and external customers in regards to electronic records management and training for the HR staff.  Bobby has presented his session on JMU’s mountain of paper regionally and nationally.

SESSIONS:
Location: 
283-285
Amount of Credit: 
1.25
Credit Type: 
•SHRM PDCs
Session Type: 
Concurrent Session
Competency: 
HR Expertise
Consultation
Intended Audience: 
Mid-Level
View other sessions related to this topic: 
Employment Law & Regulations

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