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2018 Annual Conference & Exposition
You will learn the importance of a strategic and analytical approach to electronic records management, paper removal, sensitive data and electronic shredding.
PowerPoints/Handouts Available

Learn how James Madison University approached the unique situation of migrating to electronic records storage while still storing unorganized boxes of duplicate paper records. Get 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. This session will prepare you to think critically about potential migration to electronic records management or assist in your current migration process. 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): 
Tuesday, June 19, 2018 - 7:00am to 8:15am
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: 
N230
Amount of Credit: 
1.25
Credit Type: 
•SHRM PDCs
Session Type: 
Concurrent Session
Competency: 
Leadership & Navigation
HR Expertise
Consultation
Intended Audience: 
Mid-Level
View other sessions related to this topic: 
HR Compliance

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