Everyday HR Podcast Everyday HR

During this podcast, the podcast team discussed managing the many types of documentation associated with the Human Resources obligations in an organization.  
A key file maintained by employers contains personnel records. Roshni and Dan discussed the types of documents that are typically in a personnel file and made recommendations on things that should not be included in the file. We discussed retention of I-9 forms, medical records and confidential investigations in a separate location and file from the personnel file.  The podcast members also discussed leave of absence documentation as well as performance reviews and corrective action documentation. The topic of retention periods for documentation was also addressed.
Host Contact information:  
Roshni Patel, HR Consultant/President of Thrive HR Consulting  roshni@thrivehrc.com (661) 360-6886  Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP dklingenberger@lebeauthelen.com (661) 325-8962  Troy Burden, Employee Benefits Sales and Compliance Advisor, Partner at The Robert Lynn Company troy@lynncompany.com (661) 301-1247  
Disclaimer:
The purpose of this podcast is to provide news and information on human resources matters affecting employers. All content presented is for informational purposes only and should not be considered legal advice. Some of the information on the podcast relates to legal topics. The transmission of information on this podcast is not intended to establish, and receipt of such information does not establish or constitute, an attorney-client relationship or a consultant-client relationship. Anyone who receives information from the podcast should not act on the information without first consulting legal counsel or other expert on the specific topic. Human resources law and guidance changes on a regular basis. The information presented on the podcast may not reflect the most current legal developments. The opinions expressed at or through the podcast are the opinions of the individual speaker and may not reflect the opinions of all presenters. Likewise, the information presented is not intended to reflect the opinion of the presenter’s employer or firm.

In this episode of Everyday HR, We speak to Shawn Sanford VP (Pod Leader) Northern California from ParetoHealth.
Shawn talks about what tradition health care spends look like in the fully insured market.
Later in the show we talk about self-funded options using a captive model to control volatility from year to year to project a long-term benefit spend strategy.   
Host/Guest Contact information:  
Roshni Patel, HR Consultant/President of Thrive HR Consulting  roshni@thrivehrc.com (661) 360-6886  Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP dklingenberger@lebeauthelen.com (661) 325-8962  Troy Burden, Employee Benefits Sales and Compliance Advisor, Partner at The Robert Lynn Company troy@lynncompany.com (661) 301-1247  
Guest: Shawn Sanford, Vice President of ParetoHealth / One Commerce Square 2005 Market Street, Suite #3900, Philadelphia, PA 19103 sanford@paretohealth.com (408) 828-2678 Disclaimer:
The purpose of this podcast is to provide news and information on human resources matters affecting employers. All content presented is for informational purposes only and should not be considered legal advice. Some of the information on the podcast relates to legal topics. The transmission of information on this podcast is not intended to establish, and receipt of such information does not establish or constitute, an attorney-client relationship or a consultant-client relationship. Anyone who receives information from the podcast should not act on the information without first consulting legal counsel or other expert on the specific topic. Human resources law and guidance changes on a regular basis. The information presented on the podcast may not reflect the most current legal developments. The opinions expressed at or through the podcast are the opinions of the individual speaker and may not reflect the opinions of all presenters. Likewise, the information presented is not intended to reflect the opinion of the presenter’s employer or firm.

The Everyday HR podcast team spoke with special guest Sunny Mueller a licensed clinical counselor about workplace violence and how to recognize the signs.
We also spoke about the California mandate SB553 and how employers are required to establish, implement, and maintain an effective, written Workplace Violence Prevention Plan (WVPP) no later than July 1, 2024.  
Resources:  
Department of Labor Workplace Violence Program - https://www.dol.gov/agencies/oasam/centers-offices/human-resources-center/policies/workplace-violence-program CA SB 553 Legislative Text - https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240SB553 Guest Contact Info:
Sunny M. Mueller, Licensed Professional Clinical Counselor
Phone: 661.563.0638
email: sunnymmueller.lpcc@outlook.com
Website: www.sunnymmueller.com
Host Contact information:  
Roshni Patel, HR Consultant/President of Thrive HR Consulting  roshni@thrivehrc.com (661) 360-6886  Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP dklingenberger@lebeauthelen.com (661) 325-8962  Troy Burden, Employee Benefits Sales and Compliance Advisor, Partner at The Robert Lynn Company troy@lynncompany.com (661) 301-1247 Disclaimer: 
The purpose of this podcast is to provide news and information on human resources matters affecting employers. All content presented is for informational purposes only and should not be considered legal advice. Some of the information on the podcast relates to legal topics. The transmission of information on this podcast is not intended to establish, and receipt of such information does not establish or constitute, an attorney-client relationship or a consultant-client relationship. Anyone who receives information from the podcast should not act on the information without first consulting legal counsel or other expert on the specific topic. Human resources law and guidance changes on a regular basis. The information presented on the podcast may not reflect the most current legal developments. The opinions expressed at or through the podcast are the opinions of the individual speaker and may not reflect the opinions of all presenters. Likewise, the information presented is not intended to reflect the opinion of the presenter’s employer or firm.

In this episode of Everyday HR, we tackle the complexities of at-will employment in California, dissecting its fundamentals, exceptions, and the balance it requires from both employers and employees. We clarify misconceptions, outline wrongful termination legalities, and consider the differences between initial introductory periods for new hires. For employers, we highlight the importance of documentation and termination best practices. This episode offers essential insights into navigating the at-will employment landscape in California, making it a vital listen for understanding rights and obligations.
Host Contact information:  
Roshni Patel, HR Consultant/President of Thrive HR Consulting  roshni@thrivehrc.com (661) 360-6886  Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP dklingenberger@lebeauthelen.com (661) 325-8962  Troy Burden, Employee Benefits Sales and Compliance Advisor, Partner at The Robert Lynn Company troy@lynncompany.com (661) 301-1247 Disclaimer: 
The purpose of this podcast is to provide news and information on human resources matters affecting employers. All content presented is for informational purposes only and should not be considered legal advice. Some of the information on the podcast relates to legal topics. The transmission of information on this podcast is not intended to establish, and receipt of such information does not establish or constitute, an attorney-client relationship or a consultant-client relationship. Anyone who receives information from the podcast should not act on the information without first consulting legal counsel or other expert on the specific topic. Human resources law and guidance changes on a regular basis. The information presented on the podcast may not reflect the most current legal developments. The opinions expressed at or through the podcast are the opinions of the individual speaker and may not reflect the opinions of all presenters. Likewise, the information presented is not intended to reflect the opinion of the presenter’s employer or firm.

The Everyday HR podcast team round tabled the art of an effective and legal interview in today’s workplace.
Roshni and Dan shared some key bullets to consider like preparation, interview formats, effective interview techniques, appropriate questions, and inappropriate questions. Dan also spoke about the legal aspect of interviewing and what employers should be aware of.  
Host Contact information:  
Roshni Patel, HR Consultant/President of Thrive HR Consulting  roshni@thrivehrc.com (661) 360-6886  Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP dklingenberger@lebeauthelen.com (661) 325-8962  Troy Burden, Employee Benefits Sales and Compliance Advisor, Partner at The Robert Lynn Company troy@lynncompany.com (661) 301-1247 Disclaimer: 
The purpose of this podcast is to provide news and information on human resources matters affecting employers. All content presented is for informational purposes only and should not be considered legal advice. Some of the information on the podcast relates to legal topics. The transmission of information on this podcast is not intended to establish, and receipt of such information does not establish or constitute, an attorney-client relationship or a consultant-client relationship. Anyone who receives information from the podcast should not act on the information without first consulting legal counsel or other expert on the specific topic. Human resources law and guidance changes on a regular basis. The information presented on the podcast may not reflect the most current legal developments. The opinions expressed at or through the podcast are the opinions of the individual speaker and may not reflect the opinions of all presenters. Likewise, the information presented is not intended to reflect the opinion of the presenter’s employer or firm.

The podcast team discussed the recent changes in California law that should be included in an updated employee handbook.
California employment law continues to change, and employers need to take those changes into consideration when updating their employee handbooks.  Troy, Roshni and Dan discussed and recommended changes based on new mandatory sick leave requirements, a reproductive loss leave of absence, new protected statuses such as reproductive health decision making and use of cannabis outside of work hours.  The new marijuana testing requirements were also discussed.
Host Contact information:  
Roshni Patel, HR Consultant/President of Thrive HR Consulting  roshni@thrivehrc.com (661) 360-6886  Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP dklingenberger@lebeauthelen.com (661) 325-8962  Troy Burden, Employee Benefits Sales and Compliance Advisor, Partner at The Robert Lynn Company troy@lynncompany.com (661) 301-1247 Disclaimer: 
The purpose of this podcast is to provide news and information on human resources matters affecting employers. All content presented is for informational purposes only and should not be considered legal advice. Some of the information on the podcast relates to legal topics. The transmission of information on this podcast is not intended to establish, and receipt of such information does not establish or constitute, an attorney-client relationship or a consultant-client relationship. Anyone who receives information from the podcast should not act on the information without first consulting legal counsel or other expert on the specific topic. Human resources law and guidance changes on a regular basis. The information presented on the podcast may not reflect the most current legal developments. The opinions expressed at or through the podcast are the opinions of the individual speaker and may not reflect the opinions of all presenters. Likewise, the information presented is not intended to reflect the opinion of the presenter’s employer or firm.