In this episode, our co-hosts are joined by special guests from the KC SHRM symposium and the local chapter in Kern County, providing insights into HR support for the community. We also have Rob Dubin, a renowned employee happiness expert, keynote speaker, and corporate trainer. With a background as a serial entrepreneur who has built multiple 7-figure businesses, Rob shares his expertise on employee happiness, engagement, and resilience. Tune in to hear how he has partnered with Fortune 500 companies to enhance their marketing, improve training, and boost profits!

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

Guests on the show:

Elizabeth Maldonado - KC SHRM Symposium Chair

e.mrsmaldonado@gmail.com

661-889-3050

Jackie Andrade, SHRM-SCP - Symposium Vice Chair

Email: jaclyn.marie323@gmail.com

Cell: (661) 319-0441

Rob Dubin - Happier NOW!

https://www.robdubin.com

https://www.linkedin.com/in/robdubin/

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 EDHR, hosts Roshni from Thrive HR Consulting, Dan K from LeBeau, Thelen, LLP and Troy B from The Lynn Company dive into the critical intersection of social media and HR. They explore the importance of social media policies, the role of social media in recruitment and employer branding, legal considerations, employee engagement, and handling negative feedback. The discussion provides practical insights and best practices for leveraging social media effectively while navigating potential risks. Tune in for a comprehensive guide to optimizing your company's social media strategy in HR.

• 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 reviewed the use of a background check for employment practices.

Roshni spoke about the different types of background checks and how to conduct them.

Dan touched on some protections to be aware of and how they can help an employer use them to their advantage when hiring new employees.

• 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

*KC SHRM Lunch and Learn*

"Conducting Effective Workplace Investigations"

When: Wednesday, August 07, 2024 12:00 PM (PDT)

Where: Double Tree Hotel Bakersfield, CA

3100 Camino Del Rio Ct.

Speaker: Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP

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.

During this podcast, the podcast team discussed the importance of good documentation regarding employee behavior, performance and discipline.

Documenting performance and behavior provides notice to the employee regarding positive and negative events in the workplace. Well drafted documentation can be a key part of an employer’s defense to a claim. Roshni explained that before documenting events at work, managers should investigate thoroughly and make sure they are documenting facts rather than hearsay and rumor. Troy discussed how the documentation should be specific with details that are obtained though the investigation. Generalized comments do not provide guidance to the employee or create the best paper trail that will be used to defend a claim.

• 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 enlightening episode, we're joined by DE&I expert Traco Matthews to explore the vital aspects of Diversity, Equity, and Inclusion in the workplace. Learn about the unique challenges and impactful strategies of DE&I, the critical role of leadership, and what the future holds for inclusivity in professional settings. Tune in to gain valuable insights to help navigate and lead in today's diverse business environment.

• Guest Information
• • Traco Matthews, MBA, Chief Health Equity Officer at Kern Health Systems
  • • LinkedIn: @traco-matthews-mba
• 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 co-host spoke about the definition of a quiet quitter and how to identify them. We also shared understanding the reasons behind quit quitting and strategies to present them.

Later in the show we spoke about how to address them with action plans for the managers to engage with them.

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.

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.