Do I need a disclosure to record calls or meetings for training pruposes?

  • Home
  • /
  • Blog
  • /
  • Do I need a disclosure to record calls or meetings for training pruposes?

Question:

Our company needs a disclosure, release, or policy that states that we record calls and meetings for training, development, and customer service. Does our company being fully remote, with employees in various states, matter?

Answer:

Since you are in multiple states, you will want to have complete disclosures for all recorded calls. Here are some samples you can use to develop your policies and such. These are not legal advice nor are they legally defensible. Please reach out to local legal counsel before implementing any new policies.

1. Employee & Business Communications Recording Policy (Handbook-Ready)

Call and Meeting Recording Policy

To support training, quality assurance, professional development, and customer service improvement, the Company may record business-related telephone calls, virtual meetings, and in-person meetings where permitted by law.

Recordings may include audio and/or video and may occur during internal meetings, external meetings with clients or vendors, customer service calls, or training sessions. Recordings are used for legitimate business purposes such as employee coaching, compliance, documentation, dispute resolution, and service improvement.

The Company complies with all applicable federal, state, and local laws regarding consent to record communications. Where required by law, participants will be notified that a call or meeting is being recorded and that continued participation constitutes consent.

Recordings are considered confidential business records and are stored securely. Access is limited to authorized personnel with a legitimate business need. Recordings will not be used for unlawful or retaliatory purposes.

Employees who have questions about this policy or applicable consent requirements should contact Human Resources.


2. Employee Acknowledgment & Consent (Optional Add-On)

This is useful if you want belt-and-suspenders protection, especially for internal meetings and trainings.

Recording Acknowledgment and Consent

I acknowledge that, as part of my employment, business-related calls, meetings, trainings, and communications may be recorded for purposes including training, quality assurance, professional development, compliance, and customer service.

I understand that recordings may include audio and/or video and may involve internal or external participants. I acknowledge that notice will be provided where required by law and that my participation constitutes consent.

I understand that recordings are confidential and will be handled in accordance with Company policy and applicable law.

Employee Name: ____________________
Signature: ________________________
Date: _____________________________


3. Short Disclosure Language (For Calls, Zooms, Calendars, or Email Footers)

These are perfect for practical, real-world use.

Phone / Voicemail Disclosure

“This call may be recorded for training, quality assurance, and customer service purposes.”

Virtual Meeting (Opening Script or Auto-Message)

“Just a heads up—this meeting is being recorded for training and documentation purposes. If you have any concerns, please let us know.”

Calendar Invite Footer

Meetings may be recorded for training, development, and quality assurance purposes in accordance with applicable law.

Email Footer (Optional)

Business communications, including calls and meetings, may be recorded for training and quality assurance purposes where permitted by law.

I hope this helps.
Lisa Smith, SPHR, SCP
Log in or Register to save this content for later.