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Where can I find a good record-retention policy?

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Question: I am looking at setting up a record-retention policy, and I’m wondering how many companies have one in place.  Also, do you know a good, reliable source where I could find such a policy? I did some research and found different retention years for the same document. We are private non-profit agency located in Minnesota. - Jasmine


Depending if they are HR or government will depend on how long they have to be kept. We actually began using Tok-Open a document management software that frees up having to keep certain docuements. If you are a non-profit then I would really look on the retention information from government and other non-profit agencies.

We have a very thorough policy here at my national non-profit org. In some categories, there is flexibility. For example, planned giving records are kept for "active +7" Accounting management records are "Maximum 3 years" and Historical records are "Indefinite" to be reviewed on a case by case basis.

If you go on the web and type in Federal Record Retention Requirements for Employers, you'll find a list of great information relating to all subjects in record keeping for Human Resources. Hopefully you'll find what you're looking for.

Does any know how to "Google"???

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