Records Retention

You need record retention guidelines – from organizing personnel files and electronic records retention policies to control document management and more.

Business Management Daily provides personnel records retention guidelines, helping you to improve your hard-copy and electronic record retention.

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No one likes to think about layoffs. The best way to survive a layoff, though, is to prepare and protect yourself ahead of time.
All companies have a large investment—time and money—in their human capital. A company would never hesitate to fix a machine, repair a plant or improve a work site, so why not treat human assets the same way? The key to correcting performance problems is a collaborative effort between a supervisor and an employee. It’s not the responsibility of the HR department ...
Q. We have a supervisor who does annual review meetings with his employees, but doesn’t give them a printed copy. He told our HR department that he keeps the reviews at home and doesn’t want to give us copies. Must we retain copies in our official employee file? — A.R., Minnesota ...

A comprehensive document management system can help your business boost productivity, improve the bottom line and stay out of legal trouble. Here are three ways to organize files for easy retrieval, establish a record retention schedule and tame your wild email inbox.

Q. A former supervisor is the subject of an ongoing sexual harassment and retaliation investigation. He is asking to view his personnel records. The records contain the details of the retaliation complaint. Does he have the right to review his own personnel file? ...

Q. I have heard that under Illinois law, our company must notify an employee if we receive a request from a third-party to review that employee’s personnel records. Is that true? ...
Q. How long should I keep employment-related records, such as wage information and personnel files? ...
Last fall, two black employees of Indiana University-Purdue University Indianapolis (IUPUI) objected when they spotted janitor Keith Sampson reading Notre Dame vs. the Klan: How the Fighting Irish Defeated the Ku Klux Klan in a campus break room. The cover of the book features white-robed Klansmen and burning crosses ...

Q. Are we required to allow employees to inspect their personnel files? Must these files be retained at each office (rather than at a centralized location)? ...

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