Activity Description & Examples Retention Action Required by Staff (for hardcopy records) Development and Records documenting the development and Temporary Retain records in Management of University management of University performance management department/school until Destroy 7 years after Schemes schemes. administrative use has administrative use has concluded. concluded. Lodge records into the Disposal Authority Reference: Federation University 12.12.1 (0701) Archives on an annual basis using established procedures. Individual Performance Performance agreements with individual employees. Temporary Retain records in Agreements department/school until Destroy 7 years after Includes: agreement has been agreement is superseded. final version of agreement; superseded. notes from meetings with employees; and Disposal Authority Reference: Lodge records into the 12.12.2 (0701) assessment and review reports. Federation University Note: For records of staff development plans, use Archives on an annual STAFF DEVELOPMENT Planning. – basis using established procedures. Positions The activities involved in varying, creating, transferring or abolishing individual positions or assigned duties. Note: For records of University restructures, use STRATEGIC MANAGEMENT Restructuring. –
Activity Description & Examples Retention Action Required by Staff (for hardcopy records) Development and Management of University Schemes Records documenting the development and management of University performance management schemes. Temporary Destroy 7 years after administrative use has concluded. Disposal Authority Reference: 12.12.1 (0701) Retain records in department/school until administrative use has concluded. Lodge records into the Federation University Archives on an annual basis using established procedures. Individual Performance Agreements Performance agreements with individual employees. Includes: final version of agreement; notes from meetings with employees; and assessment and review reports. Note: For records of staff development plans, use STAFF DEVELOPMENT – Planning. Temporary Destroy 7 years after agreement is superseded. Disposal Authority Reference: 12.12.2 (0701) Retain records in department/school until agreement has been superseded. Lodge records into the Federation University Archives on an annual basis using established procedures. Positions The activities involved in varying, creating, transferring or abolishing individual positions or assigned duties. Note: For records of University restructures, use STRATEGIC MANAGEMENT – Restructuring.
Federation-University---Records-Retention-and-Disposal-Requirements.docx