after updated or separation Exit Checklist 6 yrs separation Shred HR Director Exit Interview Form 6 yrs after separation Shred HR Director Letter of Resignation 6 yrs separation Shred Superintendent or HR Director Nonrenewal Notices 6 yrs after separation Recycle Business Manager or HR Director Payout of Remaining 5 yrs after separation Recycle Business Manager Leave upon Separation TFFR/PERS Records See Records” “Benefits Series Unemployment Quarterly 5 yrs from date created Shred Business Manager Reports Finance Records Series Name Description Retention Period Destruction/Preservation Record Administrator Method Accounts Payable stubs; Check 6 yrs after CFY Shred documents with Business Manager See Records” Register; Canceled account numbers; recycle “Payroll under the Human checks; Duplicate deposit NOTE: Monthly reports remaining documents Resources section slips; Financial software containing information reports posting checks; that will be printed on a Federal grant retention Invoices and billings; year-end report may be recommendations are journal entries destroyed 5 yrs after CFY covered in a separate NOTE: Keep records relating series. to property the period of limitations expires for the Purchasing records are year in which you dispose of covered in more detail in a the property separate series.
after updated or separation Exit Checklist 6 yrs separation Shred HR Director Exit Interview Form 6 yrs after separation Shred HR Director Letter of Resignation 6 yrs separation Shred Superintendent or HR Director Nonrenewal Notices 6 yrs after separation Recycle Business Manager or HR Director Payout of Remaining Leave upon Separation 5 yrs after separation Recycle Business Manager TFFR/PERS Records See “Benefits Records” Series Unemployment Quarterly Reports 5 yrs from date created Shred Business Manager Finance Records Series Name Description Retention Period Destruction/Preservation Method Record Administrator Accounts Payable See “Payroll Records” under the Human Resources section Federal grant retention recommendations are covered in a separate series. Purchasing records are covered in more detail in a separate series. stubs; Check Register; Canceled checks; Duplicate deposit slips; Financial software reports posting checks; Invoices and billings; journal entries 6 yrs after CFY NOTE: Monthly reports containing information that will be printed on a year-end report may be destroyed 5 yrs after CFY NOTE: Keep records relating to property the period of limitations expires for the year in which you dispose of the property Shred documents with account numbers; recycle remaining documents Business Manager
Records-Retention-Schedule.docx