Records documenting the Retain from completion of Do not transfer employee's training and actions + 5 development needs, and the action taken to meet these needs. Records documenting job-specific Retail expiry of Do not transfer statutory/regulatory training certification + 6 years OR requirements for the employee, and Superseded + 6 years the training provided to meet these requirements. Records documenting routine Retain until superseded + Do not transfer assessments/reviews of the 3 years employee's performance, and any consequent action taken. Records documenting disciplinary Retain until closure of case Do not transfer proceedings against the employee, + 6 years where employment continues. Records documenting grievances raised by the employee which relate directly to his/her own contract of employment, the institution's response, action taken and the outcome. Records documenting the Retain until termination of Transfer to employee's absence due to employment + 40 years Archive when no sickness. longer required in department or faculty Records documenting the Retain completion of Do not transfer authorisation and administration of entitlement + 6 years statutory leave entitlements, e.g. parental leave. Records documenting entitlements Retain for current Tax Year Do not transfer to, and calculations of, Statutory + 3 years Maternity Pay. Records containing employee's Retain until superseded Do not transfer personal details (e.g. address, next of kin, emergency contacts). Records documenting See HEALTH & SAFETY health screening of an MANAGEMENT - employee: employees exposed to HAZARDOUS hazardous substances during SUBSTANCE EXPOSURE employment. CONTROL.
Records documenting the employee's training and development needs, and the action taken to meet these needs. Retain from completion of actions + 5 Do not transfer Records documenting job-specific statutory/regulatory training requirements for the employee, and the training provided to meet these requirements. Retail expiry of certification + 6 years OR Superseded + 6 years Do not transfer Records documenting routine assessments/reviews of the employee's performance, and any consequent action taken. Retain until superseded + 3 years Do not transfer Records documenting disciplinary proceedings against the employee, where employment continues. Records documenting grievances raised by the employee which relate directly to his/her own contract of employment, the institution's response, action taken and the outcome. Retain until closure of case + 6 years Do not transfer Records documenting the employee's absence due to sickness. Retain until termination of employment + 40 years Transfer to Archive when no longer required in department or faculty Records documenting the authorisation and administration of statutory leave entitlements, e.g. parental leave. Retain completion of entitlement + 6 years Do not transfer Records documenting entitlements to, and calculations of, Statutory Maternity Pay. Retain for current Tax Year + 3 years Do not transfer Records containing employee's personal details (e.g. address, next of kin, emergency contacts). Retain until superseded Do not transfer Records documenting health screening of an employee: employees exposed to hazardous substances during employment. See HEALTH & SAFETY MANAGEMENT - HAZARDOUS SUBSTANCE EXPOSURE CONTROL.
Records%20Retention%20and%20Disposal%20Schedule%20Draft%2020120604.docx