Retention of Wellbeing Records Process Retention Record Type (e.g.) Source 6 months (in line with Pre-employment Health Employment Law/Common Practice Probation period) questionnaires and medical clearances; 2 years Minibus health questionnaires; Common Practice years after last entry Ill health medical files Common Practice (in line with NHS 10 including: policy) Checking and ensuring the Reasonable adjustments; health of staff and clients Recommendations and (and potential staff) restrictions; 12 years after employment Health Questionnaire; ECC Policy ends. Medical Clearance; (Employment Law recommends + 6 years). (50 years after for Fire and Rescue service staff). Health Surveillance / 40 years from the last date Health Surveillance records; Statutory – Medical records of entry or until the Control of Substances Hazardous to employee reached 80 years Health (CoSHH) 2002 as amended. old (if later). 40 from the last date of Health Surveillance records; Statutory Asbestos at work – entry. Details of any actual or Regulations 2012. potential exposure to a dangerous substance (e.g. asbestos) Counselling support for 7 years Telephone Pre-Assessment Insurance /Common Practice/ staff and clients. records Professional body recommendation Clinical notes (BACP)
Retention of Wellbeing Records Process Retention Record Type (e.g.) Source Checking and ensuring the health of staff and clients (and potential staff) 6 months (in line with Probation period) Pre-employment Health questionnaires and medical clearances; Employment Law/Common Practice 2 years Minibus health questionnaires; Common Practice 10 years after last entry Ill health medical files including: Reasonable adjustments; Recommendations and restrictions; Common Practice (in line with NHS policy) 12 years after employment ends. (50 years after for Fire and Rescue service staff). Health Questionnaire; Medical Clearance; ECC Policy (Employment Law recommends + 6 years). Health Surveillance / Medical records 40 years from the last date of entry or until the employee reached 80 years old (if later). Health Surveillance records; Statutory – Control of Substances Hazardous to Health (CoSHH) 2002 as amended. 40 from the last date of entry. Health Surveillance records; Details of any actual or potential exposure to a dangerous substance (e.g. asbestos) Statutory – Asbestos at work Regulations 2012. Counselling support for staff and clients. 7 years Telephone Pre-Assessment records Clinical notes Insurance /Common Practice/ Professional body recommendation (BACP)
Retention%20of%20Wellbeing%20Records.docx