Records Retention Schedules - AITS (uillinois.edu)

1. 1. Goals and Accountabilities.what are the goals and accountabilities associated with records retention.
   2. Records Retention Policy.the need for a records retention policy and share about the key elements that make up the attached policy?HR Records Retention?you have developed for the selected organization.
   3. Monitoring Procedures. the monitoring procedures that will be put into place to ensure compliance with the established policy and abidance with scheduled timelines. Referring to the attachment?Record Retention Schedule?further explain how it will be used in the selected organization to specifically aid in adhering to the established policy and with supporting the maintenance of an effective and efficient record keeping system.
2. Attachments to the Initial Post Narrative.For the attachments to the initial post narrative, complete the following:
   1. Attachment #1?Records Retention Policy.Based on the assignment readings, the selected organization's current policies (or lack thereof), and further research, develop a records retention policy for the organization or revise the current policy as needed. This policy should be no longer than one page, single spaced (with double spacing between paragraphs).
   2. Attachment #2?Records Retention Schedule.Based on the assignment readings and further research, a records retention schedule.
      1. Schedule Template.Download theDiscussion Forum HR Record Retention Schedule TemplateExcel file.
      2. Completion of the Template.Complete each of the 20 rows in the template. For each row, identify the following:
         1. Area column.Identify the categories of data subject to records retention. The categories of data should be specific to HR and the industry and organizational needs (e.g. EEOC, OSHA, payroll, personnel records, tax records, and so forth).
         2. Description column.Identify the organization's use of the record.
         3. Retention Period column.Identify the retention period, keeping in mind that the company, industry, and federal, state, and local government may have established standards. The most conservative standard of all that are established will apply (i.e., the longest required retention date among the standards would apply so that the organization will be compliant with the applicable standard).
         4. Classification column.is the record is for public, private or confidential use.

B D G H HUMAN RESOURCES RECORD RETENTION SCHEDULE rea Title Description Retention Period classification Example: Employment Form 1-9 Employment Eligibility Citizenship or naturalization verification 3 years post hire; 1 Private year post termination HR Record Retention Schedule + Q Search X