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Human Resources

Records relating to the management of university faculty, staff and contractors.

Classification Plan

Primary
Secondary RRSDA Total Retention Disposition

Human Resources (General)

       
  Policies & Procedures 2005-001 S/O Full Retention by Archives
  General 1999-005 CY + 7 Selective Retention
  Planning 1999-005 CY + 7 Selective Retention
  Reports and Statistics 1999-005 CY + 7 Selective Retention
  Special Projects
1999-005 CY + 7 Selective Retention
  Reference & Information Files
1995-025 S/O Destruction

Employee Relations

       
  Policies & Procedures 2005-001 S/O Destruction
  General 1999-005 CY + 7 Selective Retention
  Collective & Framework Bargaining Agreements 1999-005 CY + 7 Selective Retention
  Bargaining Unit General Correspondence - APSA 1999-005 CY + 7 Selective Retention
  Bargaining Unit General Correspondence - CUPE 1999-005 CY + 7 Selective Retention
  Bargaining Unit General Correspondence - Polyparty 1999-005 CY + 7 Selective Retention
  Bargaining Unit General Correspondence - 大象传媒FA 1999-005 CY + 7 Selective Retention
  Bargaining Unit General Correspondence - TSSU 1999-005 CY + 7 Selective Retention

Grievances

       
  Policies & Procedures 2005-001 S/O Full Retention
  General 1999-005 CY + 7 Selective Retention
  Grievance Case Files
1997-057 Under Review Under Review

Job Description, Classification & Compensation

       
  Policies & Procedures 2005-001 S/O Full Retention
  General 1999-005 CY + 7 Selective Retention
  Job Descriptions
1997-040 Under Review Under Review
  Position Evaluation Case Files
1997-014 Under Review Under Review

Occupational Health and Safety

       
  Policies & Procedures 2005-001 S/O Full Retention
  General 1999-005 CY + 7 Selective Retention
  Accident Reports 1998-032 See RRSDA See RRSDA

Pensions and Benefits

       
  Policies & Procedures 2005-001 S/O Full Retention
  General 1999-005 CY + 7 Selective Retention by Archives
  Pensions & Benefits Files
TBD TBD TBD

Personnel Files

       
  Policies & Procedures 2005-001 S/O Full Retention by Archives
  General 1999-005 CY + 7   Selective Retention
  Academic Personnel - Continuing Employees 1996-004 See RRSDA   See RRSDA
  Academic Personnel - Exchange & Visiting Employees 1999-005 See RRSDA See RRSDA
  Academic - Personnel - Limited Term Employees 1994-002 See RRSDA See RRSDA
  Independent Contractors 1997-037 See RRSDA See RRSDA
  Non-Academic Employees - Continuing Employees 1997-036 See RRSDA See RRSDA
  Non-Academic Employees - Temporary Employees 1997-037 See RRSDA See RRSDA
  Teaching Support Staff Union (TSSU) Employees   1999-045 See RRSDA See RRSDA
  Work Study Students 1997-037 See RRSDA See RRSDA
  Other Employees 1999-005 See RRSDA See RRSDA

Professional Development

       
  Policies & Procedures 2005-001 S/O Full Retention by Archives
  General 1999-005 CY + 7 Selective Retention
  Professional Development & Training Files 1999-005 CY + 7 Destruction

Recruitment & Hiring

       
  Policies & Procedures 2005-001 S/O Full Retention
  General 1999-005 CY + 7 Selective Retention
  Competition Files - Academic Appointments 1999-024 See RRSDA See RRSDA
  Competition Files - Non-Academic Appointments
1997-013 See RRSDA See RRSDA
  Competition Files - Senior Administrative Appoinments 1999-012 See RRSDA See RRSDA
  Unsolicited Applications 1999-066 CY + 1 Destruction

Work Schedules & Absences

       
  Policies & Procedures 2005-001 S/O Full Retention
  General 1999-005 CY + 7 Selective Retention
  Bi-weekly Time and Absence Reports
2001-002 CY + 7 (Payroll) Destruction
      CY + 2 (other dept.) Destruction
  Leave Application Files
1999-020 CY + 1 Destruction
  Vacation Tracking TBD TBD TBD

Work Study Program

       
  Policies & Procedures 2005-001 S/O Full Retention
  General 1999-005 CY + 7 Selective Retention
  Work Study Proposals
1999-005 CY + 7 Selective Retention
  Work Study Student Personnel Files 1997-037 See RRSDA See RRSDA

CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; RRSDA = Records Retention Schedule and Disposal Authorities; S/O = Superseded or obsolete.

Scope Notes

Human Resources General

Use for records relating to university and departmental human resources in general but which do not fall under any other primary in this subject heading. Note that the secondaries "Policies and Procedures," "General," "Planning," "Reports and Statistics," "Special Projects," and "Reference and Information Files" can also be attached to any other primary if needed.  

Employee Relations

Use for records relating to employee relations and general correspondence with employee bargaining units.

Grievances

Use for correspondence, memoranda, forms, reports and other records relating to individual grievances under the employee's Collective Bargaining Agreement. Open a separate file for each grievance; close when the grievance is concluded.

Job Description, Classification and Compensation

Use for records relating to the establishment, maintenance and review of job descriptions, classifications and compensation. Use "Position Evaluation Case Files" for the working records of a position establishment or review. A separate series of Job Descriptions (including current and superseded or obsolete descriptions) should be maintained to facilitate review. Open one file for each position. When a new job description is signed by the employee, put the signed original on the employee's personnel file and a copy on the Job Description file. Attach to each file an Appointment Log sheet to record the names of the persons appointed to the position and the dates of their appointment. Close files at the end of the calendar year they become too full (about 3 cm).

Occupational Health and Safety

Use for records relating to employee health and safety issues. Accident Reports are scheduled under RRSDA 1998-032.

Pensions and Benefits

Use for records relating to employee pension and benefits.

Personnel

Use for records documenting the employment history of individuals hired for departmental positions. Personnel files close when the employee's employment is terminated.

Professional Development

Use for records relating to employee training and professional development.

Recruitment and Hiring

Use for records relating to the filling of departmental academic and non-academic positions. Competition files are scheduled under separate RRSDAs depending on category of appointment and may be maintained with Search Committee records; see under the subject heading Committees.

Work Schedules and Absences

Use for records relating to employee work schedules, vacations and leaves.

Work Study Program

Use for records relating to the employment of students under the Work Study Program. The personnel files of work study employees can be maintained here or with the department's other personnel files.