Human Resources
3 year retention period
- All records relating to the creation, implementation and monitoring of the Council's induction programme.
6 year retention period
- All records relating to events notifiable under the Retirements Benefits Schemes (Information Powers) Benefits Regulations 1995.
- All records relating to the development and implementation of terms and conditions of employment.
- All records relating to the development and implementation of staff benefits.
- Records relating to the processes to support the provision and management of staff apprenticeships – 6 years from date of process change.
- Case files relating to Employment Tribunal Claims and other employment matters – 6 years from closure.
7 year retention period
- All records relating to employment tribunal – 7 years after end of employment.
Retention period under review
- All records relating to the publication of current job vacancies within the authority.
- Personnel records relating to staff performance.
- Personnel records relating to the annual appraisal of staff.
- Records relating to the processes to support the management of staff performance (including appraisals).
- Casework: Disciplinary where the case results in no case to answer.
- Case files relating to disciplinary matters.
- Casework: Disciplinary where the case results in dismissal.
- Non Schools Case Work - Performance and Capability.
- All records relating to the implementation and management of Equal Pay.
- All records relating to the development and implementation of job descriptions and person specifications.
- All records relating to the evaluation of jobs.
- All records relating to staff transferred to other organisations (TUPE).
- All records relating to car loan agreements.
- All records relating to the administration of Statutory Maternity Pay.
- All records relating to the administration of parental leave where the child is not disabled.
- All records relating to the administration of Statutory Sick Pay.
- All records relating to relocation claims.
- All records relating to Inland Revenue approval.
- All records relating to Income Tax and National Health Insurance returns.
- All records relating to the publication of a policy on public holidays.
- All records relating to the publication of a policy on redeployment of staff (including additional training where appropriate) in situations where staff are displaced or faced with significant change to their job as a result of internal restructuring.
- All records relating to the development and implementation of a policy dealing with reports of victimisation in the workplace for council employees.
- All records relating to workforce development.
- All records relating to the monitoring of employee absence.
- Casework - Grievance procedure.
- Records relating to the management of individual staff apprentices.
- All records relating to the management of staff annual leave.
- All records relating to the management of staff procedures.
- Health Reports – staff.
- All records relating to trade union liaison.
- All records relating to the collection and analysis of staff statistics.
- All records relating to the management of staff consultation and feedback.
- Records relating to processes to support the provision of staff operational exercising/training.
- All records relating to the management of staff overtime payments.
- All records relating to an individual's employment history.
- All records relating to the management of the provision of staff references.
- All records relating to the process of monitoring staff leave and attendance.
- All notes and materials created for training courses.
- All records relating to the creation and management of training statistics.
- All records relating to the. development and implementation of training programmes.
- All records relating to the development, implementation and monitoring of the corporate training plan.
- All records relating to leased vehicle allowances.
- All records relating to officers driving their own vehicles on council business.
- All records relating to the process of recommending employees for honours.
- Files relating to individual members of the pension scheme (including dependents).
- Bulk transfer files.
- Finance and procurement: Financial services: Treasury and investments: Information relating to the administration of the pension fund on behalf of admitted bodies.
- Records of former employers and Associations.
- Bank details, pay details of the individual pensioners.
- Pension fund contribution income - annual year spreadsheets.
- All records relating to the monitoring of pension fund contributions (employer and employee).
- Monitoring of investments on behalf of the pension fund - monthly accounts.
- Pension fund Oracle reports.
- Returns relating to members of staff transferring into the pension fund.
- All records relating to an individual's employment history.
- All records relating to the management of the provision of staff references.
- All records relating to the process of monitoring staff leave and attendance.
- All notes and materials created for training courses.
- All records relating to the creation and management of training statistics.
- All records relating to the. development and implementation of training programmes.
- All records relating to the development, implementation and monitoring of the corporate training plan.
- All records relating to leased vehicle allowances.
- All records relating to officers driving their own vehicles on council business.
- All records relating to the process of recommending employees for honours.
- Files relating to individual members of the pension scheme (including dependents).
- Bulk transfer files.
- Finance and procurement: Financial services: Treasury and investments: Information relating to the administration of the pension fund on behalf of admitted bodies.
- Records of former employers and Associations.
- Bank details, pay details of the individual pensioners.
- Pension fund contribution income - annual year spreadsheets.
- All records relating to the monitoring of pension fund contributions (employer and employee).
- Monitoring of investments on behalf of the pension fund - monthly accounts.
- Pension fund Oracle reports.
- Returns relating to members of staff transferring into the pension fund.
Other retention periods
- Health Surveillance forms – 40 years from date of questionnaire.
- Health Referral files - 85 years from date of birth.
- All records relating to individuals who are made redundant - 80 years from date of birth.
- All records relating to the administration of parental leave where the child is disabled – 18 years from date of birth of child.
- Criminal Records Bureau/Disclosure and Barring Service: Disclosure application forms – Not held, processed by 3rd party.