Records retention schedule (employment)

Published by a LexisNexis Employment expert
Precedents

Records retention schedule (employment)

Published by a LexisNexis Employment expert

Precedents
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Introduction

This Record Retention schedule accompanies and is incorporated into [insert organisation’s name]’s Record management policy. It sets out the time periods that different types of (employment-related) business records must be retained for business and legal purposes. This is a relatively lengthy document listing the many types of employment-related records used by [insert organisation’s name] and the applicable retention periods for each record type.

The retention periods are based on business needs and legal requirements. If you maintain any types of records that are not listed in this Schedule, and it is not clear from the existing record types in this Schedule what retention period should apply, please contact [the Data protection officer OR [insert job title or department]] for guidance.

Any deviation from the retention periods in this Schedule must be approved in advance by [insert, eg a company lawyer].

    1. 1

      Employment records

      1. 1.1

        Personnel records

        RecordRecommended retention periodStorage formatReference
        Rejected job applicant records, including:
        1. contact details

        2. application letters or forms

        3. CVs

        4. references

        5. certificates of good conduct

        6. interview notes

        7. assessment and psychological test results

        [Six months after applicant
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Jurisdiction(s):
United Kingdom
Key definition:
Retention definition
What does Retention mean?

Retention is a percentage of the sums payable by way of interim payment deducted by the employer and held until completion. Half of the retention is released on practical completion, the other half on the expiry of the defects liability period or issuance of a certificate of making good defects.

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