Tools to help ensure personnel records are organized, purged regularly, and comply with the state minimum retention schedules are available in HR Services resources.
Personnel records are essential to support all facets of HR management, and HR staff are challenged to ensure records are complete, easily managed, and readily accessible. Recently, districts have asked where to find resources to aid in managing personnel records.
HR Services has several resources available in the HR Library and offers training to organize and maintain personnel records, including:
- Managing Personnel Records—free, one-hour webinar to help develop a plan for assessing current practices
- Personnel Records section of the HR Library—topics and forms, including a sample retention schedule and personnel records checklist (member login required). For community colleges, see this sample retention schedule and this personnel records checklist.
- HRX articles—Changing Personal Information: Name and Gender Marker, Updated Electronics Records Information Available, Records Retention for Former Employees; additional HRX articles are available and can be found by typing “personnel records” into the search feature
HR Services also offers a full-length workshop for Managing Personnel Records.
April Mabry oversees HR Services training services, member library products, and the HRX newsletter. She has provided HR training and guidance to Texas public schools since 1991. Mabry was a classroom teacher for 11 years in Texas and Michigan.
Mabry has a bachelor’s degree in education from the University of Michigan and certification as a professional in human resources (PHR) and is a SHRM-CP.
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