Records Management Resources

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)
• 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 will also present our full-length workshop Managing Personnel Records virtually on April 19–20, 2023. A detailed description is available on the HR Services Training Descriptions page.  Registration for this session will be available in August.

HR staff with questions can call HR Services at 800.580.7782 or email us at hrservices@tasb.org.

April Mabry is an assistant director at TASB HR Services. Send April an email at april.mabry@tasb.org.

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Tagged: "Personnel records", "Records retention"