Blog Post

Records and Retention Policy Sample

Company Policy Series – HR Records and Retention Policy Sample

The purpose of the HR Records and Retention Policy is to define the Company’s procedures related to employment records, confidential benefit information, and Company compliance reporting.

The following is what an HR Records and Retention Policy could look like:

“The Human Resources Department retains and destroys personnel records in accordance with corporate policies and federal and state laws governing records retention. The following outlines the Human Resources Department’s operating procedures for personnel records retention and destruction of documents when such retention periods have passed. If the Company’s retention procedure is not of sufficient duration for any state in which the Company conducts business, this procedure will be superseded by state requirements.”

In addition, some other guidelines in the Policy should include:

  • Overall Procedures
  • Pre-Employment Records
  • Employee Records following termination

Not all companies require the same polices and it is recommended that polices be tailored to a company’s specific needs.  If you would like a complete version of this policy, please contact us.

Back to Blog

Investment HR