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Who has what and where? HR records can be lurking in various places besides HR; off-site storage, closets, file cabinets, the desks of front-line supervisors, etc. 

Track down all your records and evaluate if they are being handled properly and what to do with those that are not. 

Purge documents that are past retention date and/or have no real business value. 

Use Employers Council’s Federal Record Retention Guide, updated in December 2022, to help identify what to keep and for how long. 

Shred paper documents 

Delete electronic files (ask your IT team for help to ensure they are completely deleted) 

Have your organization’s practices fallen into bad habits over the winter? If so, it might be time for a refresher on good recordkeeping hygiene and training for everyone who handles HR records. 

Use our Recordkeeping Checklist to review your practices.  

Although not required, an HR best practice is to draft a policy outlining your recordkeeping practices; our checklist will help. 

Use our recently updated Employee File Management whitepaper to brush up on considerations. 

Use your membership and access resources and consultants who can help you. 

Update your recordkeeping knowledge by taking our class Recordkeeping for Human Resources. 

Worried about your Form I-9s? Don’t have time to tackle another big project? Our professional services can provide you with HR audit support.