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INFORMATION FOR YALE OFFICES :: RECORDS SCHEDULES
In an effort to
preserve and maintain its history, Yale University seeks to retain certain
documentation concerning personnel administration and services.
Specific topics of interest include:
- Policy development, planning, and program development related to the administration of personnel;
- Policies and
standards for hiring and recruitment, evaluation of employees, promotion
and tenure, job auditing, disciplinary actions, and development and
training;
- Development of
classification structures and salary/wage schedules for faculty, staff,
and student employees;
- Availability of personnel services and programs to support Yale staff and offices.
Archival records
(Permanent records should be transferred to the Archives.
Please arrange timing and frequency of records transfer with Archives
staff.)
- Affirmative action and equal opportunity plans
- Aggregate analyses of employees (of all types), positions, benefits, and compensation
- Annual reports
and summaries from units responsible for personnel administration and
services
- Benefits administration
records, including contracts and terms of agreement for benefit programs,
descriptions of benefit programs, and other formal documents
- Classification, wage, and salary structures
- Employee manuals and handbooks for faculty, staff, and student employees
- Environmental/occupational health and safety plans and policies
- Layoff plans and procedures
- Meeting minutes
and supporting materials for committees and departments involved in
personnel administration and services
- Mission and goal statements for units responsible for personnel administration and services
- Organizational charts and supporting descriptions and analyses
- Policies, plans,
and procedures for hiring and recruitment, performance evaluations,
tenure evaluations, job audits, disciplinary actions, and other personnel
actions or services
- Policies, plans,
and procedures for providing employees with benefits, training, and
other services
- Position descriptions for corporation appointments
- Publications
and other publicity material concerning personnel administration and
services (2 copies)
- Topical files
of the associate vice president for administration, the Provost's Office,
the director of the FAS Business Support Center, the director of the
Organizational Development and Learning Center, the director of Placement
and Staff Relations, and the director of Administrative Systems, Benefits,
Compensation and Classification
- Surveys, status reports, assessments, and studies of faculty, staff, and student employees
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Office of record
The Department of Human Resource Services, the
Office of the Provost, the Faculty of Arts and Sciences Business Support
Center, Library Administrative Services, Environmental Health and
Safety, the Office for Equal Opportunity Programs, academic department
chairs, and departmental business managers maintain the record
copy of documentation about personnel administration and services.
Individual units that are not responsible for the creation of such
records, but that maintain duplicates of such works or related materials,
should destroy these files after they are no longer needed. |
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Non-permanent records
requiring temporary retention for legal purposes
(Unless
otherwise noted, destroy 7 years following active use or fiscal year of
creation, whichever is later.)
- Affirmative action review records
- Grievance administration records
- Health and safety
monitoring records. Destroy 30 years after active life
of record.
- Job audit administration records
- Layoff administration records
- Safety training
administration records. Destroy 30 years after active life
of record.
- Salary administration records
- Testing and training administration records
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