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Agenda 8-e - 2018 Amendment to Orange County Records Retention and Disposition Schedule, Standard 11 Personnel Records, Item 25 - Employee Performance Review File
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Agenda 8-e - 2018 Amendment to Orange County Records Retention and Disposition Schedule, Standard 11 Personnel Records, Item 25 - Employee Performance Review File
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5/31/2018 5:07:44 PM
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BOCC
Date
6/5/2018
Meeting Type
Regular Meeting
Document Type
Agenda
Agenda Item
8-e
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Agenda - 06-05-2018 Regular Board Meeting
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CI <br />2015 COUNTY MANAGEMENT RECORDS RETENTION AND DISPOSITION SCHEDULE - CURRENT <br />ITEM # <br />STANDARD -11: PERSONNEL RECORDS <br />RECORD SERIES TITLE <br />DISPOSITION INSTRUCTIONS <br />CITATION <br />25. <br />EMPLOYEE PERFORMANCE REVIEW FILE <br />a) Destroy in office supervisor approved and signed work <br />Information used to establish employees' goals and <br />plans after 3 years. <br />primary tasks. Records used to evaluate each <br />employee's work performance. <br />b) Destroy in office remaining records when administrative <br />value ends.' <br />See also PERSONNEL RECORDS (OFFICIAL COPY) item <br />Agency Policy: Destroy in office after 30 years after date of <br />45, page 83. <br />separation. <br />26. <br />EMPLOYEE POLYGRAPH RECORDS <br />Destroy in office 3 years from the date the test was given, or <br />29 CFR 801.30 <br />Includes statements informing employee of the time, <br />from the date the test was requested if no examination was <br />place, and reasons for the test; copy of notice sent to <br />given. <br />examiner identifying employee to be tested; and <br />copies of opinions, reports, or similar records <br />generated by the examiner and provided to the <br />agency. <br />27. <br />EMPLOYEE SUGGESTIONS <br />Destroy in office when administrative value ends.' <br />Includes employee surveys and survey responses. <br />Agency Policy: Destroy in office after 3 years <br />28. <br />EMPLOYEE TRAINING AND EDUCATIONAL RECORDS <br />a) Transfer employee- specific records as applicable to <br />29 CFR 1627.3(b)(1)(iv) <br />Includes employee- specific records (certificates, <br />PERSONNEL RECORDS (OFFICIAL COPY) item 45, page 83 if <br />transcripts, test scores, etc.) and non - employee- <br />such training and testing is required for the position held <br />specific records (training manuals and aids, syllabi, <br />or could affect career advancement. <br />course outlines, attendance rosters, etc.) relating to <br />the training, testing, or continuing education of <br />b) Destroy in office non - employee- specific records 1 year <br />employees. <br />from date record was created. <br />c) Destroy in office remaining records when administrative <br />value ends.t <br />Agency Policy: Destroy in office after 3 years <br />*See AUDITS, LITIGATION, AND OTHER OFFICIAL ACTIONS page vi. <br />T See signature page. The agency hereby agrees that it will establish and enforce internal policies setting minimum retention periods for the records that <br />Cultural Resources has scheduled with the disposition instruction "destroy when administrative value ends." Please use the space provided. <br />
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