This is a framework of processes, files and file groups that may appear under each identified section. Note that not all sections or subsections will appear for every faculty member. Each person has a unique personnel file that can be constructed using components of these sections in order to capture their journey at SFU.
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| Sections | Sub-sections (priority to review) | Retention Notes | Description |
|---|---|---|---|
Recruitment & Appointments |
| Competition Files CY competition completed + 1 year ***** NEW Retention Schedule CY employee terminates + 7 years | This section includes recruitment and appointment documents for continuing and temporary appointments, professorships and administrative appointments, and non-employment appointments. |
Workload | NEW Retention Schedule CY employee terminates + 7 years | This section includes documents related to faculty workload that may include teaching and other types of modifications to normal workload. | |
Salary | NEW Retention Schedule CY employee terminates + 7 years | This section includes documents for salary review and annual reports such as outside activities. | |
| Benefits | |||
Renewal, Tenure & Promotion (RTP) |
| CY final decision concluded + 1 year | This section includes documents related to processes that proceed primarily through the Tenure & Promotions Committee (TPC). |
Leaves | CY application decision concluded + 1 year (Question: Should this be one year after leave concluded?) | This section includes all leave types documentation. . http://www.sfu.ca/archives2/dur-rrsdas/1999-020.html | |
Grants & External Contracts (including Endowed Fellowships) | NEW Retention Schedule CY employee terminates + 7 years | This section is for research money, grants, and travel | |
Awards & Recognition | NEW Retention Schedule CY employee terminates + 7 years | This section includes memo’s, letters and media publicity related documents for teaching, research or service related achievements. | |
Immigration | Questions: Do employees submit immigration records multiple times? Do we need to keep track of immigration status overtime or is it only necessary to have current immigration information? | ||
Exit | NEW Retention Schedule CY employee terminates + 7 years | This section includes documents related to resignation, retirement or termination. |
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