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Image Removed Resignation Retirement

Info
titleRRSDA Reference

1996-004 Personnel Files: Academic Employees (Continuing)

Normal Retention: CY employment terminated + 60 years

Checklist for Resignation

...

Background

TBC

Authorities

TBC

RRSDA's

Personnel Files


Documents for Review

Documents 

*Mandatory
Document RetentionRequired?Document Type in eTRACS

Office of Primary Responsibility (

for viewing)

OPR)

i.e. decision maker in the process

Access 

ie. Faculty Department level, Faculty Dean's office level, everyone at Dean's office  level outside own faculty
Total Retention PeriodRRSDA
Confirmation Letter from Dean for the resignation
Retained
 



Confirmation Letter for resignation

VPA (& all below) 
Resignation Notice-Acknowledgement Form
Retained
 



Resignation Notice or Acknowledgement Form

VPA (& all below) 
Summary of Teaching and Research and Confirmation
Retained
 



Research and Teaching Statements

VPA (& all below)

Final Letter of Resignation

*from faculty member

Retained

 



Letter of Resignation

VPA (& all below)







Faculty/Department Level Documents





















Electronic Folders & File Naming Conventions

The electronic folder can be labelled as the sample below:

Image Added 2019-2020 

(TBC)



File Naming Convention

Lastname_Firstname_ApptType_DocType_Dept/Faculty_YYYYMMDD

e.g. Doe_John_ASP_CV_Beedie_20210714


Business Cases for Document Retention

(TBD - to discuss with FERM Working Group - note for reviewers, post your business cases in this section as to rationale for retaining documents and a length of time to keep them if known)


Working Group Questions

Questions to be explored when reviewing the document checklists:



Access Control Questions



Retention Questions



Office of Primary Responsibility



File Managers/Responsibility of Records