Retirement
- Junior Business Analyst (Unlicensed)
- Phoebe Fung (Deactivated)
Background
TBC
Authorities
TBC
RRSDA's
Personnel Files
Documents for Review
Documents *Mandatory | Document Retention | Required? | Document Type in eTRACS | Office of Primary Responsibility (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 Period | RRSDA | |||||
| Written notice of retirement | Written notice of Retirement | |||||
Retirement - Notice and Acknowledgement Form | Retirement Notice and Acknowledgement Form | |||||
letter of approval to faculty member *from Dean | Letter of Approval for Normal Retirement | |||||
| letter of requesting that an Associate Professor or a Professor with less than 10 years of service be made an Emeritus | Letter of requesting as Emeritus | |||||
The Dean would write a memo to the VPA outlining the case for an Associate Professor or a Professor with less than 10 years of service be made an Emeritus. | Memo of outlining the case for Emeritus | |||||
| letter of requesting the return of SFU property (if applicable) | Letter of requesting the return of SFU property | |||||
| Phased Retirement | ||||||
| Memo of phased retirement to VPA and cc Faculty member | Memo of Phased Retirement | |||||
| Phased Retirement - Notice and Acknowledgement | Phased Retirement Notice and Acknowledgement Form | VPA (& all below) | ||||
| Faculty/Department Level Documents | ||||||
Electronic Folders & File Naming Conventions
The electronic folder can be labelled as the sample below:
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