[Busmanagers] Disposal of Records

[Tewkesbury, Beverley D]

Hi Raelene,

 

This only came up this week here as we have got a Tax Review next week
so we thought we had better get all our records in order!!!

 

Bev Tewkesbury

Relieving Business Manager

Lilydale Heights College

email: tewkesbury.beverley.d at edumail.vic.gov.au
<mailto:tewkesbury.beverley.d at edumail.vic.gov.au> 

Phone:  9735 7004

Fax:      9739 5463

 

________________________________

From: busmanagers-bounces at edulists.com.au
[mailto:busmanagers-bounces at edulists.com.au] On Behalf Of Clark, Raelene
V
Sent: Wednesday, 8 March 2006 12:36 PM
To: Business Managers' Mailing List
Subject: RE: [Busmanagers] Disposal of Records

 

Thanks Bev

 

You learn something new every day.  I had better change my practices.

 

Raelene 

Raelene Clark

Business Manager

Bayswater Primary School

9721 3755

clark.raelene.v at edumail.vic.gov.au

 

 

________________________________

From: busmanagers-bounces at edulists.com.au
[mailto:busmanagers-bounces at edulists.com.au] On Behalf Of Tewkesbury,
Beverley D
Sent: Wednesday, 8 March 2006 12:33 PM
To: Business Managers' Mailing List
Subject: RE: [Busmanagers] Disposal of Records

Sorry to tell you this Raelene but they should be filed separately in a
secure place - see below.

 

Records management and disposal


Overview


 


 

The Records Management section
http://www.eduweb.vic.gov.au/hrweb/workm/other/recmgt.htm provides
details on the Department's policy requirements in relation to managing
staff members' records.

Documentation relating to the employment of each staff member must be
maintained in a personal file. 

Information to be retained in a personal file includes:

*        Evidence of date of birth.

*        Qualifications.

*        DE&T Victorian Police Records Check clearance letter

*        Documents relating to employment, including the offer of
employment

*        Change of name.

*        Medical reports.

*        Documentation relating to probation, performance review,
accreditation.

*        Leave applications

*        Prior service details.

*        Cessation documentation.

*        Applications for pay in lieu of long service leave.

 

It should be noted that staff members' taxation forms (Tax File Number
Declarations and Withholding Declarations) should not be put on personal
files, but should be stored separately in a secure location.

 


Each section in the Personnel Operations Guide specifies the action that
needs to be taken with regard to managing staff records.


 

 

Bev Tewkesbury

Relieving Business Manager

Lilydale Heights College

email: tewkesbury.beverley.d at edumail.vic.gov.au
<mailto:tewkesbury.beverley.d at edumail.vic.gov.au> 

Phone:  9735 7004

Fax:      9739 5463

 

________________________________

From: busmanagers-bounces at edulists.com.au
[mailto:busmanagers-bounces at edulists.com.au] On Behalf Of Clark, Raelene
V
Sent: Wednesday, 8 March 2006 12:19 PM
To: Business Managers' Mailing List
Subject: RE: [Busmanagers] Disposal of Records

 

I just leave the copy of the tax dec on their personal file - I have
never filed them separately.

 

Raelene 

Raelene Clark

Business Manager

Bayswater Primary School

9721 3755

clark.raelene.v at edumail.vic.gov.au

 

 

________________________________

From: busmanagers-bounces at edulists.com.au
[mailto:busmanagers-bounces at edulists.com.au] On Behalf Of Tewkesbury,
Beverley D
Sent: Wednesday, 8 March 2006 12:01 PM
To: Business Managers' Mailing List
Subject: [Busmanagers] Disposal of Records

Hi All,

 

Can someone please tell me how long we need to keep Tax Declaration
Forms and can we dispose of them once the staff member has left?

 

Bev Tewkesbury

Relieving Business Manager

Lilydale Heights College

email: tewkesbury.beverley.d at edumail.vic.gov.au
<mailto:tewkesbury.beverley.d at edumail.vic.gov.au> 

Phone:  9735 7004

Fax:      9739 5463

 

 

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received in error, please contact us and delete all copies. Before
opening or using attachments check them for viruses and defects.
Regardless of any loss, damage or consequence, whether caused by the
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those of the individual sender, and not necessarily those of the
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Important - 
This email and any attachments may be confidential. If received in error, please contact us and delete all copies. Before opening or using attachments check them for viruses and defects. Regardless of any loss, damage or consequence, whether caused by the negligence of the sender or not, resulting directly or indirectly from the use of any attached files our liability is limited to resupplying any affected attachments. Any representations or opinions expressed are those of the individual sender, and not necessarily those of the Department of Education & Training.
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