It seems like only yesterday that we were advising of changes to the retention period for schools records in Victoria. Here we are in Term 2 with a whole raft of new changes effective immediately!
A newly update scheduled has been released – the 24/03 Retention and Disposal Authority for Human Resources Management Functions, as well new Variations to the 22/06 and 07/01 (Although these are minor by comparison). DET has also advise of some upgrades to several student related categories. There has been 3-4 changes that all public schools in Victoria need to be aware of. If you have any questions or queries about the below, please feel free to get in touch!
UPGRADES TO RETENTION
Record Type
New Retention
Local Payroll – CRT Pre-Edupay (<2017) |
Local Payroll – Timesheets Cleaners /Contractors |
Staff / Personnel Files |
Attendance Case Management – Letters to Parents |
Teacher Registrations |
Staff Absence Registers |
OHS – Audits |
OHS – Risk Mgmt |
Material Safety Data Sheets |
WWCC -Visitors & Staff |
100 Years |
100 Years |
100 Years After DOB |
30 Years |
100 Years |
PERM |
30 Years |
30 Years |
30 Years |
7 Years |
dOWNGRADES TO rETENTION
Record Type
New Retention
Injury Report/Incident records (staff) |
Group Certificates |
Local Payroll – Banking and Payment |
Superannuation |
Tax Declaration |
Leave Records – Annual, Sick |
Leave Records – Long Service Leave, Parental Leave |
WorkCover / Compensation Claim (Successful) |
WorkCover / Compensation Claim (Unsuccessful) |
30 Years |
7 Years |
7 Years |
7 Years |
7 Years |
2 Years |
15 Years |
30 Years |
7 Years |
What you need to do
Please be aware of the above changes. We are working hard to implement these for you in the backend, but in the meantime if you need to run destruction you can self-update using the instructions below:
Step 1: Login to your system
Step 2: Head to the settings area (NOTE: if you don’t see a settings button, you may not have the correct privileges to access the area. Please speak to a system admin or submit a help ticket!)
Step 3: See the images below that will help guide you to edit the records types.
Step 4: Downgrade any record types as required.
And that’s it! If you run into any troubles please reach out to us hello@smartstack.com.au, or call us on 1300 889 837.