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City of Santa Ana PERSONNEL <br />Records Retention Schedule Page 1~4 of 1-22 <br /> <br />o_. <br />~ RECORD RECORD RECORD RETENTION RETENTION REMARKS <br />~' CATEGORY SERIES DESCRIPTION START DATE PERIOD <br />Z <br />O <br />~NROLLMENT Long-Term Disability Employee Long-Term Disability EE separation/ Microfilm and 29 CFR <br />~ORMS (OFFICIAL)** Insurance Insurance enrollment forms, termination date destroy hard copy 1602.30-.32 & <br />~;ontinued) arranged alphabetically by after 5 yrs; keep WCL, Section <br />o employee's name. m/f permanent. 3212 <br /> Medical Insurance Employee medical insurance EE separation/ Microfilm and 29 CFR <br /> enrollment forms divided by each termination date destroy hard copy 1602.30-.32 & <br /> medical insurance carrier, arranged after 5 yrs; keep WCL, Section <br /> alphabetically by employee name. m/f permanent. 3212 <br />HISTORICAL Discipline History Forms completed by personnel End of the year 3 years* Department <br />RECORDS analysts as a record of disciplinary for which the defined <br /> actions taken on employees in their record is <br /> particular department(s). Arranged developed. <br /> by year and alphabetical order. <br /> Employee Assistance EAP records 1988 to 1991. Permanent Permanent Department <br /> Program Contains initial committee notes, defined <br /> request for proposal, resolution. <br /> Predecessor of current carrier <br /> Lifelink-EAP. Arranged by year and <br /> alphabetical order. <br /> Fitness for duty Copies of letters sent to employees Permanent 3 years Department <br /> re need for fitness for duty exam. defined <br /> Psychiatrist's evaluations/results of <br /> fitness for duty exams. Arranged by <br /> year and alphabetical order. <br /> Layoffs Notes/background documentation of Starting with the 3 years Department <br /> layoff actions including seniority lists, layoffs of the defined <br /> retirement lists, etc. Filed by year - July I of <br /> department and by employee name. each fiscal year <br /> <br /> <br />