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2013-014 - Retention Schedule
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2013-014 - Retention Schedule
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Last modified
1/7/2020 4:01:48 PM
Creation date
5/2/2013 1:41:27 PM
Metadata
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Template:
City Clerk
Doc Type
Resolution
Doc #
2013-014
Date
4/1/2013
Destruction Year
P
Notes
Repeals Resolution No. 2006-045
Document Relationships
2006-045 - Records Retention Schedule for the Agencies, Departments and Offices of the City
(Repeals)
Path:
\Resolutions\CITY COUNCIL\2000 - 2010\2006
2013-014_Retention Schedule Legend
(Amended By)
Path:
\Resolutions\CITY COUNCIL\2011 -\2013
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City of Santa Ana Records Retention Schedule <br />PERSONNEL SERVICES AGENCY <br />Exhibit H <br />RECORD CATEGORY <br />RECORD SERIES <br />RECORD DESCRIPTION <br />RECORD <br />START DATE <br />RETENTION <br />PERIOD <br />REMARKS <br />CUSTODIAN <br />Family and Medical Leave <br />Basic employee data (name, address, class title, <br />Date FML <br />3 years <br />Federal Family and <br />Personnel <br />(FML) <br />pay rate, hours worked per pay period; additions <br />requested/is granted <br />Medical Leave Act <br />Services <br />to or deductions from wages) .Dates (or hours) <br />to EE <br />of 1993 29 <br />FML designated/ taken; FML notices given to <br />CFR 825.500 GC <br />employer by employee; documents from <br />12946 <br />employer describing FML policies; records of <br />premium payments of employee benefits; <br />records of any disputed confidential files: <br />records/documents relating to medical <br />certifications. <br />Grievances (closed) <br />Files containing EE's, group of employees', or <br />EE separation/ <br />5 years <br />29 CFR 1602.30- <br />Personnel <br />the Union's timely complaint as defined in the <br />termination date <br />.32 & WCLC <br />Services <br />MOU. <br />Section 3212 <br />I.D. Form <br />Form completed by new employees providing <br />EE separation/ <br />5 years <br />Personnel <br />identifying information used to process Santa <br />termination date <br />Services <br />Ana Police Dept. records check. <br />Job Application <br />Applications for employment and resumes (if <br />EE separation/ <br />5 years <br />Personnel <br />any) for hired employees. <br />termination date <br />Services <br />Medical Leave of <br />Leave of Absence forms used in the <br />EE separation/ <br />3 Years <br />29 CFR 825.500 <br />Personnel <br />Absences— <br />documentation of medical leave (including <br />termination date <br />Services <br />pregnancy leave and Family and Medical <br />Leave). <br />Miscellaneous Documents <br />Documents not specifically mentioned but kept <br />EE separation/ <br />If medical- <br />Medical related - <br />Personnel <br />in official personnel file. <br />termination date <br />related, 30 yrs; <br />US OSHA 29 CFR <br />Services <br />non -medical, 5 <br />1910.20; non - <br />years <br />medical related - 29 <br />CFR 1602.30-.32 & <br />WCLC, Section <br />3212 <br />Notice of Separation <br />Form completed by employee and/or <br />EE separation/ <br />5 years <br />29 CFR 1602.30- <br />Personnel <br />department indicating effective date of <br />termination date <br />.32 & WCLC, <br />Services <br />separation, last day on the job, reason for <br />Section 3212 <br />separation, etc. <br />Oath of Office <br />Form completed and signed by employee <br />EE separation/ <br />5 years <br />29 CFR 1602.30- <br />Personnel <br />affirming allegiance to the Constitution of the <br />termination date <br />.32 & WCLC, <br />Services <br />United States and the Constitution of the State <br />Section 3212 <br />of California. <br />Outside Employment <br />Form submitted by employee for approval for <br />EE separation/ <br />5 years <br />29 CFR 1602.30- <br />Personnel <br />employee to be engaged in outside <br />termination date <br />.32 & WCLC, <br />Services <br />employment. <br />Section 3212 <br />5of9 <br />
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