Retention of Records - Guidelines

Application forms and interview
notes for unsuccessful candidates

6 – 12 months
Application form duration of employment
References received 1 year
Payroll and tax information 6 years
Sickness records 3 years
Annual leave records 2 years
Unpaid leave/ special leave records 3 years
Annual appraisal/assessment
records
5 years
Records relating to promotion,
transfer, training, disciplinary
matters
1 year from end of employment
References given/information
to
enable references to be
provided
5 years from reference / end of employment

Summary of record of service eg name, position held, dates of employment

10 years from end of employment
Records relating to accident or
injury
at work
12 years
Parental leave

5 years from birth/ adoption or 18 years if child receives Disability Allowance

Works council minutes indefinitely
Clocking cards/records 2 years
Leavers files 7 years

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EEF, the manufacturers' organisation - Broadway House - Tothill Street - London SW1H 9NQ
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EEF Limited is the organisation for manufacturing, engineering and technology-based businesses. It is an employers association regulated under Part II of the Trade Union and Labour Relations (Consolidation) Act 1992 and a company limited by guarantee. EEF Limited is registered in England and Wales, registered no 05950172, and its registered office is Broadway House, Tothill Street, London, SW1H 9NQ

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