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    Personnel File Checklist

    Uploaded by

    Shahzad
    This document outlines the recommended contents of employee personnel files for schools. It lists various documents that should be included, such as evidence of qualifications, pre-employment documentation, registration or background check documents, leave applications, change of personal details, and cessation documentation. The document also provides instructions on retaining personnel files for 50-100 years depending on employee exposure to hazardous materials, and notes exceptions for some documents like selection process materials or tax forms.

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    Personnel File Checklist

    Uploaded by

    Shahzad
    185 views1 page
    This document outlines the recommended contents of employee personnel files for schools. It lists various documents that should be included, such as evidence of qualifications, pre-employment documentation, registration or background check documents, leave applications, change of personal details, and cessation documentation. The document also provides instructions on retaining personnel files for 50-100 years depending on employee exposure to hazardous materials, and notes exceptions for some documents like selection process materials or tax forms.

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    This document outlines the recommended contents of employee personnel files for schools. It lists various documents that should be included, such as evidence of qualifications, pre-employment documentation, registration or background check documents, leave applications, change of personal details, and cessation documentation. The document also provides instructions on retaining personnel files for 50-100 years depending on employee exposure to hazardous materials, and notes exceptions for some documents like selection process materials or tax forms.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    185 views1 page

    Personnel File Checklist

    Uploaded by

    Shahzad
    This document outlines the recommended contents of employee personnel files for schools. It lists various documents that should be included, such as evidence of qualifications, pre-employment documentation, registration or background check documents, leave applications, change of personal details, and cessation documentation. The document also provides instructions on retaining personnel files for 50-100 years depending on employee exposure to hazardous materials, and notes exceptions for some documents like selection process materials or tax forms.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 1

    Personnel File Checklist (for employees in schools)

    This document should be attached to each employee’s personnel file. Items listed below
    are recommended for inclusion, however this is not an exhaustive list nor are all items
    listed below applicable to every employee:

    Evidence of date of birth and qualifications


    Pre-employment and appointment documentation, including offer(s) of employment and
    superannuation documentation

    Evidence of registration with the Victorian Institute of Teaching for teaching positions
    Evidence of a Working With Children Check for non-teaching positions
    Medical/health information
    Documentation relating to probation or salary progression
    Performance management related documentation
    Leave applications
    Authorisation for the payment of allowances and other salary changes
    Change of personal details (e.g.name)
    Documentation relating to complaints, unsatisfactory performance, or misconduct proceedings
    (placed in a sealed envelope and marked ‘Confidential – access limited to principal only’)

    Cessation documentation
    Retention and disposal:
    Personnel files are to be destroyed 50 (fifty) years after date of separation if the employee
    was not exposed to hazardous materials. If the employee was exposed to hazardous
    materials, they are to be destroyed 100 (one hundred) years after date of separation from
    the agency.
    Important note:
    Exceptions to placing records on a personnel file are:
     Documentation relating to the selection process;
     Taxation forms (Tax File Number Declarations and Withholding Declarations) which
    are stored separately in a secure location;
     Documentation relating to an employee’s Workers’ Compensation claim(s). A
    separate file is created for any such records (Note: where a school based employee
    transfers to another location, the file must stay in the location where the injury
    occurred).

    Checklist – ‘Personnel File’ ’ Last updated 17 October 2016

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