WWU General Records Retention Schedule

The WWU General Schedule applies to common records found in most offices. Staff should also check the office records retention schedules to see if there are additional titles specific only to their office.

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Timesheets and Time Entry Records

Records documenting employee attendance and time that are held outside of the university's online timekeeping system. May include timesheets used to enter time by someone other than the employee, or signed timesheet adjustment forms.

Retention Requirement: Retain for 6 years after fiscal year

Disposition after Retention: Destroy

Disposition Authority Reference: GS 03030.0001.18358

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: This record's title or description has not been updated or revised since its initial writing.

Training Files – Individual Employee Files

Records documenting the training history of individual employees participating in training, orientations and staff development programs (if not included in their personnel files).

Retention Requirement: Retain for 6 years after separation from agency

Disposition after Retention: Destroy

Disposition Authority Reference: GS 22003.0001.18369

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: This record's title or description has not been updated or revised since its initial writing.

Training – Provided by Office

Records documenting training courses, seminars, workshops, etc., provided by an office to university employees. May include: copies of materials presented (PowerPoint slide deck, handouts, etc.); attendee lists or sign-in sheets documenting who attended; tests administered and results; course, seminar, and workshop evaluations, feedback, and surveys. Note: Records documenting training received by employees are covered by Training Files – Employee (GS 22003.001.18369).

Retention Requirement: Retain for 3 years after training provided

Disposition after Retention: Destroy

Disposition Authority Reference: GS 22007.0001.18422

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: 2019 November 01

Travel Records

Office copies of records processed through official online university travel system. Includes travel authorization, arrangement, travel receipt documentation, and reimbursement of expenses (including advance payments). Records of travel not entered into approved online university systems must be kept for 6 years after the fiscal year in which the travel was completed (contact University Records Management for more information). Receipts and other materials that are scanned into the official online university system may have additional retention requirements if funded by a grant or outside entity.

Retention Requirement: Retain until reimbursement has been paid

Disposition after Retention: Destroy

Recordkeeping Note: The official copy of these records should be held in the university's approved online travel system. However, offices and/or travelers are responsible for maintaining original documentation of trips (i.e., receipts) to confirm acceptance of receipt scans in system or for as long as may be required for other purposes (e.g., records of grant sponsored travel may have retention requirements set by the grant or the granting agency, or university units may have internal policies governing how long travel records must be kept).

Disposition Authority Reference: GS 50005.0001.18328

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: This record's title or description has not been updated or revised since its initial writing.

Travel Requests -- Outside of Travel System

Travel funding requests made outside of the travel authorization system (SAP Concur or TEM). May include eforms, emails, or other forms.

Retention Requirement: Retain for 6 years after end of fiscal year in which travel was completed

Disposition after Retention: Destroy

Disposition Authority Reference: GS 07001.0001.19088

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: 2020 January 10

Tuition and Fee Waivers

Function: Financial Aid

Records documenting tuition or fee waivers. May include application forms and supporting documents for waivers granted or denied.

Retention Requirement: Retain for 6 years after fiscal year

Disposition after Retention: Destroy

Disposition Authority Reference: GS 01001.0003.18643

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: This record's title or description has not been updated or revised since its initial writing.

Unsolicited Additional Materials

Additional materials received by the agency that are: not requested and not used by the agency in the course of government business. Includes, but is not limited to: superfluous extra materials provided with applications (including health/medical records); information entering through online applications, e-forms, etc., but not completed and not submitted to the agency. Excludes Unsolicited Employment Applications (Not Hired) (GS 03022.001.18371)

Retention Requirement: Upon receipt, return to sender or destroy.

Disposition Authority Reference: GS 50015.0001.18665

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: 2018 April 09

Unsolicited Employment Applications (Not Hired)

May include resumes, applications, correspondence, and other documents pertaining to unsolicited requests for employment not related to recruitment searches for specific positions.

Retention Requirement: Retain for 2 years after received

Disposition after Retention: Destroy

Disposition Authority Reference: GS 03022.0001.18371

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: This record's title or description has not been updated or revised since its initial writing.

Use of University Facilities, Equipment, and Vehicles

Records relating to allowing use of university assets (such as meeting rooms, other facilities, equipment, vehicles/vessels, etc.) by university staff (including contractors and volunteers), other agencies, students, clients and the general public. May include: bookings, reservations, or requests for use; check-in and -out logs; rental and use schedules; vehicle logs and usage data. Does not include official contracts for use. Does not include requests that do not need to be approved.

Retention Requirement: Retain for 3 years after asset returned/use completed

Disposition after Retention: Destroy

Disposition Authority Reference: GS 07003.0001.18414

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: This record's title or description has not been updated or revised since its initial writing.

Website Traffic Data

Statistics and data collected regarding traffic on the university's websites.

Retention Requirement: Retain until no longer needed for agency business

Disposition after Retention: Destroy

Recordkeeping Note: If the data becomes part of a report or formal analysis, it must be retained according to the applicable retention schedule.

Disposition Authority Reference: GS 50010.0001.18492

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: This record's title or description has not been updated or revised since its initial writing.

Work Instructions and Desk Manuals

Routine day-to-day task/work instructions, desk manuals, etc. These are desk level interpretations of a policy or procedure.

Retention Requirement: Retain until superseded

Disposition after Retention: Destroy

Disposition Authority Reference: GS 09001.0001.18365

Approved by State Records Committee: 2021 August 04

Last Updated / Revised by UARM: This record's title or description has not been updated or revised since its initial writing.