Presentation explicating the UW-System General Records Schedule for Unclassified Staff Records, originally presented at UWM January 14, 2009

1. Brad Houston, University Records Officer January 14, 2009

7. Record Type Official record holder Unofficial record holder Faculty Personnel Files Division/School PReps (or designate) Office/Dept. Managers Unsolicited Applications Application recipient Relevant offices (if not official) Tenure/Indef. Review File Secretary of the University Office/Dept. Managers Course Evaluations Office/Dept. Managers NONE Layoff Documentation Hearing Body Office/Dept. Managers Formal Grievance Files Legal Affairs Division/School PReps Search and Screen Files Division/School PReps Office/Dept. Managers Affirmative Action Documentation Equity/Diversity Services Division/School PReps

13. GRS Category Schedule Examples Official Custodian(s) Official P-File Academic Staff P-Files, Faculty P-Files School/Division PRep (or designate) Recruitment and Hiring Records Position Vacancy Listings, Search and Screen Committee records, Affirmative Action records School/Division PRep (or designate) IADS documentation Personnel Action Forms, IADS data files School/Division PRep (or designate) Evaluation and promotion documentation Tenure File, Indefinite Review File, Student Evaluations, performance reviews School/Division PRep, Office/Department Managers, Secretary of the University, Review Committees

14. GRS Category Schedule Examples Official Custodian(s) Staff Development sabbatical documentation, awards documentation, emeritus recognition Provost’s Office, School/Division PReps Termination Documentation non-renewal documentation, layoff documentation, letters of resignation School/Division PReps (or designate) Grievances documentation written complaints, formal grievance files Legal Affairs, School/Division PReps Other Volunteer letters, employee medical information School/Division PReps (or designate)

16. Title Retention Copies Description