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Family Medical Leave Case Files

This series documents requests for leave and granted leaves by employees under provisions of the Federal Family and Medical Leave Act (FMLA). Records may include but are not limited to: employee leave request forms; notices to employees of leaves granted or rejected; Certification of Physician or Practitioner for employee or a family member; employee backup information and leave history records; employee time records and documentation of leave taken; continuation of health and dental insurance benefits documentation; dispute records regarding designation of leave as FMLA; and related documentation and correspondence.

Identification

Record Series Item Number
3.4
Retention Policy Number
484
Series
3.4 - Personnel Records-Time and Leave

Retention Period

Total Retention
FE+3

Characteristics

Final Repository
HUMAN RESOURCES
Vital
No

Status

Last Update
9/10/21 14:39
GUID
UNTRRS-1011

Time Off and/or Sick Leave Requests

This series may include but not be limited to Leave Request Forms, Electronic Time Adjustment Approval Requests and other supporting documentation.

Identification

Record Series Item Number
3.4.007
Retention Policy Number
325
Series
3.4 - Personnel Records-Time and Leave

Retention Period

Total Retention
FE + 5

Characteristics

Final Repository
LOCAL UNIT
Vital
No
Remarks
Includes requests for outside education during working hours. SEE ALSO 3.4 - Agency Item Number 484 for FMLA (Family Medical Leave Act) records.

Status

Last Update
10/15/21 13:44
GUID
UNTRRS-1018

Time Cards and Timesheets

A record of the number of hours worked and the number of hours taken as leave.

Identification

Record Series Item Number
3.4.006
Retention Policy Number
324
Series
3.4 - Personnel Records-Time and Leave

Retention Period

Total Retention
FE+5

Characteristics

Final Repository
LOCAL UNIT
Vital
No
Remarks
40TAC815.6(i). Retention is also based on requirements listed in the Federal Student Assistance General Provisions 34 CFR 668.24: Record Retention and Examinations.

Status

Last Update
10/15/21 13:44
GUID
UNTRRS-1017

Sick Leave Pool Documentation

Requests submitted, approvals, number of hours transferred in and out, etc.

Identification

Record Series Item Number
3.4.008
Retention Policy Number
254
Series
3.4 - Personnel Records-Time and Leave

Retention Period

Total Retention
FE + 3

Characteristics

Final Repository
HUMAN RESOURCES
Vital
No

Status

Last Update
10/15/21 13:45
GUID
UNTRRS-1019

Overtime Schedules

Identification

Record Series Item Number
3.4.005
Retention Policy Number
180
Series
3.4 - Personnel Records-Time and Leave

Retention Period

Total Retention
FE+5

Characteristics

Final Repository
LOCAL UNIT
Vital
No

Status

Last Update
10/15/21 13:43
GUID
UNTRRS-1016

Overtime Authorizations

Identification

Record Series Item Number
3.4.004
Retention Policy Number
179
Series
3.4 - Personnel Records-Time and Leave

Retention Period

Total Retention
FE + 5

Characteristics

Final Repository
LOCAL UNIT
Vital
No
Remarks
Retention is also based on requirements listed in the Federal Student Assistance General Provisions 34 CFR 668.24: Record Retention and Examinations. See note 1

Status

Last Update
10/20/21 15:09
GUID
UNTRRS-1015

Leave Status Reports

Cumulative report is issued each pay cycle and provides employee leave status information for each position.

Identification

Record Series Item Number
3.4.002
Retention Policy Number
149
Series
3.4 - Personnel Records-Time and Leave

Retention Period

Total Retention
FE + 3

Characteristics

Final Repository
LOCAL UNIT
Vital
Yes
Remarks
See note 1, 40 TAC 815.106(i)

Status

Last Update
10/15/21 13:42
GUID
UNTRRS-1013

Accumulated Leave Adjustment Requests

Used to create employee leave balances, to transfer leave balances when an employee transfers positions, to adjust carry-over balances on August 31, to correct errors on leave accumulation, and to close out leave accounts on separated employees.

Identification

Record Series Item Number
3.4.001
Retention Policy Number
7
Series
3.4 - Personnel Records-Time and Leave

Retention Period

Total Retention
FE + 5

Characteristics

Final Repository
LOCAL UNIT
Vital
No

Status

Last Update
10/15/21 13:41
GUID
UNTRRS-1012

Training Administration Records

Includes but is not limited to training attendance records and other records associated with in-house training of university personnel on personnel policies and procedures and other policies and procedures that govern the University's programs, services, or projects.

Identification

Record Series Item Number
3.3.030
Retention Policy Number
483
Series
3.3 - Personnel Records-Personnel Administration

Retention Period

Total Retention
FE+5

Characteristics

Final Repository
HUMAN RESOURCES
Vital
No
Remarks
Instructional materials are kept US+2. Attendance records are kept FE+5. SEE 3.3.030 for instructional materials used in training. CAUTION: Does not include hazardous materials training records. SEE item number 5.4.007.

Status

Last Update
6/29/21 10:25
GUID
UNTRRS-1008