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HR & Payroll Record Retention Toolkit
A practical guide to which HR and payroll records to keep, how long to keep them and how to store them, written for small businesses by HRish Solutions. It includes a sample record retention policy, a retention schedule and simple checklists you can start using right away.
What’s inside
- Sample HR & Payroll Record Retention Policy: a starting point you can shape around your own business.
- HR & Payroll Record Retention Schedule: how long to keep each type of record, with the general federal and Colorado requirement and my recommendation.
- Employee Personnel File Checklist: what belongs in a personnel file, and which records should live in a separate, confidential file.
- Secure Disposal Guidelines: how to get rid of records safely once you no longer need to keep them.
- Annual HR Records Audit Checklist: a once-a-year review that keeps your files organized and complete.
- Top 10 Recordkeeping Mistakes: the common slip-ups small businesses make with their records, and how to avoid them.
A quick word from me about this toolkit
HR & Payroll Record Retention Toolkit
One of the most common things I run into with business owners is knowing which documents to keep and how long to keep them. There isn't a single answer, since different federal and Colorado rules apply to different records, so I put it all in one place for you. Add your name and email, and the toolkit is yours to download right away.
