Illustration of Person Filing Paper in Giant File Folder

What is a Subject File?

by Erica Rice If you are a close reader of the local or state retention schedules, you may have seen the term “subject file” appear in the descriptions of some of your favorite records series. Subject files are defined in the local schedules as “collections of correspondence, memos and printed materials on various individuals, activities,…

Personnel File Bucketing

The Personnel File: Retention & Best Practices

by Erica Rice Every state agency and local government creates and maintains employee records.  Often maintained in individual files for each employee, the personnel file is added to regularly throughout its active life, and it may often be consulted during its long inactive life.  We create and use personnel records to hire, re-hire, train, evaluate,…