Tools
How long must each HR and payroll record be kept?
Answer four questions about your organisation and we will email you a schedule: for each record type, the years it must be kept, the period your retention policy has to meet, and the rule that sets it.
The periods come from our guide to HR and payroll data retention, archiving and compliance, which covers the US federal rules most employers answer to plus a few industry ones. Retention runs per record type, not per system, which is why the archive applies a policy to each dataset rather than keeping everything forever.
Leaving a system? The records retention page covers how the schedule is enforced once the legacy system is gone.
How many people do you employ in the United States?
Several rules switch on at a headcount. Count everyone on payroll, full and part time.
Ready to put a policy on every record?
A data specialist can show you how the archive applies these periods by dataset and jurisdiction, deletes what has expired, and answers the audits that ask for the rest.