SFU Records Retention Schedule and Disposal Authority (RRSDA)
Wellness and Recovery Case Files

Description | PIB | Authorities | Retentional rational | Rentention and filing guidelines | Status

RRSDA number


Record series

Wellness and Recovery Case Files

Office of Primary Responsibility (OPR)

Human Resources

Retention periods

Records Active retention (in office) Semi-active (records centre) Total retention Final disposition
Wellness and Recovery records CY employee termination + 2 years 5 years CY employee termination + 7 years Destruction

CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments.

Description, purpose and use of records

This series consists of records made or received by the Wellness and Recovery Department in order to document an employee's interaction with that office. The series documents health, wellness, injury, and recovery of SFU employees (i.e., staff and faculty) and may include documentation related to one or more of the following programs: Work Safe BC, Long-Term Disability, Short-Term Disability, accommodations, etc.

Records include (but are not limited to) application forms; correspondence with claimees, physicians, and insurance companies; claim service forms; resumes; and accommodation decisions.

Personal Information Bank (PIB)

This series is a Personal Information Bank; click here for PIB description.


These records are created, used, retained and managed in accordance with the following authorities:

Retention rationale

Term of Employment + 7 years is consistent with the requirements for Long-Term Disability information, and aligns with general best practices demonstrated by other institutions. After that, the records contain significant amounts of personal information, particularly of a medical nature, and as such destruction is recommend at the expiry of the total retention period.

Retention and filing guidelines

There is a single file for each employee, filed alphabetically by last name regardless of status (i.e., staff, faculty, continuing/non-continuing).

Records may exist in either paper format, non-paper formats in the HR database, or both.


RRSDA is in force.

Approved by the University Archivist: 17 Dec 2021

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