Document management resources

Tools to ensure that personnel records are organized, purged regularly, and comply with state minimum retention schedules are available in HR Services Resources.

Personnel records are essential to support all facets of HR management, and HR staff are challenged to ensure that records are complete, easy to manage and easily accessible. Recently, districts have asked where to find resources to help manage personnel records.

HR Services has several resources available in the HR library and provides training to organize and maintain personnel records, including:

HR Services will also be presenting our full Personnel Records Management workshop virtually on April 19-20, 2023. A detailed description is available on the HR Services Training Descriptions page. Registration for this session will be available in August.

HR staff with questions can call HR Services at 800.580.7782 or email us at

April Mabry is Assistant Manager at TASB HR Services. Email April at

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Tagged: “Personal Folders”, “Retention of Folders”