RECORDS MANAGEMENT MANUAL STATE GOVERNMENT AGENCIES
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1 10-1. Administrative Payroll Reports Reports and statistics with supporting and related records pertaining to workload and personnel management, payroll operations and administration. Record copy: Retain by agency for 3 years and then destroy Budget Authorization Reference Copies of budget authorizations in operating payroll units used to control personnel ceilings and personnel actions. Record copy: Retain by agency until superseded and then destroy. Duplicate copies: Retain until superseded and then destroy Deduction and Other Earning Registers Report by low organization number used to reference the amount of retirement deducted and other miscellaneous deductions Electronic Funds Transfer (EFT) Authorizations Authorizations to deposit employee payroll earnings into employee bank accounts through direct deposit. Information includes employee name, name of financial institutions, copy of deposit slip, and other related information. Record copy: Retain for 3 years after termination, cancellation, or change of authorization. Duplicate copies: Retain until administrative needs and met and then destroy Employee Benefit Matching Money Report Listing of state matching funds paid to employee retirement Final Time Summary Report This report provides information on the regular and overtime hours paid. It also includes all other earning and the labor distribution. 1
2 10-7. Full-Time Employee Report Report which informs users of the full-time equivalent count for each agency. Record copy: Retain by agency for 3 years and then destroy Garnishments Record of garnishments or levies for debts owned by the employee. Record copy: Retain by the payroll office for 3 years after end of garnishment and then destroy. Duplicate copies: Retain until end of garnishment and then destroy Income Tax Exemptions and Withholdings Certificates Form which records the number of exemptions and employee claims against his payment of income tax and any additional withholding from his paycheck, such as IRS Form W-4 and similar tax exemption forms. Record copy: Retain by payroll office for 4 years after form is superseded or until termination of employee and then destroy Insurance Deduction Files Reports and related papers including copies of vouchers and schedules of payment pertaining to insurance deductions. Record copy: Retain by the State Controller's Office for 3 years after separation of employee and then destroy. Duplicate copies: Retain until separation of employee and then destroy Leave Adjustment Reports Shows all leave adjustments made during a pay period. Shows category of adjustment, the amount, social security number and employee name Leave Applications Applications for leave and supporting papers relating to request for and approval of employee leave. Record copy: Retain by agency as part of the leave record for 3 years and then destroy. Duplicate copies: Retain until administrative need end and then destroy. 2
3 Leave Category Changes Report showing changes made if an employee does not have enough leave and payroll program must make adjustments from another category Leave Summary Report Reports which document the kind and amount of leave taken by an employee during a calendar year. After they are signed by the employee, they are maintained in the official personnel file. Record copy: Retain until report is made part of official agency personnel file. Duplicate copies: Retain until administrative need ends and then destroy Notices of Payroll Action Notices which document all payroll actions entered into the Department of Personnel CPPS automated system. Record copy: Retain by agency until notices are made part of official agency personnel file Payroll Register Display of earnings, deductions, taxes, net income, and warrant or direct deposit information. These documents are prepared and used for payroll disbursement. Record copy: Permanent: Retain by the State Controller's Office for 4 years and then transfer to State Archives Preliminary Payroll Files Computer-produced, two part documents sent by Division of Accounts and Control to agencies to record final corrections or adjustments regarding employees' pay. They are made before the master payroll file is run and checks are issued. Preliminary payroll files do not serve as time and attendance records. Record copy: Retain by State Controller's Office for 1 year or until administrative need ends and then destroy. Duplicate copies: Retain by agency for 3 months and then destroy. 3
4 Retirement Benefits Assistance Files Correspondence, memoranda, annuity estimates, and other records used to assist retiring employees or survivors in claiming insurance or retirement benefits. Record copy: Retain by agency for 1 year and then destroy. Duplicate copies: Retain for 6 months and then destroy Retirement Files Reports and register control documents relating to retirement. Record copy: Retain by payroll office for 3 years and then destroy Savings Bond Purchase Files Forms and reports with related records pertaining to deposits and purchase of bonds. Record copy: Retain by the payroll office for 3 years and then destroy Savings Bond Purchase Summary List of all bond purchases and the remaining bond balances. Record copy: Retain by the payroll office until administrative need ends and then destroy. Duplicate copies: Retain until administrative need ends and then destroy Taxable Wage Earning Reports Returns on income taxes such as IRS Form W-2 and reports of withheld federal taxes, such as IRS From W-3, with related records, including reports relating to income and social security taxes. Record copy: Retain by the State Controller's Office or agency administrative section for 4 years and then destroy Time and Attendance Reports State employee time sheets, including flextime attendance reports, supplemental time and attendance records, such as sign- in/sign-out sheets and work reports that are used for time accounting under flextime systems. Record copy: Retain by agency for 5 years and then destroy. 4
5 Wage Survey Files Wage survey reports and data, working papers and related correspondence pertaining to area wages paid for each employee class; background papers establishing need, authorization, direction, and analysis of wage surveys; development and implementation of wage schedules; and requests for and authorization of specific rates (excluding authorized wage schedules and wage survey recapitulation sheets). Record copy: Retain by the Department of Personnel until after completion of second succeeding wage survey and then destroy. Duplicate copies: Retain until superseded or obsolete and then destroy Workers' Compensation Insurance Files Used to document the payment of workers' compensation insurance premiums. Information includes interdepartmental transfer for payment of premiums and a form to the Colorado Compensation Insurance Authority (CCIA) or the Division of Risk Management reflecting the total due and payment due date with attached memos. Record copy: Maintain by CCIA agency Risk Management section or workmen's compensation insurance carrier. Duplicate copies: Retain until administrative need is met and then destroy. 5
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Oregon Withholding Tax Formulas Effective January 1, 2016 To: Oregon employers The Oregon Withholding Tax Formulas include: Things you need to know. Phase-out information for high income employees. Frequently