Record Retention

Term from Clerical Services industry explained for recruiters

Record Retention refers to the organized process of keeping and managing important business documents and files for specific periods of time. This includes both paper and electronic records. It's an essential responsibility in offices where workers need to know what documents to keep, how long to keep them, and how to properly store or dispose of them according to company policies and legal requirements. Think of it like being the guardian of a company's important paperwork - from employee files and financial records to contracts and customer information.

Examples in Resumes

Developed and implemented Record Retention policies that improved file organization by 40%

Managed Records Retention schedules for over 10,000 company documents

Supervised Record Retention and disposal procedures across 3 department offices

Led the transition from paper-based to digital Records Management system

Typical job title: "Records Management Specialists"

Also try searching for:

Records Clerk Document Control Specialist File Clerk Records Coordinator Records Management Clerk Information Management Specialist Document Management Coordinator

Example Interview Questions

Senior Level Questions

Q: How would you develop a company-wide record retention policy?

Expected Answer: Should discuss assessing legal requirements, consulting with departments, creating retention schedules, implementing training programs, and establishing monitoring systems for compliance.

Q: How do you handle the transition from paper to digital records management?

Expected Answer: Should explain planning process, training staff, choosing appropriate software, ensuring security measures, and maintaining accessibility while preserving document integrity.

Mid Level Questions

Q: What methods do you use to track document lifecycles?

Expected Answer: Should describe systems for logging when documents are created, accessed, updated, and scheduled for disposal, plus how they maintain these tracking systems.

Q: How do you ensure confidential records are properly secured?

Expected Answer: Should discuss secure storage methods, access controls, proper disposal procedures, and maintaining confidentiality logs.

Junior Level Questions

Q: What's the difference between active and inactive records?

Expected Answer: Should explain that active records are currently used and need quick access, while inactive records are stored for legal/historical purposes but aren't needed daily.

Q: How do you organize and label files for easy retrieval?

Expected Answer: Should describe basic filing systems, naming conventions, and methods for organizing both paper and digital files.

Experience Level Indicators

Junior (0-2 years)

  • Basic filing and organization
  • Document scanning and data entry
  • Following retention schedules
  • Basic computer skills

Mid (2-5 years)

  • Managing retention schedules
  • Training others on procedures
  • Document lifecycle management
  • Records security protocols

Senior (5+ years)

  • Policy development
  • Compliance monitoring
  • Department supervision
  • Digital transformation planning

Red Flags to Watch For

  • No knowledge of basic filing systems
  • Unfamiliar with retention schedules
  • Poor attention to detail
  • No understanding of confidentiality requirements
  • Lack of basic computer skills