Records Retention

Term from Office Administration industry explained for recruiters

Records Retention is a systematic way of organizing and keeping important business documents for specific periods of time, based on legal requirements and business needs. It's like having a well-organized filing system with clear rules about how long to keep each type of document and when it's safe to dispose of them. This process helps companies stay legally compliant, find information quickly, and manage their storage space efficiently. Similar terms you might see include "document management," "information lifecycle management," or "records management."

Examples in Resumes

Developed and implemented Records Retention policies that reduced storage costs by 30%

Managed company-wide Records Management program ensuring compliance with federal regulations

Supervised Document Retention schedules for departments across multiple office locations

Typical job title: "Records Management Specialists"

Also try searching for:

Records Manager Document Control Specialist Information Management Coordinator Records Coordinator Document Management Specialist Records Administrator Compliance Specialist

Example Interview Questions

Senior Level Questions

Q: How would you develop and implement a company-wide records retention policy?

Expected Answer: Should discuss conducting needs assessment, consulting with departments, creating retention schedules, ensuring legal compliance, training staff, and monitoring implementation. Should mention experience leading such initiatives.

Q: How do you handle conflicting retention requirements between different regulations?

Expected Answer: Should explain approach to analyzing requirements, consulting legal counsel, documenting decisions, and implementing the longer retention period when conflicts exist.

Mid Level Questions

Q: How do you ensure compliance with retention schedules across different departments?

Expected Answer: Should describe methods for tracking retention periods, communicating with department heads, conducting regular audits, and maintaining documentation of disposed records.

Q: What steps do you take when implementing a new electronic document management system?

Expected Answer: Should discuss needs assessment, system selection, migration planning, staff training, and establishing new workflows.

Junior Level Questions

Q: What are the basic components of a records retention schedule?

Expected Answer: Should mention record types, retention periods, storage locations, disposal methods, and any legal requirements that apply to different documents.

Q: How do you determine which records are ready for disposal?

Expected Answer: Should explain checking retention schedules, verifying dates, getting approval from supervisors, and documenting the disposal process.

Experience Level Indicators

Junior (0-2 years)

  • Basic filing and organization
  • Understanding retention schedules
  • Document tracking
  • Basic compliance knowledge

Mid (2-5 years)

  • Implementation of retention policies
  • Electronic records management
  • Staff training
  • Compliance monitoring

Senior (5+ years)

  • Policy development
  • Program management
  • Legal compliance expertise
  • Department coordination

Red Flags to Watch For

  • No knowledge of basic retention requirements
  • Unfamiliarity with compliance regulations
  • Poor organizational skills
  • No experience with document management systems