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Tool: Important papers checklist

The purpose of this tool: This tool will help you identify the papers and/or electronic files that you should save as the year progresses.

How to use this tool: Check each type of document off as you save it or develop a way to do so as such documents accumulate.

Important information to save
Done or doing it over time
1. Employee licenses and/or certificates  
2. Record of technical training courses, vocational certificates or diplomas  
3. Transcripts of higher education credits and degrees  
4. Record of job-related seminars, workshops and conferences  
5. Letters of appointment and hire plus the record of hire from employer's official minutes  
6. Employee contracts, including supplemental contracts and letters of agreement  
7. Record of accumulated sick leave and other leave days (personal, vacation)  
8. Copy of work schedule  
9. Log of tax-deductible job-related expenses  
10. Copies of insurance policies  
11. Information from the retirement system affecting your benefits  
12. Yearly salary notice supplied by employer  
13. Documentation of commendations, awards and honors  
14. Employee salary or wage schedule  
15. All evaluation records  
16. Local bargaining contract  
17. Letters to and from your association or union  
18. Letters of and from administrators/supervisors and departmental communications  
19. Letters to and from parents and students  
20. Employer-adopted policies on student discipline, suspension, expulsion, corporal punishment and work procedures  
21. Record of disciplinary methods used in handling student problems, including date and witness involved  
22. Record of assaults, violence and workplace thefts  
23. First aid or CPR certificate  
24. Personal reconstruction of events surrounding student injuries  
25. School calendar  
26. Employee fringe benefit information. Maintain records on fringe benefits, such as health insurance booklets, claim filing procedure and telephone numbers