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Crisis Centre

HUM-0800 Disability Management Case files

Description

Records relating to Short Term Disability (STD) or Long Term Disability (LTD) cases for individual employees including forms submitted to initiate STD case with service provider or transition an STD case to an LTD case, including correspondence with employees, validation of eligibility of claim, other correspondence with service provider, information on return to work including expected return, accommodations, and return to work plan, notifications to payroll.

Retention Trigger

End of employment with UOIT

Retention

Trigger + 7 years

Responsible Unit(s)

Human Resources

Source

Human Resources, Service Provider

Records System

Hybrid

Citations

 

Record Authority

VP Human Resources and Services

Disposition

Secure destruction

Records Arising from Activity

Forms submitted to initiate STD case with service provider, validation of eligibility of claim, other correspondence with service provider, information on return to work including expected return, accommodations, return to work plan.

Retention Rationale

Match retention of HUM-0110 Personnel File. Most information on a case is retained by the service provider.

Personal Information

Yes

Vital Record

No

Protection

Medium