Resources
Guides and reference materials to help you navigate historical data retention, compliance, and HCM transitions.
Guides & downloads
Historical HCM Data Retention Recommendations
Guide · 3 pagesRecommended categories of historical data to extract and retain when transitioning from a prior HCM or payroll platform. Covers employee records, payroll, time & attendance, benefits, tax, and compliance requirements.
Vendor Interview Guide
GuideQuestionnaire to use when evaluating HCM or payroll vendors. Covers data conversion, integrations, reporting, support, and security topics to surface during vendor demos and discovery calls.
The Vendor-Exit Data Checklist
Checklist · 1 pageWhat to export from your HR, payroll, and time systems before terminating a vendor contract. Covers pay registers, punch-level time detail, employee records, tax filings, and the retention obligations that apply to each.
The Hiring Records Compliance Guide
Guide · 2 pagesRetention requirements for hiring and applicant records under Title VII, ADEA, FCRA, and Form I-9 rules, plus the state laws that raise the floor. Explains why recruiting data is commonly lost when decommissioning an ATS or HCM recruiting module.
Employee Record Retention for California Employers
Data Sheet · 4 pagesQuick-reference data sheet on employee record retention for California employers. Covers HR, payroll, time & attendance, and recruiting records, with the statute behind each minimum retention period, plus a callout on PAGA exposure.