The first phase of our new data retention features is now live!
You can access your data retention settings by going to Admin >> Manage CRA >> Preferences >> Data Retention Settings.
Right now these settings won’t do anything at all yet, and there will be no visible changes to your clients. This is just to help give you a chance to prepare and set up the system exactly the way you want, as well as ask any additional questions you have, before any archiving begins.
Next Friday, we will also be holding a webinar to specifically review these new settings and make sure you understand exactly what they do and how you can configure them for you and your clients. Register for our webinar here.
What you need to do
If you do NOT need to keep any client files for longer than 5 years:
- Read this article
- Change your archiving timeframe if you would like it to be shorter than the 60-day default.
That’s it!
If you DO want to keep files for any of your clients longer than 5 years:
- Follow the steps above, then
- Read about how to configure your client export settings, including
- How to set up your archive access, and
- How to encrypt and decrypt reports.
If you do nothing, when phase 2 rolls out:
- Reports will automatically be archived (locked from further editing) 60 days after their expiration date
- You and your clients will still be able to access all your data within the TazWorks system as normal
- We will not create PDFs or export any client’s report files to the external server.
Additional resources
More documentation
For more information how to configure your settings and what they mean, as well as what will happen in subsequent phases, see the links below:
Register for our upcoming webinar
Next Friday, we will also be holding a webinar to specifically review these new settings and make sure you understand exactly what they do and how you can configure them for you and your clients. Register for our webinar here.
Watch our data retention webinar with Scott Paler for guidance on how long you should store information
In case you missed it, you can also watch the recording of our data retention webinar with Scott Paler, a partner at DeWitt Ross and Stevens S.C. and chair of the firm’s Labor and Employment Practice Group. During the first part, Scott provides insights into industry data retention best practices and answers your questions. Scott’s slides are available here. In the second half, TazWorks answers your questions specific to our new data retention features.
