UNIVERSITY OF WISCONSIN River Falls

Employee Assistance Program (EAP) Related Records

 

RDA#/Status

Series Title/ Description

Record Series Year of Creation

Medium for Record Storage

PII

Registry Exempt

Confidential

Essential (Opt.)

Official Record Location

Retention/Disposition/Event

UWHR0600

Superseding HR000163

EAP- Statistical Reports and Program Accomplishments

This series includes statistical reports, utilizations summaries, and year-end reports of EAP activities. The information included in this series summarizes program utilizations and various other program activities and is used for purposes of program evaluation, policy/procedure and the development of future program goals.

-

Paper and electronic format

No

-

No

-

Employee Assistance Office or similar campus department

Retention: CR+5 Years, CR = Date of Creation

Disposition: Destroy

UWHR0601
NEW

Superseding HR000165

 EAP- Employee Assistance Case Files

This series includes confidential records documenting an employee's contact with EAP. Series many include, but in not limited to: case notes written by EAP staff, signed consents for release of information, medical/treatment records received from the employee's treatment provider, or other reports from internal or external sources.

Wis. Stat. § 146.81 - 146.84 - Confidentiality of Health Records Wis. Stat. § 51.30 - Mental Health Records HIPAA Privacy Rule at 45 CFR Parts 160 and 164

-

Paper and electronic format

Yes

Yes

Yes

-

Employee Assistance Office or similar campus department

Retention: EVT+5 Years, EVENT = Date of last encounter

Disposition: Destroy Confidential

UWHR0602

Superseding HR000166

EAP - Employee Assistance Satisfaction Surveys

This series includes documents created when campuses conduct EAP satisfaction surveys or when an employee has utilized EAP services.

NA

Paper and electronic format

Yes

Yes

Yes

-

Employee Assistance Office or similar campus department

Retention: EVT+0, EVENT = Date survey analysis was completed

Disposition: Destroy confidential

UWHR0603

Superseding HR000168

University Wellness Program and Related Activities

This series consists of documentation of program activities performed under the university wellness program. Program activities might include, but are not limited to: educational presentations, promotion of wellness, onsite health screenings, health fairs, on-site accessibility classes such as Pilates/Yoga and on-site weight loss programs.

-

Paper and electronic format

No

-

No

-

Employee Assistance Office or other similar campus department

Retention: CR+5 Years, CR = Date of Creation

Disposition: Destroy