Retention, legal hold and audit history
Data and security · nineloops support
How records governance works in HR and Docs, and exactly how far it is automated today.
Employee files live in the Docs system, so they carry retention schedules and legal hold alongside everything else stored there.
How it works
- Each category of document, for example contracts, tax and payroll, has a retention rule.
- A document under legal hold, or still inside its retention window, cannot be deleted.
- Settings, then Data governance, is where retention and export policies are set.
- Settings, then Audit log, records member and settings history with the actor and the change.
What is not automated yet
To be plain about the current behaviour, these controls are applied and enforced in the app rather than by an automatic background deletion job. A document is held until someone with the right permission acts on it. That gives you a defensible record for audits and disputes, but it does not silently delete anything on your behalf.
Finance history
The finance ledger is proper double entry, so posted entries cannot be quietly edited, only reversed. The history always adds up, which is what makes it usable as evidence.
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