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For HR professionals: Approving Document Destruction

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The Document Destruction page lists documents which have been soft-deleted by the retention task and are awaiting a staff decision. At this stage, you can review and control between soft-deletion (recoverable) and document purge (not recoverable, permanent deletion).

Key capabilities

  • Review documents that were soft-deleted by the retention process

  • Search for specific items

  • Approve one or many documents for purge

  • Decline documents that should not be purged

  • Export the current results to CSV


Quickstart Guide


What search options are available?

The Document Destruction page uses a grid view to support your detailed review.

Feature

What it helps you do

Employee Number search

Find documents for a specific employee

Doc Type search/filter

Focus on a document category

Document ID search

Locate an exact document quickly

File Name search

Find documents by recognizable file name

Deleted Date range

Review items soft-deleted during a specific period

Termination Date column

Compare the employee lifecycle date with retention decisions

Best practice: Use the Deleted Date range and Termination Date together when validating why a document entered the destruction queue.


How do I approve documents for destruction?

  1. Navigate to the Document Destruction page from the left navigation menu.

  2. Search or filter the list as needed.

  3. Select one document or  use the checkboxes to select a batch of documents.

  4. Choose Approve to confirm the document should proceed to permanent purge, or the corresponding action to reject/restore a document you don't want purged.

  5. Confirm the action “Approve for Destruction” when prompted.

  6. Approved documents move into the queue for the next scheduled Document Purge maintenance task run.

Note: Purged documents cannot be recovered. These are permanently deleted.


How can I see which documents were already approved for destruction?

  1. Navigate to the Document Destruction page from the left navigation menu.

  2. From the filter dropdown, choose the Approved for Destruction view to see documents already approved for destruction.

  3. Search or filter the list as needed.


Frequently Asked Questions

Find answers to common questions about the application.

What should I do if I have a problem with ERM?

If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please submit a ticket in our Support Portal.