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‘Throughout your career, the file grows'

file foldersCF Support Unit (Ottawa) manages the paperwork on about 5 800 people, “from the Chief of the Defence Staff to the newest Private,” says Warrant Officer Bob Hurley, CFSU(O) IC. “From when you first walk into the Recruitment Centre, all your enrolment documentation and the original Terms of Service you sign, birth certificate, education documents – we have it all. And throughout your career, the file grows. Every time you go on a course, every time you're posted, when you get into trouble or when you do something good – all that documentation goes in your pers file.”

The amalgamation of the Finance and Administration trades has added another dynamic to record keeping. Currently, DND/CF uses the Human Resources Management System (HRMS) to electronically manage some of those files, but paper records are still necessary.

The introduction of HRMS has increased the workload. A leave pass, for example, used to be entered into the leave record and put in the drawer. Now, it's entered into the leave record and put in the drawer, and also entered into the database. But the extra steps are good steps, WO Hurley says, because the reporting mechanism is now a lot easier and a lot better.

CF members with 20 years' service have a pers file anywhere from four to six centimetres thick. When a member is loaded on a course, for example, a copy of the loading message goes into his or her pers file. When the member completes the course, the course report goes into the pers file, too, and the now-redundant loading message is disposed of. Only careful ongoing vetting by clerks can keep those paper files from doubling or tripling in size.

Guidance with regard to what can be removed from a member's pers file and disposed of, and when and to where, comes in accordance with the Privacy Act and the Access to Information Act.

“For a while, we weren't getting clear direction with regard to what we could take off, so we haven't taken anything off for a few years,” WO Hurley says. “But the policy has recently been clarified, so we're going to start this fall to remove the redundant and no-longer-required papers.

“We don't handle retired personnel; we handle only ‘live' files, so we don't have to send files off to the National Archives.”

Currently—from July 1998 to the present—paper files go to Directorate Military Careers and Resource Management (DMCARM) where they are scanned into the Personnel Electronic Records Management Information System (PERMIS) and then destroyed. PERMIS is the Protected “B” Total Archival System wherein all documents are stored as non-modifiable images. Paper records from before July 1998 are held by National Archives, as are (and will be) all retired members' pers records.

CF members can obtain informal access to their records at their Support Units, or formal access under the Privacy Act.

“Normally,” says Lt(N) Dan Bouchard, CFSU(O)'s Personnel Support Officer, “CF members request informal access to their pers file through their Chain of Command. They can then review the file with their respective supervisor.”

Recruits are now being processed electronically under the Prospect Applicant Electronic Records System (PAERS), a sub-system of PERMIS. CF Recruitment Centres are using PAERS, but their electronic records must also be on paper because the necessary software hasn't yet made its way across the department.

Not far down the road, department-wide implementation of PERMIS will allow Support Units and other authorized users to scan and enter documents on-site, virtually eliminating the need for paper records.

“We're looking forward to PERMIS,” Lt(N) Bouchard says. “Since we are located in Ottawa, we could be the trial unit. Once PERMIS is instituted, it will ease Resource Management Support Clerk duties by allowing for multitasking without leaving the computer. We won't always need hard copy files to administer our members because the information will be readily available on the database. It's going to be a very good thing.”

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Table of contents  ‘Throughout your career, the file grows'
 Recruiter's Corner: Recipe for recruiting success  MND introduces amendments to the Canadian Forces Superannuation Act  InfoBit: On-line pay statements; CFLC awards; Officer Gratuity