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Evidence log: what to keep and where to send things

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Use it when

From today. Use it for any dispute with an employer, Work and Income, a lender or a landlord.

Fill in the [brackets]

KEEP A SIMPLE LOG (spreadsheet, notes app or notebook) Date | Time | Who (name, role) | How (call, email, meeting, text) | What was said/decided | What I need to do next | Reference number / file saved as WHAT TO KEEP (one folder per issue, backed up) - Employment agreement, variations, policies, handbook - Payslips, IR56 / IR3 summaries, bank statements showing pay - Every email, text and letter about your job, restructure, selection and termination - The change proposal, your feedback, the response, and the decision letter - Your notes from meetings (dated, written the same day) - Job applications and replies (also useful for Work and Income) - Work and Income letters, MyMSD messages and call reference numbers - Medical certificates, bills, quotes and tenancy documents WHERE TO SEND THINGS - Employer: HR, the person named in your agreement, and the director/owner for small firms. Use email and keep a delivery record; for important notices also post or hand-deliver. - Work and Income: MyMSD (keep a screenshot of the upload), or a service centre (ask for a stamped receipt). - Lender: the hardship team email or secure message; keep a copy. - IRD: myIR secure mail. - Landlord: email plus a signed copy of any agreement. SECURITY Back up photos of documents to cloud storage or a USB. Email documents to yourself from your personal address before you lose access to work email (take only your own information, not company confidential files).

Tips

  • Before your work email is shut off, forward your own payslips, agreement and personal correspondence to your personal address. Don't take confidential company files.
  • A short, dated, factual note written on the day is stronger than a long account written months later.
  • Screenshots of messages and portals are good evidence. Include the date and sender.
  • If you speak with someone by phone, send a recap email.
  • Keep everything for at least 6 years, or longer if a dispute is running.

General information, not legal advice. Keep a copy of everything you send. Spotted something out of date? Email help@unemployed.nz.