Data Retention Policies: Starter (30d), Pro (365d), HR (2yr), SMB (3yr)
How long review records are archived, how custom retention rules are calculated, and what happens when items expire.
This operational capability requires an upgraded account. Read our pricing checklist below to activate it in your workspace.
The Purpose of Compliance History Retention
Retaliation claims are rarely filed immediately. In many jurisdictions, employees have 180 to 300 days to file complaints with the EEOC, and FMLA interference lawsuits can be brought up to two years later. Retaining records of pre-send compliance checks is vital for establishing that managers acted in good faith.
Retention Thresholds by Plan
Your history retention window defines how long records remain searchable in your Dashboard history:
- Free Plan: 0 days (Saved history is locked and cannot be retrieved).
- Starter Plan: 30 days retention window.
- Pro Plan: 365 days (1 year) retention window.
- HR (Consultant) Plan: 730 days (2 years) retention window.
- SMB Plan: 1,095 days (3 years) retention window.
Data Expiration and Deletion
When a record's age (calculated from createdAt) exceeds your plan's retention threshold, it is automatically archived from normal history queries at the database layer. Users will see an "Expired" notice. To recover historical compliance data, you will need to upgrade to a tier with a wider retention window.
🛡️ Legal Protection Alert
For HR consultants and enterprise clients, we recommend a minimum of 2 years (HR Plan) or 3 years (SMB Plan) retention to cover the full statute of limitations for federal retaliation claims.