A practical checklist
- 1Confirm your lawful basis and authority before storing employee information.
- 2Create a separate person record for each employee within the workspace limits.
- 3Save only the document reference and dates needed for the renewal workflow.
- 4Set review reminders early enough for your actual operational process.
- 5Restrict person and source-file access to team members who need it.
- 6Confirm current requirements with the issuing authority before acting.
- 7Delete records according to your retention policy when they are no longer needed.