A sound security evaluation should cover the whole employee information lifecycle. Bring the following requirements into discovery so we can establish what applies to your proposed deployment and which supporting documents are available.
Identity and permissions
Define who needs access: employees, line managers, project leaders, HR and administrators. Discuss authentication, SSO, multi-factor authentication, provisioning and removal of access. For matrix teams, test who can see, contribute to and approve each part of a review.
Encryption and hosting
Confirm the hosting provider, relevant service locations, encryption in transit and at rest, and responsibility for keys and secrets. Establish your residency requirements, including where backups, support access and any AI processing may take place.
Employee information and retention
Identify the data you intend to import, the purpose for using it and the appropriate retention period. Review export, correction, deletion and offboarding requirements. Align the configuration with your organisation’s policies and obligations.
Monitoring and operational resilience
Request the applicable approach to access logging, vulnerability management, security updates, backups and recovery. Agree the evidence, recovery expectations and incident communication arrangements needed for your organisation.
Suppliers and contractual safeguards
Review the relevant subprocessors and data processing terms before sharing employee information. Clarify controller and processor responsibilities, international transfers, support access and how changes to suppliers are communicated.
AI with clear boundaries
For any AI-assisted workflow, confirm what information is sent to which provider, how it is retained and whether it is used for model training. Define human review, permission boundaries and a route to correct inaccurate output before it influences a people decision.