Insights for people who
handle sensitive work
Product updates, security guides, and practical advice for case managers, investigators, and compliance teams.
Employee Onboarding Checklist Template for a Small Business (Day −10 to Day 90)
A checklist with owners and relative dates, not a list of good intentions. Copy it, attach it to the new-starter record, and let the dates move when the start date does.
Employee Onboarding Checklist Template for a Small Business (Day −10 to Day 90)
A checklist with owners and relative dates, not a list of good intentions. Copy it, attach it to the new-starter record, and let the dates move when the start date does.
Onboarding a New Employee: A Checklist That Runs Itself
Onboarding fails in the gaps between people. Make the new starter a case, and the gaps have names, dates and owners.
What to Do When an Employee Asks for Their Personnel File
The request is routine and the deadline is short. What must be included, what can be withheld, and how to send it without creating a second problem.
How to Run a Workplace Investigation Fairly (And Prove You Did)
Fairness in a workplace investigation is mostly procedure: the right steps, in the right order, with a record. Here is the sequence and what to write down at each stage.
How to Handle a Subject Access Request, Step by Step
Someone has asked for everything you hold about them. You have a deadline, a search to run and redactions to make. Here is the process, and how to make the next one take an hour.
HR Case Files: Handling a Grievance Without a Paper-Trail Nightmare
A grievance is a process with steps, dates, people and documents. Treat it as a case from the first email and the tribunal bundle writes itself.
How Long Should You Keep HR Records After an Employee Leaves?
There is no single answer — but there is a method. How to set a retention period for each kind of employee record, and how to actually enforce it.