Dear Sage Payroll Customers
The release on the 1st of July 2021 released a set of features to assist you with the retention & deletion of personal data.
Please review the attached document that outlines the following:
- What is Personal Information
- Reports in Sage Payroll that reveal Personal Information
- Data transfer files that include Personal Information
- Controls & Data Management features in Sage Payroll relating to Personal Information
- Controls & Data Management requirements not accommodated by Sage Payroll
- Data Retention
- Setting Up Financial Retention Periods (First Time)
- Setting Up Financial Retention Period – Adding a new Company
- Updating Data Retention Period
- Audit Trail Report
- Retention Period Reached & Data Deletion
- Employee Record Obfuscation
- Account Cancellation
- Password Protection
- Suggestions regarding the management and control of Personal Information
Important – You need to setup your data retention periods for each company.
The administrator or an additional user (with the Data Retention permission) needs to complete this.
The attached document provides a step-by-step guide how to do the setup:
SBCP - Protection of Personal Information V1.0.pdf
SBCP - Protection of Personal Information V1.0.pdf
Kind Regards
Sage Payroll