Announcement!
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Data Privacy & Protection Release - 1 July 2021

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:
  1. What is Personal Information
  2. Reports in Sage Payroll that reveal Personal Information
  3. Data transfer files that include Personal Information
  4. Controls & Data Management features in Sage Payroll relating to Personal Information
  5. Controls & Data Management requirements not accommodated by Sage Payroll
  6. Data Retention
    1. Setting Up Financial Retention Periods (First Time)
    2. Setting Up Financial Retention Period – Adding a new Company
    3. Updating Data Retention Period
    4. Audit Trail Report
    5. Retention Period Reached & Data Deletion
    6. Employee Record Obfuscation
    7. Account Cancellation
  7. Password Protection
  8. 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
 
Kind Regards
Sage Payroll