Start a conversation

GDPR

  • GDPR - Consent Manager

    From version 1.00.18.162 (or later) we have added a Consent Manager to the system. This allows users to control which items from a candidate (or contact) record can be attached, and which communicatio...

  • Policy Opting in using MS Excel

    From version 1.00.18.145 or later, it is possible to use an excel spreadsheet as a means of mass opting in to policies for candidates. How it Works There is a new option Maintenance > Tools > Set Opti...

  • GDPR - Remaining Compliant

    Having gone through various exercises to clean and purge your database of old, obsolete data, and the obtain marketing consent for the remaining people, you will want o make sure that you remain compl...

  • GDPR - Managing and Recording Responses

    Having sent out details of your privacy policy and asked for confirmation that people in your database would like to remain in contact, you will want to record those responses. Below are some details ...

  • GDPR - Send email to obtain consent

    Once you have consolidated your database and removed any old or obsolete records you may wish to send emails to the remaining candidates to inform them of your published Privacy policy and to check th...

  • GDPR - Example email Template

    When tidying up your database for GDPR you may well wish to send an email template to your candidates with details of your privacy policy, data security and requesting them to actively opt in to remai...

  • Using a Policy to Set the Status of a Candidate

    From version 1.00.18.145 (or later) When creating a Policy using the Policy Manager it is possible to set it up so that the act of opting into the policy will update or amend the Candidate Status. NOT...

  • GDPR - Record Deletion Tools

    As part of your preparation for GDPR you may wish to delete large sections of your database to purge the system of old or obsolete records. Having run various searches to identify this data and put th...

  • GDPR - Useful Searches to Identify Data to Delete

    When preparing for GDPR it may be useful to identify old, obsolete or little-used records within your database. Having identified these record and stored them in a GROUP, you may then decide to delete...

  • GDPR Overview (Start here)

    In the UK and across Europe  there are some upcoming changes to the data protection and privacy laws, encompassed under the heading GDPR (General Data Protection Regulations). these changes will have ...