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Retention of Bank details - My understanding is that the retention timeline for employee bank details is only until end of employment. .

Andi Hirons
However, this is not separated out on the Retention periods we can adjust in Global settings. Can you advise if this will change or is there a setting else where to remove bank details following termination/last pay AND one to historically remove all terminated employee bank details? There are many years of bank details still stored in the system!
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4 comments

Date Votes
  • Anonymous User

    Hi {@005D000000AK2skIAD}​ 

    Currently we have 3 retention period setting. Non financial, Financial and Documents.

    Bank details fall under Non financial information and you can set this retention period but all the employee information in this category will be anonomised.

     

    The release note below explains the development that has been carried our to ensure our customers are compliant with the legislation.

    Appendix A has a list of applicable fields for Non Financial information.

    https://fc.force.com/customer/s/article/WFM-Release-Note-GDPR-Deletion-Anonymisation-Services

     

    There may be further development to specifically deal with Bank details, however this is not currently planned.

    If you wish to remove Bank Details once you are sure the employee has received all final payments, you can manually XXX the record.

     

    I will also raise your concern to our product and legal team for review.

     

    Hope this helps

    Kindest

    Debbie

    Fourth

    {@00520000000s5FjAAI}​ {@005D000000AK9ykIAD}​ 

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  • Christine Kelly

    Hi

    When I click on the link below it says it is an  invalid page.

    ​ps://fc.force.com/customer/s/article/WFM-Release-Note-GDPR-Deletion-Anonymisation-Services

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  • Christine Kelly

    HI

     

    Do we need the functionality turning on, in our portal, for records to be deleted ​

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  • Anonymous User

    Hi @christine kelly​ 

    In order for this deletion service to run, customers will have to enable a new HR Global Setting.

    Please ensure you have ticked the box in the global setting to run the service.

    HR > Administration > Global settings > Edit Retention Periods.

    Hope this helps

    Debbie

    Fourth

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