Create an Access Request Report
access and receive a copy of their personal data including documents that you
have. This is commonly referred to as a
subject access request or ‘SAR’. The system allows you to produce a list of the
documents the system is storing for that user. (The list can be tailored
according to the types of documents the user wants to see and any date parameters
the user may set. A list of documents is
produced from which the user can select the specific documents they want to see.
This ensures the employer can comply with a Subject Access Request quickly and
efficiently.
To generate an Access Request Report follow the steps below:
Select the start date for the date range of the report (See 4 in the screenshot below) then
Select the end date for the date range of the report (See 5 in the screenshot below)
Select the employee for whom you want to generate the Access Request Report from the list created by selecting the down arrow in the Document For Box (See 6 in the screenshot below)
Select the folder that contains the document that you want included in the report from the list of folders created by selecting the down arrow in the Document Folder Box (See 7 in the screenshot below).
Click “Find” (See 8 in the screenshot below).
This will produce an Employee Request Report (See 9 in the screenshot below)which can be downloaded or printed to PDF to be sent to the employee