Workflow

Retention governance help index

Browse connected Britixo guides for retention governance.

9 connected guidesLive filterPermission-aware instructions
9 guides
Guide

Save an HR retention policy

Save an HR retention policyCreate or update the review frequency and notes for an implemented HR data area.

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Guide

Generate an HR archive snapshot

Generate an HR archive snapshotCreate a protected CSV snapshot for one implemented governance area.

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Guide

Review archive snapshot jobs

Review archive snapshot jobsReview area, row count, status, downloads, hash and creation date.

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Guide

Download an HR archive snapshot

Download an HR archive snapshotDownload a completed protected archive job.

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Guide

Void an HR archive snapshot

Void an HR archive snapshotVoid a snapshot with a reason without deleting its source HR records.

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Create an HR governance review

Create an HR governance reviewCreate a retention, archive, data-minimisation or audit-integrity review.

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Update an HR governance review

Update an HR governance reviewMove a review through in progress, completed, deferred or closed with a decision note.

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Review HR governance logs

Review HR governance logsReview policy, archive and governance-review actions.

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Guide

Understand retention and deletion boundaries

Understand retention and deletion boundariesUnderstand that snapshots and policies support governance review but do not automatically delete employee data.

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