---
title: "Preparing for a review: what to do, in order"
canonical_url: https://hrhive.co.uk/start/compliance-review/
content_type: journey
summary: "Someone is going to ask to see your records: a client, an adviser, a funder or an inspector. Start with what needs attention, fix the gaps, then print the evidence. Here is the order, with a link for each step."
audiences:
  - employer
  - adviser
jurisdiction: uk
status: published
last_updated: 2026-10-05
---

# Preparing for a review? Here is what to do, in order.

> Someone is going to ask to see your records: a client, an adviser, a funder or an inspector. Start with what needs attention, fix the gaps, then print the evidence. Here is the order, with a link for each step.

## What good looks like

- [ ] Nothing urgent left at the top of the compliance overview
- [ ] Right to work checks recorded, with follow-up dates for anyone with time-limited permission
- [ ] Supplier statements, assurances and insurance in date
- [ ] Contracts signed and written statements given
- [ ] Policies acknowledged
- [ ] The packs you need, printed

## If an adviser helps you

If your accountant or HR adviser is helping you prepare, you can invite them into your organisation. They can see where each item stands and chase what is outstanding. See [how advisers work in HRHive](https://hrhive.co.uk/advisers/).

1. **Start with what needs attention**: Open the compliance overview. It ranks what needs attention across right to work, supply chain, contracts, data protection and status, and shows what is up to date. Work through the highest items first.
2. **Check your right to work records**: Everyone who needs a check should have a completed one on record, and anyone with time-limited permission should have a follow-up date. Look for anyone marked Check needed or Follow-up due, and for follow-ups that are coming up.
3. **Check suppliers and subcontractors**: Look for suppliers with a missing right to work written statement or assurance, and for insurance that is about to expire.
4. **Check contracts and written statements**: Find contracts awaiting signature and written statements that have not been given. HRHive records the date a statement was given separately from the signature, so you can tell the two apart.
5. **Check policies and acknowledgements**: Find the policies people have not acknowledged. Home shows how many employees have not acknowledged a policy, and you can print the register.
6. **Check your data protection records**: Look at your retention schedule, your privacy notices and any open data requests or complaints. Data requests run on a one-month clock, and complaints have a 30-day acknowledgement.
7. **Print the evidence you need**: Print the personnel file, right to work check records, the Subcontractor Pack, the Workforce Register or the Compliance Summary, or download a ZIP pack for an employee or a Home Office request.

## Frequently asked questions

### Does HRHive tell me I am compliant?

No. HRHive shows what is complete, what is missing and what is due, from the records you hold. It does not certify that you meet any rule, and it is not legal advice.

### Can my adviser look through my records without changing them?

Yes. You can invite an adviser with the read-only auditor role, which lets them look but not change anything. Sensitive details such as bank, salary and National Insurance numbers are shown only to the roles that need them.

## About this page

- Last updated: 5 October 2026

## Related

**In HRHive**

- [Reminders and expiry dates](https://hrhive.co.uk/product/reminders/)
- [Employee records and personnel files](https://hrhive.co.uk/product/employee-records/)

Canonical URL: https://hrhive.co.uk/start/compliance-review/
Start with HRHive: https://app.hrhive.co.uk/sign-in?next=%2Fnew%3Fhh_funnel%3Dsituation%26hh_route%3Demployer%26hh_goal%3Dfirst_person_added%26hh_page%3Dstart%252Fcompliance-review