Start from your situation
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.
From first look to a pack you can hand over
7 steps, in order. Each one links to the page that explains it.
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.
Compliance overviewCheck 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.
Right to workCheck suppliers and subcontractors
Look for suppliers with a missing right to work written statement or assurance, and for insurance that is about to expire.
Supply chainCheck 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.
Contracts and signingCheck 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.
PoliciesCheck 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.
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.
Evidence packs
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.