Template
Employee monitoring policy template: the list the planner reads
Not a policy document. This is the list to keep: one row per monitoring practice per site, in the 18 columns the planner reads. Fill it in, paste it back, and the planner lays out what each location requires.
The columns
| Column | What goes in it |
|---|---|
Practice | the monitoring practice, in your words (email review, vehicle GPS, fingerprint clock) |
What it watches | what it watches, without names |
Staff group | which staff group |
Site | the site, your own code is fine |
Country or state | the country, or the state for Australia and the US |
Open or covert | open, or covert |
Notice given | yes, no, or the date the notice went out |
Monitoring start date | the date it starts or started |
Written policy | yes or no |
Representative step | works agreement, works council consent, CSE consulted, union agreement, inspectorate authorisation, or none |
Recording consent | all-party, one-party or none, for calls |
Devices | company, personal or both |
Out of hours | yes or no |
Retention days | a number of days |
Lawful basis | the Art. 6 basis, for EU and UK lines |
Assessment | yes, the DPIA reference, or no |
Owner | who owns the practice |
Notes | anything else, such as calls crossing state lines |
Invented rows in the file
The download carries four invented rows so the shape is clear: a vehicle tracker in England, a camera in Queensland, call recording in Germany and email review in Delaware. Delete them and add yours.