In this article you can read about how you create or edit your GDPR deletion rules for Onboarding. These rules are used so you can remain compliant with personal date regulation and they enable you to automate a clean-up of old data.
Create/edit GDPR deletion rule for Onboarding
1. Go to "Settings" in the main menu and click on "GDPR"
2. Go to the Onboarding tab
3. Click "New rule" to create a new or...
... click on an existing one to edit this.
4. Enter a title
5. Choose when to delete the data and whether the deletion should be partial or full
In case of partial deletion, you should also define which parts of the onboarding process should be deleted:
It is also possible to base the deletion rule on criteria.
Choose between standard criteria as well as elements from forms:
6. Toggle the button in the top right corner to activate the rule and click "Save"
7. Click Activate once more to confirm
In the pop-up window, you can see the immediate consequences.
The deletion rule is now activated and will remove data after the specified period.
FAQ
What does it look like once the rule has been set up and how can I tell that it is working?
In the GDPR menu, you can tell that a rule is active by the green Activated slider.
Moreover, you can see the amount of onboarding profiles currently deleted per rule.
In the example below, you can see that 1 profile was deleted as a result of the rule:
What does it look like when the rule has deleted an onboarding profile?
You can see the number of deleted onboarding profiles per rule by looking at the red number.
Moreover, you can see a list of deleted data on the right side of the screen under Deleted data. In this section, you can filter the data based on a rule by either clicking on the Filter button or by clicking on the red number on a rule: