Effective management of sensitive data is a critical aspect of maintaining data security and privacy when using Upvise.
The approach recommended below reduces the risk of unauthorized access to sensitive information.
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Employee Contact Information
Employee personal contact information should be captured in a form against the employee contact record in Upvise
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Read more on Roles & User Types here
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Employee contact data is not auto-created in workbench from your financial systems, so you have the ability to control the data you input into workbench. It’s recommended that before implementing Upvise, you remove any Sensitive data and migrate this to Upvise Contact forms. See below an example of data to be reviewed: 
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