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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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In Upvise, you can use a form template to capture employee-related information and you can use roles to restrict the visibility of this to specified users. Examples of Contact forms may include: a) Employee Emergency Contact Information b) Employee Onboarding Form c) Training Records d) Assigned assets (e.g. boots, laptops etc) Forms can be made easily accessible from the contact record by using Buttons. Form data related to that employee is available on the contact record, see the example:  To enable users to access the form, you should use roles. Read more about Users and Roles See example role configuration:  Apply the role to the users who should have that particular level of access:  |