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How to Turn GDPR into a
Competitive Advantage
February, 2018
www.beamery.com
Introductions
■ Sultan Saidov, CPO and Co-Founder at Beamery
■ Ben Slater, VP Growth at Beamery.
www.beamery.com
What we will cover:
● Intro to GDPR for talent acquisition
● Sourcing
○ What you need to do and best practices
○ Questions and Misconceptions
● Inbound candidate
○ What you need to do and best practices
○ Questions and Misconceptions
● Compliant Recruiting Processes
Intro
www.beamery.com
1. Overview
What is GDPR?
Europe’s new General Data Protection Regulation (GDPR) is a vast new set of privacy rules that comes into effect from
25 May 2018 and if breached carries the following penalties:
You could:
● Be investigated by the data protection authorities;
● Be fined up to €20 million or 4% of annual global turnover, whichever is higher;
● Face a data protection claim from data subjects
Generally, it applies to all companies (regardless of location) that process data belonging to European Union citizens
and sets out stringent rules for lawfully processing personal data, including obtaining specific consent from individuals
on how their data can be used.
www.beamery.com
1. Overview - Potential for fines
www.beamery.com
Team and Process
● Are my team trained
■ To handle requests from candidates for data access and removal
■ To notify relevant parties and authorities in the event of a data breach
○ Are my processes and systems legal
■ HR and recruiting professionals being accountable for demonstrating compliance throughout data lifecycle -
documentary evidence of seeking continuous improvement in compliance, and notifying relevant people and
authorities of any data breaches
Candidate data
○ What to do with existing data (e.g. do not need to ask for consent)
○ How to add and track new candidates
2. General Considerations
www.beamery.com
3. The Unspoken Opportunity...
Data
relevance
Candidate
experience
Technology
upgrade
www.beamery.com
Sourcing Candidates
www.beamery.com
Sourcing - what do you need to do
Walkthrough of a GDPR-compliant sourcing process
www.beamery.com
2. Capturing Legitimate Interest
www.beamery.com
3. Storing Data - Minimization & Legitimate Interest
Do you have legitimate interest?
I am only sourcing the necessary information from publicly-available
recruitment-related sources and have legitimate interest to add and
store this information, pending express consent from the candidate.
Principles Relating To Personal Data
Art. 5 GDPR
Make sure you only store data that is necessary for
the purpose you are collecting it (e.g. don’t collect
personal information that is not relevant to recruiting:
‘Purpose Limitation’ and ‘Data Minimization’) and that
you are only adding public information about
candidates they have consented to share or expect to
be used with legitimate interest (‘Lawfulness’).
This includes data from sources like LinkedIn and
many job boards, where consent is included in the
terms and conditions that candidates agree to and
that allow candidates to manage the public visibility of
their data accordingly.
www.beamery.com
4. Capturing Consent when sourcing
www.beamery.com
5. Opt In Form
Candidate submits consent form:
If candidate
clicks no
If candidate
clicks yes
www.beamery.com
6. Allowing Candidates To Change preferences
Right to Erasure -> Delete or Anonymise
Art. 17 GDPR
The right to erasure is also known as ‘the right to be forgotten’. The broad principle
underpinning this right is to enable an individual to request the deletion or removal
of personal data where, for instance, there is no compelling reason for its continued
processing or the processing has no legal basis. If a data subject asks for the data
to be deleted, the controller must do this without ‘undue delay’. For more
information see https://gdpr-info.eu/art-17-gdpr/
www.beamery.com
7. Allowing Candidates To Opt Out
www.beamery.com
7. Allowing Candidates To Opt Out - Timing
www.beamery.com
8. Keeping Data Relevant - An Opportunity
At Beamery, we find that the three most effective ways to
keep data up to date and compliant are:
1. Candidate self-service portal: Use a system that
allows candidates to confirm their data is still
accurate and that they are still interested (such as
a talent community profile where candidates can
update their data).
2. Database rules to trigger re-opt ins and/or
archives: Use a system like Beamery that can
automatically trigger ‘re-opt-in’ emails and data
archiving if data is not updated for a certain
period of time (such as more than 6-12 months),
as well as rules to enforce opt-outs.
3. Automatic data refreshes: Use ‘data-enrichment’
and ‘data-cleansing’ (e.g. removing bounced
emails) to automatically keep candidate records
up to date.
www.beamery.com
9. Compliance automation - rules and recipes
DATA
INTELLIGENCE
SEGMENTATION
MARKETING
AUTOMATION
Enriched data
Integration data
Content
Workflows
Behavioral data Campaigns
www.beamery.com
10. Recipes in Action
www.beamery.com
11. Enforcing Compliance
www.beamery.com
12. Monitoring Compliance
www.beamery.com
Inbound
www.beamery.com
Electronic Communications and Data Protection
You need a legal basis to communicate (e.g. send email, SMS, defined by PECR and ePrivacy). You need a separate legal
basis to collect, store, process, share and use the contact details and all that ancillary data used for targeting, segmenting,
personalisation (defined by DPA and GDPR). These are different laws and they work together.
This legal basis can be determined through legitimate interest and/or through consent.
Legal basis - storing data vs communicating
www.beamery.com
Legitimate Interest -> Consent
www.beamery.com
Consent Forms
Your checklist for a
compliant inbound process:
www.beamery.com
Capturing Consent
Consent
Under GDPR, consent is the ‘freely given, specific, informed and unambiguous indication of the data subject’s wishes by which he or
she, by a statement or by a clear affirmative action, signifies agreement to the processing of personal data relating to him or her’ (Art.
4 [11] and [7]). To meet these requirements, consent must be:
● Unbundled: Consent requests must be separate from other terms and conditions. Consent should not be a precondition of
signing up to a service unless necessary for that service.
● Active opt-in: Pre-ticked opt-in boxes are invalid. Use unticked
● opt-in boxes or similarly active opt-in methods (e.g. a binary choice given equal prominence).
● Granular: Give granular options that separate different types of processing wherever appropriate.
● Named: Name your organization and any third parties who will process data in accordance with the consent. Do not use
categories of third party organizations, even if precisely defined they will not be acceptable under the GDPR.
● Easy to withdraw: Tell people they have the right to withdraw their consent at any time, and how to do this. It must be as easy
to withdraw as it was to give consent. This means you will need to have simple and effective withdrawal mechanisms in place.
www.beamery.com
Consent - What to avoid
Here are examples of what to avoid when creating a compliant consent process:
● Pre-ticked boxes: Pre-ticked opt-in boxes and other forms of consent by default. The
Guidance makes it crystal clear that a failure to opt out is not consent and it also says
that ‘You may not rely on silence, inactivity, default settings, pre-ticked boxes or your
general terms and conditions, or seek to take advantage of inertia, inattention or default
bias in any other way.’
● Confusing language: Double negatives or inconsistent language that is likely to confuse
individuals.
● Disruptive mechanisms: Consent mechanisms that are unnecessarily disruptive to
individuals.
● Imbalance in the relationship: Employers and public authorities will find it hard to rely on
consent and the Guidance says it should be avoided. This is because where there is a
dependence on an organization for services or a fear of adverse consequences,
individuals may feel that they do not have a genuine choice and so consent is not freely
given.
● Vague or blanket consent: Consents worded so vaguely that they do not provide clear
and specific information about what the individuals is consenting to.
www.beamery.com
Consent Scenarios
www.beamery.com
Consent After Rejection - Revisit candidates
www.beamery.com
Consent After Rejection
www.beamery.com
Automated Decision Making Consent
www.beamery.com
GDPR software and vendor compliance
www.beamery.com
How do data transfers work with software providers?
www.beamery.com
Data storage location
Questions
Sultan Saidov -
sultan@beamery.com
@SultanSaidov
Ben Slater -
ben@beamery.com
@BenJHSlater
How to Turn GDPR into a Competitive Advantage

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How to Turn GDPR into a Competitive Advantage

  • 1. How to Turn GDPR into a Competitive Advantage February, 2018
  • 2. www.beamery.com Introductions ■ Sultan Saidov, CPO and Co-Founder at Beamery ■ Ben Slater, VP Growth at Beamery.
  • 3. www.beamery.com What we will cover: ● Intro to GDPR for talent acquisition ● Sourcing ○ What you need to do and best practices ○ Questions and Misconceptions ● Inbound candidate ○ What you need to do and best practices ○ Questions and Misconceptions ● Compliant Recruiting Processes Intro
  • 4. www.beamery.com 1. Overview What is GDPR? Europe’s new General Data Protection Regulation (GDPR) is a vast new set of privacy rules that comes into effect from 25 May 2018 and if breached carries the following penalties: You could: ● Be investigated by the data protection authorities; ● Be fined up to €20 million or 4% of annual global turnover, whichever is higher; ● Face a data protection claim from data subjects Generally, it applies to all companies (regardless of location) that process data belonging to European Union citizens and sets out stringent rules for lawfully processing personal data, including obtaining specific consent from individuals on how their data can be used.
  • 5. www.beamery.com 1. Overview - Potential for fines
  • 6. www.beamery.com Team and Process ● Are my team trained ■ To handle requests from candidates for data access and removal ■ To notify relevant parties and authorities in the event of a data breach ○ Are my processes and systems legal ■ HR and recruiting professionals being accountable for demonstrating compliance throughout data lifecycle - documentary evidence of seeking continuous improvement in compliance, and notifying relevant people and authorities of any data breaches Candidate data ○ What to do with existing data (e.g. do not need to ask for consent) ○ How to add and track new candidates 2. General Considerations
  • 7. www.beamery.com 3. The Unspoken Opportunity... Data relevance Candidate experience Technology upgrade
  • 9. www.beamery.com Sourcing - what do you need to do Walkthrough of a GDPR-compliant sourcing process
  • 11. www.beamery.com 3. Storing Data - Minimization & Legitimate Interest Do you have legitimate interest? I am only sourcing the necessary information from publicly-available recruitment-related sources and have legitimate interest to add and store this information, pending express consent from the candidate. Principles Relating To Personal Data Art. 5 GDPR Make sure you only store data that is necessary for the purpose you are collecting it (e.g. don’t collect personal information that is not relevant to recruiting: ‘Purpose Limitation’ and ‘Data Minimization’) and that you are only adding public information about candidates they have consented to share or expect to be used with legitimate interest (‘Lawfulness’). This includes data from sources like LinkedIn and many job boards, where consent is included in the terms and conditions that candidates agree to and that allow candidates to manage the public visibility of their data accordingly.
  • 13. www.beamery.com 5. Opt In Form Candidate submits consent form: If candidate clicks no If candidate clicks yes
  • 14. www.beamery.com 6. Allowing Candidates To Change preferences Right to Erasure -> Delete or Anonymise Art. 17 GDPR The right to erasure is also known as ‘the right to be forgotten’. The broad principle underpinning this right is to enable an individual to request the deletion or removal of personal data where, for instance, there is no compelling reason for its continued processing or the processing has no legal basis. If a data subject asks for the data to be deleted, the controller must do this without ‘undue delay’. For more information see https://gdpr-info.eu/art-17-gdpr/
  • 17. www.beamery.com 8. Keeping Data Relevant - An Opportunity At Beamery, we find that the three most effective ways to keep data up to date and compliant are: 1. Candidate self-service portal: Use a system that allows candidates to confirm their data is still accurate and that they are still interested (such as a talent community profile where candidates can update their data). 2. Database rules to trigger re-opt ins and/or archives: Use a system like Beamery that can automatically trigger ‘re-opt-in’ emails and data archiving if data is not updated for a certain period of time (such as more than 6-12 months), as well as rules to enforce opt-outs. 3. Automatic data refreshes: Use ‘data-enrichment’ and ‘data-cleansing’ (e.g. removing bounced emails) to automatically keep candidate records up to date.
  • 18. www.beamery.com 9. Compliance automation - rules and recipes DATA INTELLIGENCE SEGMENTATION MARKETING AUTOMATION Enriched data Integration data Content Workflows Behavioral data Campaigns
  • 23. www.beamery.com Electronic Communications and Data Protection You need a legal basis to communicate (e.g. send email, SMS, defined by PECR and ePrivacy). You need a separate legal basis to collect, store, process, share and use the contact details and all that ancillary data used for targeting, segmenting, personalisation (defined by DPA and GDPR). These are different laws and they work together. This legal basis can be determined through legitimate interest and/or through consent. Legal basis - storing data vs communicating
  • 25. www.beamery.com Consent Forms Your checklist for a compliant inbound process:
  • 26. www.beamery.com Capturing Consent Consent Under GDPR, consent is the ‘freely given, specific, informed and unambiguous indication of the data subject’s wishes by which he or she, by a statement or by a clear affirmative action, signifies agreement to the processing of personal data relating to him or her’ (Art. 4 [11] and [7]). To meet these requirements, consent must be: ● Unbundled: Consent requests must be separate from other terms and conditions. Consent should not be a precondition of signing up to a service unless necessary for that service. ● Active opt-in: Pre-ticked opt-in boxes are invalid. Use unticked ● opt-in boxes or similarly active opt-in methods (e.g. a binary choice given equal prominence). ● Granular: Give granular options that separate different types of processing wherever appropriate. ● Named: Name your organization and any third parties who will process data in accordance with the consent. Do not use categories of third party organizations, even if precisely defined they will not be acceptable under the GDPR. ● Easy to withdraw: Tell people they have the right to withdraw their consent at any time, and how to do this. It must be as easy to withdraw as it was to give consent. This means you will need to have simple and effective withdrawal mechanisms in place.
  • 27. www.beamery.com Consent - What to avoid Here are examples of what to avoid when creating a compliant consent process: ● Pre-ticked boxes: Pre-ticked opt-in boxes and other forms of consent by default. The Guidance makes it crystal clear that a failure to opt out is not consent and it also says that ‘You may not rely on silence, inactivity, default settings, pre-ticked boxes or your general terms and conditions, or seek to take advantage of inertia, inattention or default bias in any other way.’ ● Confusing language: Double negatives or inconsistent language that is likely to confuse individuals. ● Disruptive mechanisms: Consent mechanisms that are unnecessarily disruptive to individuals. ● Imbalance in the relationship: Employers and public authorities will find it hard to rely on consent and the Guidance says it should be avoided. This is because where there is a dependence on an organization for services or a fear of adverse consequences, individuals may feel that they do not have a genuine choice and so consent is not freely given. ● Vague or blanket consent: Consents worded so vaguely that they do not provide clear and specific information about what the individuals is consenting to.
  • 33. www.beamery.com How do data transfers work with software providers?
  • 36. Sultan Saidov - sultan@beamery.com @SultanSaidov Ben Slater - ben@beamery.com @BenJHSlater