Visitor categories
Classify guests (vendors, contractors, interviewees, clients, family) and tailor access privileges and screening to each category.
A written Employee Guest Policy reduces ambiguity about visitor access, improves physical security and data protection, clarifies employee responsibilities, and helps limit liability for incidents. It supports regulatory compliance where guest handling touches protected information or controlled facilities.
Relevant groups who read, apply, or complete guest-related procedures.
Clear role definitions reduce handoffs and ensure consistent visitor experience across sites.
The HR Director reviews and approves the Employee Guest Policy, ensures it aligns with privacy and employment obligations, and signs off on retention and incident-reporting clauses. They coordinate with legal and security for any regulatory language required.
The Facilities Manager enforces badge, escort, and physical-access provisions, maintains visitor logs, and verifies that site-specific procedures (parking, emergency assembly points) are reflected in the policy and any site addenda.
Classify guests (vendors, contractors, interviewees, clients, family) and tailor access privileges and screening to each category.
Specify who may authorize visits, the approval method (written/email/HR system), and the required lead time for scheduled guests.
Describe sign-in steps, badge issuance, ID checks, and required information captured at arrival.
State when escorts are required, responsibilities of escorts, and restrictions on unescorted access to sensitive areas.
Explain limits on guest access to systems and data, NDA requirements, and recordkeeping for visitor-related data.
Provide steps for reporting, escalating, and documenting security, safety, or compliance incidents involving guests.
| Field | Configuration |
|---|---|
| Authorization step | Require host email approval before visit |
| Sign-in form | Collect name, company, purpose, and contact info |
| NDA requirement | Trigger eNDA for vendor or contractor categories |
| Badge printing | Auto-generate time-limited badge data |
Choose tools that support secure e-signing, audit trails, and centralized storage for guest-related records.
Ensure the chosen platform meets your privacy and retention requirements and supports export to long-term archives.
Implement within 30–60 days after approval
Review and update at least once per year
Report security or safety incidents within 24 hours
Assess stored visitor logs every 12 months
Conduct host refresher training quarterly or as needed
A facilities lead schedules vendors via a portal and pre-approves proof of insurance
Recruiting requests a campus visit and includes interviewer approval