Scope
Define included systems, excluded systems, and data flows by function (payroll, benefits, recruiting, LMS). List environments (dev, test, prod) and approval gates for each.
A clear policy reduces data exposure, enforces consistent access controls across HR systems, and supports regulatory compliance for HIPAA, state privacy laws, and employment records. It also streamlines vendor onboarding and reduces integration-related incidents by documenting standards and responsibilities.
HR, IT, security, and legal teams jointly implement and enforce the HR Connectivity Policy; line managers and system owners follow operational provisions.
External vendors and payroll or benefits providers must comply with documented controls before any production connection is authorized.
Define included systems, excluded systems, and data flows by function (payroll, benefits, recruiting, LMS). List environments (dev, test, prod) and approval gates for each.
Classify employee data (PII, PHI, payroll) and map which categories may traverse integrations. Apply handling rules and minimum protection levels per classification.
Specify authentication methods (SSO, MFA), role-based access, least-privilege rules, and provisioning/deprovisioning SLAs tied to HR events.
Approve protocols (REST API with TLS 1.2/1.3, SFTP), message formats (JSON, CSV), rate limits, and error-handling expectations for vendors and internal teams.
Require security attestations, contract terms (BAA if PHI), vulnerability remediation windows, and periodic reassessment before and after onboarding.
Mandate logging, retention windows, alerting thresholds, and incident response steps with roles, notification timelines, and post‑incident review procedures.
| Field | Typical Setting |
|---|---|
| Authentication Method | SSO with SAML/OAuth2 + MFA |
| Data Transfer Method | REST API over TLS 1.2/1.3 |
| Logging Retention | Retain logs 3–7 years |
| Change Control | Versioned approvals and rollback plan |
Confirm platform compatibility, supported file formats, and vendor integration capabilities before authorizing connections.
Annual review and update
Complete within three business days
Notify affected parties within 72 hours
Reassess every 24 months
Align with statutory retention periods
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial, no card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |