Enquirers and New Residents

Enquiry about our home:  During this stage we rely on your active consent to process your personal data and we have your consent to contact you.

 

Data Category
Reason for Processing and Data Retention Period
 Personal identifiers

 Contact details

 

To provide you or a responsible party with information about our home at your request, or additional information that we feel may be of benefit to you

Retained – Two years after last contact

To maintain contact with you or a responsible party and provide information about our home and related services that we feel may be of benefit to you

Retained – Two years after last contact

Internal record keeping and administration

Retained – Two years after last contact

 

Visit to our home: During this stage it is in our ‘Legitimate Interests’ to process your personal data and we have your consent to process ‘Special Category Data’.

 

Data Category Reason for Processing
 Personal identifiers

 Contact details

 

To provide you or a responsible party with information about our home and services at your request during your visit to our home

Retained – Two years after last contact

To provide you or a responsible party with information about our home and services that we feel may be of benefit to you

Retained – Two years after last contact

To maintain contact with you and to provide you with ongoing information about our home and services that we feel may be of benefit to you

Retained – Two years after last contact

 Personal information

 Special category data

 Third party Information

 Other information

To understand the level of care required, including any medical treatment(s) and specialist care

Retained – Two years after last contact

 

Care Assessment:  During this stage it is to take steps at your request, before entering a contract to process your personal data and we have your consent to process ‘Special Category Data’.

 

Data Category Reason for Processing
 Personal identifiers

 Contact details

 

To provide you or a responsible party with information about our home and services at your request

Retained – Two years after last contact

To provide you or a responsible party with information about our home and services that we feel may be of benefit to you

Retained – Two years after last contact

To maintain contact with you and to provide you with ongoing information about our home and services that we feel may be of benefit to you

Retained – Two years after last contact

 Personal information

 Special category data

 Third party information

 Other information

 

To understand the level of care required, including any medical treatment(s) and specialist care

Retained – Two years after last contact

 

Residence and Care Agreements:  During this stage it is ‘Contractual Necessity’ to process your personal data and we have your consent to process your ’Special Category Data’.

 

Data Category Reason for Processing
 Personal information

 Special category data

 Third party information

 Other information

 

To determine the required pricing structure and prepare the contacts

Retained – Two years after last contact

 

Resident at our home:  During this stage we will rely on ‘contractual necessity and protection of vital interests’ to process your personal data and have your consent to process your ‘Special Category Data’.

 

Data Category Reason for Processing
 Personal identifiers

 Contact details

 Personal information

 Third party information

 Other information

 

To carry out our obligations to you arising from any contracts and also responding to your queries and every day residential needs

Retained – A period of eight to twenty years beginning on the date of last entry depending on care needs

 Personal identifiers

 Contact details

 Personal information

 Third party information

 Other information

 

To carry out our obligations to you arising from any contracts and supporting your medical treatment or care and other benefits

Retained – A period of eight to twenty years beginning on the date of last entry depending on care needs

 Personal identifiers

 Contact details

 Personal information

 Financial information

 Third party information

 Other information

 

To carry out your obligations to us arising from any contracts including billing, accounting and payment services

Retained – A period of eight to twenty years beginning on the date of last entry depending on care needs

 Personal identifiers

 Contact details

 Personal information

 Special category data

 Third party information

 Other information

 

Responding to requests where we have a legal or regulatory obligation to do so

Retained – A period of eight to twenty years beginning on the date of last entry depending on care needs

 Personal identifiers

 Contact details

 Personal information

 Financial information

 Special category data

 Third party information

 Other information

Assessing the quantity and type of care you have received and any concerns or complaints you may have raised

Retained – A period of eight to twenty years beginning on the date of last entry depending on care needs

 Personal identifiers

 Contact details

 Personal information

 Financial information

 Special category data

 Third party information

 Other information

 

Internal record keeping and administration

Retained – A period of eight to twenty years beginning on the date of last entry depending on care needs

 Personal identifiers

 Contact details

 Personal information

 Financial information

 Special category data

 Third party information

 Other information

 

For internal audit and accounting purposes together with the preparation and review of management information

Retained – A period of eight to twenty years beginning on the date of last entry depending on care needs

 

Signature Employee

Job application: During this stage processing is necessary for the performance of contract, or prior to entering into a contract; to fulfil legal or regulatory requirements and obligations in the fields of employment.

 

Data Category Reason for Processing and Data Retention Period
 Personal Identifiers

 Special Category Data

 Contact details

 

To contact you and arrange a job interview based on your job application

Retained – One year

To contact you to request any additional information not already provided

Retained – One year

 

Job interview: During this stage processing is necessary for the performance of contract, or prior to entering into a contract; to fulfil legal or regulatory requirements and obligations in the fields of employment.

 

Data Category Reason for Processing and Data Retention Period
 Personal Identifiers

 Special Category Data

 Contact details

 

To meet with you and formally discuss your job application

Retained – One year

To contact you to request any additional information not already provided

Retained – One year

 

Job Offers: During this stage processing is necessary for the performance of contract, or prior to entering into a contract; to fulfil legal or regulatory requirements and obligations in the fields of employment.

 

Data Category Reason for Processing and Data Retention Period
 Personal Identifiers

 Special Category Data

 Contact details

 

To contact you and offer the position

Retained – One year

To contact you to request any additional information not already provided

Retained – One year

 

Employee at Signature: During this stage it is necessary for the performance of contract; to fulfil legal or regulatory requirements and obligations in the fields of employment.

 

Data Category Reason for Processing and Data Retention Period
 Personal identifiers

 Contact details

 Personal information

 Financial information

 Special category data

 Third party information

 Other information

 

Legal obligation to retain your employment and payroll records

Retained – Six years

For system administration, internal tracking and accounting purposes

Retained – Six years

For external audit and external reporting purposes

Retained – Six years

 

Third Party Supplier

Third Party Supplier: During this stage due to ‘Contractual Necessity and Compliance with a Legal Obligation’ we can process your data and have your consent to contact you.

 

Data Category Reason for Processing and Data Retention Period
 Personal identifiers

 Contact details

 Financial information

 

To contact the supplier and discuss invoice payment or outstanding matters

Retained – Six years

Legal obligation to retain financial records

Retained – Six years

For system administration, internal tracking and accounting purposes

Retained – Six years

For external audit

Retained – Six years