Free template
Most practices have a client privacy notice on the website and nothing at all for staff. The staff one is the document you are most likely to be asked for, usually by somebody who has just resigned or raised a grievance, and it is the easier of the two to write.
Editable Word document, free, emailed to you. This covers staff data. Your client and patient obligations are a separate matter.
In an employment relationship consent is rarely freely given, because of the imbalance of power, and it can be withdrawn at any time. A privacy notice that relies on consent for payroll is a privacy notice that collapses the moment somebody withdraws it.
The notice in this pack uses contract, legal obligation and legitimate interests, each mapped to a purpose. Consent is reserved for the genuinely optional, such as a photograph on your website, where refusal must carry no consequence.
Almost every practice coordinates cover through a group chat, and those messages are personal data the practice holds. They are disclosable in a subject access request and discoverable in a tribunal claim.
Nobody needs to stop using it. Everybody needs to write in it as though it will one day be read out, because a subject access request very often arrives the week after a grievance and the rota chat is exactly where people say the unguarded thing.
One line on the schedule is not a practice decision. Since 6 April 2026 employers must keep annual leave records for six years, including how holiday pay was calculated and any payment in lieu on termination, and failing to keep them is a criminal offence.
The schedule sets that out alongside the periods that are genuinely yours to choose, so you can tell the difference. Read it with our guide to the annual leave records duty and to GDPR and staff records.
Free, by email
The staff privacy notice most practices do not have, a personnel file index saying what must never be in it, a retention schedule including the six year leave records duty, and a subject access request procedure.
Sent to your inbox the moment you submit this. Your details are used to reply to you and nothing else.
Contracts, rotas, holiday, a difficult conversation. Tell us what you are dealing with and we will come back within one working day. Nothing to sign up to.
Got it. We will come back to you within one working day. If you do not see a reply, please check your spam folder.