# Background Check Proportionality Assessment Template

## Organisation Details

| Field | Value |
|-------|-------|
| Organisation | [Atlas Manufacturing Group] |
| Assessment Date | [DD/MM/YYYY] |
| Assessor | [Name, Title] |

## Role Information

| Field | Value |
|-------|-------|
| Job Title | _________ |
| Department | _________ |
| Role Category | [ ] General Office [ ] Financial [ ] Working with Children/Vulnerable Adults [ ] Security [ ] Warehouse/Manual [ ] Senior Executive [ ] Healthcare [ ] Driver |

## Proposed Checks

| Check Type | Proposed? | Justified for Role? | Lawful Basis | Retention |
|-----------|-----------|-------------------|-------------|-----------|
| Right-to-work | [ ] Yes [ ] No | [ ] Yes [ ] No | Art. 6(1)(c) | Employment + 2 years |
| Professional references (x2) | [ ] Yes [ ] No | [ ] Yes [ ] No | Art. 6(1)(b)/(f) | 6 months from hire |
| Qualification verification | [ ] Yes [ ] No | [ ] Yes [ ] No | Art. 6(1)(b) | Employment duration |
| Basic criminal record | [ ] Yes [ ] No | [ ] Yes [ ] No | Art. 10 + national law | Employment duration |
| Standard criminal record | [ ] Yes [ ] No | [ ] Yes [ ] No | Art. 10 + national law | Employment duration |
| Enhanced criminal record | [ ] Yes [ ] No | [ ] Yes [ ] No | Art. 10 + national law | Employment duration |
| Credit check | [ ] Yes [ ] No | [ ] Yes [ ] No | Art. 6(1)(f) | 6 months from hire |
| Social media screening | [ ] Yes [ ] No | [ ] Yes [ ] No | Art. 6(1)(f) | 6 months / immediate |
| Driving licence | [ ] Yes [ ] No | [ ] Yes [ ] No | Art. 6(1)(b) | Employment duration |
| Professional registration | [ ] Yes [ ] No | [ ] Yes [ ] No | Art. 6(1)(b) | Employment duration |

## Proportionality Justification

For each check marked as "Proposed: Yes," document the role-based justification:

| Check | Justification |
|-------|---------------|
| _________ | _________ |

## Data Retention Configuration

| Check | If Hired: Retention | If Not Hired: Retention | Deletion Method |
|-------|--------------------|-----------------------|----------------|
| _________ | _________ | 6 months | _________ |

## Sign-Off

| Role | Name | Signature | Date |
|------|------|-----------|------|
| Assessor | _________ | _________ | _________ |
| DPO | _________ | _________ | _________ |