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Privacy Policy

CompassHr Privacy Policy




This privacy policy sets out how, when and why CompassHR collects personal information from those who visit our website, complete the contact form, subscribe to newsletters, send emails and enquire about or receive services.

This policy will be reviewed periodically and any updates will be uploaded onto our website.

CompassHR is committed to working ethically with a minimisation approach, collecting and using personal date only if and when we need to.




Personal information is any information that can be used to identify an individual, more information can be found here

CompassHR currently collects and processes the following information:

  • The contact information you provide via our website form ie first and last name, email address, telephone and / or mobile number.

  • The information contained within any legal documentation such as a contract, between you and CompassHR.

  • The dates, number of hours and payment amount of your coaching programme.

  • CompassHR will keep a record of any work you have undertaken or service you provided.

  • CompassHR will keep a copy of the invoices issued and received and, in the case of a supplier, your bank account information.

  • If you sign up to a blog or newsletter, CompassHR will keep a copy of your preference(s). You will be free to unsubscribe at any time.




How we get your personal information


Most of the personal information CompassHR processes is provided directly by you for one of the following reasons:

  • When you contact CompassHR through the website CompassHR either by completing the contact form or clicking on one of the links via ‘Contact me’, you provide us with your first and last name, telephone / mobile number and / or email address.

  • When you contact CompassHR by email, you provide your name, email address and any other information contained within ie telephone/mobile number, postal address.

  • When you contact CompassHR by telephone / mobile, you provide your contact number.

  • When you work with CompassHR, information is from the legal contract or any other legal documentation, emails, conversations, WhatsApp or Zoom.

  • Any conversations that may have arisen via social media whether direct through a message, or indirect in your posts and / or comments.

  • If you have been introduced via a referral.

  • When CompassHR uses specific information collection tools such as Microsoft Forms or Wix forms within the website, for example when you purchase a coaching programme.

  • By signing up to a CompassHR Blog or Newsletter your name and email address will be stored within the Contact section of this website (this is only visible to / accessible by CompassHR).

  • When you make a payment through your payment details are not stored after processing by Wix Payments.


CompassHR also receives personal information indirectly, from the following sources in the following scenarios:


  • From third parties such as analytics providers (for example Google Analytics or

  • When you visit Cookies (small text files) are placed on your computer to track your activity.  They are typically used to make websites work more efficiently, to keep track of the settings users have selected and actions they have taken on a site. For information on how we use them, please see Cookie policy.


Why we have this information


CompassHR uses the information that you have given for:


  • Internal record keeping and to provide the services and support you have requested from CompassHR.

  • To contact you and respond to enquiries about services.

  • Manage payments, fees and charges.

  • Collect and recover money owed to us.

  • To administer and protect our business and our site, including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data.

  • To maintain logs of coaching and continuous professional development for qualifications with professional bodies.

  • To obtain or maintain insurance policies.

  • To deliver relevant content and inform marketing strategy.

  • To use data analytics to improve the CompassHR website, products/services, marketing, customer relationships and experiences.

  • To send you email newsletters if you have subscribed to this option

  • To make suggestions and recommendations about new services that may be of interest to you if you have signed up to blog posts and / or newsletters.


You can opt out / unsubscribe at any time by following the opt-out links on any blog or newsletter sent to you, or by contacting CompassHR direct via or contacting


Disclosure of your personal data to 3rd parties


CompassHR may share this information with the parties set out below

  • HM Revenue & Customs, regulators and other authorities based in the UK and other relevant jurisdictions, who require reporting of processing activities in certain circumstances.

  • Occasionally CompassHR may seek your permission to share your personal information with professional bodies so they can audit continuous professional development and expertise claims.

  • Microsoft 365, who provide the cloud service provision which operates CompassHR administration services. Microsoft’s privacy policy can be found here

  • CompassHR takes your privacy seriously and does not exchange, share or sell the information collected, it is used only to provide the services listed.


What is our lawful basis?


Under the General Data Protection Regulation (GDPR), the lawful bases we rely on for processing this information are:

(a) Your consent. You are able to remove your consent at any time. You can do this by contacting

(b) We have a contractual obligation

(c) We have a legal obligation

(f) We have a legitimate interest




Your information is encrypted and stored on the C Drive of Karen Felton’s PC which is PIN protected, backed up by an encrypted External Hard Drive and protected by Antivirus software.

It is held within Microsoft 365 for emails, Word documents, Excel spreadsheets and Adobe Reader.

Some information may be stored within a mobile phone app, for example Text messages, WhatsApp, Outlook email. The mobile phone is protected by biometric data.


How long CompassHR will retain your personal information and how it is destroyed


CompassHR is committed to collecting as little information as possible for as short a time as possible.  Your Personal Data is therefore retained only for as long as is necessary for the purposes set out in this Privacy Policy and to comply with HMRC and insurance providers.

CompassHR keeps an electronic record which is regularly reviewed and information deleted when it is no longer necessary or relevant to retain it. 

CompassHR will keep name and contact details for prospects for 1 year, within this electronic record.

If you subscribe to CompassHR's blog or newsletter, you will remain on the list until you unsubscribe. 


Your data protection rights


Under data protection law, you have rights including:


Your right of access - You have the right to ask us for copies of your personal information.


Your right to rectification - You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.


Your right to erasure - You have the right to ask us to erase your personal information in certain circumstances.


Your right to restriction of processing - You have the right to ask us to restrict the processing of your personal information in certain circumstances.


Your right to object to processing - You have the the right to object to the processing of your personal information in certain circumstances.


Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.


More information can be found here.


You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.

Please contact us at and or 07546 280443 if you wish to make a request.


How to complain


If you have any concerns about our use of your personal information, you can make a complaint to us at and/or 07546 280443.

You can also complain to the ICO if you are unhappy with how we have used your data.


The ICO’s address:


Information Commissioner’s Office

Wycliffe House

Water Lane





Helpline number: 0303 123 1113

ICO website:

Website ownership details


This website is owned and operated by Karen Felton of CompassHR


CompassHR is a sole trader organisation operating in the United Kingdom and can be contacted through the contact details provided on


The principal place of business of CompassHR is in the United Kingdom although services can also be provided within Europe.


You can contact CompassHR:


By email:


Through the contact form on the CompassHR website.


By telephone on +44 7546 280443


Updated February 2022

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