Confidentiality Agreement for Internal Staff

Confidentiality Agreement for Internal Staff

When Staff are given access to sensitive information

Delegate Confidentiality Agreement Script

This Delegate Confidentiality Agreement contains instructions and a script for a conduct agreement between a manager and administrative-level staff. The script can be used when a manager needs to delegate work that may require access to sensitive or confidential information.

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If your company uses job rotation as part of its career development program, there's a chance that employees on rotation could be exposed to sensitive or confidential information from other departments. The same may happen when deploying employees temporarily during crunch time to assist with work outside of their assigned team. In such situation, putting in place a Delegate Confidentiality Agreement is a smart move to protect your company from unwarranted disclosure of information. 

The Delegate Confidentiality Agreement outlines expected conduct from the employee when handling sensitive or confidential information. There's an email script that accompanies the Agreement which you can simply cut and paste into the body of an email and sent to the employee. The work of drafting an email has been done for you! Basically, the Agreement and script can be used as is without any major customisation required. There are input placeholders for a description of project assigned and additional conduct expectation (if required). 

How is the Delegate Confidentiality Agreement Script used?

This template is used when delegating work to administrative-level staff who may be exposed to sensitive or confidential information during the assignment, particularly in situations where the delegate’s usual responsibilities don't typically include access to information of that type.  For example, delegating administrative tasks in the recruiting and hiring process. Your company needs confirmation from the delegate that they understand confidentiality protocols and the consequences of non-adherence. 

Why use a Delegate Confidentiality Agreement Script?

Clearly articulating confidentiality protocols, and requesting confirmation that the delegate understands these protocols, ensures that:
  • The delegate understands confidentiality protocols and the consequences of non-adherence to those protocols
  • Staff members understand company expectations with respect to the handling of sensitive or confidential information, which considerably increases the likelihood that appropriate conduct will be adhered to

What you risk by not using a Delegate Confidentiality Agreement Script?

  • Sensitive or confidential information may be leaked internally and/or externally
  • Staff members do not understand the confidentiality nature of the assigned task.



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Delegate Confidentiality Agreement Script

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Contracts & Agreement Templates in this Kit

The template referenced on this page can be used on its own as a stand-alone tool, or in conjunction with other HR templates in the Contracts & Agreement Kit that includes the following documents:

Template Description

Offer Form Template

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Employment Contract Agreement Template

A contractual agreement template between the company and the employee that establishes the terms and conditions of employment.

Independent Contractor Agreement Template

This agreement template is intended to be used to clearly articulate and establish the terms and conditions of a contract between your company and an independent contractor.

Staff Policies Manual - Addendum to Employment Contract

An addendum document that outlines the standard terms of employment and conduct expectations where signature for adherence by the candidate is obtained as part of the Employment Contract Agreement and Independent Contractor Agreement documents.

Terms & Definitions - Addendum to Staff Policies Manual

An addendum document that provides definitions for the formal terms used in the Staff Policies Manual above.  

Overtime Averaging Agreement Template

A contractual agreement between an employee and your company allows you to bypass overtime rates by averaging the employee’s hours of work over a period of 1, 2, 3, or 4 weeks. 

Employee Handbook Acknowledgment Agreement Template

This is a contract agreement that is signed by Staff, in the presence of a witness, to acknowledge that they've read, understood, and will adhere to the Staff Policies section in your Employee Handbook.

Front Desk Service Agreement Template

An agreement used to obtain signed confirmation from front line and reception staff to acknowledge their understanding of company protocols and expected service levels. 

Involuntary Termination Authorization Form Template

This document is a template spreadsheet that will help your company calculate the costs associated with terminating an employee, and to obtain authorization to terminate. 

Involuntary Termination Letter Options & Release Form

A document that provides 6 different involuntary termination (firing) letter options between the company and the employee as well as a Release form that together outline the contractual agreement that establishes the terms and conditions of termination. 
Non-Disclosure Agreement for Exploratory Discussions Template This template agreement is intended to be used to protect the interests of your company in situations where company-confidential information may be shared during exploratory discussions with prospective candidates.
Reference Check Request & Consent Template This document is a template for an email script used to obtain reference provider names and written consent from candidates to conduct reference checks.
Training Reimbursement Agreement Template A template for a contractual Agreement between your company and an employee embarking on a training initiative that exceeds a company-determined cost ceiling, where your company is expecting the training expenses to be reimbursed by the employee in certain scenarios.
Delegate Confidentiality Agreement Template This document contains instructions and a script for a conduct agreement between a manager and administrative-level staff. The script can be used when a manager needs to delegate work that may require access to sensitive or confidential information.
Hybrid and Remote Work Policy & Agreement Template A template for a contractual Agreement that is used to set expectations and guidelines for remote employees who work outside the company office to create a mutually beneficial situation for both the company and the teleworker.