How does Gem support data retention policies?
Gem can automatically delete candidate data from your Gem account
Team Admins can set a custom data retention period for their organization (ie Gem will delete candidate data after the customer-determined amount of time, if they applied data retention to that specific candidate)
Once the data retention period is enabled for your Gem account and the team admin has set the data retention period, individual recruiters and sourcers can set the policy to apply automatically for candidates during a sourcing session
What data does Gem delete?
Gem completely removes everything about the candidate in your Gem account (name, email, LinkedIn, school, location, any custom fields, etc)
These deleted users will still be counted in analytics. For example, if candidate X was deleted from a project, their open & reply stats will still show up under Outreach Stats
Gem does not have control over your Greenhouse data, so if the candidate is still in your Greenhouse account, the candidate may show up in Pipeline Analytics
What happens if someone on my team adds a candidate that was previously deleted from our Gem account?
Gem users will still be able to re-source the candidate if the candidate’s data had been previously deleted because of data retention policies.
How do I blacklist a candidate?
If you want to permanently remove someone from Gem and not be able to contact them again from your Gem account, we give you the ability to Blacklist a candidate. To do this, open the Gem extension for the candidate, click on the 3 dots/ellipsis in the bottom right corner. You will see the following menu:
Remove and Blacklist: removes the candidate from Gem and you are able to re-source them into your Gem account, but you will see a banner explaining you cannot email them
Remove from Gem: removes the candidate from Gem, but you are able to re-source & email again
Can Gem auto-detect where a candidate is from and apply a custom data retention based on their location?
Gem cannot automatically apply a custom data retention policy for customers based on their location because automatic detection is not accurate enough. Too many candidates have incorrect, nonsensical, or missing location data on their LinkedIn.
For example, Gem cannot detect a candidate is from Spain, and delete their account after 6 months, while detecting another candidate is from the UK, and will delete their account after 8 months.
Can I apply this data retention policy retroactively to a group of candidates I've already sourced?
Yes; team admins can contact your CSM.
How can I implement a data retention policy for our team?
Team Admins should contact your CSM to enable the feature for your account.
Once the feature is enabled for your account, the team Admin should click on “Manage Team” in the left side navigation. Under “Team Settings” the team Admin will see the following options:
The team Admin should check the box next to “Enable data retention policy for team” to turn this feature on for their entire team.
3. Enter the number of months you would like to keep a candidate’s data in their account (only applies to the candidates you choose going forward).
Default Candidate: applies on a per candidate basis. Once the toggle is turned on for a particular candidate, we will delete the candidate’s data in Gem after X amount of time from their original source date. For example, if a customer’s data retention period is 12 months, and they turn on data retention toggle for a candidate on 5/1/20, on 5/1/21, that candidate will automatically be deleted from their Gem account.
How to activate data retention policies when sourcing:
1. Once the data retention policy is set for your team’s account by your Admin, individual team members will see the following checkbox in the Gem extension:
When the checkbox is checked, that means data retention applies to this candidate (their data will be deleted after the determined time).
2. If you do not want to apply data retention to the candidate, you uncheck the checkbox.
3. If you, an individual team member, wants to default your toggle to either on or off, you can go into your individual account settings & they will see the following (Data Retention at the bottom):
If you want all sourced candidates going forward (or for a period of time) to have the data retention policy automatically applied, you need to check the box next to “Enable data retention for newly sourced candidates”, to default apply data retention to the individual candidate → meaning the toggle will default to blue when you go to source candidates.
Use case: if you are going to be sourcing candidates from the European continent, go into your Gem account settings and check the box under Data Retention so the toggle will stay ON for each candidate. Even if you are going to be sourcing candidates based from the European continent for an hour so you want the data retention policy to be applied, you can check the box for that hour, & then uncheck when you are done sourcing those candidates in Europe continent.
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