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BankU ERP / Visitor Management

Make visitor records clear and proportionate.

Visitor information should serve a practical workplace purpose. Agree what the reception team needs, who can see it and how visits are checked without collecting unnecessary personal details.

Talk to our team Take a closer look

Ask our team which modules are available.

HOW TO APPROACH IT

How the work is organised.

Start with these three steps.

  1. 01

    Define the process

    Agree how visits are arranged, who receives visitors and what information reception genuinely needs.

  2. 02

    Confirm the host

    Check the expected host and purpose before following the workplace's visitor-entry procedure.

  3. 03

    Review the record

    Handle visit completion and retention through the approved process, with access limited to appropriate staff.

WHAT TO EXPECT

Visitor Management in practice.

Explore the records and processes your team uses.

Responsible host

Identify the employee responsible for the visit and how reception should contact them, using your organisation's approved workplace procedure.

Information handling

Limit visitor records to necessary details and agree how access, corrections and retention are handled before introducing a new recording process.

WORTH CHECKING

Before you start.

  • Confirm visitor workflows and check-in options before use.
  • Do not assume biometric, identity-verification or access-control integrations.
  • Avoid collecting identity documents unless there is an approved and lawful need.