Free template kit

Free employee monitoring policy template, consent form and notice checklist

An employee monitoring policy tells staff what you monitor, why, how long you keep data and who can see it. This free kit includes a policy template, an employee monitoring consent form with the acknowledgment language several states expect, a state notice checklist and a rollout email to adapt with your counsel.

Written by Intelogos. Last updated .

This is general information, not legal advice. Laws vary by location and change often; consult your own counsel before acting on it.

Employee Monitoring Policy

[Company] · Effective [Effective date] · Version [Version]

Template
  1. Purpose

  2. Scope

  3. Data collected

  4. Data not collected

  5. Access

  6. Retention

  7. Employee rights

  8. Contact

Fields in square brackets: [Company], [Monitoring tool], [Retention period], [HR contact]

Illustration of the kit's three main documents, with sample data. Pick a page to pin it; the stack moves on its own until you do.

The policy template

What should an employee monitoring policy include?

An employee monitoring policy should state eight things: why you monitor, who and which devices it covers, the data you collect, the data you never collect, who can see it, how long you keep it, what employees can ask for, and who to contact. The policy template in the kit has one clause for each, with placeholders in square brackets.

  1. 1. Purpose

    Why you monitor, in one or two sentences, and the uses you rule out, such as tracking people outside working hours or deciding pay on monitoring data alone.

    • [Company]
    • [Monitoring tool]
  2. 2. Scope

    Who is covered, which devices (company-managed computers, not personal phones), which hours, which accounts, and whether contractors are included.

    • [Teams]
    • [Locations]
  3. 3. Data collected

    A plain list that matches your tool's documentation: apps and time, websites and page titles, window titles, whether input was active or idle, work hours and device details.

    • [Edit to match your tool]
  4. 4. Data not collected

    What the tool never records: screenshots, keystroke content, webcam or audio, the content on screen. Say it as plainly as the collected list.

    • [Delete what is not true for your tool]
  5. 5. Access

    Who sees what: managers only their own teams, administrators everything, detailed timelines only for named roles and purposes, and the vendor as a processor.

    • [Named roles]
    • [Vendor]
  6. 6. Retention

    How long each type of data is kept, when it is deleted after someone leaves, and the exceptions for legal holds and open investigations.

    • [Retention period]
    • [Number] days
  7. 7. Employee rights

    Seeing your own data, asking for a copy or a correction, raising concerns without retaliation, and human review before any decision about discipline or pay.

    • [HR contact]
    • [Number] business days
  8. 8. Contact

    A named role and email address for questions, where the current policy is posted, and how changes are announced.

    • [HR contact name]
    • [Intranet location]

Notice and consent

Do you need consent or just notice?

In the United States, notice is the legal baseline and consent is a policy choice. Connecticut, Delaware, Maine and New York require notice before electronic monitoring, Delaware and New York require the employee's acknowledgment, and Illinois requires a written release before collecting biometrics. The kit's form is an acknowledgment first, with an optional consent block.

Notice: required in several states

Tell employees what you monitor before it starts, in writing, and keep proof: a signed or electronic acknowledgment, and a notice posted where New York and Connecticut ask for one. Notice is also what makes the rest of the kit work: the announcement email, the policy and the FAQ all say the same things in the same words.

Consent: a choice, with limits

Asking for consent on top of notice can be right where you collect more than the baseline, where a jurisdiction requires it, or where counsel advises it. Consent does not replace a notice the law requires, and consent given as a condition of employment may not count as freely given under some laws, such as the GDPR. That is why the consent block in the form is optional and separate.

What the statutes in the checklist ask for

The law of the state where the employee works usually applies, so run every state where people work through this list. Our guide to employee monitoring laws by state explains each statute, the federal baseline and multi-state teams.

JurisdictionStatuteWhat it asks forBasis
New YorkCivil Rights Law § 52-cWritten notice on hiring, acknowledged in writing or electronically, plus a notice posted where affected employees can see it.Acknowledgment
ConnecticutGen. Stat. § 31-48dPrior written notice of the types of electronic monitoring that may occur; a notice posted in a conspicuous place counts.Notice
Delaware19 Del. C. § 705A daily electronic notice, or a one-time written or electronic notice the employee acknowledges, before monitoring email or internet use.Acknowledgment
Maine26 M.R.S. § 620-ANotice before surveillance begins, applicants told during interviews, and written notice to current employees at least once a year. In effect July 29, 2026.Notice
CaliforniaCCPA § 1798.100; AB 1883 and AB 1331 (January 1, 2027); SB 947 (July 1, 2027)A notice at collection for covered businesses. From 2027: no AI tools that infer emotional state or collect neural data, no surveillance in workplace bathrooms, and human review plus a written notice when an automated system primarily drives discipline or termination.Notice
Illinois740 ILCS 14 (BIPA)Written notice of the collection, its purpose and retention, plus a written release, before collecting biometrics such as fingerprints or face scans.Written release

Statute texts are linked in the Sources at the end of the page. Last checked October 7, 2026. Other states have wiretap, camera, GPS and biometric rules that also apply; the checklist in the kit says what it does not cover.

Moonlighting policy

Can employees hold a second job?

Usually yes, unless the second job conflicts with their duties to you. A moonlighting policy should define a conflict of interest, ask employees to disclose outside work that might conflict, and set a review with a written decision and a route to appeal. The kit's clause does that, and it doesn't use monitoring data to look for second jobs.

  1. Step 1: Disclose

    The employee files a short disclosure form: the organization, the role, the hours, and whether it overlaps with their work for you.

  2. Step 2: Review

    HR and the manager review it within [Number] business days and consider one question only: does it create a conflict under the clause?

  3. Step 3: Decide in writing

    Approve, approve with conditions (for example, not working on a named customer's account), or explain the conflict, with a named person to appeal to.

Some states limit how employers may treat lawful off-duty activities, and collective agreements may add rules, so review the clause with counsel before you use it.

From the kit: Outside employment and conflicts of interest

1. Outside work is allowed. Employees of [Company] may hold other jobs, run a business, freelance or volunteer outside their working hours, provided the outside work does not create a conflict of interest, interfere with their duties, or breach their obligations under this clause.

2. What counts as a conflict of interest. Outside work conflicts with your duties when it is for a competitor, or for a customer, supplier or partner of [Company] in a role that could influence or benefit from your work here; uses [Company] time, equipment, systems or confidential information; or prevents you from meeting your agreed hours or performance expectations.

3. Disclosure. Tell [HR contact] in writing, using the disclosure form, before you start outside work that may fall under point 2. If you are unsure, disclose it and ask.

7. Monitoring data. [Company] uses monitoring data for the purposes in the Employee Monitoring Policy. [Company] does not use monitoring data to search for outside employment. Concerns about a possible undisclosed conflict are raised with the employee directly.

Abridged. The full clause, the disclosure form and notes for HR are in the kit.

From the template

Sample clauses

Three short excerpts from the employee monitoring policy template, as they appear in the kit. Square brackets mark the fields you replace. The data clauses are written for a tool that records app, website and activity data without screenshots or keystroke logging; edit them to match what your tool collects.

Clause 1 of 8

Purpose

[Company] uses [Monitoring tool] on company-managed computers to understand how work time is spent across applications and websites, to plan capacity and workload, and to protect company systems and data.

We use the data only for the purposes in this clause. We do not use it to [list the uses you rule out, for example: track employees outside working hours, monitor union or other protected activity, or make hiring, pay or termination decisions on monitoring data alone].

Clause 4 of 8

Data not collected

[Monitoring tool] does not take screenshots or screen recordings. It does not record what you type; it records only whether keyboard or mouse input happened. It does not record mouse click content, cursor positions or movements, webcam images, audio, or the substantive content on screen.

Window titles and website addresses can still reveal sensitive details, such as a document name or an email subject. Clause 5 limits who can see them.

Clause 7 of 8

Employee rights

You can see your own data in [where, for example: your profile in the tool]. You can ask [HR contact] for a copy of the monitoring data we hold about you; we answer within [Number] business days. If you believe data is wrong, tell [HR contact] and we will review it.

No decision about discipline, pay or termination is based on monitoring data alone; a manager reviews the data with you and considers other information before any decision.

How it works

How to roll out monitoring without hurting trust

A rollout that holds up is mostly communication: decide, review, tell people, configure, then show them the data. Five steps, each with the kit document to use.

  1. 1

    Decide what you collect and why, then write it down

    Start with the purpose and data clauses of the policy. If a data type does not serve a purpose you can explain to the team, leave it out. Intelogos records apps, websites, window titles and activity levels; it doesn't take screenshots and doesn't record what people type.

    What Intelogos records and never records
  2. 2

    Review the policy and the notice checklist with counsel

    List every state and country where people work, including remote employees, and run each through the state notice checklist. The statute links in the checklist are there for counsel to check each requirement against the text.

    Employee monitoring laws by state
  3. 3

    Give notice before the agent is installed

    Send the announcement email with the policy and the acknowledgment form, hold a Q&A, post the notice where New York and Connecticut ask for one, and collect acknowledgments before the start date. With background agents, which have no visible interface, this step is the only way employees learn about tracking.

    Desktop and background agents
  4. 4

    Configure the tool to match the policy

    Set who sees what before the first report. In Intelogos, Managers see only the people, departments or projects assigned to them, Chronicle access is a separate permission for Admins and Managers, Admins can mark a device as Do not track, and idle thresholds are set separately for communication apps and other apps.

    Roles and access
  5. 5

    Share the first reports and set a review date

    Walk the team through what they can see in their own profiles, answer questions, correct wrong data, and put the policy review on the calendar. Maine requires written notice to current employees at least once a year; the kit's policy adopts that cadence everywhere.

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Illustration of an employee's own profile in Intelogos, with sample data.

Download

Download the kit

One Word document with all six documents, headings and page breaks, plus the same content as a Markdown file. Enter a work email and your company size and the files appear right here.

What's inside

  1. 1. Employee monitoring policy template

    Eight clauses with placeholders in square brackets: purpose, scope, data collected, data not collected, access, retention, employee rights and contact.

  2. 2. Acknowledgment and consent form

    A notice of the types of monitoring, an acknowledgment in the New York and Delaware style, an optional consent block and an employer record.

  3. 3. State notice checklist

    New York, Connecticut, Delaware, Maine, California (including the 2027 rules) and Illinois biometrics, each with what to do and the statute link.

  4. 4. Moonlighting and second-job clause

    A fair-process outside-employment clause with a conflict-of-interest definition, a disclosure form and a written decision with a route to appeal.

  5. 5. Employee announcement email

    The message to send before the tool is installed, in the order employees want to read it, plus a short reminder.

  6. 6. Employee FAQ

    Thirteen questions employees ask, from screenshots and personal accounts to performance reviews and opting out, answered in the policy's words.

Get the editable files

A work email and your company size. No name, no call.

We store your email with the download request. See our privacy policy.

This is general information, not legal advice. Laws vary by location and change often; consult your own counsel before acting on it.

FAQs

Frequently asked questions

Notice and consent, remote teams in other states, the California 2026 laws, and what the kit is and is not.

This is general information, not legal advice. Laws vary by location and change often; consult your own counsel before acting on it.

Sources

The statute texts and bill pages that the checklist and this page rely on, read on the date shown. Laws change; have counsel confirm each one before you rely on it. Checked October 7, 2026.

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