Library · Travel & housing – process groups
DAT · Master Data & Onboarding
Without clean personal master data, no room and no ticket will match up later.
13 processes
Overview
Who it's for
Teams that organize travel and housing for many people
You need
Master data of travelers and a schedule
You get
13 documented workflows with trigger, automation level, and priority
| ID | Process | Trigger | Autom. | Prio |
|---|---|---|---|---|
DAT-010 | Create team master data record | Contract/deal memo status = ‘signed’ | HITL | Do first |
DAT-020 | Send travel onboarding form and track responses | Master data record created and ‘traveling’ flag = yes | VOLL | Do first |
DAT-030 | Collect ID/passport data and store it encrypted | Flight or international segment identified in the demand plan | HITL | Do first |
DAT-040 | Record travel and accommodation preferences | Onboarding form section ‘Preferences’ received | VOLL | Later |
DAT-050 | Collect dietary and health information (Art. 9 GDPR) | Onboarding with explicit consent given | HITL | Do first |
DAT-060 | Check driver's license and driving authorization | Person is scheduled to drive a production/pool vehicle | HITL | Do first |
DAT-070 | Record emergency contacts and keep them up to date | Onboarding or change notification for the person | VOLL | Do first |
DAT-080 | Collect and document consents, and process withdrawals | Collection of special categories or new processing purpose | HITL | Do first |
DAT-090 | Process master data change during production | Change notification via self-service or production office | HITL | Do first |
DAT-100 | Run data quality and duplicate check | Nightly batch run across the personnel database | VOLL | Do first |
DAT-110 | Assign roles and permissions in the travel/housing system | New person with system access or role change | HITL | Do first |
DAT-120 | Check completeness gate before booking approval | Booking request generated (TRV-080 / HSG-080) | VOLL | Do first |
DAT-130 | Carry out offboarding and personal data deletion plan | Person status = ‘left’ and retention check completed | HITL | Later |