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Organization settings: Human Resources Settings (New Experience)

Configure personnel-related controls used for audit evidence and compliance reporting.

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Customers who joined Drata on or after Feb 24, 2026 are automatically on the New Experience.

Instructions for the New Experience

The Human Resources section in Settings helps you configure how Drata collects and stores evidence related to employee lifecycle controls.

These settings support audit requirements such as:

  • Background checks

  • Hiring and onboarding documentation

  • Offboarding evidence

  • Organizational structure

  • Performance evaluation processes

Most settings apply organization-wide and directly impact audit readiness.

Prerequisites

  • Drata roles: Admins or Personnel compliance managers can manage Human Resources settings.

  • Individual employee data (background checks, status) is managed on the Personnel page.

  • Some features depend on connected providers.

Find Human Resources settings

  1. Select Settings.

  2. Go to Organization > Personnel compliance.

  3. Open Human Resources tab.

Displays personnel compliance page with human resources tab

Human Resources settings define how Drata evaluates personnel controls, not individual employees. This includes:

  • How background checks are handled

  • Required HR documentation used as evidence

  • Links and documents auditors commonly request


Background checks

You can choose how background checks are initiated and recorded in Drata. Use this section to define how background checks are handled for your organization.

You can require background checks for:

  • All existing employees

  • New hires


Choose how background checks are completed

Option 1: Use Drata's partner [Partner Name] to allow personnel to conduct new background checks.

Use this option if you:

  • Use one of Drata’s background check partner

  • Would like to enable U.S. background checks during onboarding in My Drata

Option 2: Completed background checks will be manually uploaded per employee on the Personnel page or automated via connection.

Use this option if:

  • Background checks are uploaded per employee on the Personnel page

  • You perform background checks before hire

  • Background checks are completed outside of Drata


Automate offboarding evidence collection

Drata can automatically collect evidence when employees are offboarded.

When enabled:

  • Drata searches a defined subset of Jira tickets

  • Relevant tickets are attached as offboarding evidence

Use this setting if:

  • You manage offboarding through Jira

  • You want automated evidence collection for access removal


Public URLs: Careers website (optional)

Provide the public URL where job openings are posted. This supports audit validation of hiring practices.


Required documentation

Upload and maintain the following documents to support HR-related controls. These files are used as audit evidence.

  1. Employee performance evaluation process: Describe how employee performance is evaluated. Must describe the process (not individual reviews).

  2. Sample employment agreement: Upload a sample agreement with Confidentiality or NDA language and Employee signature section

  3. Company org chart: Upload an org chart that includes employee names, roles, and reporting structure

  4. Sample engineering job description: Upload a sample job description for an engineering role. Screenshot or PDF is acceptable


File management notes

  • Uploaded files can be downloaded or replaced

  • To replace a file, delete the existing file and upload a new version


Audit considerations

  • Missing or outdated documents may cause controls to fail

  • Background check configuration must align with actual hiring practices

  • Offboarding automation should match how access is revoked in practice


Partner Offers & Discounts

Drata has direct partnerships with leading background check providers such as Checkr and Amiqus for first time and new customers. Check out more partner offers and discounts.

  • Checkr: Global background checks. Get $100 credit by using the code DRATA100 when creating your account through Drata. Credit will be applied towards future invoices until exhausted.

  • Amiqus: Focused on UK background checks. Visit https://amiqus.co/partners/amiqus-x-drata to get 10% off your first 3 months.

    • Note: Amiqus cannot be directly integrated with Drata.


Instructions for the Classic Experience

Updating the Human Resources page of Drata provides evidence of controls linked to background checks, hiring, employment agreements, and evaluations.

BEFORE DIVING IN

Only account administrators have access to this section within Drata.

Configure Background Checks in Drata

You can configure how background checks are handled in Drata by navigating to the Human Resources page and then the Background checks section.

You can either select the option to allow your personnel to initiate background checks or manually upload a completed background check.

After making your selection, be sure to save or update your changes.

Option 1: Allow your personnel to initiate background checks

Use one of Drata's partners to allow personnel to initiate new background checks directly through Drata. This allows employees to request a background check from their My Drata page, using a selected provider.

Depending on the displayed provider, ensure that it is properly connected to Drata. Here are a few of the background check provider available:

Option 2: Manually upload completed background checks

The ​Completed background checks will be manually uploaded per employee on the Personnel page or automated via connection option allows background checks to be manually uploaded for each employee on their Personnel page.

Note: This setting only affects the My Drata page for employees. If you integrate a background check provider while selecting manual uploads, Drata will still retrieve completed checks from the provider.

Partner Offers & Discounts

Drata has direct partnerships and discounted pricing for first time and new customers of Checkr and Amiqus. Check out more partner offers and discounts.

  • Checkr: Global background checks. Get $100 credit by using the code DRATA100 when creating your account through Drata. Credit will be applied towards future invoices until exhausted.

  • Amiqus: Focused on UK background checks. Visit https://amiqus.co/partners/amiqus-x-drata to get 10% off your first 3 months.

    • Note: Amiqus cannot be directly integrated with Drata.

Careers Website

Next, you will provide a link to where you post jobs publicly online. Paste the link in the box provided. After making your selection, be sure to save or update your changes.

Sample Engineering Job Description

Upload a sample job description for an engineering role. This can be provided as a document, spreadsheet, or PDF.

Select Browse to select a file from your computer.

To re-upload, delete the previous file and then you will be able to select Browse. After making your selection, be sure to save or update your changes.

Company ORG Chart

Upload your company’s org chart as a document, spreadsheet, or PDF. The chart should include employee names, roles, and reporting lines.

Select Browse to select a file from your computer.

To re-upload, delete the previous file and then you will be able to select Browse. After making your selection, be sure to save or update your changes.

Sample Employment Agreement

Add a sample employment agreement. It should include an NDA and a section for the employee to sign.

Select Browse to select a file from your computer.

To re-upload, delete the previous file and then you will be able to select Browse. After making your selection, be sure to save or update your changes.

Employee Performance Evaluation Process

Upload a document, spreadsheet, or PDF describing your company’s employee performance evaluation process.

Select Browse to select a file from your computer.

To re-upload, delete the previous file and then you will be able to select Browse. After making your selection, be sure to save or update your changes.

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