Sharing files internally is part of everyday work, but it is also one of the most common ways sensitive information is accidentally exposed. Employee records, benefits data, payroll details, and client information often pass through email, shared drives, and collaboration tools. A small oversight, such as sharing a document with the wrong permissions or sending an attachment to the wrong recipient, can create real risk.
Accidental data exposure does not usually happen because of bad intent. It happens because teams move quickly and assume internal sharing is always safe. Taking a few extra steps can significantly reduce that risk.
Know what data you are sharing
Before sending or uploading a file, pause and consider what information it contains. Files related to benefits enrollment, payroll, tax forms, or health coverage may include personally identifiable information or protected health information. If the recipient does not need access to all of that information, the file should be edited or redacted before it is shared.
Use approved systems and shared locations
Whenever possible, use company-approved tools such as secure shared drives, SharePoint, or internal document libraries rather than email attachments. These tools allow access to be managed, reviewed, and revoked if needed. Avoid downloading files to personal devices or storing copies outside approved systems.
Check permissions before you share
Incorrect permissions are a common source of accidental exposure. Before sharing a link, confirm who can view or edit the file. Use “view only” access unless editing is required, and avoid links that allow access to “anyone with the link.” Limiting access to only those who need it reduces the chance of unintended exposure.
Be careful with forwarding and reply-all
Forwarding an email or using reply-all can unintentionally share attachments or information with people who should not receive it. Before forwarding any message that includes files or sensitive information, review the recipient list and remove attachments if they are not necessary.
Double-check recipients and file names
Take a moment to confirm that you are sending the file to the correct person and that the attachment is the correct version. Similar file names or auto-filled email addresses can easily lead to mistakes, especially when working quickly.
Ask if unsure
If you are not certain whether a file should be shared or how it should be shared, you should direct employees to contact HR, IT, or managers before sending. This can prevent an issue that is much harder to fix after the fact.
Accidental data exposure is preventable. By slowing down slightly, using approved tools, and being mindful of what and how we share, we can better protect employee and company information and reduce unnecessary risk.
Benefit Allocation Systems (BAS) provides best-in-class, online solutions for: Employee Benefits Enrollment; COBRA; Flexible Spending Accounts (FSAs); Health Reimbursement Accounts (HRAs); Leave of Absence Premium Billing (LOA); Affordable Care Act Record Keeping, Compliance & IRS Reporting (ACA); Group Insurance Premium Billing; Property & Casualty Premium Billing; and Payroll Integration.
MyEnroll360 can Integrate with any insurance carrier for enrollment eligibility management (e.g., Blue Cross, Blue Shield, Aetna, United Health Care, Kaiser, CIGNA and many others), and integrate with any payroll system for enrollment deduction management (e.g., Workday, ADP, Paylocity, PayCor, UKG, and many others).
This article is for informational purposes only and is not intended as legal, tax, or benefits advice. Readers should not rely on this information for taking (or not taking) any action relating to employment, compliance, or benefits. Always consult with a qualified professional before making decisions based on this content.