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Delegated authority: Can I sign off on this?Ever had that oh no moment when you realize someone signed something they weren’t supposed to? Yeah, that’s how legal nightmares (and awkward conversations) start. Enter this trusty decision tree—your secret to stopping rogue approvals...Log in for pricing
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Do you need to get an NDA signed?Ever wonder if something you're about to share needs to be kept hush-hush? This handy guide is here to help! Think of it like a three-question quiz: answer yes or no, and it'll tell you if a Non-Disclosure Agreement (NDA) is needed before anyone spills...Log in for pricing
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Engaging a New Third Party or Business Partner?Shed light on third-party due diligence with this simple job aid. This easy-to-use guide provides clear steps, ensuring your team knows about—and can plan for—your vetting process before engaging with new vendors, suppliers, contractors,...Log in for pricing
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Gifts and Hospitality: What's OK?Gifts and hospitality are a normal part of business, but they can also look like bribes to an outsider. Avoid this and other gift-related pitfalls by circulating this comprehensive gift guide. It boils down the key points of your gift policy into two...Log in for pricing
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Received a request to transfer data?What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how. In five simple steps, it guides them...Log in for pricing
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Can I use personal data for this purpose?If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and...Log in for pricing
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Keep, move, or discard it?Accumulating stacks of paperwork at workstations is a normal part of the workday, but privacy breaches are not! This incredibly simple decision-tree takes the guesswork out of the equation so your administrators can focus on what you’re here...Log in for pricing
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Is it a sponsorship, grant, or donation?Umm, who approved sponsoring this Cheese Rolling event?... It’s great when companies participate in corporate giving. But it’s not so great when external requests for funding are miscategorized–or even worse–the request...Log in for pricing
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Received a request for funding?Anyone at your org might pick up the phone or receive an email asking for funding. Ensure they know exactly how to navigate those requests and avoid downstream issues with this job aid. Covering donations, grants, sponsorship and access programs, this...Log in for pricing
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Can I give or accept this gift?It’s super challenging to offer gift guidance for every situation. That’s why we created this effortlessly simple decision tree to break down all your relevant policies and do the job for you. Employees can tackle one question at a time to...Log in for pricing
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Stuck with a tough decision? (line art version)Ordered around how people actually think, this decision tree aids employees wrestling with whether something is permissible. Everyone experiences that queasy feeling when they’re not sure what how to do the right thing. We ask some...Log in for pricing
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You've been asked to pay a bribe: Here's what to do. (line art version)This concise flowchart prepares your team for when someone offers them a bribe, including circumstances of when their safety is threatened. Don’t underestimate the need to train on issues like this—common sense can go out the window when...Log in for pricing
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Sourcing a product?Sourcing products (or product components) from sanctioned or embargoed countries can be baaaad for business, so don’t roll the dice and assume your buyers will correctly remember which sources to avoid. Double down and give them this practical...Log in for pricing
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Has someone come to our ER seeking emergency care?Healthcare laws are complicated—we’re looking at you, EMTALA!—but this decision tree is not. Use this tool to help your employees follow appropriate ER procedures: should the person seeking care receive emergency care or be transferred,...Log in for pricing
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Referrals involving Medicare or MedicaidUse this decision tree to help your employees navigate the Stark Law’s requirements regarding referrals involving payment by Medicare or Medicaid. Covering the essentials of most day-to-day situations and the requirements that physician...Log in for pricing
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When Do You Need to Check Our Code of Conduct?This elegant decision tree goes beyond obvious cases like “when you're not sure” to give expansive guidance on when to use your Code. In short, if your employee is doing something brand-new at the company, they should check the Code. If your...Log in for pricing
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Is this person a government official?Use this awesome, in-depth flow chart to show your folks how to ID government officials. Just because someone doesn’t have the title of “senator” or “His Excellency” doesn’t mean they’re not a government...Log in for pricing
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![Is it OK to do or say [blank] at work?](https://cdn11.bigcommerce.com/s-u6y1ho7wfs/images/stencil/500x500/products/1697/7162/DC-391-JA-P__18272.1683926776.png?c=2 "Is it OK to do or say [blank] at work?")
Is it OK to do or say [blank] at work?Grandma knows what’s up. Help your team easily determine whether behavior is appropriate at the workplace with this colorful decision tree. Your workplace doesn’t have to be stuffy, but it’s a business, and recognition that your action...Log in for pricing
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Can they accept it?Counterparties have policies, too! This handy guide walks your employees through the process of determining what gifts are permissible—before they're given. So much of compliance focuses your own company G&E policies, but you don’t want...Log in for pricing
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When should you raise a compliance issue?This decision tree quickly helps employees determine the right time to raise concerns—and how to do it. You want your people to speak up, but they don’t want to bother the wrong person or feel like they’re whining. This aid walks...Log in for pricing
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Posting on politics?Help your employees navigate the implications of politics and social media without infringing on their autonomy. Folks wanting to engage in political discussions online can create serious problems for your company. Provide them with an easy flowchart to...Log in for pricing
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Social Media for Sensitive ProjectsDon’t let your employees give away secret information for free. This handy decision tree shows employees the potential pitfalls of social media use while working on highly confidential matters. Postings pics, tagging coworkers/vendors, checking...Log in for pricing
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Assessing Conflicts of InterestThis helpful one-pager gives HR professionals an easy way to assess whether a business decision raises red flags due to a conflict of interest. This off-the-shelf version guides them through both relationships and financial interests that may create a...Log in for pricing
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Stuck with a tough decision?Ordered around how people actually think, this decision tree aids employees wrestling with whether something is permissible. Everyone experiences that queasy feeling when they’re not sure what how to do the right thing. We ask some...Log in for pricing
