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  • New employee orientation (mini-module) New employee orientation (mini-module) New employee orientation (mini-module) New employee orientation (mini-module)
    New employee orientation (mini-module)
    This simple mini-module helps bring new hires quickly up to speed on the company's compliance program without overwhelming them. New employees tend to worry about, in order: (1) where is the bathroom, (2) who is my manager, (3) how does healthcare work,...
    6✨Tokens
  • New Employee Onboarding checklist
    New Employee Onboarding checklist
    Seamlessly bring on new hires with this helpful checklist—and diligence record. Rather than overwhelm a new hire (and their manager) at the start of the new job, we created a simple checklist to detail what needs to happen. This informs everyone of...
    8✨Tokens
  • Departing Employee checklists
    Departing Employee checklists
    Employees departing may be routine nowadays, and that's exactly why you need these checklists. Make sure you and your teams get what you need before the employee is out the door! We created two checklists for completion—one for the employee, one...
    8✨Tokens
  • Super Simple Helpline - horizontal
    Super Simple Helpline - horizontal
    Snail mail? Yup, people still use it. This phenomenally straightforward piece tells your employees exactly what they need to know for reporting concerns.
    2✨Tokens
  • Hotline Speak Up - horizontal
    Hotline Speak Up - horizontal
    The hotline poster goes 21st century! Print a poster or display it on any digital screen where you want to drive hotline awareness.
    2✨Tokens
  • Hotline Report - horizontal
    Hotline Report - horizontal
    The hotline poster goes 21st century! Use it as a poster or use this graphic any digital screen where you want to drive hotline awareness.
    2✨Tokens
  • Can they accept it?
    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...
    6✨Tokens
  • Policy Template Policy Template Policy Template Policy Template
    Policy Template
    Break down your company's policies into an efficient explainer of what is OK, what isn't, and whom to contact with questions. This template is a simple, design-forward layout that organizes standard policy information into a format that is massively...
    10✨Tokens
  • What happens when I contact the helpline?
    What happens when I contact the helpline?
    The hotline isn’t a black box. Take the mystery out of how the helpline process works with this easy explainer—you’ll show your people exactly how compliance reporting works, step-by-step, before they make the call. This is meant to...
    8✨Tokens
  • Template: Helpline Wallet Cards
    Template: Helpline Wallet Cards
    Whether for new hires, something you pass out at meetings, or leaving them around the office, use these cards to get your helpline information out there. Customize this template and send out for printing, or just use the print-it-yourself instructions we...
    6✨Tokens
  • Email Signatures Email Signatures
    Email Signatures
    Don't waste the chance to get your compliance message out there; use this easy guide to incorporate it with every email. You ever seen folks who have compliance team branding, with their own signatures? Those are cool. But you know what’s better?...
    10✨Tokens
  • Has a government regulator contacted you?
    Has a government regulator contacted you?
    If a regulator reaches out, this guide explains step-by-step who is supposed to do what and when. It’s scary when someone from the government initiates contact, and scared people often don’t make rational decisions—this is an obvious...
    8✨Tokens
  • Approving employee transfers?
    Approving employee transfers?
    Transfers aren’t simply logistics—they involve trade, IT, and ethics issues, too. Use this simple checklist to confirm relevant issues have been vetted before the employee is already at their new desk. Not only does this piece work across...
    8✨Tokens
  • You can't change their mind
    You can't change their mind
    Politics incite a lot of feelings. Don't let your folks forget that you can be political without being a jerk.
    2✨Tokens
  • Have something to say
    Have something to say
    Remind your team that when they're speaking up, they're speaking on behalf of themselves. Originally created to create awareness on political activities in the workplace, this can be customized for other situations.
    2✨Tokens
  • Use your own resources
    Use your own resources
    Remind your team that politics aren't banned at the office, but folks should use their own time and resources when showing political support.
    2✨Tokens
  • Invoice training module for managers Invoice training module for managers Invoice training module for managers Invoice training module for managers
    Invoice training module for managers
    This visual guide gets your management team ready to identify problems in the invoice-approval process to avoid waste and corruption. This piece syncs up with our deep-dive invoice red flag checklist. Each page expands on each of the 20 checklist items...
    15✨Tokens
  • Invoice red flags checklist
    Invoice red flags checklist
    Help your folks reviewing invoices with this handy checklist of red flags for fraud or bribery—they'll love you for making it easy for them do their work compliantly! The people required to sign off on invoices aren’t compliance experts, so...
    8✨Tokens
  • Petty cash training module for managers Petty cash training module for managers Petty cash training module for managers Petty cash training module for managers
    Petty cash training module for managers
    Empower your managers to identify and stop petty cash abuses. This visual guide syncs up with our petty cash checklist. Each page expands on one of the 20 checklist items with space to list visualized examples of what’s OK—and what...
    10✨Tokens
  • Travel & expenses training module for managers Travel & expenses training module for managers Travel & expenses training module for managers Travel & expenses training module for managers
    Travel & expenses training module for managers
    This simple visual guide shows your management team how to quickly identify any impermissible expenses prior to approving payment. This visual guide syncs up with our deep-dive travel and expense checklist. Each page expands on one of the 24 checklist...
    15✨Tokens
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