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What are side letters?Packing sandwich condiments on the side reduces risk (of mushy bread, bleh!), but contract terms on the side only increases it. Use this checklist to make sure your teams don't spoil the deal! Perfectly proportioned, it starts with a short, but...8✨Tokens -
Gathering information for a personal data requestExpeditious Ex·pe·di·tious | /ˌekspəˈdiSHəs/ Definition : to do something with speed and efficiency How to use expeditious in a sentence: This checklist helps your employees expeditiously gather and prepare information for...8✨Tokens -
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...8✨Tokens -
Dawn Raid: How to RespondDawn Raids can be scary, but Happy Cloud knows what to do. Educate your team on how to respond when government agents come knocking. Your team shouldn’t be unprepared for a surprise visit from regulators. This piece offers some tried-and-true...6✨Tokens -
AI: These aren’t your grandpa’s phishing scamsPhishing schemes have become much more advanced and difficult to spot if you don’t know what to look for. So, educate your folks on phishing in the age of AI with this helpful infographic. This at-a-glance tool explains some of the common bait...8✨Tokens -
Before a merger or acquisition...Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to...8✨Tokens -
How to handle a personal data requestCharades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games. Remove the ambiguity with this nifty infographic. It reveals the types of data requests they might receive and...8✨Tokens -
Data Processing Agreement checklistEveryone tells their teams to do their due diligence, but do they know what that actually looks like? This job aid gives your IT and procurement teams the ultimate vendor contract checklist, covering everything from contract basics to data-processing...8✨Tokens -
Collecting sensitive personal data?Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this? This nifty infographic makes sure your people...8✨Tokens -
Interacting with clients and service providersWhile treating customers and vendors with respect is the right thing to do, it’s also great for business. Avoid helpline complaints and negative reviews (including on job search sites) by explaining exactly what civility and respect look like when...8✨Tokens -
What can I ask a candidate during the hiring process?Hiring is exciting (finally, all hands on deck!) but if anyone on the team slips up and asks the wrong question during the interview process—stormy seas are ahead! Fear not matey, because this infographic maps out what’s OK to ask, what...8✨Tokens -
Submitting a Timesheet?Getting creative at work is usually a good thing, but not when it comes to timekeeping. Incorporate this checklist into the time tracking process, so both your hourly employees and managers are crystal clear on the rules. This way, small adjustments can...8✨Tokens -
Mark it, protect itMaking sure confidential documents stay private requires some basics. This graphic guide helps your employees keep your info from accidentally getting disclosed by promoting uniformity in marking documents confidential—making it easier to recognize...6✨Tokens -
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...8✨Tokens -
Competitive Information: New Hire ScreeningHiring someone from a competitor? You've got risks. This guide breaks down responsibilities and tasks to make sure everyone is coordinated—and it works as a record for due diligence, too! In the rush to hire someone, it’s easy to forget that...8✨Tokens -
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Parting ways: Your guide to a professional exitWhen someone’s leaving the org, the transition period can get a little messy. This checklist gives them the clarity they need to exit with their reputation—and yours—totally intact. We’ve covered the essential digital...6✨Tokens -
Should I trust this information?It's hard to know what to trust these days, especially with all the misinformation flying around. To help cut through the noise and avoid any cringeworthy decisions, we crafted this simple decision tree. It prompts your teams to check and verify...6✨Tokens -
Insider threat red flagsEducate your employees on what insider threats are, where they come from, and some common red flag behaviors. This infographic kicks things off with a not-so-obvious concept: that insider threats don’t necessarily come from inside the...8✨Tokens -
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...8✨Tokens -
How to protect our data from impostersKids dressing up as police officers = super cute. Adults impersonating them to get your company’s data = just plain creepy. But do your employees know what to do if they get a strange data request? Use this infographic to highlight who scammers are...8✨Tokens -
We never collect sensitive personal dataCollecting data is an essential part of your business—it’s how you identify your customers and helps you tailor your products and services. But, let’s be real—collecting data is risky, so your employees need to know what is and...8✨Tokens -
Going on a trip? Protect your data!Show your folks these simple, but vital, rules for keeping company and personal info from being stolen while traveling. It’s not always intuitive that travel creates risk—people lose stuff, they get their computer stolen, hackers target hotel...6✨Tokens