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  • 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...
    8✨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...
    8✨Tokens
  • Expense approval checklist
    Expense approval checklist
    Give your team an easy-to-understand checklist for walking through the major issues when approving expense reports. Proper approval of expenses requires thoughtful reflection about what,...
    8✨Tokens
  • Commercial terms checklist
    Commercial terms checklist
    Deals are complicated. Help out your transactional team with this simple checklist of when to contact compliance during the deal process. This piece covers the front end: initial conversations...
    8✨Tokens
  • Contract terms checklist
    Contract terms checklist
    Want your transactional teams to think like compliance? Show them how with this thorough checklist for key terms required for every company contract. In the hurry to finish a deal, even the sharpest...
    8✨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...
    8✨Tokens
  • Travel & expense red flags checklist
    Travel & expense red flags checklist
    Stop fraud and corruption risks in their tracks with this thorough checklist for reviewing T&E reports. Help your managers externalize their memory of procedures and red flags with this...
    8✨Tokens
  • Hiring red flags checklist
    Hiring red flags checklist
    Make the HR team your new squad with this straightforward checklist for evaluating new hires. Trade, antitrust, anticorruption: all of these can be triggered by hiring the “wrong”...
    6✨Tokens
  • Data Processing Agreement checklist
    Data Processing Agreement checklist
    Everyone 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...
    8✨Tokens
  • Contract Execution Checklist
    Contract Execution Checklist
    Distill down the critical elements for your company's contracts with this simple, customizable tool. Avoiding surprises after a deal closes requires your team to check for more than commas in the...
    8✨Tokens
  • Email that pairs with: Contract terms checklist Email that pairs with: Contract terms checklist
    Email that pairs with: Contract terms checklist
    If compliance is going to be part of how you do business, it needs to be discussed by your leaders. And great news! We've made the process of building out an entire leader-led toolkit super easy for...
    1✨Tokens
  • Email that pairs with: Expense approval checklist Email that pairs with: Expense approval checklist
    Email that pairs with: Expense approval checklist
    If compliance is going to be part of how you do business, it needs to be discussed by your leaders. And great news! We've made the process of building out an entire leader-led toolkit super easy for...
    1✨Tokens
  • Petty cash red flags checklist
    Petty cash red flags checklist
    Give your managers and finance team a roadmap of proper petty cash procedures. Small amounts of money can create huge problems, but it’s still natural to be tempted to ignore something...
    8✨Tokens
  • Email that pairs with: Contract Execution Checklist Email that pairs with: Contract Execution Checklist
    Email that pairs with: Contract Execution Checklist
    If compliance is going to be part of how you do business, it needs to be discussed by your leaders. And great news! We've made the process of building out an entire leader-led toolkit super easy for...
    1✨Tokens
  • Email that pairs with: Commercial terms checklist Email that pairs with: Commercial terms checklist
    Email that pairs with: Commercial terms checklist
    If compliance is going to be part of how you do business, it needs to be discussed by your leaders. And great news! We've made the process of building out an entire leader-led toolkit super easy for...
    1✨Tokens
  • Email that pairs with: Hiring red flags checklist Email that pairs with: Hiring red flags checklist
    Email that pairs with: Hiring red flags checklist
      If compliance is going to be part of how you do business, it needs to be discussed by your leaders. And great news! We've made the process of building out an entire leader-led toolkit super...
    1✨Tokens
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