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Working with Others

  • COI Disclosure Questions, simplified

    COI Disclosure Questions, simplified

    Quality disclosure questions are REALLY hard to write well and are rarely seen in the wild. That's why these COI Disclosure questions are perfect—they're easy to use AND understand. So, if you’ve ever felt awkward asking about finances and...

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  • 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 everything from contract basics to data-processing...

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  • Email Signatures: We Give Wisely

    Email Signatures: We Give Wisely

    We love it when employees are passionate about giving, and we want to support their causes. But that doesn’t mean we can (or should) donate to everyone’s GoFundMe or fly a client on a private jet. Help your folks understand what giving...

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  • Interacting with clients and service providers

    Interacting with clients and service providers

    While 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...

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  • Submitting a Timesheet?

    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...

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  • Click-through guide: Is this person a government official?

    Click-through guide: Is this person a government official?

    Do all your folks know who’s considered a government official? No? Well, click-through guide to the rescue! Save the day with this 5-step interactive tool that offers one decision-point at a time to avoid information overload. Employees can...

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  • Our labor standards

    Our labor standards

    You have high standards—labor standards, that is. And you want your suppliers to share these values too.  This infographic makes it clear that—when it comes to treating employees with dignity and respect—no one better be lurking...

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  • Gifts are not travel expenses - horizontal

    Gifts are not travel expenses - horizontal

    Remind your managers and finance team to check that the right things are included on T&E reports—and the wrong things aren’t disguised as legit expenses. This graphic can be used alongside our other travel & expense materials to build...

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  • Travel for government officials must be pre-approved - horizontal

    Travel for government officials must be pre-approved - horizontal

    Remind your managers and finance team to check that expenses involving government officials are always pre-approved. This graphic can be used alongside our other travel & expense materials to build out a full campaign and stop fraud...

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  • Entertainment to government officials must be preapproved - horizontal

    Entertainment to government officials must be preapproved - horizontal

    Remind your managers and finance team to check that expenses involving government officials are always pre-approved. This graphic can be used alongside our other travel & expense materials to build out a full campaign and stop fraud...

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  • If a government official feels like it's a holiday... - horizontal

    If a government official feels like it's a holiday... - horizontal

    A handy reminder that travel with a government official can cross the line into bribery.

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  • We pay business travel for businesspeople - horizontal

    We pay business travel for businesspeople - horizontal

    What could be more clear? Business travel is purely for business.

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  • We pay for travel to/from our sites - horizontal

    We pay for travel to/from our sites - horizontal

    Make it super easy for your employees to remember what business travel is, and isn't.

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  • Ramadan: We practice hospitality (grey dallah version)

    Ramadan: We practice hospitality (grey dallah version)

    Remind your people they should give gifts during this time of year wisely, not extravagantly.

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  • Invoice payments should not be made to individuals

    Invoice payments should not be made to individuals

    Help your people reviewing invoices avoid fraud or bribery by showing them what red flags look like—they'll love you for it! Use these graphics alongside our other invoice red flag pieces for a strategic campaign tackling this compliance priority.

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  • Unexpected Fee on Invoice

    Unexpected Fee on Invoice

    Help your people reviewing invoices avoid fraud or bribery by showing them what red flags look like—they'll love you for it! Use these graphics alongside our other invoice red flag pieces for a strategic campaign tackling this compliance priority.

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  • Entertainment to government officials must be preapproved

    Entertainment to government officials must be preapproved

    Remind your managers and finance team to check that expenses involving government officials are always pre-approved. This graphic can be used alongside our other travel & expense materials to build out a full campaign and stop fraud...

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  • Travel for government officials must be pre-approved

    Travel for government officials must be pre-approved

    Remind your managers and finance team to check that expenses involving government officials are always pre-approved. This graphic can be used alongside our other travel & expense materials to build out a full campaign and stop fraud and...

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  • Gifts are not travel expenses

    Gifts are not travel expenses

    Remind your managers and finance team to check that the right things are included on T&E reports—and the wrong things aren’t disguised as legit expenses. This graphic can be used alongside our other travel & expense materials to build...

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  • Exploring a potential partnership?

    Exploring a potential partnership?

    This easy checklist gets your business development folks ready to take on new partners the right way. While your deal team is busy working to close the deal on a new partnership, keep potential compliance problems at the fore with this easy-to-follow...

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  • Are you prepared to present?

    Are you prepared to present?

    Empower your sales staff with this helpful checklist before they meet with prospective customers. Meeting sales prospects in person is critical for a lot of businesses and helps foster relationships, but your sales force needs to be prepared for a...

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  • Before you send that shipment, make sure it won't come back

    Before you send that shipment, make sure it won't come back

    This checklist helps sales staff evaluate whether an order is legit—or potentially channel stuffing. The incentive to sell as much product as possible is great for your business … until sales folks get too eager to get stuff out the door...

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  • 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...

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  • 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...

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