Policy Management

A strong policy sets the tone for company culture and gives ethical direction to employees. Policies need to be maintained, easily accessible, and perceived policy violations investigated. Our solution empowers companies to streamline these workflows and more:

• Utilize an extensive library with best practice policy templates.
• Access to a network of policy experts for creating and updating policies.
• Policy version control and archiving of previous versions.
• Employee testing and attestation capabilities.
• Establish consistent standards for ensuring unbiased investigations.

Whistleblowing & Incident Management

When harassment, bullying or other unacceptable situations occur, employees need to feel comfortable reporting it, and the business needs an effective, methodical way to resolve it. Most companies lack consistency and a single source of truth for documenting and investigating reported cases. Our solution brings all this together in one place:

• Provide employees with a secure place to report abuse, unethical behavior, and maintain anonymity.
• Give employees multiple ways to report based on their preferred communication channel.
• Create, track and evidence cases with the ability to attach all relevant information like interviews, site visits, and collected evidence.
• Access current policies, procedures, and documented employee attestations from our Policy Management solution to further inform and support investigations.
• Automate notifications and workflows to ensure consistency and support departments cross-functionally.

Gifts & Entertainment

Gifting sports tickets, seats to a play, or taking prospects out to a nice meal are a natural part of doing business, but what starts as a harmless gesture can add up to perceived bribery. For companies with large sales and business development teams, our solution makes it easy to stay on top of gift giving and receiving:

• Provide employees an easy way to pre-clear gifts or entertainment from their desktop or mobile device and receive fast, automated approvals or denials.
• Define pre-selected lists of companies and contacts for employees to select from when making spend requests.
• Set spending limits by user-group or job position.
• Aggregate requests and transactions related to specific individuals or companies to ensure limits aren’t exceeded.
• Centralize spending data in one place and eliminate double entry by connecting expense systems and your CRM to STAR.

Political Contributions

Don’t let business growth be impacted by a pay-to-play violation that slips through the cracks because of manual processes and out-of-date spreadsheets. The reporting and manual reconciliation of employee contributions can be time-consuming and prone to error, but our solution brings automation and clarity to the entire process:

• Provide employees with an easy way to pre-clear donations and receive fast, automated approvals or denials.
• Manage lists of individuals or political entities benefitting from donations made by employees or the company.
• Set donation limits and review thresholds by user-group.
• Surveille confidently with our vast database of 14,000+ nicknames and searching all known employee mailing address to surface relevant contributions.
• Automatically reconcile contributions at the federal, state, and local level using our contribution data feed—updated daily as contributions are made public.

Outside Business Activities

Whether it’s a board or directorship, a secondary form of employment, or even something as simple as a speaking engagement, your business needs to be aware of the outside interests’ employees hold. Our solution makes it easy to capture, review, and log these types of activities:

• Provide employees with an easy way to declare outside business interests.
• Leverage private and public company reference data for consistency across the business.
• Configure forms by activity to capture all relevant information during initial submission.
• Setup rules and workflows to automatically approve activities or route for further review.
• Collate activities into employee attestations to confirm accuracy of information on file.