Policy Manager
Foster an ethically-aware workforce
Keep your workforce informed and engaged with current and evolving ethics and compliance expectations with Policy Manager.
Trusted by the world’s leading brands
An ethically engaged and aware workforce. You deserve it.
Managing and distributing policies shouldn’t be a challenge. In today’s fast-paced regulatory and business environment, Policy Manager helps compliance officers efficiently create, distribute, and track policy campaigns. With an intuitive platform, you can ensure employees receive, acknowledge, and stay aligned with critical policies and guidelines.
Why Choose Policy Manager?
Targeted policy attestation campaigns
- Enable global and regional teams with self-service campaign management.
- Target employees based on their role, location, and responsibilities.
- Localize policies and the user interface for a more personalized experience.
- Track progress with integrated reporting tools.
Engaging employee experience
- Centralize policies in one portal for easy employee access.
- Boost adoption with a personalized user journey in employees’ local language.
- Configure notifications to keep employees engaged and on task.
- Link policies to relevant compliance tasks for a more seamless interaction.
Flexible policy approval process
- Configurable workflows that match your policy approval process.
- Automate task assignments, escalation, and approval routing.
- Schedule policy renewal workflows to automatically trigger reviews.
- Track progress with embedded reporting and analytics dashboards.
Policies that drive business impact—Now that's better.
Self-service campaigns
Control the content and cadence of your outreach with self-service campaigns. Easily turn around campaigns, periodic or ad-hoc, when there is a need for it.
Personalized user experience
Segment your workforce by risk profiles, roles, location, and department to assign targeted, up-to-date policies and guidelines. Leverage dynamic user governance to automatically enroll new employees in relevant campaigns.
Dynamic deployment
Policy Library
Flexible workflow technology
Streamline policy approval workflows, automate task assignments, routing and escalation to ensure that all policies and guidelines are routed through your internal approval processes
Enhance collaboration
Integrated chat and collaboration features allow you to easily tag stakeholders, gather input, and track conversations in a centralized platform.
Attestation tracking
Set reminders for policy attestation and track completion in real-time or regularly through automated reports to ensure that attestations are completed on time.
Comprehensive audit log
Find a comprehensive, evidence-based audit log of all activities, decisions, and stakeholder interactions with your policy approval workflows.
Integrated reporting
Related Products and Solutions
Conflict of Interests Management
Manage employee conflicts of interest disclosures with an easy to use, configurable platform. Capabilities include:
- Reporting and Analytics: Role-based dashboards to identify areas of potential exposure with actions and remediation workflows to mitigate risks.
- Campaign management: Create conflicts of interest campaigns to inform and engage employees with training, policies and regular disclosure campaigns.
- Third-party risk integration: Track conflicts of interest disclosures against third parties and suppliers for a comprehensive view of risk.
Gifts and Entertainment
Manage gifts and entertainment disclosures with an easy to use, configurable platform. Capabilities include:
- Flexible Processes: Adapt disclosure intake forms and workflows to your business processes.
- Campaign management: Set up campaigns to inform and engage employees in your disclosure program.
- Third-party risk integration: Track gifts and entertainment disclosures against third parties and suppliers for a holistic view of risk.
Disclosure Management
Consolidate your disclosures for conflicts of interest (COI), gifts, travel, entertainment, and political and charitable donations or contributions. Capabilities include:
- Policy management: Develop and enforce comprehensive disclosure policies. Educate and engage your workforce with targeted training and policy attestations.
- Flexible disclosure process: Simplify the submission of potential conflicts of interest with user-friendly forms, ensuring easy access for employees.
- Automated approvals and reviews: Enhance compliance with automated approval and review workflows. Quickly escalate notifications to relevant stakeholders to address potential risks.
Third-Party Risk Management
Manage risks associated with third parties and assess these against relevant laws and organizational standards. Capabilities include:
- Lifecycle management: Automated workflows for onboarding, risk assessment, issue management, monitoring and off-boarding.
- Integrated due diligence: Initial and ongoing screening of third parties for sanctions, adverse media, forced labor, ESG and more.
- Reporting and analytics: Executive dashboards and reports: Consolidate third party data to identify risks and potential exposure to your organization