Gift Disclosure
Track and approve employee gift disclosures in Workday, with a familiar compliance experience
Overview
A Workday Extend application that helps organisations capture, track and approve gifts sent and received with third parties. Built to mirror the look and feel of a Conflict of Interest app, it gives employees a familiar way to disclose gifts and keep a digital record.
Key features
- Digital disclosure form for recording gifts sent and received with third parties
- Dashboard to view previous disclosures, with team-level visibility for team leaders
- Automatic approval routing for higher-value gifts, with manager notification for lower-value ones
- Pre-approval request option for employees needing to send a higher-value gift
- Consistent design and workflow with the Conflict of Interest app for a familiar experience
The challenge
Many organisations require employees to report gifts exchanged with third parties as part of their compliance obligations, but rely on manual processes that are difficult to track and report on.
The benefits
- Uses native Workday security groups and approval workflows employees already know
- Reports can be created easily without extra tooling
- Consistent experience for users already familiar with the Conflict of Interest app
- Makes it easier for employees to disclose and keep track of gifts digitally
