Policy attestation tracking
Annual attestations collected and the gaps chased
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the employee roster and the attestation records
Runs the annual attestation campaign for the code of conduct and the key policies
Drafts the reminders and the escalations
Tracks who has attested and drafts the reminders and the manager escalations for the rest
Drafts the completion report
Reports completion by business unit and flags the disclosures that need a review
Works in
Workday, ServiceNow, SharePoint
Workday, ServiceNow, SharePointWhat it does
- Runs the annual attestation campaign for the code of conduct and the key policies
- Tracks who has attested and drafts the reminders and the manager escalations for the rest
- Reports completion by business unit and flags the disclosures that need a review
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.