Human Resources

The following 330 items are listed by Content Data.
Policies & Procedures

Company-Leased Vehicle Policy

This sample policy is designed to help organizations establish guidelines for the business use of company-leased vehicle...
Subscriber Content
Mon, Sep 19, 2022
Benchmarking Tools

Payroll Key Performance Indicators (KPIs)

This document includes key performance measures an organization can use to improve its payroll process.
Subscriber Content
Mon, Sep 19, 2022
Policies & Procedures

Employee Expense Policy

This tool includes two sample policies that document recommended processes for the corporate AP department to follow whe...
Subscriber Content
Mon, Sep 12, 2022
Audit Programs

Integrity and Ethical Values Audit Work Program

This audit program sample can be used by organizations to ensure a commitment to high ethical standards.
Subscriber Content
Mon, Sep 12, 2022
Articles

Executive Outlook on Cities and Strategy, 2030

The perspective of global business leaders on cities is extremely positive: 64% of respondents to the Executive Outlook ...
Subscriber Content
Mon, Sep 5, 2022
Process Flows

Termination Process Flow

This sample process flow can be used as a general guide to understanding and reviewing the steps in an organization’s te...
Subscriber Content
Mon, Sep 5, 2022
Benchmarking Reports

Executive Perspectives on Top Risks in 2022 And 2031: Future of Work – The Defining Business Challenge of the Next Decade

This report contains critical short- and long-term considerations for boards and executives, based on the results of Pro...
Subscriber Content
Mon, Aug 29, 2022
Newsletters

Finding Stability and Opportunity Amid Economic Uncertainty

This issue of Board Perspectives explains how directors and management can focus on the fundamentals during these intere...
Subscriber Content
Mon, Aug 29, 2022
Policies & Procedures

Record Retention Policy

This tool contains five sample policies that establish standards and procedures for the retention of electronic and pape...
Subscriber Content
Mon, Aug 29, 2022
Benchmarking Reports

Executive Perspectives on Top Risks in 2022 and 2031

This report provides insights about top risks for the short term — 2022 — and the long term — 2031 — from survey respond...
Subscriber Content
Mon, Aug 22, 2022
Articles

Protiviti-Oxford Survey: Executives Say Emerging Technologies Will Add Jobs Over the Next Decade

A staggering 88% of global business executives say AI will be key for a “radical transformation” of their company over t...
Subscriber Content
Mon, Aug 22, 2022
Methodologies & Models

Six Elements of Infrastructure for Stock Compensation Processes and Controls

This sample document includes the six elements of infrastructure for an organization's stock compensation process.
Subscriber Content
Mon, Aug 22, 2022
Policies & Procedures

Technology Acquisition Policy

Organizations can use this policy to establish guidelines and set forth the appropriate accounting policies related to t...
Subscriber Content
Mon, Aug 15, 2022
Methodologies & Models

Employee Labor/Management Relations Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s employee labor/management relati...
Subscriber Content
Mon, Aug 8, 2022
Protiviti Booklets

Internal Auditing Around the World: Volume 18

The new edition of Internal Auditing Around the World addresses how internal audit functions are using the pandemic expe...
Subscriber Content
Mon, Aug 1, 2022
Process Flows

Voluntary Exit Process Flow

This sample process flow can be used as a general guide to understanding and reviewing the steps in an organization’s vo...
Subscriber Content
Mon, Aug 1, 2022
Benchmarking Reports

2022 Sarbanes-Oxley Compliance Survey

The 2022 edition of Protiviti's annual SOX report shows that costs and hours continue to increase across most, if not al...
Subscriber Content
Mon, Jul 25, 2022
Audit Programs

Executive Compensation Audit Work Program

With this tool, you get two sample work programs that provide general steps and questions organizations can use during a...
Subscriber Content
Mon, Jul 25, 2022
Process Flows

New-Hire Process Flow

This process flow can be used as a general guide to understand and review the steps in an organization’s new-hire proces...
Subscriber Content
Mon, Jul 18, 2022
Job Descriptions

Vice President, Internal Audit Job Description

This tool includes two sample job descriptions that outline the responsibilities, key selection criteria and general inf...
Subscriber Content
Mon, Jul 18, 2022
Methodologies & Models

Equal Employment Opportunity Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s equal employment opportunity pro...
Subscriber Content
Mon, Jul 4, 2022
Methodologies & Models

Human Resources Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s human resources management proce...
Subscriber Content
Mon, Jun 20, 2022
Newsletters

The Top Risks for the Next Decade: A Global Perspective (2022)

In this issue of Board Perspectives, we summarize seven key takeaways from our ninth annual risk survey and rank the hig...
Subscriber Content
Mon, Jun 20, 2022
Policies & Procedures

Personnel Security Policy

The purpose of this sample policy is to reduce the risks of human error, theft, fraud or misuse of facilities.
Subscriber Content
Mon, Jun 6, 2022
Benchmarking Reports

Executive Perspectives on Top Risks in 2021 and 2030: Chief Audit Executive Results

This report recaps the top risks CAEs should keep in mind over the next decade, according to the results of Protiviti’s ...
Subscriber Content
Mon, May 30, 2022
Memos

Security Access Badges Memo

This sample memo serves as a report of an internal audit function’s high-level assessment of the security access badges ...
Subscriber Content
Mon, May 30, 2022
Newsletters

The Top Risks for 2022: A Global Perspective

This issue of Board Perspectives summarizes eight key takeaways from the 2021 Executive Perspectives on Top Risks Survey...
Subscriber Content
Mon, May 23, 2022
Job Descriptions

Chief Risk Officer Job Description

Organizations can use this sample job description as a starting point to fully define the responsibilities and qualifica...
Subscriber Content
Mon, May 16, 2022
Audit Programs

Expenditure Cycle Audit Work Program

This document provides two sample audit work programs for reviewing the expenditure cycle, with one leveraging computer-...
Subscriber Content
Mon, May 16, 2022
Policies & Procedures

Corporate Aircraft Policy

This tool contains two policy samples that outline administrative and accounting procedures organizations should follow ...
Subscriber Content
Mon, Mar 14, 2022
Policies & Procedures

Employee Termination Policy

This sample policy contains guidelines and procedures organizations should follow during the employee termination proces...
Subscriber Content
Mon, Mar 14, 2022
Guides

Ethics Program Guide

This tool contains two sample guides that can be used by auditors to implement an effective ethics program.
Subscriber Content
Mon, Mar 7, 2022
Memos

Staff Success Sharing Plan Memo

This sample memo serves as a report of an internal audit function’s high-level assessment of the company’s staff success...
Subscriber Content
Mon, Mar 7, 2022
Audit Programs

Human Resources Review Audit Work Program

Organizations can use the samples included in this audit work program to measure and improve the effectiveness of their ...
Subscriber Content
Mon, Feb 28, 2022
Process Flows

Pay Change Process Flow

This process flow can be used as a general guide to understand and review the steps in an organization’s pay change/incr...
Subscriber Content
Mon, Feb 28, 2022
Audit Programs

Control Environment Audit Work Program

This audit work program focuses on the control environment component of the COSO Framework.
Subscriber Content
Wed, Feb 23, 2022
Job Descriptions

Project Controls Manager Job Description

This job description sample summarizes the responsibilities, key selection criteria and general information for the role...
Subscriber Content
Mon, Feb 21, 2022
Process Flows

Recruitment Process Flow

This sample process flow can be used as a general guide to understand and review the steps in an organization’s recruitm...
Subscriber Content
Mon, Feb 21, 2022
Checklists & Questionnaires

Business Continuity IT Process Questionnaire

This tool contains two IT questionnaire samples that can be used to assess an organization’s business continuity plannin...
Subscriber Content
Mon, Dec 20, 2021
Newsletters

The World Is a Zoo: Framing Risks in the Boardroom

This issue of Board Perspectives identifies six key takeaways from a National Association of Corporate Directors (NACD) ...
Subscriber Content
Mon, Dec 6, 2021
Guides

IT Security Awareness and Training Program Guide

We've designed this guide to help companies implement and strengthen security training and awareness.
Subscriber Content
Mon, Nov 29, 2021
Benchmarking Tools

Human Resources Risk Key Performance Indicators (KPIs)

The leading practices included in this tool can be applied to manage the online recruiting risks of an organization’s hu...
Subscriber Content
Mon, Nov 1, 2021
Benchmarking Tools

Human Resources Leading Practices

The leading practices included in this tool can be applied to improve an organization’s human resources function.
Subscriber Content
Mon, Oct 25, 2021
Articles

Resilience and the Workforce Are Key Concerns in 2021 and Over the Next Decade, According to Protiviti-NC State Global Survey

Here, we highlight the results of our ninth annual risk survey and illustrate the top 10 risks for 2021 and 2030 in orde...
Subscriber Content
Mon, Sep 20, 2021
Policies & Procedures

IT Personnel Security Policy

The objective of this policy is to define the security standards that must be applied in regard to personnel.
Subscriber Content
Mon, Sep 13, 2021
Benchmarking Tools

Payroll and HR Leading Practices

This tool features a number of leading practices to assist with payroll and HR process improvement.
Subscriber Content
Mon, Aug 23, 2021
Benchmarking Tools

Sales Compensation Leading Practices

This tool features several leading practices to assist with evaluating and improving an organization’s sales compensatio...
Subscriber Content
Mon, Aug 23, 2021
Job Descriptions

Chief Audit Executive Job Description

For organizations looking to hire a chief audit executive, this sample job description provides a solid starting point f...
Subscriber Content
Mon, Aug 16, 2021
Benchmarking Tools

Incentive Compensation Leading Practices

This tool contains a number of leading practices to assist with evaluating and enhancing an organization's incentive com...
Subscriber Content
Mon, Aug 16, 2021
Newsletters

The Future Workplace: Getting It Right

This issue of The Bulletin suggests four areas that will present important differentiators for success in articulating a...
Subscriber Content
Mon, Aug 2, 2021
Articles

Business Continuity Programs: Beware of Complacency

Protiviti Managing Director Matthew Watson outlines the looming danger of post-COVID complacency.
Subscriber Content
Mon, Jul 26, 2021
Charters

HR and Compensation Committee Charter

This sample establishes guidelines for creating an HR and compensation committee charter.
Subscriber Content
Mon, Jul 19, 2021
Job Descriptions

Project Controls Group Master Scheduler Job Description

This description summarizes the responsibilities and qualifications for the project controls group master scheduler role...
Subscriber Content
Mon, Jun 28, 2021
Job Descriptions

Chief Information Officer (CIO) Job Description

This job description sample summarizes the responsibilities, key selection criteria and general information for the role...
Subscriber Content
Mon, Jun 21, 2021
Job Descriptions

Chief Credit Officer Job Description

This job description sample outlines the responsibilities, key selection criteria and general information for the role o...
Subscriber Content
Mon, Jun 14, 2021
Articles

Excellence Starts at Home: Why CEOs Should Hold Functional Leaders Accountable for Serving Their Internal Customers

Protiviti Associate Director Michael Allenson explains why the internal customer experience (iCX) should be more popular...
Subscriber Content
Mon, Jun 14, 2021
Job Descriptions

Sarbanes-Oxley (SOX) Coordinator Job Description

This job description sample outlines the responsibilities, key selection criteria and general information for the role o...
Subscriber Content
Mon, Jun 14, 2021
Job Descriptions

Director of IT Job Description

This job description sample outlines the responsibilities, key selection criteria and general information for the role o...
Subscriber Content
Mon, Jun 7, 2021
Job Descriptions

Vice President, Internal Audit/Chief Audit Executive Job Description

This sample job description summarizes the responsibilities, key selection criteria and general information for the role...
Subscriber Content
Mon, Jun 7, 2021
Job Descriptions

Senior Internal Auditor Job Description

This senior internal auditor job description sample outlines the responsibilities, key selection criteria and general in...
Subscriber Content
Mon, May 31, 2021
Newsletters

The Top Risks for the Next Decade: A Global Perspective (2021)

This issue of Board Perspectives summarizes seven key takeaways from Protiviti’s Executive Perspectives on Top Risks in ...
Subscriber Content
Mon, May 31, 2021
Job Descriptions

Vice President, Corporate Audit Job Description

This job description outlines the responsibilities and qualifications for the vice president, corporate audit role. This...
Subscriber Content
Mon, May 31, 2021
Job Descriptions

Senior Director of Internal Audit Job Description

This job description sample outlines the responsibilities, key selection criteria and general information for the role o...
Subscriber Content
Mon, May 10, 2021
Performer Profiles

Zurich Insurance Company Ltd: The Leading Edge of Internal Audit Transformation

In this profile, Zurich Head of Group Audit Martin Struder summarizes the key drivers of his internal audit team’s trans...
Subscriber Content
Mon, May 10, 2021
Job Descriptions

Vice President, Chief Compliance Officer (CCO) Job Description

This sample job description notes the responsibilities, key selection criteria and general information for the role of t...
Subscriber Content
Mon, May 3, 2021
Benchmarking Reports

Executive Perspectives on Top Risks in 2021 and 2030

This report contains results from our ninth annual risk survey of directors and executives worldwide to obtain their vie...
Subscriber Content
Mon, Apr 19, 2021
Benchmarking Tools

Manage Improvement and Change Key Performance Indicators (KPIs)

This tool features key performance indicators an organization should use to manage enterprisewide change and improvement...
Subscriber Content
Mon, Apr 19, 2021
Audit Programs

Business Continuity Management Audit Work Program

This tool contains three sample work programs that provide general steps organizations can take when conducting a busine...
Subscriber Content
Mon, Apr 5, 2021
Memos

Incentive Compensation Review Memo

This sample memo serves as a report of an internal audit function’s high-level assessment of the company’s incentive com...
Subscriber Content
Mon, Apr 5, 2021
Policies & Procedures

End-User Information Security Background Policy

This policy sample establishes guidelines and procedures common to use of all company information technology systems.
Subscriber Content
Mon, Mar 29, 2021
Memos

Security Access Badges Memo

The purpose of this sample memo is to outline the utilization of security access badges by a company to restrict access ...
Subscriber Content
Mon, Mar 29, 2021
Articles

The Critical Importance of Employee Well-Being in the Time of COVID-19

In this article, we offer some ideas for organizations looking to ensure the physical, emotional and social health of em...
Subscriber Content
Mon, Mar 22, 2021
Benchmarking Tools

Develop Public Relations Program Key Performance Indicators (KPIs)

This tool contains leading practices and key performance indicators companies should consider when creating their public...
Subscriber Content
Mon, Mar 8, 2021
Benchmarking Tools

Measure Organizational Performance Key Performance Indicators (KPIs)

This tool includes key performance indicators and questions organizations should consider when evaluating their performa...
Subscriber Content
Mon, Mar 8, 2021
Newsletters

The Top Risks in 2021: A Global Perspective

This issue of Board Perspectives shares some of the key takeaways from the 2021 Executive Perspectives on Top Risks surv...
Subscriber Content
Mon, Mar 8, 2021
Policies & Procedures

Employee Stock Purchase Plan Policy

This sample policy can be used by auditors to understand and review the essential components of an organization’s employ...
Subscriber Content
Mon, Mar 1, 2021
Checklists & Questionnaires

Compliance Overview Questionnaire

This tool contains 24 sample questionnaires that provide organizations with key risks, expected key controls and questio...
Subscriber Content
Mon, Feb 22, 2021
Guides

Interview Essentials Guide

This tool contains two guides management can use to understand the essential components of the interview process and to ...
Subscriber Content
Mon, Feb 22, 2021
Policies & Procedures

Authorization to Use or Disclose PHI: HIPAA Policy

This sample policy outlines procedures organizations should follow common to proper use or disclosure of protected healt...
Subscriber Content
Mon, Feb 15, 2021
Process Flows

Payroll Process Flow

This process flow can be used as a general guide to understand and review the steps in an organization’s payroll process...
Subscriber Content
Mon, Feb 1, 2021
Articles

Get Ready to Resume Elective Procedures and Surgeries

This article highlights the current procedural and surgical process and includes key considerations healthcare professio...
Subscriber Content
Mon, Jan 18, 2021
Policies & Procedures

Printer Policy

This sample printer policy can be used by organizations to facilitate the appropriate and responsible business use of th...
Subscriber Content
Mon, Jan 18, 2021
Policies & Procedures

HIPAA PHI Policy

This sample contains eight policies that outline procedures governing the handling of protected health information (PHI)...
Subscriber Content
Mon, Nov 30, 2020
Articles

Re-Entry Considerations for Finance as Companies Begin to Re-Open

This article determines what measures the financial services industry must take to identify and operationalize process i...
Subscriber Content
Mon, Nov 30, 2020
Audit Reports

Entity-Level Controls Assessment Report

This document contains two sample audit reports that can be used to document management’s assessment of internal control...
Subscriber Content
Mon, Nov 16, 2020
Articles

Going Back to the Office: Determining Key Personnel Risk in a New Reality

This article explores the topic of key personnel risk and gives management several back-to-office factors to consider.
Subscriber Content
Mon, Oct 19, 2020
Articles

Risk Awareness and Analytic Insight: Driving Audit Into the Future

The next generation of audit, described in this article, is heavily focused on identifying and responding to organizatio...
Subscriber Content
Mon, Oct 19, 2020
Policies & Procedures

Code of Business Conduct Policy

This tool contains three sample policies that outline procedures an organization should use for following proper busines...
Subscriber Content
Mon, Oct 12, 2020
Policies & Procedures

Paid Time Off Policy

This tool contains two sample policies that establish standards associated with providing time off with compensation to ...
Subscriber Content
Mon, Oct 5, 2020
Audit Programs

Project Management Office (PMO) Audit Work Program

This sample tool contains two work programs that provide general steps organizations should take when conducting a proje...
Subscriber Content
Mon, Sep 28, 2020
Audit Reports

Payroll Data Analytics Audit Report

This sample audit report can be used by auditors reviewing and validating an organization’s payroll and procurement data...
Subscriber Content
Mon, Sep 21, 2020
Audit Programs

Travel Review Audit Work Program

This sample audit program provides general steps to use during an organization’s travel review process.
Subscriber Content
Mon, Sep 21, 2020
Charters

Compensation Committee Charter

This document contains three samples that provide guidelines for creating an organization's compensation committee chart...
Subscriber Content
Mon, Sep 14, 2020
Articles

Leading Remote Teams in Times of Uncertainty

This article provides a checklist with leading practices and tips for organizations looking to develop more effective re...
Subscriber Content
Mon, Sep 14, 2020
Audit Programs

Procurement Card Audit Work Program

This tool contains two sample work programs that highlight general steps organizations should follow when conducting a p...
Subscriber Content
Mon, Sep 14, 2020
Audit Programs

Payroll/Human Resources Audit Work Program

This tool contains two sample work programs that outline general steps organizations can use for managing and reviewing ...
Subscriber Content
Mon, Sep 7, 2020
Articles

Moving Finance to the Cloud: What Finance Leaders Need to Know

This article summarizes the importance of cloud migration and provides insight finance leaders need to execute their mig...
Subscriber Content
Mon, Aug 31, 2020
Articles

Assembling a New Labor Model in the Manufacturing Industry: Four Innovations to Consider

This article describes the workforce challenges of the manufacturing industry and provides four approaches that should b...
Subscriber Content
Mon, Aug 24, 2020
Articles

Risk Realities and Enterprise Risk Management in 2020

This article offers a list of questions that provides a bird’s-eye view of where your organization is in terms of ERM an...
Subscriber Content
Mon, Aug 24, 2020
Articles

Economic Conditions, Digital Adoption and Talent Shortage Headline the Top Risks List for Tech Companies in 2020

This article highlights the top risks technology, media and telecommunications (TMT) organizations should keep in mind d...
Subscriber Content
Mon, Aug 17, 2020
Audit Reports

Regulatory Compliance Review Audit Report

This sample audit report can be used by auditors for assessing and improving an organization’s compliance risk managemen...
Subscriber Content
Mon, Aug 17, 2020
Audit Programs

Travel and Expense Reporting Audit Work Program

This tool contains two sample work programs that provide general steps organizations can use for performing a travel and...
Subscriber Content
Mon, Aug 10, 2020
Policies & Procedures

Equal Employment Opportunity Policy

This tool contains two policies that establish guidelines and procedures an organization can follow for understanding an...
Subscriber Content
Mon, Aug 3, 2020
Audit Reports

Equity Compensation Review Audit Report

This document contains two sample audit reports that can be used by auditors for assessing and reviewing an organization...
Subscriber Content
Mon, Aug 3, 2020
Job Descriptions

Internal Audit Manager Job Description

This tool contains two sample job descriptions that outline the responsibilities, key selection criteria and general inf...
Subscriber Content
Mon, Aug 3, 2020
Policies & Procedures

Travel and Entertainment Policy

This tool contains two policies that establish guidelines and standards an organization can use for understanding and co...
Subscriber Content
Mon, Aug 3, 2020
Policies & Procedures

Company Holiday Policy (United States)

This tool contains two policies that establish guidelines and procedures an organization can follow when defining employ...
Subscriber Content
Mon, Jul 20, 2020
Checklists & Questionnaires

Internal Audit Risk Assessment Questionnaire

This tool contains three sample internal audit risk assessment templates that provide questions organizations can use fo...
Subscriber Content
Mon, Jul 20, 2020
Articles

Risks at the Intersection of Talent, Culture, Innovation and Technology

This article takes a closer look at seven top risks leaders are facing and describes innovative digital thinking strateg...
Subscriber Content
Mon, Jul 20, 2020
Job Descriptions

Senior Vice President of Internal Audit Job Description

This sample job description outlines the responsibilities, key selection criteria and general information for the role o...
Subscriber Content
Mon, Jul 20, 2020
Articles

Automation ⁠— Healthcare’s Next Great Workforce

This article outlines several changes for healthcare organizations to incorporate and identifies key areas that serve as...
Subscriber Content
Mon, Jul 13, 2020
Job Descriptions

Director of Internal Audit Job Description

These two samples outline the responsibilities, key selection criteria and general information for the role of the direc...
Subscriber Content
Mon, Jul 13, 2020
Articles

Gender Diversity Can Aid Cybersecurity: CISO Panel Suggests Keys to Greater Female Participation

This article expands on the key takeaways from the Women Leaders in Cyber Security discussion panel of chief information...
Subscriber Content
Mon, Jun 29, 2020
Audit Reports

Payroll Review Audit Report

This sample report can be used by auditors to conduct and analyze an organization's payroll process audit.
Subscriber Content
Mon, Jun 22, 2020
Policies & Procedures

Email Policy

This document contains two sample policies that provide guidelines and procedures for understanding and following an org...
Subscriber Content
Mon, Jun 15, 2020
Policies & Procedures

Acquisition Policy

This tool contains two sample policies that detail the acquisitions/new business developments process for an organizatio...
Subscriber Content
Mon, May 11, 2020
Benchmarking Tools

Ethics and Compliance Hotline Leading Practices

This tool features several leading practices for managing and understanding an organization’s ethics and compliance hotl...
Subscriber Content
Mon, Mar 23, 2020
Policies & Procedures

Sexual Harassment Policy

This tool contains two policies that establish guidelines and standards for dealing with sexual harassment in an organiz...
Subscriber Content
Mon, Mar 9, 2020
Articles

Focused on Digital Transformation? Lead With People, Not Technology

This article explains why humans continue to be an essential element of company advancement and identifies five key step...
Subscriber Content
Mon, Feb 17, 2020
Policies & Procedures

Policy and Practice Development Policy

This tool contains two sample policies that establish guidelines for the formulation, finalization and maintenance of an...
Subscriber Content
Mon, Feb 17, 2020
Articles

Client Lesson #3: “Don’t Send Me Resumes, I Need a Partner”

This article is the third of a three-part series sharing what Protiviti and Robert Half learned from a recent CFO panel ...
Subscriber Content
Mon, Jan 13, 2020
Policies & Procedures

Equity Award Valuation Policy

This sample policy provides an overview of procedures organizations should perform during the equity award valuation pro...
Subscriber Content
Mon, Dec 16, 2019
Articles

Learning From Clients: ‘‘Fix What We Have’’

This article is the second of a three-part series sharing what Protiviti and Robert Half learned from a recent CFO panel...
Subscriber Content
Mon, Dec 9, 2019
Policies & Procedures

Facility Access Controls Policy

This sample policy provides an overview of procedures organizations should perform during the facility access controls p...
Subscriber Content
Mon, Dec 2, 2019
Policies & Procedures

Equity Grant Policy

This sample policy provides an overview of procedures organizations should take during the equity grant process.
Subscriber Content
Mon, Nov 25, 2019
Audit Reports

Close-the-Books, Finance, IT and Human Resources Review Report

This sample audit report can be used for evaluating the financial close and payroll processes with respect to use of the...
Subscriber Content
Mon, Nov 11, 2019
Policies & Procedures

Compensation Expense Policy

This policy establishes guidelines and procedures for calculating compensation expenses for the employee stock purchase ...
Subscriber Content
Mon, Nov 11, 2019
Checklists & Questionnaires

Human Resources Internal Controls Questionnaire

This questionnaire can be used as a checklist of the basic controls for Sections 302 and 404 of the Sarbanes-Oxley Act. ...
Subscriber Content
Mon, Nov 4, 2019
Guides

Assessing Effectiveness of a Process or Program Guide

This sample guide can be used to evaluate the design effectiveness of a process or program and to develop a subsequent t...
Subscriber Content
Mon, Oct 21, 2019
Articles

The Human(e) Side of Digital

This article looks at some current and historical digital transformation trends that provide key lessons for boards and ...
Subscriber Content
Mon, Oct 21, 2019
Articles

Better Together: CFOs Reveal the Challenges That a Blended Team of Experts Helped Them Overcome

This article is the first of a three-part series to share what Protiviti and Robert Half heard from CFOs who participate...
Subscriber Content
Mon, Oct 14, 2019
Audit Reports

Temporary Labor Service Contract Review Report

This sample audit report focuses on an organization's temporary labor process and contracts.
Subscriber Content
Mon, Oct 14, 2019
Performer Profiles

Country Road Group and David Jones: Influencing Stakeholders via Commercial Insights

In this profile, Mark Rogan, regional head of internal audit at Country Road Group and David Jones, highlights how his t...
Subscriber Content
Mon, Oct 7, 2019
Checklists & Questionnaires

Workplace Dynamics Questionnaire: Technology and Labor Model

This sample questionnaire covers questions directors should consider for a successful workplace and digital labor transf...
Subscriber Content
Mon, Oct 7, 2019
Articles

New Staffing Strategies Can Help Finance Leaders Address Business Challenges

This article provides strategic input to help companies manage organizational changes associated with new technology imp...
Subscriber Content
Mon, Sep 16, 2019
Checklists & Questionnaires

Compliance Overview Questionnaire: HIPAA

This sample questionnaire provides an overview, key risks, expected key controls and questions to consider when reviewin...
Subscriber Content
Mon, Sep 9, 2019
Checklists & Questionnaires

Compliance Overview Questionnaire: Drug-Free Workplace Act

This sample questionnaire provides an overview, key risks, expected key controls and questions to consider when reviewin...
Subscriber Content
Mon, Sep 2, 2019
Methodologies & Models

Staffing and Professional Services Risk Model

This staffing and professional services risk model focuses on risks that are inherent to the organization from the envir...
Subscriber Content
Mon, Sep 2, 2019
Checklists & Questionnaires

Compliance Overview Questionnaire: Americans with Disabilities Act (ADA)

This sample questionnaire provides an overview, key risks, expected key controls and questions to consider when reviewin...
Subscriber Content
Mon, Aug 26, 2019
Articles

Emerging Companies and Innovation for the Back Office

This article discusses innovative strategies an organization can apply to the back office to secure a flexible and agile...
Subscriber Content
Mon, Aug 19, 2019
Articles

Skills and Scale: Why Emerging Companies Must Innovate How They Resource Back-Office Functions

By sticking with a reactive, hire-or-outsource approach to staffing the finance and accounting function, emerging compan...
Subscriber Content
Mon, Aug 19, 2019
Articles

How Emerging Technology Companies Can Win the War for Talent

This article discusses ways to retain top talent within an organization and provides incentives to maximize an employee’...
Subscriber Content
Mon, Aug 12, 2019
Articles

Three Risks and Opportunities for Technology, Media and Telecommunications Companies

This article takes a look at three risks that leaders of technology, media and telecommunications (TMT) companies will w...
Subscriber Content
Mon, Aug 5, 2019
Articles

Top Risks: Winning the War for Talent

This article shares strategies organizations should incorporate to up their recruiting game.
Subscriber Content
Mon, Jul 22, 2019
Audit Reports

Human Resources Risk Management Assessment Report

This sample audt report can be used to obtain and evaluate the capabilities of existing global human resources risk mana...
Subscriber Content
Mon, Jul 15, 2019
Articles

Your Firm Is Growing: Condolences About That Chaos in Finance

This article offers advice for managing the sharp acceleration in finance and accounting workload that inevitably comes ...
Subscriber Content
Mon, Jun 24, 2019
Audit Reports

Payroll and Human Resources Review Audit Report

This sample audit report focuses on the payroll and human resources functions within an organization’s key executive ret...
Subscriber Content
Mon, Jun 3, 2019
Audit Reports

Contract Terms and Conditions Review Report

This sample audit report provides internal audit's analysis of the terms and conditions of two construction project cont...
Subscriber Content
Mon, May 27, 2019
Articles

Finance Transformation: Change Management and Overcoming Resistance

Protiviti’s Ken Thomas and Kathie Topel explain how organizations can leverage effective people management during any tr...
Subscriber Content
Mon, May 27, 2019
Guides

Candidate Evaluation Guide

This sample document can be used by recruiters as a guide to rating an applicant for an internal audit position.
Subscriber Content
Mon, May 20, 2019
Checklists & Questionnaires

Employee New Hire Checklist

This sample checklist includes a list of forms, benefits and communications to consider including in the new hire proces...
Subscriber Content
Mon, Apr 29, 2019
Process Flows

Employee Selection Process Flow

This process map defines the steps taken by an organization during the employee selection process.
Subscriber Content
Mon, Apr 29, 2019
Checklists & Questionnaires

IT Employee Termination Checklist

This checklist outlines steps to follow when an IT employee stops working for a company.
Subscriber Content
Mon, Apr 29, 2019
Checklists & Questionnaires

Employee Expense Reimbursement Process Review Checklist

This tool addresses items to consider when reviewing an organization’s employee expense reimbursement process.
Subscriber Content
Mon, Apr 22, 2019
Checklists & Questionnaires

Site Audit Questionnaire

This questionnaire includes an extensive — but not exhaustive — list of questions typically used to drill down to the fa...
Subscriber Content
Mon, Apr 22, 2019
Articles

Could Your RPA Implementation Team Be on Board Already?

This article summarizes leaders in finance organizations’ current RPA efforts and suggests how to deliver an RPA impleme...
Subscriber Content
Mon, Apr 15, 2019
Articles

Recognizing the People Element in Data Security Implementations

This article explains how better communication and a structured change management plan can help organizations better man...
Subscriber Content
Mon, Apr 8, 2019
Audit Programs

Employee Benefits Audit Work Program

This audit program can be used by an organization to review its benefits program eligibility and administration and its ...
Subscriber Content
Mon, Mar 25, 2019
Process Flows

HR Compliance Process Flow

This flowchart defines the steps an organization can take to implement an HR compliance process.
Subscriber Content
Mon, Mar 18, 2019
Articles

Success Factor: The People Side of Digital Transformation

Everybody knows that organizations are primarily made of people. Yet too often, the people side of digital transformatio...
Subscriber Content
Mon, Mar 18, 2019
Checklists & Questionnaires

International Human Resources Audit Questionnaire

This sample questionnaire outlines key considerations an organization should incorporate when performing an internationa...
Subscriber Content
Mon, Mar 11, 2019
Checklists & Questionnaires

Recruitment Process Interview Questionnaire

This tool outlines questions to consider when developing process documentation for the recruitment process.
Subscriber Content
Mon, Mar 4, 2019
Benchmarking Reports

Executive Perspectives on Top Risks in 2019: Manufacturing and Distribution Industry Group Results

The results of Protiviti’s latest Executive Perspectives on Top Risks Survey suggest that manufacturing and distribution...
Subscriber Content
Mon, Feb 18, 2019
Articles

Preparing for the Acquisition Your CEO Hasn’t Announced Yet: Three Actions to Take Now

This article provides proven advice that can help a company avoid the detrimental effects of poor acquisition integratio...
Subscriber Content
Mon, Feb 18, 2019
Requests for Proposals - RFPs

Request for Proposal: Internal Audit Services and Sarbanes-Oxley Regulatory Compliance

This sample request for proposal for co-sourcing internal audit and Sarbanes-Oxley compliance services provides a variet...
Subscriber Content
Mon, Feb 11, 2019
Articles

Tech Firms Helped Shape the New Labor Model – But They Need to Keep Evolving Themselves

Protiviti Managing Directors Gordon Tucker and Kurt Underwood explain why tech leaders need to keep a close eye on chang...
Subscriber Content
Mon, Feb 4, 2019
Methodologies & Models

Payroll Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s payroll process and to assist it...
Subscriber Content
Mon, Jan 21, 2019
Risk & Control Matrices - RCMs

Formulate EH&S Management: External Relationships RCM

This document outlines risks and controls common to the external relationships aspect of the environmental health and sa...
Subscriber Content
Mon, Jan 7, 2019
Process Flows

Elder Care Process Flow

This process map defines the steps taken by an organization implementing an elder care benefits program.
Subscriber Content
Mon, Dec 31, 2018
Articles

Maintaining Staffing Equilibrium With a Flexible Workforce

Historically, accounting has been a straightforward function. However, leaders in finance and accounting may find that t...
Subscriber Content
Mon, Dec 31, 2018
Audit Reports

Business Continuity/Disaster Recovery Program Assessment Report

This audit report sample focuses on whether an appropriate enterprise-wide governance structure is in place to manage th...
Subscriber Content
Mon, Dec 17, 2018
Guides

Fraud: Internal Audit's Role in Detection and Prevention Guide

The objectives of this guide are to raise awareness about internal audit’s responsibilities related to fraud detection a...
Subscriber Content
Mon, Dec 17, 2018
Audit Reports

Human Resources (HR) Process and Compliance Audit Report

This sample human resources process and compliance internal audit report focuses on time reporting, payroll, recruiting,...
Subscriber Content
Mon, Dec 10, 2018
Audit Programs

Health Reimbursement Accounts Audit Work Program

This work program sample can be used to review a company’s health reimbursement account program.
Subscriber Content
Mon, Nov 26, 2018
Articles

The Ideal Workforce: Why a 30-Year-Old Employment Model Is Relevant Again

It’s been nearly 30 years since Charles Handy first described what he calls the “shamrock organization” in his groundbre...
Subscriber Content
Mon, Nov 26, 2018
Process Flows

Employee Rights Process Flow

This sample flowchart defines steps for implementing an employee rights process within an organization.
Subscriber Content
Mon, Nov 19, 2018
Audit Reports

Security Policy and Procedure Evaluation Report: Administrative Personnel

This report records the result of an evaluation of security policies and procedures. The sample illustrates administrati...
Subscriber Content
Mon, Nov 19, 2018
Process Flows

Health Reimbursement Accounts Process Flow

This sample flowchart defines steps for implementing a health reimbursement process at a company.
Subscriber Content
Mon, Nov 5, 2018
Process Flows

Employee Bonus Process Flow

This sample flowchart defines the steps for implementing an employee bonus program.
Subscriber Content
Mon, Oct 15, 2018
Process Flows

COBRA Process Flow

This flowchart provides suggested steps for the implementation of the Consolidated Omnibus Budget Reconciliation Act of ...
Subscriber Content
Mon, Oct 8, 2018
Risk & Control Matrices - RCMs

Manage and Administer Benefits: Healthcare Reimbursement Accounts RCM

This document outlines risks and controls common to the ‘‘manage healthcare reimbursements accounts process’’ in a risk ...
Subscriber Content
Mon, Sep 24, 2018
Process Flows

Career Planning Program Process Flow

This process flow provides steps for creating a career planning program at any company.
Subscriber Content
Mon, Sep 10, 2018
Newsletters

Oversight of Workplace Dynamics: Impact of Technology

New and emerging technologies will greatly influence—often by enabling and sometimes by making more complex—how companie...
Subscriber Content
Mon, Sep 10, 2018
Newsletters

Oversight of Workplace Dynamics: The Labor Model

This issue of Board Perspectives: Risk Oversight explores the concept of the “shamrock organization” and provides a list...
Subscriber Content
Mon, Sep 3, 2018
Memos

Compliance and Regulation Management Review Memo

This tool outlines the steps for the review of policies, procedures and internal controls within a company’s compliance ...
Subscriber Content
Mon, Aug 27, 2018
Articles

Focus on Culture: How Culture Assessments Can Support the Audit Committee’s Agenda

In this article, Protiviti Executive Vice President Susan Haseley offers some suggestions on how organizations might inc...
Subscriber Content
Wed, Aug 22, 2018
Guides

Internal Audit Competency Model and Assessment Guide

This guide suggests competency objectives for internal auditors at junior, intermediate and senior levels.
Subscriber Content
Mon, Aug 13, 2018
Audit Reports

Out-of-Contract Life Claims Settlements Audit Report

This sample audit report reviews the out-of-contract life claims settlement process at a company.
Subscriber Content
Mon, Aug 13, 2018
Articles

Six Areas to Assess When Diagnosing Organizational Culture

In this article, popular KnowledgeLeader writer Ann Butera explores and defines six areas you should focus on when evalu...
Subscriber Content
Mon, Jul 30, 2018
Checklists & Questionnaires

Hazard Assessment Checklist and Corrective Action Report

This tool provides questions to consider while conducting periodic hazard assessments.
Subscriber Content
Mon, Jul 16, 2018
Audit Reports

Internal Audit Plan Status – Report to the Audit Committee

This sample internal audit report includes a status summary and recommendations for quarter 1 of the fiscal year.
Subscriber Content
Mon, Jul 9, 2018
Process Flows

Executive Bonus Process Flow

This flowchart defines the steps for the executive bonus process.
Subscriber Content
Mon, Jun 25, 2018
Process Flows

Health Insurance Broker/Agent Process Flow

This flowchart defines the steps for the health insurance broker/agent process.
Subscriber Content
Mon, Jun 25, 2018
Checklists & Questionnaires

System Privileges for Terminated Employees Checklist

This sample provides action steps to consider for protecting an organization’s critical systems and data and secure syst...
Subscriber Content
Mon, Jun 18, 2018
Process Flows

Financial Reporting Process Flow

This flowchart defines the steps for flexible benefits process at a company.
Subscriber Content
Mon, Jun 11, 2018
Process Flows

Healthcare Dependents Process Flow

This flowchart defines the steps for dependents healthcare process.
Subscriber Content
Mon, Jun 4, 2018
Articles

Measuring Ethical Culture: Tapping Into “Open Secrets”

A number of corporate scandals have played out on the front pages in the past year that have raised the discourse around...
Subscriber Content
Mon, Jun 4, 2018
Audit Programs

Executive Compensation Plan Payout Audit Work Program

This audit program sample helps to review an organization’s executive compensation plan payout process.
Subscriber Content
Mon, May 28, 2018
Guides

Human Resources Risk Management Guide

This guide defines human resources risk and identifies the major HR processes and sub-processes which involve risks.
Subscriber Content
Mon, May 21, 2018
Audit Programs

COBRA Audit Work Program

This work program outlines the steps to audit the COBRA process.
Subscriber Content
Mon, May 7, 2018
Articles

Feeling Benched? Four Ways to Become the Indispensable Auditor

As internal audit departments change in what they audit, the importance of who audits becomes a priority. Highly effecti...
Subscriber Content
Mon, Apr 30, 2018
Process Flows

Child Care Process Flow

This flowchart defines the steps in a child care process including the controls and procedure specifications.
Subscriber Content
Mon, Apr 16, 2018
Policies & Procedures

Career Planning Policy

This sample policy provides an overview of career planning and development of employees in an organization.
Subscriber Content
Mon, Apr 9, 2018
Audit Programs

Healthcare Dependents Audit Work Program

This sample audit work program outlines the steps to audit the healthcare dependents process.
Subscriber Content
Mon, Mar 26, 2018
Methodologies & Models

Equal Employment Opportunity: Capability Maturity Model and Six Elements of Infrastructure

This document includes the capability maturity model and six elements of infrastructure for equal employment opportuniti...
Subscriber Content
Mon, Mar 19, 2018
Methodologies & Models

Employee Labor/Management Relations Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s employee labor/management relati...
Subscriber Content
Mon, Mar 12, 2018
Audit Reports

Team Member Resources Audit Report

This audit report outlines findings and business risks/impacts from a review of the team member resources function at a ...
Subscriber Content
Mon, Mar 5, 2018
Audit Reports

Special Accounts Staffing Process Assessment Report

This report provides findings from a company’s special accounts staffing process assessment.
Subscriber Content
Mon, Feb 19, 2018
Checklists & Questionnaires

Health and Wellness Compliance Overview Questionnaire

This questionnaire covers the common initiatives, tax implications, legal issues, key risks, expected key controls and i...
Subscriber Content
Mon, Feb 12, 2018
Risk & Control Matrices - RCMs

Manage and Administer Benefits: Health Insurance Broker/Agent RCM

This document outlines risks and controls common to the health insurance broker/agent component of the “manage and admin...
Subscriber Content
Mon, Feb 12, 2018
Process Flows

Employee Leave Benefits Process Flow

This employee leave benefits process flow focuses on steps for the development of a leave policy and the processing of l...
Subscriber Content
Mon, Jan 29, 2018
Policies & Procedures

Stock Grant Quarterly Approval Policy

This sample policy outlines the procedures for grant approval by senior management and the compensation committee.
Subscriber Content
Mon, Jan 29, 2018
Risk & Control Matrices - RCMs

Manage and Administer Benefits: Adoption Assistance RCM

This document outlines risks and controls common to the adoption assistance component of the “manage and administer bene...
Subscriber Content
Mon, Jan 22, 2018
Policies & Procedures

Workstation Use Policy

This sample policy outlines the measures and actions an organization uses to safeguard equipment and information on comp...
Subscriber Content
Mon, Jan 22, 2018
Process Flows

Executive Compensation Process Flow

This sample process flow focuses on steps for the creation, composition and review of executive compensation packages an...
Subscriber Content
Mon, Dec 18, 2017
Risk & Control Matrices - RCMs

Manage Employee Compensation: Executive Compensation RCM

This document outlines risks and controls common to the executive compensation component of the “manage employee compens...
Subscriber Content
Mon, Dec 18, 2017
Policies & Procedures

Emergency Policies and Procedures Manual

This is a sample of emergency policies and procedures for a business office. It includes procedures for safety teams, fi...
Subscriber Content
Tue, Dec 5, 2017
Policies & Procedures

Workplace Violence Policy

This sample policy establishes procedures to minimize and/or prevent violence and unacceptable behavior in the workplace...
Subscriber Content
Mon, Oct 16, 2017
Policies & Procedures

Dispute Resolution Policy

The sample policy provides an effective problem-solving and dispute resolution process which every employee can utilize ...
Subscriber Content
Mon, Oct 9, 2017
Checklists & Questionnaires

Diversity and Inclusion Process Questionnaire

This tool provides insights on the diversity and inclusion process, including key risks, expected key controls and quest...
Subscriber Content
Mon, Oct 9, 2017
Checklists & Questionnaires

Career Planning Program Process Questionnaire

This tool provides insights on the development of a career planning program, including key risks, expected key controls ...
Subscriber Content
Mon, Oct 2, 2017
Policies & Procedures

Employment: Conflicts of Interest Policy

This sample policy communicates a company’s position on what matters could constitute a conflict of interest and establi...
Subscriber Content
Mon, Oct 2, 2017
Audit Programs

Appeals and Grievances Audit Work Program

This sample work program reviews the appeals and grievances function, focusing specifically on transformation.
Subscriber Content
Mon, Sep 25, 2017
Policies & Procedures

Dress Code Policy

This sample sets and describes a company’s dress code policy for a classy, contemporary business casual environment.
Subscriber Content
Mon, Sep 25, 2017
Audit Programs

Manage Labor-Management Relationships Audit Work Program

This sample work program provides a test plan for managing labor-management relationships.
Subscriber Content
Mon, Sep 25, 2017
Risk & Control Matrices - RCMs

Manage and Administer Benefits: Healthcare Dependents RCM

This document outlines risks and controls common to the healthcare dependents component of the “manage and administer be...
Subscriber Content
Mon, Sep 18, 2017
Risk & Control Matrices - RCMs

Manage and Administer Benefits: Flexible Benefits RCM

This document outlines risks and controls common to the flexible benefits component of the “manage and administer benefi...
Subscriber Content
Mon, Sep 11, 2017
Policies & Procedures

Employee Expense Reimbursement Audit Policy

This sample establishes standard procedures for the auditing of expense reimbursements submitted by employees.
Subscriber Content
Mon, Aug 21, 2017
Policies & Procedures

Employer and Employee Rights Policy

This sample policy outlines the statutory and contractual rights of employees in the workplace.
Subscriber Content
Mon, Jul 31, 2017
Policies & Procedures

Internet and Email Acceptable Use Policy

This sample policy helps company employees optimize their use of the internet, protect confidential information, preserv...
Subscriber Content
Mon, Jul 24, 2017
Risk & Control Matrices - RCMs

Manage and Administer Benefits: Employee Leave Benefits RCM

This document outlines risks and controls common to the employee leave component of the “manage and administer benefits”...
Subscriber Content
Mon, Jul 17, 2017
Policies & Procedures

Complaint Handling Policy and Procedures (Non-U.S.)

This sample outlines a set of policies and procedures governing the handling of complaints regarding harassment, discrim...
Subscriber Content
Mon, Jul 10, 2017
Policies & Procedures

Harassment and Discrimination Policy (Non-U.S.)

This sample outlines policies regarding discrimination and harassment in the workplace from a non-U.S. perspective.
Subscriber Content
Mon, Jul 10, 2017
Policies & Procedures

Employee Selection Process Policy

This sample policy is helpful as a referral guide for all of the personnel that play a part in the employee selection pr...
Subscriber Content
Mon, Jul 3, 2017
Policies & Procedures

Employee Stock Option Termination Policy

This sample policy outlines procedures for terminated employees to exercise vested options.
Subscriber Content
Mon, Jul 3, 2017
Policies & Procedures

Cellular Phone Policy

This sample policy provides company associates with a cost-effective and convenient way to manage cellular phones requir...
Subscriber Content
Mon, Jun 5, 2017
Audit Programs

Global Human Resources Effectiveness Review Audit Work Program

This sample audit work program reviews the effectiveness of global HR capabilities using the capability maturity model (...
Subscriber Content
Mon, Jun 5, 2017
Risk & Control Matrices - RCMs

Payroll and Benefits: Employee Bonus RCM

This document outlines risks and controls common to the employee bonus component of the payroll and benefits process in ...
Subscriber Content
Mon, May 29, 2017
Risk & Control Matrices - RCMs

Manage and Administer Benefits: Elder Care RCM

This document outlines risks and controls common to the elder care component of the “manage and administer benefits” pro...
Subscriber Content
Mon, May 22, 2017
Risk & Control Matrices - RCMs

Manage and Administer Benefits: Child Care RCM

This document outlines risks and controls common to the child care component of the “manage and administer benefits” pro...
Subscriber Content
Mon, May 8, 2017
Risk & Control Matrices - RCMs

Manage and Administer Benefits: COBRA RCM

This document outlines risks and controls common to the manage and administer benefits process when administering COBRA ...
Subscriber Content
Mon, May 1, 2017
Policies & Procedures

Internal Use of Inventory Policy

This sample policy establishes guidelines for the purchase of a company's products (including sales force units, interna...
Subscriber Content
Mon, Apr 24, 2017
Audit Programs

Flexible Benefits Audit Work Program

This sample work program reviews the flexible benefits provided by a company.
Subscriber Content
Mon, Mar 27, 2017
Policies & Procedures

Restricted Stock Vesting Policy

This policy outlines procedures related to restricted stock vesting in a company, largely depending on employee election...
Subscriber Content
Mon, Mar 13, 2017
Audit Programs

Executive Bonus Audit Work Program

This sample work program reviews the executive bonus program of an organization.
Subscriber Content
Mon, Mar 6, 2017
Audit Programs

Employee Bonus Audit Work Program

This sample audit work program reviews an organization’s employee bonus process.
Subscriber Content
Mon, Feb 27, 2017
Audit Programs

Employee Leave Benefits Audit Work Program

This audit work program reviews a company’s processes and procedures related to employee leave benefits.
Subscriber Content
Mon, Feb 6, 2017
Audit Programs

Employee and Labor Management Relations Audit Work Program

This audit program sample evaluates the effectiveness and efficiency of the employee and labor/management relations proc...
Subscriber Content
Mon, Jan 30, 2017
Audit Programs

Elder Care Audit Work Program

This sample audit work program outlines steps to review a company’s elder care program and the related reimbursement pro...
Subscriber Content
Mon, Jan 23, 2017
Audit Programs

Child Care Audit Work Program

This audit work program sample outlines steps to review a company’s child care program and related reimbursement process...
Subscriber Content
Mon, Jan 16, 2017
Policies & Procedures

Infrastructure Policy: Laptops

This policy describes the security precautions to be taken by all individuals who have a company-issued laptop, or who a...
Subscriber Content
Mon, Jan 2, 2017
Process Flows

Equity Stock Compensation Process Flow

This process flow focuses on stock awards, stock option exercises, employee stock purchase plans, and stock-based compen...
Subscriber Content
Mon, Oct 31, 2016
Protiviti Booklets

Internal Auditing Around the World: Volume 12

In our latest edition of Internal Auditing Around the World, we interviewed 22 inspiring female internal audit leaders w...
Subscriber Content
Mon, Jul 25, 2016
Checklists & Questionnaires

Risk Culture Assessment Questionnaire

This tool focuses on topics that can help shape and support an effective risk culture.
Subscriber Content
Mon, Jul 11, 2016
Newsletters

Board Oversight of Talent Strategy

This issue of Board Perspectives: Risk Oversight discusses current challenges and effective practices in the board’s ove...
Subscriber Content
Mon, Jun 6, 2016
Memos

Expense Reporting Policy Violation Memo

This expense reporting violation review focuses on an employee’s potential noncompliance with this standard corporate po...
Subscriber Content
Mon, May 30, 2016
Risk & Control Matrices - RCMs

Manage Labor-Management Relationships RCM

This document outlines risks and controls common to the "manage labor-management relationships" process in an RCM format...
Subscriber Content
Mon, May 23, 2016
Risk & Control Matrices - RCMs

Manage Travel and Entertainment Expenses RCM

This document outlines risks and controls common to the "manage travel and entertainment expenses" process in a risk con...
Subscriber Content
Mon, May 9, 2016
Policies & Procedures

Bereavement Policy

This policy establishes procedures for bereavement benefits, in order to provide employees sufficient time to attend ser...
Subscriber Content
Mon, Apr 18, 2016
Audit Programs

Diversify Workforce Audit Work Program

This audit work program evaluates a company's diversity and inclusion compliance processes.
Subscriber Content
Mon, Apr 4, 2016
Audit Programs

HR System Pre-Implementation Audit Work Program

This audit program focuses on testing human resources system controls during the pre-implementation phase.
Subscriber Content
Mon, Feb 29, 2016
Policies & Procedures

Payroll Policy

This payroll policy outlines procedures relating to payroll payments, time reporting, holiday schedules, vacation, non-o...
Subscriber Content
Mon, Feb 22, 2016
Memos

Merger and Integration Memo

This memo outlines a project to document a company’s finance and accounting processes, as well as to identify the system...
Subscriber Content
Mon, Jan 18, 2016
Risk & Control Matrices - RCMs

Diversify Workforce RCM

This document outlines risks and controls common to the diversify workforce process.
Subscriber Content
Mon, Jan 11, 2016
Audit Programs

Physician Credentialing Audit Work Program

The audit objective of this review is to analyze and evaluate the current hospital credentialing process and identify th...
Subscriber Content
Mon, Nov 9, 2015
Guides

Facilitated Meetings Guide

This guide discusses ground rules, meeting purpose statements and techniques for building agreements. It also provides s...
Subscriber Content
Mon, Nov 2, 2015
Risk & Control Matrices - RCMs

Payroll and Benefits RCM

This document outlines risks and controls common to the payroll and benefits process in a risk control matrix (RCM) form...
Subscriber Content
Mon, Oct 26, 2015
Risk & Control Matrices - RCMs

Business Continuity Management RCM

This document outlines risks and controls common to the "business continuity management" process in a risk control matri...
Subscriber Content
Mon, Sep 21, 2015
Policies & Procedures

Family Medical Leave Policy

This policy outlines a set of procedures for Family Medical Leave, in accordance with the U.S. Family and Medical Leave ...
Subscriber Content
Mon, Aug 31, 2015
Policies & Procedures

Firearms, Weapons and Explosives Policy

This policy outlines a set of procedures for firearms, weapons and explosives in order to maintain a safe working enviro...
Subscriber Content
Mon, Aug 31, 2015
Policies & Procedures

Employment of Related Persons Policy

This policy outlines a set of procedures for employment of related persons in order to maintain an atmosphere of fair an...
Subscriber Content
Mon, Aug 24, 2015
Policies & Procedures

Insider Trading Policy

This policy outlines a set procedures for insider trading. Transactions must comply with these procedures in order to co...
Subscriber Content
Mon, Aug 17, 2015
Policies & Procedures

Industrial Leave of Absence Policy

This policy outlines procedures for an industrial leave of absence, in accordance with all U.S. state and federal regula...
Subscriber Content
Mon, Aug 10, 2015
Policies & Procedures

Immigration Policy (United States)

This sample outlines a set of policies and procedures to comply with the requirements of applicable immigration laws.
Subscriber Content
Mon, Aug 3, 2015
Policies & Procedures

Individuals with Disabilities Policy

This sample outlines a set of policies and procedures for employing individuals with disabilities in accordance with the...
Subscriber Content
Mon, Jul 27, 2015
Audit Programs

Social Responsibilities Programs Audit Work Program

This audit program helps internal audit functions identify social responsibility issues that an organization may not be ...
Subscriber Content
Mon, Jul 27, 2015
Policies & Procedures

Harassment Policy

This sample outlines a set of policies and procedures for investigating and reporting harassment in the workplace.
Subscriber Content
Mon, Jul 20, 2015
Audit Programs

Plant Operation Safety Audit Work Program

This sample audit program reviews the safety of plant operations, ensuring compliance with company and governmental requ...
Subscriber Content
Mon, Jul 6, 2015
Process Flows

Payroll Calculation Process Flow

Payroll calculation involves following a process to ensure employees are paid precisely and punctually. This process flo...
Subscriber Content
Mon, May 18, 2015
Audit Programs

Stock Administration Audit Work Program

This work program focuses on the internal responsibilities of corporate stock program administration.
Subscriber Content
Mon, May 11, 2015
Audit Programs

Stock Option Review Audit Work Program

This internal audit work program focuses on understanding and evaluating a company's stock option management process, pe...
Subscriber Content
Mon, Apr 6, 2015
Process Flows

Human Resources Management and Employee Setup Process Flow

This process flow focuses on the human resources management and employee setup processes. It addresses the risk of setti...
Subscriber Content
Mon, Mar 2, 2015
Process Flows

Subcontractor Approval and Payment Process Flow

There is pervasive business risk associated when a subcontractor's work is overpaid or not properly approved. In this sa...
Subscriber Content
Mon, Jan 19, 2015
Audit Programs

Temporary Employee Management Review Audit Work Program

The purpose of this work program is to provide the general steps used to perform an audit of temporary employee manageme...
Subscriber Content
Mon, Jul 28, 2014
Audit Programs

Payroll and Leave Management Audit Work Program

This audit work program focuses on the payroll and leave management process, specifically assessing whether the organiza...
Subscriber Content
Mon, Jul 14, 2014
Audit Programs

Ethical Business Conduct Guidelines Audit Work Program

The purpose of this work program is to provide the general steps used to perform an audit of ethical business conduct gu...
Subscriber Content
Mon, Mar 24, 2014
Audit Programs

Payroll Audit Work Program

The purpose of this work program is to provide the general steps on how to audit payroll.
Subscriber Content
Mon, Mar 3, 2014
Audit Programs

Payroll Cycle Data Analytics Audit Work Program

This six-page work program describes 22 risks associated with payroll cycle data analytics, with a focus on the tests us...
Subscriber Content
Mon, Feb 3, 2014
Audit Programs

Health, Safety and Security Audit Work Program

The purpose of this work program is to evaluate the health, safety and security processes of an organization.
Subscriber Content
Mon, Jan 27, 2014
Protiviti Booklets

Internal Auditing Around the World: Volume 9

In this booklet, we profile eight organizations and discuss the trend towards greater collaboration extending to interna...
Subscriber Content
Mon, Jul 22, 2013
Policies & Procedures

Change of Access Status Policy

The following sample outlines a set of policies and procedures governing all changes to the access granted to a user of ...
Subscriber Content
Mon, Oct 29, 2012
Policies & Procedures

Injury and Illness Prevention Policy

The following sample outlines a set of policies and procedures for protecting the safety and health of the employees at ...
Subscriber Content
Mon, Oct 29, 2012
Policies & Procedures

Conflict of Interest Policy

This sample outlines a set of policies and procedures to help a company and each of its direct and indirect subsidiaries...
Subscriber Content
Mon, Oct 15, 2012
Protiviti Booklets

Internal Auditing Around the World: Volume 8

In this booklet, we detail internal audit best practices, processes and strategies being employed at some of the world’s...
Subscriber Content
Mon, Jul 16, 2012
Policies & Procedures

Blog and Social Networking Policy

The purpose of this policy is to ensure that all employee blog and social networking activities incorporate consistent s...
Subscriber Content
Mon, Apr 9, 2012
Policies & Procedures

Background Checks and Confidentiality Policy: Contractors

This policy outlines procedures for extending background checks to temporary personnel and independent contractors.
Subscriber Content
Mon, Apr 2, 2012
Policies & Procedures

Fringe Benefit Adjustment Policy

This policy establishes procedures for the proper accounting treatment of fringe benefit adjustments.
Subscriber Content
Mon, Mar 26, 2012
Policies & Procedures

Internal Company Knowledge Sharing Policy

This policy outlines a set of procedures governing knowledge sharing within a company by using a knowledge management (K...
Subscriber Content
Mon, Mar 12, 2012
Policies & Procedures

Termination of Benefits Liability Policy

This policy establishes guidelines for appropriate recognition of a liability relating to employee termination benefits ...
Subscriber Content
Mon, Sep 19, 2011
Policies & Procedures

Sick Leave Policy

The following sample outlines a set of policies and procedures for employee sick leave.
Subscriber Content
Mon, Sep 5, 2011
Policies & Procedures

Standards of Conduct Policy

This policy includes standards for work performance, unauthorized possession or removal of property, and failure to safe...
Subscriber Content
Mon, Sep 5, 2011
Policies & Procedures

Grievance Policy and Procedures

This sample outlines a set of procedures to follow for employees to file grievances and the related resolution process.
Subscriber Content
Mon, Aug 29, 2011
Policies & Procedures

New Hire Paperwork - Pay Data Policy

The following sample outlines a set of policies and procedures for new hire paperwork - pay data.
Subscriber Content
Mon, Aug 29, 2011
Policies & Procedures

New Hire Paperwork Policy

The following sample outlines a set of policies and procedures for new hire paperwork.
Subscriber Content
Mon, Aug 29, 2011
Policies & Procedures

Vacation Policy

The following sample outlines a set of policies and procedures for employee vacation accrual.
Subscriber Content
Mon, Aug 29, 2011
Policies & Procedures

Accounts Receivable – Employee Receivable Policy

This sample policy outlines the requirements for approving, processing and collecting employee receivables.
Subscriber Content
Mon, Aug 8, 2011
Audit Programs

Adoption Assistance Audit Work Program

The objective of this work program is to assess the internal controls in place for the adoption assistance process.
Subscriber Content
Mon, Jul 25, 2011
Policies & Procedures

Relocation Assistance Policy

The following sample outlines a set of policies and procedures for relocation assistance.
Subscriber Content
Mon, Jul 18, 2011
Policies & Procedures

Referral Bonus Policy

The following sample outlines a set of policies and procedures for referral bonuses to encourage employees to become inv...
Subscriber Content
Mon, Jul 4, 2011
Policies & Procedures

Military Leave of Absence Policy

The following sample outlines a set of policies and procedures for military leave of absence.
Subscriber Content
Mon, Jun 27, 2011
Policies & Procedures

Hourly Payroll Policy

This policy provides consistent hourly payroll processing procedures to ensure adequate standards of internal accounting...
Subscriber Content
Mon, Jun 20, 2011
Policies & Procedures

Independent Contractor Policy

This sample outlines a set of policies and procedures for hiring and paying independent contractors, including the defin...
Subscriber Content
Mon, Jun 20, 2011
Policies & Procedures

Internal Transfer/Job Posting Policy

This sample outlines a set of policies and procedures for an internal transfer or job posting, to foster a workplace whe...
Subscriber Content
Mon, Jun 20, 2011
Policies & Procedures

Jury Duty Policy

The following sample outlines a set of policies and procedures to allow employees to fulfill their civic obligation to j...
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Mon, Jun 20, 2011
Policies & Procedures

Overtime Policy

The following sample outlines a set of policies and procedures for overtime worked to ensure compliance with relevant re...
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Mon, Jun 13, 2011
Policies & Procedures

Personal Leave of Absence Policy

The following sample outlines a set of policies and procedures for personal leave of absence to coordinate the needs of ...
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Mon, Jun 13, 2011
Policies & Procedures

Personnel Records Policy

The following sample outlines a set of policies and procedures to keep company personnel records and employee health fil...
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Mon, Jun 6, 2011
Policies & Procedures

Smoking Policy

The following sample outlines a set of policies and procedures to prohibit smoking in the workplace.
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Mon, Mar 7, 2011
Policies & Procedures

Tuition Reimbursement Policy

The following is a sample policy statement for Tuition Reimbursement.
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Mon, Mar 7, 2011
Policies & Procedures

Alcohol and Other Drugs Policy

The following is a sample policy statement for use of alcohol and other drugs in the workplace.
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Mon, Feb 28, 2011
Policies & Procedures

Background Checks Policy

The following sample outlines a set of policies and procedures for background checks, which includes verification of: Ed...
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Mon, Feb 28, 2011
Policies & Procedures

Workers' Compensation Policy

The following sample outlines a set of policies and procedures for workers' compensation.
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Mon, Feb 28, 2011
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