Disclosure Statement
Clear prompt describing what must be disclosed, including outside employment, financial interests, and familial relationships.
This form reduces legal and reputational risk by documenting disclosures and management decisions, clarifies expectations, and supports consistent enforcement of conflict policies. It also preserves evidence of notice and consent when conflicts are mitigated or restricted.
Typical users involved in preparing, submitting, or reviewing the form include HR, compliance, supervisors, and the employee making the disclosure.
Maintaining a clear chain of custody and a designated reviewer reduces confusion and speeds resolution when conflicts arise.
| Field | Configuration |
|---|---|
| Authentication | Email link with optional SMS code for signer verification |
| Required Attachments | Make supporting documents mandatory where indicated |
| Approval Routing | Route to immediate supervisor then compliance sequentially |
| Retention Flag | Set document retention per HR policy and legal requirements |
Confirm the platform supports secure signing, identity verification, and common file formats before collecting acknowledgments.
Choose a solution that produces an audit trail and tamper-evident signed files to simplify compliance reviews and record retention across HR and legal systems.
Clear prompt describing what must be disclosed, including outside employment, financial interests, and familial relationships.
Field for the employee to list parties, dates, compensation, and relevant contracts or obligations.
Area for employee to state potential conflicts with duties, schedule conflicts, or confidentiality concerns.
Optional employee-proposed steps to avoid or manage the conflict, such as recusal or schedule changes.
Structured section for supervisor/compliance to approve, conditionally approve, or require separation of duties.
Fields for storage location, retention period, and reference number to ensure consistent recordkeeping.
Submit at hire or within 5 business days of a material change
Supervisor responds within 7–10 business days
Compliance issues determination within 15–30 calendar days
Require annual confirmation or sooner if role changes
File final decision and mitigation plan immediately after approval
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (tiered) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |