Submit a gifts and entertainment disclosure

Submit a disclosure to obtain the legal clearance for gifts and entertainment.

Before you begin

Role required: sn_lg_ops.legal_user

Procedure

1. Navigate to All > Employee Center > Help center > Legal services > Ethics and compliance.

2. Select Gifts & Entertainment Disclosure.

3. Note: For description on the field values, see Gift and entertainment disclosure form

   On the form, fill in the fields and select Submit.

Result

• A gifts and entertainment disclosure request is created in the New state. If the value of the disclosure is within the maximum amount allowed, the request is auto-approved and the state is updated to Approved.
• The approval flow is triggered under the following conditions.
  • There are no gift policies defined or there are no active policies.
  • The value of the disclosure is more than the maximum amount allowed.
  • The external company name is not available in the list and was manually entered.

• The Standard Ticket page displays the following tabs to perform different tasks:

  • Activity: Track the activity history of the request and post messages for the fulfiller working on the request.

  • Attachments or Documents: Upload and manage the documents in the legal request.

    Note: If the external storage option is enabled, the Documents tab is displayed. Otherwise, the Attachments tab is displayed.

  • Request details: Review request details.

Parent Topic:Requesting legal clearance for gifts and entertainment