People Oversight
Articles
- Editing Disclosure Templates
- Assigning Disclosures
- Reviewing Disclosures
- Notifying an Employee to Complete Their Certification
- How to Invite Employees to the Platform
- Creating Flagged Questions on Certifications
- Building a Disclosure Template
- Submitting a Disclosure on Behalf of An Employee
- Building a Certification Template
- Creating Visibility Barriers
- How to Connect Brokerage Accounts
- How to Import Employees
- Making Changes to a Certification Campaign
- Roles vs. Groups: Assigning Roles and Module-Level Access
- Creating and Updating a Private Placement
- Manually Adding and Inviting Employees to Hadrius
- Auto Approving & Denying Trade Pre-Clearance Disclosures
- Submitting Disclosures
- Creating a Restricted List Trading Rule
- Creating Visibility Barriers
- How to Export a Disclosure and Its Full Audit Trail
- Setting Gift & Entertainment Amount Thresholds
- Creating Rules for Employee Trade Monitoring
- Building a Certification Template
- Deactivating an Employee Who Has Left the Firm
- Creating a Checklist and Assigning It to a Group
- Reviewing Certifications
- Creating Groups and Custom Permissions
- Configuring Reviewers and Review Forms
- Excluding Employees from a Campaign
- Switching Between Admin and Employee View
- Launching a Certification Campaign
- Bulk Exporting Certification Submissions
- Auto Approving Gift & Entertainment Disclosures
- Marking Trades as Compliant vs. Non-Compliant