Compliance Vista – Assessment & Compliance Management – In your Salesforce Org

Multi-Survey Assessments ✔Bundle multiple surveys into one assessment with unified tracking. ✔Assign different surveys to different stakeholders (self, peers, managers, vendors). ✔Track progress and completion across all included surveys.

Workflow & Approvals ✔Configure workflow stages such as Data Collection, Review, and Approval. ✔Reviewers can flag responses, request clarification, and approve or reject. ✔Stage-based automation ensures consistent governance.

Scoring & Aggregation ✔Weight surveys to calculate overall assessment scores. ✔Aggregate scores across self/peer/manager or multiple vendor assessments. ✔Automatically propagate scores to related employee, vendor, or risk records.

Employee 360 Reviews ✔Automate self, peer, and manager assessments using hierarchy-based assignment. ✔Capture peer selection directly during self-assessment. ✔Consolidate all feedback into a single Employee 360 Rating.

Vendor Risk & Due Diligence ✔Run vendor classification and low/medium/high due diligence workflows. ✔Automatically determine risk tier and next assessment interval. ✔Store risk levels, DD scores, and upcoming due dates on vendor accounts.

Compliance & Control Assessments ✔Conduct compliance checks, control testing, and audit reviews. ✔Use integrated checklists or multi-response workflows to evaluate controls. ✔Maintain complete audit trails of reviewer actions and approval decisions.

Automation & Scheduling ✔Trigger assessments automatically using Record Lifecycle Maps (RLM). ✔Schedule recurring due diligence assessments based on risk-level rules. ✔Auto-notify stakeholders with reminder and escalation workflows.

Templates & Reusability ✔Create reusable assessment templates for HR, Risk, TPRM, and Compliance. ✔Standardize workflows, scoring logic, and notification settings. ✔Clone templates to launch repeatable review programs quickly.

Reporting & Dashboards ✔View consolidated survey responses at assessment and participant levels. ✔Dashboards highlight risk trends, employee scores, and compliance coverage. ✔Track open, approved, failed, and overdue assessments across the org.