Introducing Policy+ and Form Builder - Building a Connected Compliance Ecosystem

Policy+ — Modern Policy Management

Policy+ is Ethico's newest solution, purpose-built to simplify how organizations create, distribute, manage, and track company policies throughout their lifecycle.

Whether you're replacing manual processes or modernizing an existing policy program, Policy+ provides a centralized platform for policy governance—from authoring and version management to employee acknowledgements and compliance reporting. Best of all, it integrates seamlessly with the Employee Portal, giving employees one trusted place to access the latest policies alongside their disclosures.

Key Benefits

• Centralize your policy program in one secure, organized platform.

• Create, publish, and manage policies with built-in version control.

• Target policy assignments to specific employees or groups.

• Track acknowledgements and compliance with real-time visibility and reporting.

• Ensure employees can easily access the latest approved policy.

• Extend your existing Ethico platform with a fully integrated policy management solution—no disconnected systems required.

Policy+ is available as an add-on for existing Ethico customers. Contact your Client Success Manager or email ClientSuccess@ethico.com to learn more or schedule a demonstration.

A New Home for Employee Compliance

The new Employee Portal brings your organization's disclosures and policies together into one modern, centralized experience. Instead of searching across multiple systems, employees have a single destination to complete assigned disclosures, review company policies, acknowledge required documents, and stay informed.

Designed with simplicity in mind, the Employee Portal makes compliance easier for employees while helping organizations improve participation, visibility, and overall engagement.

Key Benefits

• One place for everything—disclosures, policies, and compliance activities.

• A simpler employee experience with an intuitive, self-service portal.

• Improved completion rates by making required actions easy to find and complete.

• Greater transparency into assigned tasks and acknowledgements.

• A connected experience that grows alongside your organization's compliance program.

Form Builder — Disclosure Forms Built Around Your Business

Build dynamic disclosure forms tailored to your organization's unique reporting process. Form Builder gives administrators the flexibility to create modern, intuitive forms with configurable questions, layouts, and logic—without disrupting existing disclosure workflows.

Why You'll Love It

No two organizations collect disclosures the same way—so why should every form look the same?

Form Builder empowers you to create disclosure experiences that reflect your business, making it easier for employees to submit complete, accurate information while giving administrators greater control over how data is collected.

Key Benefits

• Design forms your way with flexible layouts and configurable question types.

• Guide users with conditional logic that displays only the questions that matter based on previous responses.

• Improve the reporting experience with cleaner, more intuitive forms that are easier to complete.

• Reduce administrative effort by aligning forms with your organization's processes instead of adapting to a generic template.

• Adopt at your own pace. You can configure and test new forms alongside your existing setup without impacting your current reporting process.

Getting Access

If you're interested in exploring the new experience or would like to enable Form Builder for your organization, please contact your Client Success Manager or email ClientSuccess@ethico.com. Our team will help you get started and guide you through the available capabilities.

Enhanced Disclosure Reporting

We've introduced several enhancements to ecoReports that make disclosure reporting more flexible, efficient, and intuitive. Whether you're reporting on legacy disclosure forms or the new Form Builder experience, you can now build reports faster, filter data more precisely, and gain deeper insights with less effort.

What's New

• Filter by specific disclosure forms to focus reports on the data that matters most.

• Smarter question selection automatically displays only the questions related to your selected form(s).

• Enhanced filtering options provide additional text and numeric operators for more precise analysis.

• Improved multi-form reporting makes it easier to compare responses across different disclosure forms and versions.

• Seamless Form Builder integration brings new Form Builder submissions into Campaign Dashboards, custom ecoReports, charts, and visualizations alongside legacy disclosure forms.

The Result

These enhancements create a more intuitive reporting experience, reduce the time spent configuring reports, and give you greater confidence that you're analyzing the right data—all from a single, unified reporting experience.