Hotline and Program Basics

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  • If it's disclosed, it can be managed
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    If it's disclosed, it can be managed

    Everyone thinks they can manage their own conflicts. Use this graphic piece to help your team identify and disclose all conflicts, all while reducing the stigma of doing so. One of employees’ core misunderstandings about conflicts of interests is...

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  • Conflicts of Interest

    Conflicts of Interest

    Make sure your employees know what's a conflict of interest—and, just as important, what to do about it. It’s too easy for folks to just “go with their gut” about potential conflicts. This piece uses simple icons to explain when...

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  • You nailed your speak-up campaign. Now it's time to build on that foundation and give your managers the perfect listen-up tool to handle those delicate intake conversations. Since it’s likely that employees will go to their supervisor with concerns, use this handy conversation guide as a blueprint to prep your managers and make the first report stick. It covers all the nuts and bolts including making sure employees feel heard, drilling down to the facts, and level-setting so everyone knows what to expect.
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    Has an employee come to you with a concern?

    You nailed your speak-up campaign. Now it's time to build on that foundation and give your managers the perfect listen-up tool to handle those delicate intake conversations. Since it’s likely that employees will go to their supervisor with...

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  • Received an Employee Concern?
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    Received an Employee Concern?

    This elegant guide shows exactly where to go within the company when issues pop up: HR, compliance, or both. A lot of really smart managers and employees don’t know the difference between HR and compliance—the two teams’...

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  • Stuck with a tough decision?

    Stuck with a tough decision?

    Ordered around how people actually think, this decision tree aids employees wrestling with whether something is permissible. Everyone experiences that queasy feeling when they’re not sure what how to do the right thing. We ask some...

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  • Non-retaliation for managers (Do this, not that)
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    Non-retaliation for managers (Do this, not that)

    Do this, not that! Show your managers how—and how not—to address employees' ethics concerns effectively. Leveraging the learning power of contrasting pairs, this task-based piece walks managers through how to react when an employee raises an...

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  • Annual Refresher Course / Basics Module

    Annual Refresher Course / Basics Module

    Still stuck doing annual check-the-box training? Gross, and sorry. But hey, at least this kit will make it 10 minutes long and actually relevant to every employee. So, you've got that going for you, which is nice. The ideal annual refresher training:...

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  • We do not tolerate retaliation
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    We do not tolerate retaliation

    Use this highly visual piece to heighten your team’s understanding of what retaliation looks like, and what to do if it happens to them. This piece powerfully enforces a core tenet of your culture: retaliating against someone who raises a red flag...

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  • Broadcat Icon System: Characters, Roles, and Miscellaneous Pack

    Broadcat Icon System: Characters, Roles, and Miscellaneous Pack

    With this pack, you go from “licensing content” to “using a design system.” That's because we created a drag-and-drop visual dictionary to help you bridge the gap between our content and yours.  Inside this pack,...

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  • In this short, targeted training video (0:40), managers will learn how they should address employee concerns to encourage speaking up and prevent retaliation claims.

We’ll guide them through how to react when an employee raises a concern using specific examples so it really sinks in. Then, we’ll cover what NOT to do to help avoid anything that might cause a chilling effect on reporting.

Want to make a lasting impression? Follow up with Non-retaliation for Managers: (Do This, Not That) and some of these other related pieces for reinforcement.

    Video: Non-retaliation for Managers

    In this short, targeted training video (0:40), managers will learn how they should address employee concerns to encourage speaking up and prevent retaliation claims. We’ll guide them through how to react when an employee raises a concern using...

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  • Conflicts, Plain & Simple

    Conflicts, Plain & Simple

    Happy Cloud says conflicts aren't scary! Use this suite of slides to train your team on how to identify when they have a conflict—and recognizing that by disclosing it, you can manage it. This slide deck focuses on the emotional part of conflicts...

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  • Our Code of Conduct

    Our Code of Conduct

    This ingenious infographic is the missing link between your masterful Code and having your employees actually use it. After all, you poured your compliance heart into an amazing reference tool that speaks practically about your values and expectations...

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  • Basic Code of Conduct Obligations

    Basic Code of Conduct Obligations

    This general guide is a quick reminder (with tips!) of day-to-day things that every employee needs to know, including how each of us has responsibilities related to ethics and compliance. Meant as a refresher and thought-provoker, this piece...

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  • Non-retaliation for managers

    Non-retaliation for managers

    Ensure your managers know how to address employee concerns with this helpful go-to guide. We love contrasting examples—they’re extraordinarily powerful in helping people learn appropriate behavior. Here, this approach is used to show your...

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  • New to the compliance game? I’ll fill you in on a secret: striving to be just effective is so 2000 and late. Boost your career to the next level and become a wildly effective compliance professional with this resource-packed online course. Broken into three overarching themes, the modules kick off with an intro to key laws, dive into the DOJ’s seven elements of an effective program, and wrap up with capstone lessons on culture—including pitfalls to avoid!
You’ll walk away with practical insights and be armed with downloadable articles, templates, and other materials to reference for years to come. Best of all, you’ll earn your Four C Certificate of Corporate Compliance Core Comprehension and up to 17.4 CEUs*. 
A note on pricing: For 35 tokens, you’ll have an enterprise-wide license that is available to all your compliance people. Have a smaller team? Cool. Licences are 8 tokens per person. Contact us for details.
*As awarded by the Compliance Certification Board

    Wildly Effective Compliance Officer Foundations Course

    I’ll fill you in on a secret: striving to be just effective is so 2000 and late. Use this resource-packed online course to train up your newbies and level up to become a wildly effective compliance team. Broken into three overarching themes, the...

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  • When Do You Need to Check Our Code of Conduct?

    When Do You Need to Check Our Code of Conduct?

    This elegant decision tree goes beyond obvious cases like “when you're not sure” to give expansive guidance on when to use your Code. In short, if your employee is doing something brand-new at the company, they should check the Code. If your...

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  • Cooperating with internal investigations

    Cooperating with internal investigations

    When Happy Cloud is involved, it's a good day. Reassure your employees with this calming guide by setting expectations and educating them on the process of being a part of an investigation. Drawing from our team’s background in investigations, we...

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  • What happens when you contact the helpline?

    What happens when you contact the helpline?

    The hotline isn’t a black box. Use this quick-hit screensaver to show your employees what to expect before they make the call. Need to go into more detail? Check out "What happens when I contact the helpline?"

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  • Template: Annual Board of Directors Program Overview

    Template: Annual Board of Directors Program Overview

    Prepping for your yearly status check? No need to start from scratch. Here’s how to streamline. Nail your annual program overview with prepared, customizable slides that are framed around the Federal Sentencing Guidelines. Use the structure...

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  • Broadcat Icon System: Speaking Up and Characteristics Pack

    Broadcat Icon System: Speaking Up and Characteristics Pack

    With this pack, you go from “licensing content” to “using a design system.” That's because we created a drag-and-drop visual dictionary to help you bridge the gap between our content and yours.  Inside this pack,...

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  • Managing a Third Party?

    Managing a Third Party?

    The risk of working with third parties is actually working with them, not starting the relationship. Show your team how to manage third-party relationships—and their potential red flags. This piece breaks down the basics of handling day-to-day...

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  • Before you close the investigation file, make sure...

    Before you close the investigation file, make sure...

    This simple checklist reminds your investigative team of how to effectively close out and document an investigation. Before an investigation team moves on, there are about a dozen elements of documentation and communication that must occur. It’s...

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  • What happens when I contact the helpline?

    What happens when I contact the helpline?

    The hotline isn’t a black box. Take the mystery out of how the helpline process works with this easy explainer—you’ll show your people exactly how compliance reporting works, step-by-step, before they make the call. This is meant to...

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  • When should you raise a compliance issue?

    When should you raise a compliance issue?

    This decision tree quickly helps employees determine the right time to raise concerns—and how to do it. You want your people to speak up, but they don’t want to bother the wrong person or feel like they’re whining. This aid walks...

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