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Hotline and Program Basics

Job aids

  • 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.

    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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  • 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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  • Received an Employee Concern?

    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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  • We do not tolerate retaliation

    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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  • What is retaliation?

    What is retaliation?

    This helpful graphic gives full color to retaliation by both giving examples and explaining what to do about it. Retaliation is more than someone getting fired–this piece helps folks know it when they see it.

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

    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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  • How to speak up when you're a bystander

    How to speak up when you're a bystander

    Employees don’t always speak up when they see things that don’t align with your org’s values or policies. Often, they throw in the towel because they think it’s someone else’s responsibility, that the issue was already...

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  • Do your employees really get compliance or do they see it as a bureaucratic box-checking exercise they have to do once a year?

Reach out to those naysayers (and your ethics cheerleaders) with this inspiring infographic that unpacks why compliance matters—not just to the organization—but to them specifically. 

Why’s this such a BFD? Once you explain what’s in it for them, they’ll be way more open to listening to what else you have to say, and you’ll be one step closer to adding another compliance champion to the squad!

    Why should I care about compliance?

    Do your employees really get compliance or do they see it as a bureaucratic box-checking exercise they have to do once a year? Reach out to those naysayers (and your ethics cheerleaders) with this inspiring infographic that unpacks why compliance...

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

    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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  • Let’s be real, when it comes to being a manager, the people stuff is usually the hardest part of the job. And being asked to be “inclusive” can raise anxiety levels even further: How exactly do I do that? Am I doing something wrong? Is there something I haven’t thought of? It’s complex, but this super practical infographic isn’t. It skillfully lays out nine DOs and DON’Ts for managers to apply in their day-to-day work lives. Share this with them to ensure a welcoming environment for everyone!

    How a manager can create inclusion

    Let’s be real, when it comes to being a manager, the people stuff is usually the hardest part of the job. And being asked to be “inclusive” can raise anxiety levels even further: How exactly do I do that? Am I doing something wrong? Is...

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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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  • 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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  • Why’s it so scary in the dark? Because you can’t see what’s in it—duh! Shed some light on the unknown with this illuminating Helpline infographic. 

It breaks down who sees Helpline reports, why, and how to remain completely anonymous in case some folks are still afraid to report. It also covers the follow-up process so they’re more likely to answer your questions and receive your close out message. A metaphorical night light!

Want a more concise overview? Check out Hotline: Anonymous vs. Confidential.

    What happens to information I share with the compliance helpline?

    Why’s it so scary in the dark? Because you can’t see what’s in it—duh! Shed some light on the unknown with this illuminating Helpline infographic.  It breaks down who sees Helpline reports, why, and how to remain completely...

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  • You can preach “speaking up” until you’re blue in the face, but if your managers aren’t echoing the message—or even worse, unintentionally discouraging it—it’s not going to make a difference. And that’s sad. But don’t worry. Be happy. because you can show ‘em what the right way looks like with this fab framework for creating psychological safety, offering speak-up pathways for every preference, and modeling positive leadership when mistakes (inevitably) happen.

    Creating a speak up culture

    You can preach “speaking up” until you’re blue in the face, but if your managers aren’t echoing the message—or even worse, unintentionally discouraging it—it’s not going to make a difference. And that’s sad...

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  • Assessing Conflicts of Interest

    Assessing Conflicts of Interest

    This helpful one-pager gives HR professionals an easy way to assess whether a business decision raises red flags due to a conflict of interest. This off-the-shelf version guides them through both relationships and financial interests that may create a...

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  • Is it a sponsorship, grant, or donation?

    Is it a sponsorship, grant, or donation?

    Umm, who approved sponsoring this Cheese Rolling event?... It’s great when companies participate in corporate giving. But it’s not so great when external requests for funding are miscategorized–or even worse–the request...

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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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