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Hotline and Program Basics

  • Module: Annual Refresher Course

    Module: Annual Refresher Course

    Still stuck doing annual check-the-box training? Gross, and sorry. But hey, at least this 31-slide 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...

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  • Speak up: You have options!

    Speak up: You have options!

    Misconceptions around speaking up like, “you have to talk to your manager first” or “you should only go to compliance if someone’s breaking the law” will be a thing of the past with this infographic! Not only does it inform...

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  • What happens when you contact the helpline?

    What happens when you contact the helpline?

    The helpline isn’t a black box. Use this quick-hit graphic 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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  • Video: Conflicts - Do any of these apply to you?

    Video: Conflicts - Do any of these apply to you?

    In this short, targeted training video (0:43), employees will learn when and where conflicts often arise and why disclosure is in their best interest.  We'll start by breaking down just what a conflict is, then cover the different types of...

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  • Compliance, ink

    Compliance, ink

    Show off your compliance pride (and share the compliance love!) with this tattoo-themed piece.

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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 15-slide deck focuses on the emotional part of...

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  • Video: What does the ethics and compliance team do?

    Video: What does the ethics and compliance team do?

    In this short, targeted training video (0:56), employees will learn how the E&C team puts your organizational values into practice.  We'll cover the "why" of training and policies, your role in overseeing the helpline, and your responsibility...

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  • When to Check the Code of Conduct - horizontal

    When to Check the Code of Conduct - horizontal

    Keep your Code of Conduct top-of-mind and aligned with everyday tasks with this graphic. Even better? It's part of an entire system: use it with our Annual Refresher Course and Basic Code of Conduct Obligations infographic for a...

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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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  • Hotline Speak Up - horizontal

    Hotline Speak Up - horizontal

    The hotline poster goes 21st century! Print a poster or display it on any digital screen where you want to drive hotline awareness.

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  • Disclose it. - horizontal

    Disclose it. - horizontal

    Lots of people think conflicts of interest exist only when they profit. This piece reminds them that's not true. Need it in portrait? Check out the poster!

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  • The right place

    The right place

    Assure your employees they can raise ethics or compliance concerns, even if they're not 100% sure they're right—they just need to be coming from the right place.

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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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  • Compliance is an open book test

    Compliance is an open book test

    This call-to-action tells your team's compliance is not passive—if you don't know what to do, look it up!

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  • Policy Overview Template

    Policy Overview Template

    Policies are meant to be followed, but if your folks don’t read them, they can’t follow them. Give your org the gift of brevity with this at-a-glance resource that summarizes key points and nudges them to dig deeper into the full policy when...

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  • Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company. 

In six brief slides, this deck gives managers the information they need to reassure employees that conflicts aren’t necessarily bad—but that not reporting them is—and helps managers encourage interest disclosure. 

Add this micromodule to the Annual Refresher Course or pair it with our Assessing Conflicts of Interest decision tree, and watch those COI reporting numbers climb.

    How to manage conflicts of interest (mini-module)

    Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company.  In six brief slides, this deck gives managers the information they need to reassure employees that conflicts...

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  • You are responsible for what you approve - horizontal

    You are responsible for what you approve - horizontal

    Keep your Code of Conduct top-of-mind and aligned with everyday tasks with this graphic. Even better? It's part of an entire system: use it with our Annual Refresher Course and Basic Code of Conduct Obligations infographic for a...

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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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  • Email Signatures

    Email Signatures

    Don't waste the chance to get your compliance message out there; use this easy guide to incorporate it with every email. You ever seen folks who have compliance team branding, with their own signatures? Those are cool. But you know what’s better?...

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  • What does "in good faith" mean?

    What does "in good faith" mean?

    Show your employees that a sincere belief that what you're saying is true is reason enough to come forward.

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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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  • This micromodule equips your managers to create a speak-up culture that empowers employees to voice their concerns.

In seven brief slides, the journey starts with explaining why employees might not feel comfortable raising concerns, and continues with several stops along the way: (1) how to foster open communication, (2) handling mistakes tactfully (including their own!) and (3) when and how to invite  employees to raise concerns. 

Add this micromodule to the Annual Refresher Course, What to do when an employee raises a concern module, or couple it with the Creating a Speak-up Culture job aid or video to drive the point home.

    Creating a speak-up culture (mini-module)

    This mini-module equips your managers to create a speak-up culture that empowers employees to voice their concerns. In seven brief slides, the journey starts with explaining why employees might not feel comfortable raising concerns, and continues...

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  • What to do when an employee raises a concern

    What to do when an employee raises a concern

    So, your employees feel comfortable raising concerns to management.  Good! Your speak-up culture is on the right track for success. But wait, have you trained your managers on how to handle these delicate conversations? Prime your managers with the...

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