Hotline and Investigations

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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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  • 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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  • 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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  • Approving employee transfers?

    Approving employee transfers?

    Transfers aren’t simply logistics—they involve trade, IT, and ethics issues, too. Use this simple checklist to confirm relevant issues have been vetted before the employee is already at their new desk. Not only does this piece work across...

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  • Departing Employee checklists

    Departing Employee checklists

    Employees departing may be routine nowadays, and that's exactly why you need these checklists. Make sure you and your teams get what you need before the employee is out the door! We created two checklists for completion—one for the employee, one...

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  • New Employee Onboarding checklist

    New Employee Onboarding checklist

    Seamlessly bring on new hires with this helpful checklist—and diligence record. Rather than overwhelm a new hire (and their manager) at the start of the new job, we created a simple checklist to detail what needs to happen. This informs everyone of...

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