Hotline and Investigations

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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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • Super Simple Hotline - poster

    Super Simple Hotline - poster

    Snail mail? Yup, people still use it. This phenomenally straightforward piece tells your employees exactly what they need to know for reporting concerns.

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  • Help is a click away - poster

    Help is a click away - poster

    Smooth the process of reporting compliance issues—this super-graphic piece reminds your employees that it's easy to reach out.

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  • Hotline Speak Up - screensaver

    Hotline Speak Up - screensaver

    The hotline poster goes 21st century! This screensaver can be used on any digital screen where you want to drive hotline awareness.

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  • Super Simple Hotline - screensaver

    Super Simple Hotline - screensaver

    Snail mail? Yup, people still use it. This phenomenally straightforward piece tells your employees exactly what they need to know for reporting concerns.

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  • Help is a call away - poster

    Help is a call away - poster

    What could be more simple? Help with compliance is only a phone call away.

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  • Hotline Report - screensaver

    Hotline Report - screensaver

    The hotline poster goes 21st century! This screensaver can be used on any digital screen where you want to drive hotline awareness.

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  • If we didn't want to hear it...

    If we didn't want to hear it...

    You take ethics and compliance seriously, so remind your employees—with a little humor—you actually want them to come forward with any concerns.

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  • Speak Up: Gulf - poster

    Speak Up: Gulf - poster

    Make sure your people know that everyone's voice is important in compliance and ethics.

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