Investigations
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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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What happens when you contact the helpline? - horizontal
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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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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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 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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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 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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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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The Helpline Chronicles
We recognize that not everyone fancies themselves a writer, so we've done the hard part and created this plug-and-play template for real life scenarios. Since the helpline is uncharted territory for many folks, uncertainty about what happens after they...
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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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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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Video: What happens when I contact the helpline?
This short, targeted training video (1:20), will transform even the most reticent employee into one that’s 100% comfy with contacting the helpline. This video covers the basics, from what info to share with the helpline, to what happens after a...
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Making a call to the helpline?
Is your investigation team suffering from a case of so-and-so-is-breaking-the-rules anonymous report blues? Cure what ails you with this crafty one-pager. It lists all the ingredients for a fact-based report that your team can act on. Side effects...
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Video: When to escalate concerns to compliance
Take the confusion out of escalating concerns with this short, targeted training video (1:30). In less than two minutes, brief your managers and HR on the key indicators for when an issue should be raised to Compliance. From illegal activity to harmful...
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Video: We do not tolerate retaliation
Educate your teams on what all forms of retaliation look like, as well as the steps to take if they see or experience it. This short, targeted training video (1:28) will foster a speak-up culture at your org by clearly describing illegal, social, and...
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When managers should escalate concerns to Compliance
We love it when leadership takes ownership of compliance, but what happens when they try to handle big-deal issues all on their own? Don’t leave ‘em in the dark wondering when they should loop you in. With this guide, they’ll know...
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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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Template: Hotline FAQs
A guide to making your hotline employee-friendly and effective with pre-made FAQs you can easily customize. These FAQs help minimize anxiety and boost confidence in your reporting system by explaining what to know and expect in simple, friendly, human...
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Investigations: Don't Worry!
If Happy Cloud says it, it must be true: reassure employees involved in investigations they're OK with this cheery graphic.
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Template: Speak Up Snapshot
Reports: They weren’t fun in elementary school, and they’re not fun now. If only you had something to do the work for you… like this dynamic template! Impress your colleagues, stakeholders, and even the Board with Broadcat’s...
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Helpline Flowchart
It’s a lot easier to encourage people to share thoughtful, accurate, and detailed information when YOU do it first! Help your teams shake off the uncomfies about contacting the helpline with this stellar flowchart that explains exactly what happens...
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Helpline: Anonymous vs. Confidential
Investigations can be complex, but your speak-up comms don’t need to be! Keep it basic with this straightforward chart that quickly eases fears about reporting to the helpline. By breaking down confidentiality and anonymity, folks will understand...
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What to expect during an internal investigation
Investigations often make employees anxious, even if they’re not the subject of any allegations. And when emotions run high, their brains stop processing all the info you are sharing with them. So, instead of hoping they remember all the stuff you...
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Investigations: Relax! - horizontal
This calming graphic assures your team that investigations happen, and they have no need to worry.
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