Investigations

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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...

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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...

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Hiring red flags checklist

Make the HR team your new squad with this straightforward checklist for evaluating new hires. Trade, antitrust, anticorruption: all of these can be triggered by hiring the “wrong” person—or at least,...

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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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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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What happens when you contact the helpline? - screensaver

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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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 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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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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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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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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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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What happens when you contact the helpline? - poster

The hotline isn’t a black box. Use this quick-hit poster 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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Investigations: Don't Worry! - poster

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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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! - screensaver

This calming graphic assures your team that investigations happen, and they have no need to worry.

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Investigations: Don't Worry! - screensaver

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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Investigations: Be Honest! - screensaver

Gently remind team members who are part of investigations that your company wants the truth.

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Template: Communicating with Hotline Callers

These email templates help you gather information, manage expectations, and ensure follow-up when employees report issues. Use these to manage the full lifecycle of a hotline case in an empathetic—and consistent—manner. We’ve even...

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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: Relax! - poster

This calming graphic assures your team that investigations happen, and they have no need to worry.

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Investigations: Be Honest! - poster

Gently remind team members who are part of investigations that your company wants the truth.

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Investigations

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