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Investigations

Job aids

  • 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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  • 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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  • 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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  • 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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  • 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 anonymous in case some folks are still afraid to report. It also covers the follow-up process so they’re more likely to answer your questions and receive your close out message. A metaphorical night light!

Want a more concise overview? Check out Hotline: Anonymous vs. Confidential.

    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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  • 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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  • The Helpline Chronicles

    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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  • 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 who sees helpline reports and how their identity is protected. Transparency FTW!

    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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  • 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 include: reduced levels of frustration, shortness of investigations, and solid resolutions—just what the doctor ordered.

    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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  • When managers should escalate concerns to Compliance

    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?

    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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  • Helpline Flowchart - FEBRUARY GIFT

    Helpline Flowchart - FEBRUARY GIFT

    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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  • What to expect during an internal investigation

    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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