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  • Has an employee come to you with a concern? Has an employee come to you with a concern?
    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...
    8✨Tokens
  • 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’...
    8✨Tokens
  • 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...
    8✨Tokens
  • What happens when you contact the helpline?
    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?"
    4✨Tokens
  • Module: What to do when an employee raises a concern Module: What to do when an employee raises a concern Module: What to do when an employee raises a concern Module: What to do when an employee raises a concern
    Module: What to do when an employee raises a concern
    So, your employees feel comfortable raising concerns to management.  Good! Your speak-up culture is on the right track for success. But wait, have you trained your managers on how to handle these delicate conversations? Prime your managers with the...
    12✨Tokens
  • Video: What happens when I contact the helpline?
    Video: What happens when I contact the helpline?
    This short, targeted training video (around 90 seconds), 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...
    8✨Tokens
  • 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...
    6✨Tokens
  • This checklist simplifies the investigation report drafting process and guides your investigators through everything they need to include—from initial timelines to root causes.
    Writing a good investigation report
    After all the effort that goes into a quality workplace investigation, writing a report that’s both concise and comprehensive can seem exhausting. But you need to memorialize that effort and it’s not something you can afford to get wrong...
    0✨Tokens
  • 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...
    8✨Tokens
  • 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...
    8✨Tokens
  • This toolkit guides you through everything to think about before, during, and after your investigation journey to ensure fair and defensible outcomes.
    Tips for a quality investigation
    Feeling lost in  the workplace investigation maze? Use this handy guide as your GPS. It walks you through 15 key points to think about on your investigation journey:  Before - Determining goals and choosing the right investigator During -...
    0✨Tokens
  • Helpline Flowchart
    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...
    8✨Tokens
  • This thorough checklist guides you through the final review to ensure nothing fell through the cracks and your investigation report is courtroom ready.
    Finalizing the investigation report
    You’ve completed a thorough and thoughtful investigation, determined root causes, and have great ideas for how to resolve the issue and keep it from happening again. You’ve even written a fab report using our Writing a good investigation...
    0✨Tokens
  • Template: Speak Up Snapshot Template: Speak Up Snapshot
    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...
    10✨Tokens
  • 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...
    8✨Tokens
  • Video: When to escalate concerns to compliance
    Video: When to escalate concerns to compliance
    Take the confusion out of escalating concerns with this short, targeted training video. 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 behavior...
    8✨Tokens
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