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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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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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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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...
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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...
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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 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...
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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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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...
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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...
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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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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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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...
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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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Fair and consistent discipline
Inconsistent discipline throughout your org can leave employees feeling confused and frustrated, and may lead to legal troubles too. No bueno! Save the day by sharing this step-by-step guide with your people managers to ensure discipline is fair and...
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Video: Cooperating with Internal Investigations
Investigations are a normal part of business, but can be stressful for some employees. Keep everyone cool as a cucumber with this video, which outlines the top five things to remember when they’re asked to participate. It focuses on things that...
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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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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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Video: Has an employee come to you with a concern?
It's gonna happen—I mean, it's what you've trained them to do!—employees are gonna go to their managers with potential ethics concerns. Here's the question: Are your managers prepared for it? They are if they have this short, targeted...
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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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