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  • 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...
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  • NEW
    Make helpline reporters feel heard and valued with ready-to-use helpline response templates that ensure clear, empathetic communication for every reported concern. Helpline response templates Helpline response templates Helpline response templates
    Helpline response templates
    Speaking up can be super stressful. It’s your job to handle reported concerns in a way that helps alleviate fears and ensures reporters feel heard. These helpline report response templates prioritize your employee's reporting experience...
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  • 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...
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  • 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...
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  • Walk employees through key investigations steps, case closure, and where to go with questions to make the process less intimidating, Your role in investigations (mini-module) Your role in investigations (mini-module) Your role in investigations (mini-module)
    Your role in investigations (mini-module)
    Investigations can feel scary—no matter who you are. To help calm anxieties, we’ve expanded on one of our most popular job aids to create this perfectly-sized mini-module.  It skillfully walks through key investigation steps (with...
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  • Investigations: Don't Worry!
    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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  • Investigations: Relax!
    Investigations: Relax!
    This calming graphic assures your team that investigations happen, and they have no need to worry.
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  • 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?"
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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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  • Helpline: Anonymous vs. Confidential
    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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  • In 3 questions, Empower your leaders to handle employment actions fairly, especially after an employee raises a concern.
    Avoiding (even the appearance) of retaliation
    Empower your leaders with the knowledge they need to handle employment actions fairly—especially after an employee raises a concern.  This guide sets the stage with scenarios that might need a little extra care, then covers three key...
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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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  • Ensure discipline is fair and consistent no matter who’s involved or their role with this step-by-step guide.
    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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  • 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...
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  • 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...
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  • Show employees how you protect them from retaliation by outlining key measures like confidentiality and active monitoring for unfair actions with this infographic.
    How we protect you from retaliation
    Do your employees truly trust that they’re protected from retaliation? Many don’t, and a big reason for this is they can’t just magically know what you do to protect them. Cast out any doubts by explaining how you ward off retaliation...
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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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  • 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
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