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Job aids

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  • Understanding Microaggressions

    Understanding Microaggressions

    Microaggressions can quietly erode morale, fuel turnover, and expose your organization to legal risks. This infographic provides a clear and actionable guide to understanding, preventing, and addressing these subtle yet harmful behaviors. Use it to...

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  • Explain what insider threats are, where they come from, and what red flag behaviors your teams need to bring to your attention.

    Insider threat red flags

    Educate your employees on what insider threats are, where they come from, and some common red flag behaviors.  This infographic kicks things off with a not-so-obvious concept: that insider threats don’t necessarily come from inside the...

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  • This guide does the heavy lifting of defining HCPs, outlining what to document, and where to submit all this info (on time)!

    Providing something of value to an HCP?

    When providing payment or something of value to healthcare professionals, transparency is paramount. But to accomplish this, your teams need to gather and report accurate and complete information.  Let this guide do the heavy lifting for you by...

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  • Guide your people through important pre-event decision-making and during-event reminders to ensure everyone feels safe, and no one goes off the rails.

    Behavior during business events

    Whether members of your org are attending a holiday party, product launch, or trade show—or anything in between—make sure they know what behavior you expect before attending the event. This infographic guides them on important pre-event...

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  • Reassure your folks that secondary employment is generally OK, clarify what might create a problem, and guide them through next steps with this hard-working infographic.

    Starting a side gig or second job?

    Hobbies, interests, and secondary employment… OH MY! Side gigs—from hobbies-turned-hustles to volunteering and traditional employment—can sometimes be viewed as don’t-tell-anyone-or-you’ll-get-in-trouble pursuits, which is...

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  • This checklist outlines everything your employees need to verify before they use ephemeral messaging apps.

    Vanishing Words: A Guide to Ephemeral Messaging

    Ephemeral messaging—aka self-destructing apps—are an easy way to send a quick status update. But, when it comes to business discussions, your employees need to know the DOs and DON’Ts of using these apps to keep your company out of hot...

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  • What concerns should I report to the helpline?

    What concerns should I report to the helpline?

    Sometimes employees aren’t sure what issues they should raise through your helpline so you get everything from “so-and-so walks around barefoot in the office” to “I think my manager might be committing fraud.” This...

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  • While employees are not responsible for a teammate’s substance abuse, they ARE responsible for reporting it. Walk your employees through exactly what they need to do if they suspect a coworker is intoxicated while working.

In three steps, this job aid explains that employees should 1) not jump to conclusions or pass judgment, 2) try to move the affected colleague away from a potentially dangerous setting, and 3) let someone know immediately. Plus, it outlines helpful info HR needs to know to investigate. 

This job aid is especially powerful in a manufacturing or construction environment, where safety concerns are paramount. Pair it with Substance abuse red flags or Resources to help with substance abuse for even more impact.

    Suspect substance abuse on the job?

    While employees are not responsible for a teammate’s substance abuse, they ARE responsible for reporting it. Walk your employees through exactly what they need to do if they suspect a coworker is intoxicated while working. In three steps, this job...

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  • Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to ease some of your anxiety...  Prepare your employees for the integration with this one-pager that carefully lists everything to do (and not to do) premerger. Share this gun-jumping infographic for extra impact.

    Before a merger or acquisition...

    Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to...

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  • Joining forces is exciting, but jumping the gun and prematurely sharing confidential information is not (because, you know, the law).
 
Give this infographic to your employees at the onset of a merger or acquisition so they know what convos are off limits with folks from the other company—like pricing, contract terms, territories, product innovation, or any other strategic plans. That way, you’ll know they’re conducting business the right way and your integration won’t get disrupted by an honest, but illegal, mistake. 

For greater impact, follow this up with our before an integration job aid.

    What not to discuss during a merger

    Joining forces is exciting, but jumping the gun and prematurely sharing confidential information is not (because, you know, the law). Give this infographic to your employees at the onset of a merger or acquisition so they know what convos are off limits...

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  • Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk?

While prohibiting the use of AI might sound good, it ignores human nature to find the easiest path forward (and when has prohibition really ever worked anyway, amirite?). 

Give your employees direction with this comprehensive guide before they find themselves up a creek without a paddle. They’ll learn how to avoid disaster and why these steps are necessary. Not just that—they’ll appreciate finding clarity in the murky waters of AI ethics and you’ll know they have the right tools to get through the muck.

Wanna frame this important issue with a mini campaign? Bookend it with the We protect our data and  Notify Privacy when mistakes happen job aids.

    How to use AI Chatbots at work

    Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk? While prohibiting the use of AI might sound good, it ignores human...

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  • What is social retaliation?

    What is social retaliation?

    No one likes to feel like an outcast, especially after being brave and speaking up or participating in an investigation. This is the type of retaliation that many employees fear, but it isn’t always clearly covered by non-retaliation policies.This...

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  • Speak up: You have options!

    Speak up: You have options!

    Misconceptions around speaking up like, “you have to talk to your manager first” or “you should only go to compliance if someone’s breaking the law” will be a thing of the past with this infographic! Not only does it inform...

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  • Suspect a privacy breach?

    Suspect a privacy breach?

    Awkward silence = cringe. Awkward silence with your coworkers = just plain terrible. Help your employees avoid long pauses and staring contests with this incredibly helpful infographic. It covers everything they need to share about a potential data...

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  • We protect our data

    We protect our data

    Foster a culture of data security at your company with this infographic, which answers the “why” of data protection with four key points: it’s the law, it’s good business, our customers expect it, and it’s the right thing to...

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  • Notify Privacy when mistakes happen

    Notify Privacy when mistakes happen

    Being accountable and fixing mistakes yourself is great, but when it comes to privacy mishaps, there are situations where the Privacy Team needs to be looped in. This infographic explains the most common scenarios that require their helping...

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  • How to protect our data from imposters

    How to protect our data from imposters

    Kids dressing up as police officers = super cute. Adults impersonating them to get your company’s data = just plain creepy. But do your employees know what to do if they get a strange data request? Use this infographic to highlight who scammers...

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  • Careful virtual communications

    Careful virtual communications

    We may love dishing about juicy binge-worthy shows on Slack, but it’s easy to forget that these types of communications are on company record, which can lead to problems if discussions take a sensitive turn.  At best: cringey embarrassing...

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  • When should I contact the Privacy Team?

    When should I contact the Privacy Team?

    Living your values means ensuring data privacy throughout your org. You’ve written all the policies, operationalized training, and have a Chief Privacy Officer. But do your people know when to pick up the phone and contact the Privacy Team? This...

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  • We never collect sensitive personal data

    We never collect sensitive personal data

    Collecting data is an essential part of your business—it’s how you identify your customers and helps you tailor your products and services. But, let’s be real—collecting data is risky, so your employees need to know what is and...

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  • Is this personal data?

    Is this personal data?

    Maintaining customer and employee privacy has always been important, but with GDPR, CCPA and other privacy regs across the globe, not only is it important—it’s also the law. Ensure your teams know what qualifies as “personal data”...

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  • Cost of non-compliance

    Cost of non-compliance

    Compliance failures can cost a lot! And we’re not just talking money. We’ve all heard horror stories about penalties, obligations (deferred prosecution agreements, yikes!), reputational impacts and other fiascos that can happen when something...

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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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  • What happens when I make a disclosure?

    What happens when I make a disclosure?

    Employees are hesitant to disclose their personal interests for a conflict review because they’re worried they’ll be in trouble, have to ditch their side gig, or who will see their personal information. Eliminate the uncertainty of...

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