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  • Working remotely? Protect your data!

    Working remotely? Protect your data!

    Your employees likely work on the go—from hotels, airports, home, bathroom stalls (hey, we don’t judge!)—which invites increased cybersecurity, privacy, and confidentiality risks. Kick your worries...

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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...

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  • Fraud control (mini-module)

    Fraud control (mini-module)

    Use this handy mini-module to make it easy for your finance team to spot red flags in invoices by showing them what they actually look like—they'll love you for it! By request, we’ve taken our...

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Job aids

HR Team

  • 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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  • Three simple questions guide your employees through whether it’s OK to share info freely or they need an NDA before spilling the company beans.

    Do you need to get an NDA signed?

    Ever wonder if something you're about to share needs to be kept hush-hush? This handy guide is here to help! Think of it like a three-question quiz: answer yes or no, and it'll tell you if a Non-Disclosure Agreement (NDA) is needed before anyone spills...

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  • Help your organizers throw an inclusive, productive, and fun event with this infographic, which details key before- and during-event steps to mitigate non-compliance.

    Organizing a company event?

    Help your event organizers throw an inclusive, productive, and (importantly!) fun event with this enlightening infographic. Starting with pre-event considerations like pulling the necessary permits to during-event awareness like monitoring for...

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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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  • 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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  • If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at the right destination (or get lost along the way!). Demystify who does what with this handy chart, and look forward to receiving important info that actually belongs in your department, while spending a lot less time sending those “looping in so-and-so” emails. Looking for a pared-down version that works just as hard? Try the “Legal and Compliance: Who Does What?” infographic.

    Legal, Compliance, Audit, and HR: Who does what?

    If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at...

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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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  • Gathering information for a personal data request

    Gathering information for a personal data request

    Expeditious Ex·pe·di·tious | /ˌekspəˈdiSHəs/ Definition : to do something with speed and efficiency How to use expeditious in a sentence:  This checklist helps your employees expeditiously gather and prepare information for...

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  • Received a request to transfer data?

    Received a request to transfer data?

    What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how. In five simple steps, it guides them...

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  • How to handle a personal data request

    How to handle a personal data request

    Charades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games. Remove the ambiguity with this nifty infographic. It reveals the types of data requests they might receive and...

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  • Can I use personal data for this purpose?

    Can I use personal data for this purpose?

    If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and...

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  • Collecting sensitive personal data?

    Collecting sensitive personal data?

    Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this? This nifty infographic makes sure your people...

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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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  • Help folks understand how the E&C Team impacts their day-to-day and why they are essential to our business with this infographic.

    What does the Ethics and Compliance team do?

    Next time you’re at a party and someone asks you what you do, hand them this! Okay, maybe don’t—that’s kinda weird, but you can use this inspiring infographic to to teach employees what the Ethics and Compliance team...

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  • How we treat each other around the office (manager version)

    How we treat each other around the office (manager version)

    It's not unusual to spend hours investigating a Helpline report only to discover that everything stemmed from a manager's poor people skills. It wasn't a true compliance issue after all. UGH! Be proactive and give your leaders this concise—but...

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  • How we treat each other around the office

    How we treat each other around the office

    If a chunk of your Helpline reports stem from interpersonal issues—like general lack of civility and professionalism—you’re not alone. And, that’s no surprise. Like college roommates, sometimes our day-to-day interactions get...

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  • Interacting with clients and service providers

    Interacting with clients and service providers

    While treating customers and vendors with respect is the right thing to do, it’s also great for business. Avoid helpline complaints and negative reviews (including on job search sites) by explaining exactly what civility and respect look like when...

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  • Giving and receiving feedback

    Giving and receiving feedback

    If a chunk of your Helpline reports stem from interpersonal issues—like general lack of civility and professionalism—you’re not alone.   And, that’s no surprise. People aren’t great at sharing feedback (or just plain...

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  • Giving and receiving feedback (manager version)

    Giving and receiving feedback (manager version)

    It’s not unusual to receive a Helpline report, only to find out after hours of investigation that it isn’t a true harassment or discrimination issue—it’s a general lack of civility and professionalism by a manager...

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  • What can I ask a candidate during the hiring process?

    What can I ask a candidate during the hiring process?

    Hiring is exciting (finally, all hands on deck!) but if anyone on the team slips up and asks the wrong question during the interview process—stormy seas are ahead! Fear not matey, because this infographic maps out what’s OK to ask, what...

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  • How to speak up and handle tough conversations

    How to speak up and handle tough conversations

    Imagine a world where employees are empowered and skilled at working out their ethics and compliance concerns themselves—before tensions escalate and managers, HR, and/or your helpline investigators have to step in...[insert clouds parting and...

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  • 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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  • 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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  • Is it OK to do or say [blank] at work?

    Is it OK to do or say [blank] at work?

    Grandma knows what’s up. Help your team easily determine whether behavior is appropriate at the workplace with this colorful decision tree. Your workplace doesn’t have to be stuffy, but it’s a business, and recognition that your action...

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