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  • Template: Annual Board of Directors Program Overview

    Template: Annual Board of Directors Program Overview

    Prepping for your yearly status check? No need to start from scratch. Here’s how to streamline. Nail your annual program overview with 17 prepared, customizable slides that are framed around the...

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  • Video: What does the ethics and compliance team do?

    Video: What does the ethics and compliance team do?

    In this short, targeted training video (0:58), employees will learn how the E&C team puts your organizational values into practice.  We'll cover the "why" of training and policies, your...

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  • Template: High-Risk Process Map

    Template: High-Risk Process Map

    Empower your team to understand what risky behavior is, who does it, and how to control it. This template gives you a simple, structured way to think through the weak points—and control points—in a...

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All Employees

  • Stuck with a tough decision?

    Stuck with a tough decision?

    Ordered around how people actually think, this decision tree aids employees wrestling with whether something is permissible. Everyone experiences that queasy feeling when they’re not sure what how to do the right thing. We ask some...

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  • Annual Refresher Course & Code Obligations Job Aid

    Annual Refresher Course & Code Obligations Job Aid

    Still stuck doing annual check-the-box training? Gross, and sorry. But hey, at least this 31-slide kit will make it 10 minutes long and actually relevant to every employee. So, you've got that going for you, which is nice. The ideal annual refresher...

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  • We do not tolerate retaliation

    We do not tolerate retaliation

    Use this highly visual piece to heighten your team’s understanding of what retaliation looks like, and what to do if it happens to them. This piece powerfully enforces a core tenet of your culture: retaliating against someone who raises a red flag...

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  • This is Harassment

    This is Harassment

    Understanding when behavior crosses a line isn't always clear. This guide shows employees the signs not to ignore in a graphic way that's easy to remember. Cleverly utilizing the senses of look, feel, and sound, this piece groups the main categories of...

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  • 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 to the curb by giving them this tool, which neatly contrasts the DOs and DON’Ts of remote working. That way, your people are crystal clear on what they need to do to protect company assets.

    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 to the curb by giving them this tool,...

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  • Before you post (even privately) about work on social media

    Before you post (even privately) about work on social media

    Navigating social media gets more complicated by the day. This simple checklist helps your employees quickly assess whether to post about work. It doesn’t take more than a few seconds for one of your employees to expose your company to reputation...

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  • What is retaliation?

    What is retaliation?

    This helpful graphic gives full color to retaliation by both giving examples and explaining what to do about it. Retaliation is more than someone getting fired–this piece helps folks know it when they see it.

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  • Basic Code of Conduct Obligations

    Basic Code of Conduct Obligations

    This general guide is a quick reminder (with tips!) of day-to-day things that every employee needs to know, including how each of us has responsibilities related to ethics and compliance. Meant as a refresher and thought-provoker, this piece...

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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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  • How to speak up when you're a bystander

    How to speak up when you're a bystander

    Employees don’t always speak up when they see things that don’t align with your org’s values or policies. Often, they throw in the towel because they think it’s someone else’s responsibility, that the issue was already...

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  • Our Code of Conduct

    Our Code of Conduct

    This ingenious infographic is the missing link between your masterful Code and having your employees actually use it. After all, you poured your compliance heart into an amazing reference tool that speaks practically about your values and expectations...

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  • What happens when you contact the helpline? - screensaver

    What happens when you contact the helpline? - screensaver

    The hotline isn’t a black box. Use this quick-hit screensaver 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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  • It’s super challenging to offer gift guidance for every situation. That’s why we created this effortlessly simple decision tree to break down all your relevant policies and do the job for you. Employees can tackle one question at a time to ultimately decide whether the gift is okay or not—and, if they still have doubts, where to go for help. Take it next-level and swap out the examples or bulleted guidance to tailor it perfectly to your company policies and different locations. #FTW

    Can I give or accept this gift?

    It’s super challenging to offer gift guidance for every situation. That’s why we created this effortlessly simple decision tree to break down all your relevant policies and do the job for you. Employees can tackle one question at a time to...

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  • When Do You Need to Check Our Code of Conduct?

    When Do You Need to Check Our Code of Conduct?

    This elegant decision tree goes beyond obvious cases like “when you're not sure” to give expansive guidance on when to use your Code. In short, if your employee is doing something brand-new at the company, they should check the Code. If your...

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  • 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...

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  • When should you raise a compliance issue?

    When should you raise a compliance issue?

    This decision tree quickly helps employees determine the right time to raise concerns—and how to do it. You want your people to speak up, but they don’t want to bother the wrong person or feel like they’re whining. This aid walks...

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  • Model Code of Conduct Training Module

    Model Code of Conduct Training Module

    This simple guide will help your employees navigate your company's Code of Conduct. A very short, very simple framing of your Code of Conduct that covers what it is, where to find it, and when to check it. These 8 slides can be read by employees in 1-2...

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  • In this short, targeted training video (0:38), employees will learn when and where conflicts often arise and why disclosure is in their best interest. We'll start by breaking down just what a conflict is, then cover the different types of conflicts, and wrap it all up by explaining that having a conflict isn't necessarily an issue, but not reporting it is! Don't forget to give your team members one of these job aids that link to your disclosure form and where to go for questions, and put a bow on your training plan with these awesome awareness tools.

    Video: Conflicts - Do any of these apply to you?

    In this short, targeted training video (0:43), employees will learn when and where conflicts often arise and why disclosure is in their best interest.  We'll start by breaking down just what a conflict is, then cover the different types of...

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  • Social Media Module

    Social Media Module

    Help your folks avoid saying dumb stuff on social media without sounding like everyone’s Aunt Irene. This simple, friendly visual guide pairs well with our social media checklist and any IPA that has a strong citrus note. This Guide gives each of...

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  • Super Simple Hotline - poster

    Super Simple Hotline - poster

    Snail mail? Yup, people still use it. This phenomenally straightforward piece tells your employees exactly what they need to know for reporting concerns. Heads up: this is the standard version. Looking for the line art version? Find it here.  

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  • Posting on politics?

    Posting on politics?

    Help your employees navigate the implications of politics and social media without infringing on their autonomy. Folks wanting to engage in political discussions online can create serious problems for your company. Provide them with an easy flowchart to...

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  • If we didn't want to hear it...

    If we didn't want to hear it...

    You take ethics and compliance seriously, so remind your employees—with a little humor—you actually want them to come forward with any concerns.

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  • Compliance is an open book test

    Compliance is an open book test

    This call-to-action tells your team's compliance is not passive—if you don't know what to do, look it up!

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  • Do your employees really get compliance or do they see it as a bureaucratic box-checking exercise they have to do once a year? Reach out to those naysayers (and your ethics cheerleaders) with this inspiring infographic that unpacks why compliance matters—not just to the organization—but to them specifically. Why’s this such a BFD? Once you explain what’s in it for them, they’ll be way more open to listening to what else you have to say, and you’ll be one step closer to adding another compliance champion to the squad!

    Why should I care about compliance?

    Do your employees really get compliance or do they see it as a bureaucratic box-checking exercise they have to do once a year? Reach out to those naysayers (and your ethics cheerleaders) with this inspiring infographic that unpacks why compliance...

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