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Job aids

HR Team

  • 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 concerns, use this handy conversation guide as a blueprint to prep your managers and make the first report stick. It covers all the nuts and bolts including making sure employees feel heard, drilling down to the facts, and level-setting so everyone knows what to expect.

    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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  • 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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  • 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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  • Assessing Conflicts of Interest

    Assessing Conflicts of Interest

    This helpful one-pager gives HR professionals an easy way to assess whether a business decision raises red flags due to a conflict of interest. This off-the-shelf version guides them through both relationships and financial interests that may create a...

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  • Want to collect customer data?

    Want to collect customer data?

    A handy infographic based on FTC guidance, this walks your teams through the main issues involved in collecting and using customer data. Rather than give hard-and-fast rules, this piece asks critical questions about the use of customer...

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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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  • 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 sunbeams stretching down from the sky, warming your face]

This isn’t a pipe dream; it’s a worthy goal. You just gotta start the journey! This infographic is a huge leap in the right direction. It masterfully unpacks the do’s and don’ts of how to speak up effectively and influence ethical behavior at the peer level. So when two roads diverge in the yellow wood, your employees will have a guide to pick the right path and make all the difference.

    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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  • 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 does–like your responsibility for company culture, the “why” of training and policies, and your role in overseeing the helpline. Subtext: you’re the bomb.com!

Couple this infographic with these other nifty job tools and you'll have a full intro to your team for company newbies—and awkward dinner party conversations!

    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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  • 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 can cause others discomfort should be the guiding principle.

    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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  • 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 personal data requests, and covers other important details they need to share with the Legal team.

Your teams will thank you for helping them be expeditious, and you’ll be relieved to receive the info you need the first time around.

    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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  • What counts as personal data to one person might be meaningless info 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 through  what documentation and approvals must be in order before anything goes outside the company. That way, they’ll know if it’s ok to hit “send” or if they’ll need to check with the Privacy Team first.
Clarity + consistency = privacy cure all

    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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  • 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 CAN’T use personal data, and who to contact if they have questions. 

Missing a piece of your privacy puzzle? Check out our collection of tools here.

    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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  • 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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  • Approving employee transfers?

    Approving employee transfers?

    Transfers aren’t simply logistics—they involve trade, IT, and ethics issues, too. Use this simple checklist to confirm relevant issues have been vetted before the employee is already at their new desk. Not only does this piece work across...

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  • Competitive Information: New Hire Screening

    Competitive Information: New Hire Screening

    Hiring someone from a competitor? You've got risks. This guide breaks down responsibilities and tasks to make sure everyone is coordinated—and it works as a record for due diligence, too! In the rush to hire someone, it’s easy to forget that...

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  • 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 exactly how to respond so there’s no surprises.
Two words. Three syllables:Good Thinking!

    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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  • 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 understand the process of collecting or using sensitive personal information, and where to go with questions.

    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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  • 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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  • 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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  • New Employee Onboarding checklist

    New Employee Onboarding checklist

    Seamlessly bring on new hires with this helpful checklist—and diligence record. Rather than overwhelm a new hire (and their manager) at the start of the new job, we created a simple checklist to detail what needs to happen. This informs everyone of...

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  • Departing Employee checklists

    Departing Employee checklists

    Employees departing may be routine nowadays, and that's exactly why you need these checklists. Make sure you and your teams get what you need before the employee is out the door! We created two checklists for completion—one for the employee, one...

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