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Investigate, Document, Excel: A Writing Bootcamp for HR

Workplace investigations are not limited to addressing harassment complaints; they encompass a broad spectrum of misconduct, from theft and safety issues to retaliation, substance abuse, and policy violations. These investigations are crucial for maintaining a safe and equitable work environment. The responsibility often falls on HR or management, and determining the need for an outside investigator can be complex. Conducting a workplace investigation is both a science and an art. It requires technical precision to minimize liability, as well as the art of creating a safe and empathetic environment for interviews, recognizing the stress interviewees often experience.As an employer, you have a duty to investigate, and employees are expected to cooperate. But what if you encounter a resistant complainant, wrongdoer, or witness? Effective documentation and writing a comprehensive report are critical aspects of the investigation process. This starts the moment an employee files a complaint, and it's vital to understand how to document and craft a report that mitigates liability. The first question you must answer is whether the complaint warrants a formal investigation or if a less formal resolution is more appropriate for minor policy violations. When is it necessary to search an employee's workspace or digital devices? When should legal counsel be involved, and what evidence should you gather? This webinar focuses on addressing these issues and discusses best practices to ensure a fair, impartial investigation that supports a positive work environment, protects both employees and the organization, and reduces the risk of liability.Areas CoveredIdentifying What Constitutes a ComplaintDetermining the Necessity of an InvestigationSteps in the Investigative ProcessTechniques for Interviewing the Accuser, Accused, and WitnessesThe Importance of Good Documentation Distinguishing Between Formal and Informal Investigative ProceduresEmployee Searches Credibility Assessment Recognizing Signs of DeceptionReaching a Conclusion After an InvestigationFollow-up actions Based on Investigation Outcomes Crafting a Formal Report Documenting the InvestigationWho Should AttendVP of HRHR Directors, Managers, and GeneralistsManagers Director of Risk ManagementTeam LeadHR ConsultantsWhy Should You AttendThis webinar addresses essential legal and ethical responsibilities that HR professionals, and sometimes others, must uphold in the workplace. Failure to follow these laws not only increases organizational liability but also hinders the establishment of a fair and equitable work environment for employees. Financial costs associated with neglecting workplace investigations include expenses related to absenteeism, employee turnover, and liability risks arising from civil rights and criminal laws. By attending this webinar, you'll gain the knowledge and tools to conduct effective workplace investigations, thereby safeguarding your organization and promoting a culture of fairness and compliance.

Workplace investigations are not limited to addressing harassment complaints; they encompass a broad spectrum of misconduct, from theft and safety issues to retaliation, substance abuse, and policy violations. These investigations are crucial for maintaining a safe and equitable work environment. The responsibility often falls on HR or management, and determining the need for an outside investigator can be complex. Conducting a workplace investigation is both a science and an art. It requires technical precision to minimize liability, as well as the art of creating a safe and empathetic environment for interviews, recognizing the stress interviewees often experience.

As an employer, you have a duty to investigate, and employees are expected to cooperate. But what if you encounter a resistant complainant, wrongdoer, or witness? Effective documentation and writing a comprehensive report are critical aspects of the investigation process. This starts the moment an employee files a complaint, and it's vital to understand how to document and craft a report that mitigates liability. The first question you must answer is whether the complaint warrants a formal investigation or if a less formal resolution is more appropriate for minor policy violations. When is it necessary to search an employee's workspace or digital devices? When should legal counsel be involved, and what evidence should you gather? This webinar focuses on addressing these issues and discusses best practices to ensure a fair, impartial investigation that supports a positive work environment, protects both employees and the organization, and reduces the risk of liability.

Areas Covered

  • Identifying What Constitutes a Complaint
  • Determining the Necessity of an Investigation
  • Steps in the Investigative Process
  • Techniques for Interviewing the Accuser, Accused, and Witnesses
  • The Importance of Good Documentation
  • Distinguishing Between Formal and Informal Investigative Procedures
  • Employee Searches
  • Credibility Assessment
  • Recognizing Signs of Deception
  • Reaching a Conclusion After an Investigation
  • Follow-up actions Based on Investigation Outcomes
  • Crafting a Formal Report Documenting the Investigation

Who Should Attend

  • VP of HR
  • HR Directors, Managers, and Generalists
  • Managers
  • Director of Risk Management
  • Team Lead
  • HR Consultants

Why Should You Attend

This webinar addresses essential legal and ethical responsibilities that HR professionals, and sometimes others, must uphold in the workplace. Failure to follow these laws not only increases organizational liability but also hinders the establishment of a fair and equitable work environment for employees. Financial costs associated with neglecting workplace investigations include expenses related to absenteeism, employee turnover, and liability risks arising from civil rights and criminal laws. By attending this webinar, you'll gain the knowledge and tools to conduct effective workplace investigations, thereby safeguarding your organization and promoting a culture of fairness and compliance.