Investigate, Document, Excel: A Writing Bootcamp for HR
Susan Strauss RN Ed.D. is a national and international speaker, trainer and consultant. Her specialty areas harassment, discrimination and bullying; organization development, and management/leadership development. Her clients are from healthcare, education, business, law, and government organizations from both the public and private sector. Susan conducts bullying and harassment investigations, works as an expert witness for harassment and bullying lawsuits, and coaches those managers and employees that need assistance in stopping their harassing or bullying behavior.
Dr. Strauss has authored over 30 books, book chapters, and articles, as well as written curriculum and training manuals. Susan has been featured on 20/20, CBS Evening News, and other television and radio programs as well as interviewed for newspaper and journal articles such as the Times of London, Lawyers Weekly, and Harvard Education Newsletter.
Susan has presented at international conferences in Botswana, Egypt, Thailand, Israel, Palestine, Bali, Lebanon, and the U.S., and conducted sex discrimination research in Poland. She has consulted with professionals from other countries such as Israel, England, Australia, Canada and St. Maartin. She has her masters in community health and holds a doctorate in organizational leadership.
This webinar has been approved for 2.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org
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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.
- 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
- Director of Risk Management
- Team Leads
- 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.