How To Conduct Business and Employee Relations Investigations
  • CODE : TERI-0008
  • Duration : 90 Minutes
  • Level : Intermediate
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  • Teri Morning, MBA, MS specializes in solving company "people problems" and providing big company style HR service to small business.
  • Teri has enjoyed consulting with employers on their problems and trained managers and employees for over 20 years, meeting and working with employees from all types of businesses. She has twenty+ years human resource and training experience in a variety of fields, including retail, distribution, architectural, engineering, consulting, manufacturing (union), public sector and both profit and non-profit companies.
  • In addition to a MBA, Teri has a Master's degree in human resource development with a specialization in conflict management.
  • Teri was certified by the state of Indiana in mediation skills, and Teri is currently certified in project management and its management and qualified as a Myers Briggs practitioner. Teri has held the PHR, SPHR, SPHR-CA and SHRM-SCP certifications.
  • Teri also sources HR software solutions for incident tracking, employee relations, safety (Incident Tracker), compensation (Compease) and performance management (Performance Pro).

This webinar has been approved for 1.50 HR (General) recertification credit hours toward aPHR™, 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

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Employers conduct investigations for a variety of reasons; employee or customer complaints, background checks, regulatory or audit requirement(s), allegations of misconduct, losses of various types. The shared primary purpose of these investigations is the same - to find out the facts of a situation to determine a course of action to take - or not to take.

Where there are people, there will be problems. Any company regardless of size is guaranteed that one day there, will be a reported complaint or discovered the problem(s) whether employee or customer. Where there are problems, good investigatory and fact-finding skills are crucial. Because with people being people, every situation will be different.

Knowing how to conduct an internal investigation in regards to a complaint, an accident, or upon receipt of reports of misconduct or even in regards to a performance situation, is one of the most critical skills every Manager, Supervisor, small business owner and certainly, every HR professional needs in today’s place of business.

Learning Objectives

  • Minimizing liability risks
  • Processes and procedures
  • Witness interviews
  • Documentation processes
  • Report writing
  • Closure and monitoring

Areas Covered

  • Taking complaints
  • Investigatory best practice policies, procedures, and protocols to have in place
  • Interviewing witnesses, including uncooperative or angry ones
  • How to handle physical, testimonial and documentary evidence
  • Best practices in writing investigative reports
  • Preventing and handling retaliation and interference
  • Indicators of professional investigations

Who Should Attend

  • Supervisors
  • HR Generalists
  • HR Business Partner
  • Plant Managers
  • Branch Managers
  • Store Managers
  • Business Owners
  • Human Resources Managers and Directors
  • Employee Relations Personnel

Why Should Attend

When an employer receives an allegation of workplace harassment, discrimination, other misconduct, even some types of customer complaints, conducting an internal investigation is often a legal responsibility to limit liability. However, whether the investigation defends the company and limits their legal liability or blows up into an incredible, embarrassing mess (that incurs great liability) may depend largely upon HOW the investigation is conducted. The quality of the investigation conducted depends largely on the training the investigator received (or not.) In these investigations, employers often depend heavily upon employee’s recollections. Most employees will do their best to be forthcoming, and recount truthful and factual information to the best of their abilities. Some employees will not, some going so far as to do the opposite of being truthful.

An investigator also needs to know how to write a good case report. Because just as a good investigation defends the actions an employer took or not, the report supports the company’s decision-making (or not.)

From fact-finding to writing reports, this webinar will cover dos and don’ts of conducting investigations.

  • $149.00

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