ComplianceOnline

Course "How to Conduct a Workplace Harassment, Bullying & Violence Investigations Training" has been pre-approved by HRCI as eligible for 10.5 credits towards a participant's recertification upon full completion.

"The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program".

The EEOC requires that employers receiving a complaint, or otherwise learning of alleged harassment in the workplace, “investigate promptly and thoroughly…take immediate and appropriate corrective action by doing whatever is necessary to end the harassment, make the victim whole by restoring lost employment benefits or opportunities, and prevent the misconduct from recurring”. That’s a tall order to ensure a just and fair handling of a harassment complaint - an essential order that all organizations are required to follow. The investigation process is, perhaps, the most critical element in dealing with harassment. In cases that have gone to court it is often due to inadequate or absent investigations of complaints.

While there is no such legal requirement for instances of bullying (in which the definition varies widely), it is at the organization’s peril to not investigate bullying complaints. Employees and their attorneys are using various tort laws to bring action against their employer. Additionally, it is possible that an incident of “bullying” may be motivated by the target’s protected class and constitutes illegal discrimination or harassment.

The courts have opined that organizations must prevent and intervene on harassment complaints. The employer is required to demonstrate what it has done to prevent harassment. Not only is conducting an investigation a prevention and intervention tactic, but the HR professional tasked with conducting an investigation should be trained in how to do so—this also demonstrates prevention.

Seminar Fee Includes:
Lunch
AM-PM Tea/Coffee
Seminar Material
USB with seminar presentation
Hard copy of presentation
Attendance Certificate
$100 Gift Cert for next seminar

Even if you have been doing investigations for years – if you have never been trained, how do you know if you are conducting them correctly to prevent liability, determine the accuracy of the complaint, corroborate evidence, determine credibility, and form an opinion? This program will cover the intricacies of conducting a harassment investigation.

Learning Objectives:

  • To determine if an investigation is necessary
  • To discuss the steps of an investigation
  • To explore the intricacies of interviewing the accuser, accused and witnesses
  • To differentiate between a formal and informal investigative procedures
  • To determine credibility and reach a conclusion following an investigation
  • To write a formal report outlining the investigation

Course Outline:

  • Discussion about if and when an investigation is required
  • Comparison of a formal and informal investigation process
  • Planning for the investigation
  • Sample interview questions provided for the target, the accused and witnesses
  • Review of what constitutes a witness
  • Legal issues surrounding an investigation such as confidentiality, defamation of character, and false imprisonment
  • The importance of documentation of each interviewee
  • Examples of appropriate and inappropriate documentation and why it is critical
  • Specific details regarding how to corroborate evidence
  • List of criteria to determine credibility of those interviewed
  • He said/she said
  • The role of the investigator in forming an opinion following the investigation
  • How to follow-up with the target, accused, and the organization
  • The critical importance of an investigative report
  • The elements of an investigative report to minimize liability
Register by phone or need assistance? Call +1-888-717-2436 Register Now Download Brochure
Day 01(8:30 AM - 4:30 PM)
  • Registration Process - (8:30 am till 8:45 am)
  • How to Conduct Harassment and Bullying Investigations:
  • 08:45 am - 10:00 am
    • Introductions
    • Overview of the 1 ½ days
    • Introduction to Investigations
    • Legal Issues of Investigations
    • Characteristics of an investigator
    • Case Study – “The Phone Call”
  • 10:00 am - 11:30 am
    • Interviewing – who, when, how, what, where
    • Case Study – “Taking the Complaint”
    • Cast Study – “Interviewing the Accused”
  • 11:30 am - 12:00 noon
    • The Cast of Characters, Identifying Witnesses
    • Determining formal or informal complaint resolution
  • 12:00 - 01:00 pm Lunch
  • 01:00 pm - 02:30 pm
    • More on Witnesses – who, what, where, when, how
    • Case Study – “Interviewing Witnesses
  • 02:30 pm - 04:00 pm
    • Decisions, Lots of Decisions
    • Documentation – protecting yourself and your employer
    • Case Study – “Witness Interviewing, continued)
  • 04:00 - 04:30 pm
    • Summary of day
    • Questions
    • Wrap-up
Day 02(8:30 AM - 12:30 PM)
  • 08:30 am - 09:00 am Meet & Greet
    • Overview of Day 1
    • Questions regarding Day 1
  • 09:00 am - 10:30 am
    • More on Legal Issues
    • Determining Credibility
    • Drawing Conclusions
    • Case Study – “The Decision”
  • 10:30 am - Noon
    • Writing the Final Report
    • Appeals
    • Making the Victim “Whole”
    • Consequences to Accused
    • Next Steps After Investigation
Register by phone or need assistance? Call +1-888-717-2436 Register Now Download Brochure
Teri Morning

Teri Morning
Founder and President, Hindsight Human Resources

Teri Morning, MBA, MS, specializes in solving company “people problems.” She is the founder and president of Hindsight Human Resources. www.Hindsightcloud.com. Teri also sources HR software solutions for incident tracking, employee relations, safety (Incident Tracker), compensation (Compease) and performance management (Performance Pro). 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. She 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. In addition to a MBA, Teri has a Master’s degree in human resource development with a specialization in conflict management. She was certified by the state of Indiana in mediation skills, and is currently certified in project management and it management and qualified as a Myers Briggs practitioner. She has held the PHR, SPHR, SPHR-CA and SHRM-SCP certifications.

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Palo Alto, CA 94303
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Your registration for the seminar is subject to following terms and conditions. If you need any clarification before registering for this seminar please call us @ +1-888-717-2436 or email us @ customercare@complianceonline.com

Payment:
Payment is required 2 days before the date of the conference. We accept American Express, Visa and MasterCard. Make checks payable to MetricStream Inc. (our parent company).

Cancellations and substitutions:
Written cancellations through fax or email (from the person who has registered for this conference) received at least 10 calendar days prior to the start date of the event will receive a refund - less a $300 administration fee. No cancellations will be accepted - nor refunds issued - within 10 calendar days before the start date of the event.

On request by email or fax (before the seminar) a credit for the amount paid minus administration fees ($300) will be transferred to any future ComplianceOnline event and a credit note will be issued.

Substitutions may be made at any time. No-shows will be charged the full amount.

We discourage onsite registrations, however if you wish to register onsite, payment to happen through credit card immediately or check to be submitted onsite. Conference material will be given on the spot if it is available after distributing to other attendees. In case it is not available, we will send the material after the conference is over.

In the event ComplianceOnline cancels the seminar, ComplianceOnline is not responsible for any airfare, hotel, other costs or losses incurred by registrants. Some topics and speakers may be subject to change without notice.

Attendance confirmation and documents to carry to the seminar venue:
After we receive the payment from the registered attendee, an electronic event pass will be sent to the email address associated with the registrant 5 working days before the seminar date. Please bring the pass to the venue of the event.

Conference photograph / video:
By registering and attending ComplianceOnline conference, you agree to have your photographs or videos taken at the conference venue and you do not have any objections to ComplianceOnline using these photos and videos for marketing, archiving or any other conference related activities. You agree to release ComplianceOnline from any kind of claims arising out of copyright or privacy violations.

We are pleased to offer several exhibitor, sponsorship and media partnership options designed to maximize your company's exposure and networking opportunities before, during and after the event.

Benefits of becoming a Sponsor/Exhibitor/Media Partner:

  • Logo on website, marketing email, branding materials & the registration booth
  • Exhibit Space
  • Free event pass
  • Speaking opportunity
  • Social media campaign

For more details and other sponsorship options at this event, please contact Event Manager: customercare@complianceonline.com or call: +1-650-238-9656

Media Partner:

Media Partner

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