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Appropriate and accurate documentation is critical to successful internal investigations.
In this course, you will learn methods for capturing key information; maintaining documentation; and writing fair, neutral, and effective reports. You'll practice taking notes, developing documentation, avoiding advocacy language, addressing comparators/credibility, and writing sound conclusions. Considerations include ethical issues and attorney/client privilege. You'll leave the course with a report template that will uphold findings and withstand heightened scrutiny
This course requires completion of CO340-Advanced Internal Investigations: Process and Application.
Key outcomes
- Practice effectively taking and reviewing notes
- Analyze interviews and evidence to present in the report
- Address appropriate policies and employment and EEO law
- Practice writing the executive summary, allegations, and factual findings in a report
- Engage with techniques for avoiding advocacy language and addressing credibility when writing reports
Who should enroll
- Entry-level to senior HR professionals
- Global HR managers
- Employee relations managers
- Generalists seeking to move into a specialized role
- EEO, compliance, and security professional conducting internal employee-related investigations
- Employment lawyers and investigators
Instructors
Prerequisite
HRCI: This workshop has been approved for 18 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).
SHRM: This workshop has been approved for 18 PDCs credit hours toward SHRM-CPSM or SHRM-SCPSM recertification through SHRM.
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