Do’s and Don’ts of Internal Investigations

Wherever there are people, there are employee relations issues which can turn into compliance issues. Today, there are enough misunderstandings and miscommunications to keep a person busy every day, all day.

The assigned investigator in many workplaces is often an already overburdened employee to whom another time consuming project is now assigned, generally to their dismay. This investigator may have had little to no training in how to perform investigations. Alternatively, they may have had training in the process of investigatory mechanics but never actually performed an investigation.

In theory, investigating sounds easy but in reality, it is often not. However, there are best practices an employer can follow. There are also practices to avoid; those others have learned the hard way not to follow. From fact-finding to writing reports, this webinar will cover the dos and don’ts of processes, policies and practices of conducting workplace investigations.

Areas Covered in the Session :

  • Employer Compliance Considerations in Investigations
  • Taking a Complaint
  • Recognizing Your Role in an Investigation
  • The Investigative Process
  • Interviewing
  • Case Report Writing
  • Decision Making
  • After the Investigation
  • Avoiding Retaliation
Who Will Benefit:

  • Supervisors
  • HR Associates
  • Managers and Generalists
  • Employee Relations Managers
  • Plant Managers
  • Business owners
  • Those in non-HR jobs who have investigatory responsibilities


Teri Morning

  • Teri Morning, MBA, MS, SHRM-SCP specializes in solving company “people problems.”
  • Teri is the founder and a principal partner in HindsightHR – employee investigation and incident case management software.
  • Teri also sources software solutions for compensation and performance management.
  • 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.
  • 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.
  • 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, Teri is certified in Project Management and IT Management, qualified as a Myers-Briggs practitioner and holds the SHRM certification of a Senior Certified Professional.

  Go PRIME   🛈 $ 240 SELECT
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  Business Plan 🛈 $ 9000 SELECT

  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance