HR 109 - Employee Investigations

An employee has made a complaint against a co-worker or supervisor, or your school received an initial inquiry from a federal agency (EEOC) or state agency (DFEH) inquiring about an employee’s allegation of discrimination or harassment, now what do you do?  One option is to engage an attorney to handle your investigation.  If you choose to use internal resources, we will discuss the steps needed to conduct a workplace investigation which is prompt, thorough, timely and made in good faith.  We will look at the most common mistakes made during an investigation and how to avoid them.  We will focus on how to document your investigation process and what steps to take after you’ve completed your investigation. 

Duration:  80 minutes

**Please be advised the slide deck, the recording of this course, and certain material developed by CharterSAFE are copyrighted by CharterSAFE and are intended for the private use of our attendees.  Any unauthorized use, including reproduction and distribution, without the expressed written consent of CharterSAFE is prohibited.

Learning Outcomes:

Understand why an employer needs to conduct an investigation and when it is appropriate to do so.

Discuss internal and external investigator options to conduct a workplace investigation.

Review steps needed to plan and conduct an investigation.

Learn how to evaluate evidence and assess the credibility of interviewees.

Recognize the importance of proper and complete documentation and reaching a conclusion.

Understand how to follow-up with parties involved in the investigation.

Review forms, checklists and templates used during an investigation. 

Discuss common mistakes and tips for an investigator.

Karla Ksan

Director, Human Resources

With more than 25 years of Human Resources experience, Karla has a broad range of expertise in employee relations, compliance, benefit (health and retirement) administration, performance management, training and development, recruiting, compensation and payroll administration. Karla has a Master's Degree in Public Administration from the University of Southern California, and has SPHR, PHRca, SHRM-SCP from the Society for Human Resources Management and Human Resources Certification Institute.

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