The HR Investigations Podcast

RPC HR

The HR Investigations Podcast: Exploring the Issues, Challenges, Strategies, and Solutions New episodes available bi-weekly

  1. 9月8日

    Smart Investigations: How AI and Case Management Solutions are Transforming HR Investigations Case Management

    In this episode of The HR Investigations Podcast, we speak with a leading executive from Case IQ, a premier case management software company, about the vital role of technology in handling sensitive HR investigations. From bulletproof documentation to ironclad evidence security—and now AI-driven insights—you’ll learn how to modernize your HR practices to minimize risk and boost efficiency. What You’ll Learn: How to document investigations properly to protect your organization Why spreadsheets are no longer safe for managing case files How AI is assisting with case summaries, trend analysis, and risk reduction What to look for in a modern case management platform Why case analytics can help HR be more proactive and data-driven Guest: Jakub Ficner, Director of Partnership at Case IQ Link to Learn More About Case IQ Episode Overview In this episode of The HR Investigations Podcast, host Natalie Ivey explores how technology is reshaping HR and Employee Relations investigations. From airtight documentation and evidence security to the growing role of AI and analytics, today’s conversation reveals how tools like CaseIQ are helping organizations reduce risk, protect sensitive data, and uncover powerful insights that drive cultural change. Joining Natalie is Jakub Ficner, Director of Partnerships at CaseIQ, who shares real-world examples of how HR teams are moving beyond spreadsheets and shared drives to secure, intelligent case management systems that make investigations more consistent, defensible, and proactive. What You’ll Learn in This Episode The Foundation of Investigations Why strong, consistent documentation is critical—not only for compliance but also for organizational credibility—and the common mistakes HR professionals make. Evidence Security The risks of using outdated tools like spreadsheets and shared drives, and how CaseIQ ensures confidentiality, chain-of-custody, and access control. AI as an Investigator’s Assistant How artificial intelligence is being used in HR case management to surface patterns, accelerate workflows, and reveal systemic issues HR might otherwise miss. From Data to Decisions How dashboards and analytics empower HR leaders to identify trends, influence policies, and proactively address workplace risks before they escalate. Featured Guest Jakub Ficner Director of Partnerships, CaseIQ Jakub brings extensive experience in helping organizations leverage case management technology to strengthen their investigative processes and reduce organizational risk.  Link to Learn More About Case IQ Connect with the Host Natalie Ivey is an HR consultant, author, and host of The HR Investigations Podcast. She specializes in helping organizations navigate employee relations challenges with compliance, consistency, and confidence. LinkedIn: Natalie Ivey Enjoyed This Episode? If you found this conversation helpful: Subscribe to The HR Investigations Podcast on your favorite platform. Share it with a colleague who manages investigations. Leave a review to help more HR professionals discover the show. Connect with Us: Subscribe and leave a review on Apple Podcasts, Spotify, or wherever you get your podcasts. Resources Mentioned: How to Conduct Internal Investigations by Natalie Ivey Link to the Book Join Natalie Ivey for a live, 2-day virtual workshop: How to Conduct Internal Investigations – A Practical Workshop for HR Professionals September 23–24 | 🕚 11 AM – 5 PM ET | 📍 Via Zoom Walk through a mock investigation, learn credibility assessment techniques, and gain practical tools to handle even the toughest cases. Register by September 16 – Spots are limited! To Register go to: https://www.rpchr.com/events

    32 分钟
  2. 9月1日

    Certified to Lead: Why HR Credentials Matter in Investigations & Employee Relations with Guest CEO Laura Middleton

    Guest Laura Middleton, CEO, Human Resources Certification Preparation | HRCP.com In this episode, podcast host Natalie Ivey discusses Key topics:  The role of HR certification in building trust and influence during investigations Key differences between SHRM and HRCI credentials How certification prepares HR pros for high-stakes conversations with executives Real examples where certification helped drive results Getting started: Choosing the right certification for your goals Special offer for The HR Investigations Podcast listeners:  Receive 15% off any certification exam prep materials or products using the code INVESTIGATE. Just go to HRCP.com Announcement of Natalie’s upcoming 2-day virtual workshop:  How to Conduct Internal Investigations: A Practical Workshop for HR Professionals on September 23-24 from 11:00 am – 5:00 pm.   REGISTER HERE The workshop will provide education on how to navigate tricky employee relations’ issues, how to assess when to open an investigation and when not to, how to prepare for and conduct effective witness interviews, how to gather and preserve evidence, and how to prepare a final investigation report. Examine the issue of managers just not documenting employee behavior and performance issues. Discuss the danger in firing an employee “At-will” without any sort of documentation and how an EEOC investigator sees it Examine why it is critical to have documentation that supports an employee engaged in misconduct that violated organizational policy or that the employee wasn’t meeting performance expectations Discuss the issue of managers failing to document employee issues, run to HR announcing they wish to fire an employee and then view HR as “the enemy” when HR pushes back on a termination of employment due to lack of documentation. Identify root causes to managers failing to document Explain the benefits of phone apps and tech shortcuts to help managers stay organized and minimize the burdensome task of memorializing notes of employee conversations Review several key solutions to improving managers’ documentation capabilities Natalie’s new book now available on Amazon: Check out Natalie’s new book here Connect With Us: Subscribe at rpchr.com Follow us on LinkedIn Learn more about our SHRM and HRCI approved training programs and upcoming events at rpchr.com

    22 分钟
  3. 8月18日

    When HR Gets It Wrong: Lessons Learned from Botched Investigations

    Podcast Title: The HR Investigations Podcast Episode Title: When HR Gets It Wrong: Lessons Learned from Botched Investigations Hosted by: Natalie Ivey   Episode Summary: In this episode of The HR Investigations Podcast, Natalie Ivey breaks down real-life investigation failures that resulted in serious consequences for organizations—from wrongful termination lawsuits to reputational damage and broken employee trust. You’ll hear three case studies where HR got it wrong—sometimes unintentionally—and discover the critical lessons each one teaches about fairness, documentation, neutrality, and investigative bias. Natalie also shares her Top 5 Prevention Strategies for avoiding costly missteps and building investigation processes that are defensible, ethical, and compliant.   🔍 What You’ll Learn: Why skipping key steps in an investigation can be legally risky How poor documentation can damage your credibility How bias—conscious or unconscious—can derail fact-finding The importance of procedural fairness and neutrality Five practical strategies for strengthening your HR investigations   🧪 Case Studies Covered: The Accused Was Never Interviewed – Leading to a wrongful termination lawsuit Investigative Notes Go Missing – Resulting in lack of evidence during a legal dispute Bias in the Interview Process – Causing mistrust and reopening of a closed case   ✅ Natalie’s 5 Prevention Strategies: Use an investigation plan Document every step Ensure neutrality Base conclusions on facts, not feelings Close the communication loop with all parties involved   📚 Resources Mentioned: How to Conduct Internal Investigations by Natalie Ivey https://www.amazon.com/How-Conduct-Internal-Investigations-Professionals/dp/1948382970/ref=tmm_pap_swatch_0?_encoding=UTF8&dib_tag=se&dib=eyJ2IjoiMSJ9.fMSMv7BRFHw6ljJoBjP4uGljsUr8ocRRqCxTa6rWlSnGTlSUW7w1EUy8qROIMQPvboHzq4T7AX2fM0DI2T-eyVjPtyaK3aIZLR8lDDTOR8diQtTTAkNSWoNyP9Y0qlH7DjF5D7Zm7baLMUMDJyUmIUoAyCy6YA-MXARlZUOvk2U0AdiiLHIELS1i6lweM_F-dgzrSkLVNq34XyWd3uzdLuHaKiyTQgo3ZBCG6SqFdCc.wzBpFyf_pJMoKelkCm3YeZPXZzCfdZUvuKyrwwpLH_I&qid=1755647855&sr=8-1 Join Natalie Ivey for a live, 2-day virtual workshop: How to Conduct Internal Investigations – A Practical Workshop for HR Professionals September 23–24 | 🕚 11 AM – 5 PM ET | 📍 Via Zoom Walk through a mock investigation, learn credibility assessment techniques, and gain practical tools to handle even the toughest cases. Register by September 16 – Spots are limited! Join Natalie Ivey for a live, 2-day virtual workshop: How to Conduct Internal Investigations – A Practical Workshop for HR Professionals September 23–24 | 🕚 11 AM – 5 PM ET | 📍 Via Zoom Walk through a mock investigation, learn credibility assessment techniques, and gain practical tools to handle even the toughest cases. Register by September 16 – Spots are limited! https://www.rpchr.com/events     👂 Listen + Subscribe: Available on Apple Podcasts, Spotify, Google Podcasts, and all major podcast platforms. 🔔 Don’t forget to subscribe, rate, and leave a review! LinkedIn:  🚨 New Podcast Episode Alert! 🎧 When HR Gets It Wrong: Lessons Learned from Botched Investigations As HR professionals, we do our best to handle investigations thoroughly and fairly. But let’s face it—sometimes we miss the mark. And when that happens, the consequences can be costly: lawsuits, damaged reputations, and broken trust. In the latest episode of The HR Investigations Podcast, I break down real-world investigation failures—cases where things went sideways—and share the key lessons every HR pro should know. ✅ A supervisor was fired—without ever being interviewed ✅ Investigation notes mysteriously “disappeared” ✅ Bias derailed the fact-finding process I also share my Top 5 Prevention Strategies to help you avoid these mistakes and build investigation processes that are ethical, defensible, and compliant. 🔁 Share with your HR colleagues 💬 Let me know in the comments: What’s one lesson you learned the hard way in an investigation? #HumanResources #WorkplaceInvestigations #HRPodcast #EmployeeRelations #Compliance #HRInvestigations #Leadership #HRTips #NatalieIvey #PodcastPromotion

    12 分钟
  4. 8月11日

    The Power of Persuasion in HR: A Conversation with Cindy Skalicky

    Episode Title: The Power of Persuasion in HR: A Conversation with Cindy Skalicky Host: Natalie Ivey Guest: Cindy Skalicky, Author of Red Light, Green Light Episode Summary: In this powerful episode, host Natalie Ivey sits down with messaging strategist and executive coach Cindy Skalicky to explore the power of persuasion in Human Resources. Whether you're presenting investigation findings to executives, coaching a challenging employee, or making a case for disciplinary action, how you deliver the message can make or break your influence. Cindy shares insights from her bestselling book, Red Light, Green Light: How Top Leaders Present with Polish, Get Buy-in, and Become More Influential. Together, Natalie and Cindy unpack strategies HR professionals can use to build executive presence, craft compelling narratives, and communicate confidently—especially in high-stakes, high-pressure environments. This episode is filled with real-world tips and practical tools that every HR professional should have in their communication toolkit. Key Topics Covered: Why persuasion is essential in HR roles The HOW-TO Model for structuring persuasive communication Using storytelling techniques without compromising objectivity Building executive presence in high-stakes meetings Real-life scenarios: Persuading leadership to act on difficult decisions Cindy’s top advice for becoming a more influential communicator Resources Mentioned: Book: Red Light, Green Light by Cindy Skalicky Link: https://www.amazon.com/Red-Light-Green-Buy-Influential-ebook/dp/B0FHGWNCPJ/ref=sr_1_1?crid=2GB9RLOCY9LTS&dib=eyJ2IjoiMSJ9.i59XGqpF9NPzikhokdwGt0uFCd1t24XDscAW795j6Ac.XSN7YFwfAWyZXH_iUnGBZNG8AcYeet66MI4mil9ycfI&dib_tag=se&keywords=red+light+green+light+book+cindy+skalicky&qid=1754580145&sprefix=red+light+green+light+cindy%2Caps%2C143&sr=8-1 Subscribe & Share Enjoyed this episode? ✅ Subscribe ⭐ Leave us a 5-star review 📤 Share with a colleague who could use a persuasion boost! Connect with Us Host: Natalie Ivey Website: https://www.rpchr.com LinkedIn: https://www.linkedin.com/in/natalieivey/ Cindy's Website: https://onpoint-communications.com LinkedIn: https://www.linkedin.com/in/cindy-skalicky Join Natalie Ivey for a live, 2-day virtual workshop: How to Conduct Internal Investigations – A Practical Workshop for HR Professionals September 23–24 | 🕚 11 AM – 5 PM ET | 📍 Via Zoom Walk through a mock investigation, learn credibility assessment techniques, and gain practical tools to handle even the toughest cases. Register by September 16 – Spots are limited! https://www.rpchr.com/events

    33 分钟
  5. 7月28日

    Behind the Curtain: What Executives Need to Know About Internal Investigations

    In this episode of The HR Investigations Podcast, host Natalie Ivey dives into a crucial but often overlooked area: the role of senior leadership in supporting internal investigations. Too often, HR teams are conducting complex and sensitive investigations without clear support or understanding from the C-suite—and that can spell disaster. Natalie unpacks the most common misconceptions executives hold about the investigative process and how HR professionals can bridge this knowledge gap. From enterprise risk management to legal exposure and employee morale, investigations have ripple effects throughout the organization—and the C-suite needs to be tuned in. Tune in to learn: How to educate executives about HR’s role in investigations Tips for presenting investigative findings to senior leaders with clarity and impact What to include in your next leadership briefing on workplace culture and legal risk Whether you're in HR, legal, or a leadership role yourself, this episode will equip you with the insights to elevate the investigative function in your organization—and ensure it gets the strategic attention it deserves. Resources Mentioned: Connect with Natalie Ivey on LinkedIn Explore more episodes of The HR Investigations Podcast, specifically Seal of Honor: Leadership Accountability and Lessons from the Frontline https://rpchr.podbean.com/e/seal-of-honor-leadership-accountability-and-lessons-from-the-frontline/

    21 分钟
  6. 7月14日

    Remote but Not Invisible: Investigating Misconduct in Hybrid and Remote Work Environments

    Remote but Not Invisible: Investigating Misconduct in Hybrid and Remote Work Environments Episode Highlights: As remote and hybrid work have become the norm, employee misconduct hasn’t disappeared—it’s just gone digital. In this episode, host Natalie Ivey unpacks the complexities of conducting internal investigations when your workforce is no longer down the hall but scattered across Zoom, Slack, and email threads. Tune in to learn how to handle complaints in a virtual environment without compromising the integrity of your investigations. From digital evidence to virtual interviews, this episode is packed with actionable strategies for HR and employee relations professionals navigating misconduct in today’s dispersed workplace. In This Episode, You’ll Learn: The key differences between remote and in-person investigations Common complaints arising in hybrid and remote settings (harassment, time theft, digital communication conflicts, and more) How to gather and preserve digital evidence with help from IT Interviewing best practices for virtual environments How to maintain confidentiality when employees are working from home Mistakes to avoid when investigating remotely Upcoming 2-day Virtual Investigations Workshop: Ready to sharpen your investigation skills? Join Natalie Ivey for a live, 2-day virtual workshop: How to Conduct Internal Investigations – A Practical Workshop for HR Professionals July 23–24 | 🕚 11 AM – 4 PM ET | 📍 Via Zoom Walk through a mock investigation, learn credibility assessment techniques, and gain practical tools to handle even the toughest cases. Register by July 16 – Spots are limited! Visit www.rpchr.com or click the link in today’s show notes. Resources Mentioned: Register for the Workshop  https://www.rpchr.com/webinar/internal-investigations-virtual-event Connect with Natalie Ivey on LinkedIn Explore more episodes of The HR Investigations Podcast

    15 分钟
  7. 6月2日

    If It's Not Written Down, It didn't Happen: How to Get Managers to Document

    Natalie’s upcoming 2-day Virtual Investigations Workshop: July 23-24, 2025 11:00 am – 4:00 pm Details and registration link: https://www.rpchr.com/webinar/internal-investigations-virtual-event In this episode, podcast host Natalie Ivey discusses Key topics:  Announcement of the release of the 2nd edition of Natalie Ivey’s book, How to Conduct Internal Investigations: A Practical Guide for Human Resource Professionals Announcement of the upcoming 2-day virtual workshop: How to Conduct Internal Investigations: A Practical Workshop for HR Professionals on July 23-24 from 11:00 am – 4:00 pm.  The workshop will provide education on how to navigate tricky employee relations’ issues, how to assess when to open an investigation and when not to, how to prepare for and conduct effective witness interviews, how to gather and preserve evidence, and how to prepare a final investigation report. Examine the issue of managers just not documenting employee behavior and performance issues. Discuss the danger in firing an employee “At-will” without any sort of documentation and how an EEOC investigator sees it Examine why it is critical to have documentation that supports an employee engaged in misconduct that violated organizational policy or that the employee wasn’t meeting performance expectations Discuss the issue of managers failing to document employee issues, run to HR announcing they wish to fire an employee and then view HR as “the enemy” when HR pushes back on a termination of employment due to lack of documentation. Identify root causes to managers failing to document Explain the benefits of phone apps and tech shortcuts to help managers stay organized and minimize the burdensome task of memorializing notes of employee conversations. Review several key solutions to improving managers’ documentation capabilities Check out Natalie’s new book here: https://www.amazon.com/How-Conduct-Internal-Investigations-Professionals-ebook/dp/B0F6W3CM8M/ref=sr_1_1?crid=85BSXHJNIJZD&dib=eyJ2IjoiMSJ9.fMSMv7BRFHw6ljJoBjP4uGljsUr8ocRRqCxTa6rWlSliyLb1ONDXw2uFskHFDMgJrFZYU6wBbZtWWt1f40QjEPHBqcKQLxThHAdG8qr7WYRjihInvDtQv5WKLxiNchk0ISvRSh3mVRHdpRjh0Xk1xOwGBrJJFKFS3nu6ZBJ2tPaRD5WxK2_S9j2qMo1FO37E_pjkwBF46P-zFuwxgvY-dQJmex4m-cgpkXKAbsvXSu4.Ycb0vQbtuKH2IaUhA4lKpd3uAreWsrft58a2JMMsVSw&dib_tag=se&keywords=natalie+ivey&qid=1748551923&sprefix=natalie+iv%2Caps%2C158&sr=8-1

    19 分钟
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The HR Investigations Podcast: Exploring the Issues, Challenges, Strategies, and Solutions New episodes available bi-weekly

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