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For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP#233 

In episode 233, Coffey talks with Amy Jacobs about evaluating and investigating unique complaints. 

They discuss evaluating the credibility of anonymous complaints; deciding when to investigate versus monitor; retaining records of all complaints for institutional memory; handling requests for confidentiality and anonymity; responding to complaints from former employees; assessing credibility when performance issues exist; navigating complaints raised through attorneys or union representatives; managing interviews with legal counsel or representatives present; deciding between in-person and virtual investigations; selecting interview locations to preserve confidentiality; recording versus not recording interviews; controlling interview pace and scope; identifying unrelated but critical issues uncovered during investigations; communicating investigation outcomes to complainants and employees; preventing retaliation claims; and managing gossip and trust in the workplace after investigations. 

Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.  

If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.  

About our Guest: 

Amy Jacobs, an employment lawyer, joined Employment Practices Solutions in 1997 and is a currently a senior consultant and shareholder. For 30 years, Amy and the other consultants at EPS have partnered with all sorts of organizations to build respectful and inclusive work environments. In addition to impartial complaint investigations, EPS provides a range of services including highly customized training programs - live, virtual-live, and on-demand; expert testimony in human resources and employment law; and a wide array of HR consulting services. Their client base includes Fortune 100 companies, small businesses, government entities, higher education institutions, and nonprofit organizations. Mostly importantly, EPS is dedicated to providing high-quality solutions that meet the unique needs of each organization. 

Amy Jacobs can be reached at 

https://www epspros.com 

https://www.linkedin.com/company/epspros 

About Mike Coffey: 

Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. 

In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. 

Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. 

Imperative has been named a Best Places to Work, the Texas Association of Business’ small business of the year, and is accredited by the Professional Background Screening Association.  

Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. 

Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year.  

Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas’ 30 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. 

Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. 

Mike and his very patient wife of 29 years are empty nesters in Fort Worth.  

Learning Objectives:  

Evaluate anonymous and informal employee complaints for credibility and risk. 

Apply best practices for conducting fair, defensible workplace investigations. 

Manage post-investigation communication to reduce retaliation and rebuild trust.