Fundamentals of Workplace Investigations

DATE: June 26, 2024
TIME: 11:00 am - 12:15 pm EST
LOCATION: Virtual/Zoom
COST: Complimentary

This course will enable participants to develop skills to handle workplace investigations effectively for harassment complaints, accidents and injuries, safety incidents, or other conduct violations. The training will review the steps required in preparing for, conducting and following up after an investigation of an incident, with emphasis on completeness, accuracy, objectivity and confidentiality. In addition, the course will address the importance of sound documentation, as well follow-up actions to ensure that the incident does not recur.

Learning Objectives

  • Learn what incidents/complaints merit a full investigation vs. an “inquiry”
  • Describe the importance of conducting timely, objective investigations of workplace incidents
  • Brief review of California investigative regulations
  • Explain the steps for conducting workplace investigations
  • Develop unbiased, open-ended interview questions
  • Know the steps of conducting an effective workplace investigation
  • Be familiar with how to properly document an investigation and draft a summary report



Tee Nelson

Manager, Compliance Services

Tee’s Bio

Anthony Rizzo

Sr. HR Strategic Partner

Anthony’s Bio



HR Works, Inc. is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). This program is valid for the number of PDCs listed above. For more information about certification or recertification, please visit www.shrmcertification.org.

HR Works, Inc. is a recognized provider of recertification credits. HR Certification Institute® pre-approved this program for the number of HR (General) credits listed above, towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification. For more information about certification or recertification, please visit www.hrci.org