This week, Lucinda is joined by employment lawyer, Vicky Roberts, to discuss the best practices when it comes to conducting an investigation - a practical guide to where to begin, how to proceed, and how to remain compliant at all times.

KEY TAKEAWAYS
If someone is accused of committing misconduct, the next step would be for a disciplinary hearing. The chairperson on this needs to have a genuine belief, based on reasonable grounds, that misconduct has occurred.
We must encourage manager to break down the case into three parts in order to provide structure:

What evidence is there to support?
What are the relevant rules?
What are the relevant surrounding circumstances?
Problems can arise in investigations when delays occur. If a hearing or disciplinary takes time to mount, then tensions can be heightened as a result, leading to emotional involvement.
If we create an atmosphere where the investigated employee is being heard, they are far more likely to to open and honest about what took place.

BEST MOMENTS

'The ethos behind a disciplinary hearing is that everyone sees everything'

'What this helps to do is focus the mind'

'It helps to ask exactly what I'm looking into. What is my remit here?'

'I need to ask good quality questions about what happened'

VALUABLE RESOURCES

The HR Uprising Podcast | Apple | Spotify | Stitcher  

The HR Uprising LinkedIn Group

How to Prioritise Self-Care (The HR Uprising)

How To Be A Change Superhero - by Lucinda Carney

HR Uprising Mastermind - https://hruprising.com/mastermind/  

www.changesuperhero.com

www.hruprising.com         

ABOUT THE GUEST

Vicky Roberts is an employment lawyer and also currently heads up the Learning team at Vista Employer Services Limited.  Having worked in both an international law firm and in-house for a large retailer, she draws on plenty of experience of navigating the legal framework when implementing various types of organisation change. 

http://www.vista-employer.co.uk/

vroberts@vista-online.co.uk

ABOUT THE HOST

Lucinda Carney is a Business Psychologist with 15 years in Senior Corporate L&D roles and a further 10 as CEO of Actus Software where she worked closely with HR colleagues helping them to solve the same challenges across a huge range of industries. It was this breadth of experience that inspired Lucinda to set up the HR Uprising community to facilitate greater collaboration across HR professionals in different sectors, helping them to ‘rise up’ together.

“If you look up, you rise up”

CONTACT METHOD
Join the LinkedIn community - https://www.linkedin.com/groups/13714397/
Email: Lucinda@advancechange.co.uk
Linked In: https://www.linkedin.com/in/lucindacarney/
Twitter: @lucindacarney
Instagram: @hruprising
Facebook: @hruprising

This week, Lucinda is joined by employment lawyer, Vicky Roberts, to discuss the best practices when it comes to conducting an investigation - a practical guide to where to begin, how to proceed, and how to remain compliant at all times.
KEY TAKEAWAYS
<ul>
<li>If someone is accused of committing misconduct, the next step would be for a disciplinary hearing. The chairperson on this needs to have a genuine belief, based on reasonable grounds, that misconduct has occurred.</li>
<li>We must encourage manager to break down the case into three parts in order to provide structure:
<ul>
<li>What evidence is there to support?</li>
<li>What are the relevant rules?</li>
<li>What are the relevant surrounding circumstances?</li>
</ul>
</li>
<li>Problems can arise in investigations when delays occur. If a hearing or disciplinary takes time to mount, then tensions can be heightened as a result, leading to emotional involvement.</li>
<li>If we create an atmosphere where the investigated employee is being heard, they are far more likely to to open and honest about what took place.</li>
</ul>
BEST MOMENTS
'The ethos behind a disciplinary hearing is that everyone sees everything'
'What this helps to do is focus the mind'
'It helps to ask exactly what I'm looking into. What is my remit here?'
'I need to ask good quality questions about what happened'
VALUABLE RESOURCES
The HR Uprising Podcast | <a href="https://podcasts.apple.com/us/podcast/the-hr-uprising-podcast/id1465080766">Apple</a> | <a href="https://open.spotify.com/show/7ds86Lxe8fO3rdGPKSIvkp">Spotify</a> | <a href="https://www.stitcher.com/podcast/progressiveproperty/the-hr-uprising">Stitcher</a> &nbsp;
<a href="https://www.linkedin.com/groups/13714397/">The HR Uprising LinkedIn Group</a>
<a href="https://podcasts.apple.com/us/podcast/how-to-prioritise-self-care/id1465080766?i=1000457748949">How to Prioritise Self-Care (The HR Uprising)</a>
<a href="https://www.waterstones.com/book/how-to-be-a-change-superhero/lucinda-carney/9781788601603">How To Be A Change Superhero - by Lucinda Carney</a>
HR Uprising Mastermind -&nbsp;<a href="https://hruprising.com/mastermind/">https://hruprising.com/mastermind/</a> &nbsp;
<a href="http://www.changesuperhero.com/">www.changesuperhero.com</a>
<a href="http://www.hruprising.com">www.hruprising.com</a> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
ABOUT THE GUEST
Vicky Roberts&nbsp;is an employment lawyer and also currently heads up the Learning team at Vista Employer Services Limited. &nbsp;Having worked in both an international law firm and in-house for a large retailer, she draws on plenty of experience of navigating the legal framework when implementing various types of organisation change.&nbsp;
<a href="http://www.vista-employer.co.uk/">http://www.vista-employer.co.uk/</a>
<a href="mailto:vroberts@vista-online.co.uk">vroberts@vista-online.co.uk</a>
ABOUT THE HOST
Lucinda Carney is a Business Psychologist with 15 years in Senior Corporate L&amp;D roles and a further 10 as CEO of Actus Software where she worked closely with HR colleagues helping them to solve the same challenges across a huge range of industries. It was this breadth of experience that inspired Lucinda to set up the HR Uprising community to facilitate greater collaboration across HR professionals in different sectors, helping them to &lsquo;rise up&rsquo; together.
&ldquo;If you look up, you rise up&rdquo;
CONTACT METHOD
<ul>
<li>Join the LinkedIn community - <a href="https://www.linkedin.com/groups/13714397/">https://www.linkedin.com/groups/13714397/</a></li>
<li>Email: <a href="mailto:Lucinda@advancechange.co.uk">Lucinda@advancechange.co.uk</a></li>
<li>Linked In: <a href="https://www.linkedin.com/in/lucindacarney/">https://www.linkedin.com/in/lucindacarney/</a></li>
<li>Twitter: @lucindacarney</li>
<li>Instagram: @hruprising</li>
<li>Facebook: @hruprising</li>
</ul>

Welcome to the HR Uprising Podcast.

This engaging podcast explores HR ‘hot’ topics and challenges through conversations with relevant experts and real-life HR; O.D. or L&D professionals. HR Uprising is about creating an inclusive forum that enables us to share and learn from experts and everyday professionals. Hosted by Actus CEO Lucinda Carney a Business Psychologist; Chartered Psychologist; Experienced HR Change Agent; Entrepreneur; Speaker and Coach. There are two types of show format the ‘In focus’ episodes where Lucinda delves into a specialist topic in some depth and the ‘Conversations with’ series where we interview experts and people like you. Our hope is that our shows are both informative and fun.
The HR Uprising Podcast is all about learning through collaboration; taking evidence-based action and helping colleagues to have the confidence and skills to rise-up through their organisations by delivering real, lasting business value. You can access more information on each Podcast including resources or links mentioned in the show at our website www.hruprising.com. If you are a forward-thinking HR; L&D or O.D. professional who has a success story or challenge that others can learn from and you would like to be featured in future podcasts you can get in touch through one of the routes below.

Connect with us here:                                                                                                                                      Join the LinkedIn community: https://www.linkedin.com/groups/13714397/ LinkedIn: https://www.linkedin.com/in/lucindacarney/
Instagram: @hruprising Facebook: @hruprising  X (Twitter): @hruprising YouTube: @ActusSoftware   

Lucinda is the founder and CEO of Actus Software, which offers a fully integrated HR solution designed to simplify performance management. Our comprehensive Performance, Learning, and Talent Suite enhances employee development and engagement. For more information, please visit our website at www.actus.co.uk and request a free demo from one of our HR experts. Our products include: Performance Management, Learning Management (LMS), Talent Management, 360 Feedback and Survey, Onboarding, HRIS and HR Compliance. 

Connect with Actus here:LinkedIn https://www.linkedin.com/company/2400060/admin/dashboard/
Instagram: @actussoftware Facebook: @actussoftware YouTube: @ActusSoftware X (Twitter): @ActusSoftware
Lucinda also offers bespoke, high quality HR training through Actus’ learning solutions. Topics include: Dealing with Underperformance, Managing for High Performance, Change Superhero Training and Bite Size Training. For more information see the Training section on the Actus website.

Welcome to the HR Uprising Podcast.
This engaging podcast explores HR ‘hot’ topics and challenges through conversations with relevant experts and real-life HR; O.D. or L&amp;D professionals. HR Uprising is about creating an inclusive forum that enables us to share and learn from experts and everyday professionals. Hosted by Actus CEO Lucinda Carney a Business Psychologist; Chartered Psychologist; Experienced HR Change Agent; Entrepreneur; Speaker and Coach. There are two types of show format the ‘In focus’ episodes where Lucinda delves into a specialist topic in some depth and the ‘Conversations with’ series where we interview experts and people like you. Our hope is that our shows are both informative and fun. The HR Uprising Podcast is all about learning through collaboration; taking evidence-based action and helping colleagues to have the confidence and skills to rise-up through their organisations by delivering real, lasting business value. You can access more information on each Podcast including resources or links mentioned in the show at our website <a href="http://www.hruprising.com">www.hruprising.com</a>. If you are a forward-thinking HR; L&amp;D or O.D. professional who has a success story or challenge that others can learn from and you would like to be featured in future podcasts you can get in touch through one of the routes below.
Connect with us here:                                                                                                                                      Join the LinkedIn community: <a href="https://www.linkedin.com/groups/13714397/">https://www.linkedin.com/groups/13714397/</a> LinkedIn: https://www.linkedin.com/in/lucindacarney/ Instagram: @hruprising Facebook: @hruprising  X (Twitter): @hruprising YouTube: @ActusSoftware   
Lucinda is the founder and CEO of Actus Software, which offers a fully integrated HR solution designed to simplify performance management. Our comprehensive Performance, Learning, and Talent Suite enhances employee development and engagement. For more information, please visit our website at www.actus.co.uk and request a free demo from one of our HR experts. Our products include: Performance Management, Learning Management (LMS), Talent Management, 360 Feedback and Survey, Onboarding, HRIS and HR Compliance. 
Connect with Actus here:                                                                                                                                  LinkedIn https://www.linkedin.com/company/2400060/admin/dashboard/ Instagram: @actussoftware Facebook: @actussoftware YouTube: @ActusSoftware X (Twitter): @ActusSoftware Lucinda also offers bespoke, high quality HR training through Actus’ learning solutions. Topics include: Dealing with Underperformance, Managing for High Performance, Change Superhero Training and Bite Size Training. For more information see the Training section on the Actus website.

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