Conducting Efficient and Effective HR Investigations

With business and legal risk looming, is more always better? Join us for this daylong, interactive workshop designed to help every HR professional – from the new to the most experienced – gain a fresh perspective on how to best conduct an efficient and effective HR investigation.

This course is preapproved by the Society for Human Resource Management for seven Professional Development Credits (PDCs) toward the SHRM-CP or SHRM-SCP.

This course can be applied to the Labor Relations Certificate.


Jill Sopha

Jill Sopha

Jill Hamill Sopha is the owner and managing director of Sopha Mediation LLC. As a full-time employment attorney mediator, Jill combines her unique and unparalleled experience with her passion to help employers and employees find resolutions to workplace disputes and ... read more

Who Should Attend

  • New and experienced HR professionals who conduct investigations
  • Supervisors, compliance employees and other individuals who regularly conduct HR investigations
  • Trainers who teach investigation techniques to HR professionals and other employees

Benefits and Learning Outcomes

After attending this course, you are able to:

  • Identify when and how to conduct an HR investigation
  • Efficiently plan the investigation including identifying the investigation objectives
  • Effectively conduct the investigation
  • Document investigations properly

Course Outline/Topics


Morning Session

  • To investigate or not?
  • Strategically planning the investigation
  • Identifying “the right” investigation objectives
  • Identifying key documents and witnesses

Afternoon Session

  • Conducting the investigation
  • Preparing efficient and effective witness interviews
  • Creating effective documentation
  • Communicating the results

Closing the investigation


Students will be asked to come prepared to share one particularly complex or difficult investigation scenario (made generic for discussion; approximately five minutes).


"Outstanding course; thank you so much! I loved how organized it was, the case studies were great and felt real, and the information was very
useful!"  —  Participant, 2022

"The best part of this program was learning new techniques to investigate in effective ways. Asking questions to find deeper answers to the who, what, where, when and whys will be very helpful for me in the future. I got a lot out of class participation and hearing real-life scenarios from my classmates."  —  Participant, 2019

Date: Fri, Nov 15, 2024

Delivery Method: Live Online

Time: 8:30am-4pm CT

Platform: Zoom

Instructor: Jill Sopha


$345 by Oct 25, 2024
$395 after Oct 25, 2024

CEUs: 0.7, PDCs: 7

Enrollment Limit: 25

Program Number: 5045-16166

Registration Deadline: Nov 8, 2024

Register Now


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