In the complex world of workplace dynamics, HR professionals often find themselves playing the role of detective ā sifting through conflicting stories, uncovering hidden details, and navigating emotional terrain to get to the truth. Internal investigations arenāt just about compliance or checking a box; they are about protecting people, preserving culture, and ensuring legal and ethical integrity. And when done right, they can transform HR from a reactive function to a trusted problem-solving force.
To be an effective internal investigator, approachability is key. Employees need to feel safe bringing concerns forward without fear of retaliation, judgment, or being dismissed. HR professionals must foster an environment where individuals are comfortable speaking up, knowing their voices will be heard and respected. Being seen as open, supportive, and available is often the first step in uncovering the truth.
Visibility and credibility also matter. The best internal investigators are not hidden behind email chains or closed doors. They are visible within the organization, building relationships and gaining trust long before a complaint lands on their desk. When employees know who you are ā and more importantly, trust your integrity ā they are more likely to cooperate in an investigation and believe in the fairness of the process.
At the heart of every investigation is the commitment to neutrality and impartiality. HR professionals must be careful not to lean toward one side, no matter how compelling a story may seem at first. We are fact finders, not judge and jury. Our job is to gather evidence, conduct thorough interviews, assess credibility, and make recommendations based on facts ā not feelings or office politics.
Beyond uncovering the truth, HR professionals play an advisory role in guiding leadership on next steps. This includes offering recommendations on disciplinary action, risk mitigation, and policy improvement, all while staying compliant with legal standards. A strong investigator must also document everything clearly, understanding that their findings may be scrutinized in legal proceedings.
If youāve ever wanted to become the Sherlock Holmes of your company ā respected, trusted, and skilled at finding the facts others miss ā then my 2-Day Internal Investigation Certificate Program is the perfect place to start. Itās one of my best-selling programs because it equips HR professionals with the practical tools, legal insights, and investigative techniques needed to lead fair, thorough, and defensible investigations. This program goes far beyond theory ā itās immersive, hands-on, and designed to make you the go-to person in your organization when the stakes are high and the truth matters most.
Link to review the agenda and/or register if interested: https://hrtrainingclasses.com/product/2-day-employee-relations-internal-investigation-certificate-program/
Elga Lejarza
Founder & CEO
HRGreenHouse.org
