Getting Workplace Investigations Right

Overview

Learn how to conduct workplace investigations that hold up to legal scrutiny while protecting employee trust and organizational culture. Jocelyn King, Founder and CEO of VirgilHR, and Leah Stiegler, Principal and Labor & Employment Law Attorney at Woods Rogers, walk through what a defensible, well-documented investigation looks like from intake to resolution. They share real-world guidance informed by an attorney who has seen these processes tested in litigation.

Why This Topic Matters

Investigation decisions can affect legal exposure, employee trust, confidentiality, workplace culture, and the integrity of employment decisions. Employers need a consistent process that addresses legal requirements, preserves evidence, prevents retaliation, and produces clear, credible documentation.

What You’ll Learn

  • When an investigation is legally required versus when it is a best practice.
  • The key steps of a defensible investigation process.
  • Documentation mistakes that create legal exposure.
  • How to maintain confidentiality and avoid retaliation claims.
  • Best practices for interviewing complainants, witnesses, and the accused.
  • When and how to involve outside counsel.

Who Should Watch

HR, compliance, legal, employee relations, people operations, business owners, managers, PEOs, ASOs, and employers responsible for investigating workplace complaints.

Key Compliance Insights

This webinar emphasizes consistent intake practices, impartial fact-finding, defensible documentation, appropriate confidentiality, retaliation prevention, effective interviewing, and timely involvement of outside counsel when legal risk warrants it.

Host & Speaker

Jocelyn King
Founder and CEO, VirgilHR. Jocelyn helps employers strengthen HR compliance with real-time, attorney-backed guidance.

Leah Stiegler
Principal and Labor & Employment Law Attorney, Woods Rogers. Leah advises employers on workplace investigations, employment law compliance, litigation prevention, and practical HR risk management.