Workplace investigation report

It is free to fill in online and needs no account. The finished Word document and PDF cost €2.99, paid once. See all People and HR templates

• Organisation

  For example: Brightwater Analytics

• Case reference

  For example: INV-2028-007

• Investigator

  For example: Anna Berg, HR Manager

• Investigation requested by

  For example: Daniel Roche, Managing Director

• Date of report

  For example: 18 April 2028

• Person who raised the concern

  Use a code if the name should stay confidential in the report.

  For example: Employee A (name held by HR)

• Person the concern is about

  For example: Employee B (name held by HR)

• Allegations

  One numbered allegation per line, stated as what is claimed, not as fact.

  For example: 1. Employee B made repeated personal comments about Employee A in team meetings between January and March. 2. Employee B excluded Employee A from project emails.

• How the investigation was done

  For example: Both people were told the allegations in writing and could bring a companion. Interviews took place on 3, 4 and 8 April. Emails and meeting notes were reviewed.

• People interviewed (optional)optional

  For example: Employee A, 3 April Employee B, 4 April Two team members, 8 April

• Evidence considered

  For example: Interview notes (signed by those interviewed) Six emails between 12 January and 20 March Minutes of two team meetings

• Findings on each allegation

  For each allegation: upheld, partly upheld or not upheld, and the reason.

  For example: 1. Upheld. Two witnesses and the minutes support it. 2. Not upheld. Employee A was copied on most emails; two were missed by mistake.

• Conclusion

  For example: On the balance of evidence, Employee B's behaviour breached the code of conduct.

• Recommendations

  For example: Refer to a disciplinary hearing. Brief team leaders on meeting etiquette. Check in with Employee A after two weeks.

1. 11. Purpose
2. 22. Allegations
3. 33. How the investigation was done
4. 44. Evidence
5. 55. Findings
6. 66. Conclusion
7. 77. Recommendations

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Pay once and get it as a Word document to edit further and as a PDF to send or print. The link comes by email too.

What details does this template ask for?

The form asks for 14 details, starting with Organisation, Case reference, Investigator, Investigation requested by, Date of report. 1 more are optional.

How much does this template cost?

€2.99, paid once. Filling it in and seeing the first part is free. You pay when you download the finished Word document and PDF, with no account and no subscription. Every paid nerix plan includes it.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, press Download and pay once. You get the finished document as a Word file to keep editing and as a PDF to send or print, and the link by email.

Is what I type sent anywhere?

While you fill it in, what you type stays in your browser. When you buy the document, your answers go to nerix to make your files. They are kept for seven days so you can download again, then deleted.

What should I check before I use this template?

Investigations often involve personal data, confidentiality duties, and employee rights to be heard and to appeal. Rules differ by country and by contract. Check them, and take legal or HR advice for serious cases. This is not legal advice.

Are these HR templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do the HR templates follow my country's employment law?

They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it.

Can a small team use them too?

Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version.

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