Guidelines for conducting workplace investigations – a checklist

What is a guidelines checklist for workplace investigations and when should you use it?


Carrying out a workplace investigation can be a daunting task at the best of times.

If you find it necessary to carry out a workplace investigation resulting from a grievance or as part of your disciplinary process then it is important that you take care in carrying out the investigation correctly.

This checklist provides you with clear steps to follow when carrying out a workplace investigation.

Follow this checklist and you can be confident that your investigation procedure and process is robust.

At all times give due consideration to your own policies and procedures and ensure that you are following them correctly.

You also need to ensure that any investigation you carry out complies with the WRC Code of Practice.

To find out more about workplace investigations check out our step by step guide to carrying out an investigation.

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