Workplace Investigation Report

What is a workplace investigation report and when should you use it?

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.

You need to ensure that your investigation is fair and thorough.

It is important to remember that an investigation is a fact-finding exercise to collect all relevant information on a matter.

An investigator should be looking for evidence that supports the allegation and evidence that contradicts it.

A properly conducted investigation should enable you to fully consider the matter and then make an informed decision on it.

Making a decision without completing a reasonable investigation can make any subsequent decisions or actions unfair, and leave you vulnerable to legal action.

This template provides your investigator with the key elements they need to consider when compiling their report which then in turn allows you to make an informed decision.

It is not the investigator’s role to prove the guilt or otherwise of any party but to investigate if there is a case to answer.

You may also find our step by step guide to carrying out an investigation and our Investigation Checklist useful