{"product_id":"hr-investigation-form","title":"HR Investigation Form","description":"\u003ch2\u003e\u003cspan\u003eHR Workplace Investigation Form\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eDocument workplace investigations with consistency, organization, and professionalism.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eEmployee complaints and workplace concerns require careful documentation from the moment a concern is reported through the conclusion of the investigation.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eHR Workplace Investigation Form\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e provides HR professionals, managers, and small business owners with one structured Excel template for documenting the investigation process from initial case intake through interviews, evidence, findings, conclusions, and final review.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eComplete Case Intake \u0026amp; Administration\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eCreate an organized record of each investigation, including:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Case ID\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Case status\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Priority\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Date received and opened\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Target completion date\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Lead investigator\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• HR representative\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Business unit and department\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Work location\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Automatically calculated case age\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eDocument the Involved Parties\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eMaintain important information for both the complainant and respondent, including:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Name\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Job title\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Manager\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Employee ID\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Contact information\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Preferred method of contact\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eDefine the Allegation \u0026amp; Investigation Scope\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eDocument:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e✓ Allegation summary\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Who, what, when, where, and how the concern was reported\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Policies, standards, or expectations potentially involved\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Interim actions and risk controls\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe form includes options for documenting interim measures such as reporting-line changes, schedule or location changes, leave or separation, no-contact directions, or other actions.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eInterview Log\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eMaintain a centralized record of investigation interviews, including:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Interview date\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Interviewee\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Role\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Interviewer\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Key facts\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Required follow-up\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eEvidence Log\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eKeep supporting evidence organized throughout the investigation.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eTrack:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Evidence ID\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Description\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Source\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Date collected\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• File or storage location\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Verification status\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eFindings by Allegation\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eDocument each allegation separately and connect your conclusion to the available evidence.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eRecord:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e✓ Allegation\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Evidence summary\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Finding\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Rationale\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThis structure helps create a clearer record of \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003ewhat was investigated, what information was considered, and how the conclusion was reached.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eConclusion \u0026amp; Action Plan\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eDocument:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Overall conclusion\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Credibility assessment\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Recommended actions\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Responsible owner\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Due dates and next steps\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eReview \u0026amp; Approval\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eComplete the investigation record with:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e✓ Prepared by\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Reviewer\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Roles\/titles\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Dates\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Signatures or initials\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Records-retention reminder\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eDesigned With Confidentiality in Mind\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eThe form is clearly identified:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eCONFIDENTIAL — HR \/ NEED-TO-KNOW ACCESS ONLY\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eIt also reminds investigators to use factual, neutral language, identify the source of information, and maintain supporting evidence in the appropriate case file.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eGreat For:\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eHR professionals • Small and midsize businesses • Business owners • HR consultants • Employee relations professionals • Organizations without a dedicated investigation system\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eDigital Product\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eThis is a downloadable \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eMicrosoft Excel template\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e. No physical product will be shipped.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe form is customizable so you can adapt it to your organization's investigation procedures and documentation requirements.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eDocument the facts. Organize the evidence. Create a consistent investigation record.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eImportant:\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e This template is an HR documentation tool and does not constitute legal advice or establish a legally sufficient investigation process for every situation. Investigation requirements and appropriate procedures vary based on the allegations, workplace, jurisdiction, company policies, and applicable law. Consider legal counsel when appropriate.\u003c\/span\u003e\u003c\/p\u003e","brand":"My Store","offers":[{"title":"Default Title","offer_id":50536117731414,"sku":null,"price":9.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0767\/4114\/8758\/files\/HRInvestigationForm.png?v=1790443624","url":"https:\/\/hrtransformationllc.myshopify.com\/products\/hr-investigation-form","provider":"HR Transformation, LLC","version":"1.0","type":"link"}