Grievance Investigation Report Template
Grievance Investigation Report Template
Use the template below to list out the separate complaints within the grievance and then recommend whether the complaint should be upheld or not as per the investigation.
Remember: Not all complaints will require such a detailed investigation, but this template encourages a logical and best practice approach.
Summary Report of Investigation
GRIEVANCE (INC. HARASSMENT & BULLYING) COMPLAINT
SUMMARY REPORT OF INVESTIGATION
To:
[Insert Name & Job Title]
From:
Investigator
Date:
IN STRICTEST CONFIDENCE
|Complainant’s Name | |
|Complainant’s Job Title | |
|Complainant’s Location | |
|Date Complaint Raised | / / |
|Subject of Grievance’s Name | |
|Subject of Grievance’s Job Title | |
|Subject of Grievance’s Office of Work | |
|Investigating Manager | |
|Investigating Manager’s Job Title | |
|Date investigations commenced | / / |
|Other witnesses interviewed |Please provide initials and not full names in the |
| |report |
Purpose of Investigation (Details of complaint)
Outline the main details of the complaint including place, date, time etc. Detail what issues need to have been clarified and evidenced by the end of the investigation. Also set out your proposed methodology and brief justification for your actions, e.g. this person has been implicated so I intend to obtain a written statement / complete investigation interview.
Background Information / Surrounding Circumstances
Explore if there have been any previous incidents or any other issues relevant to this case including any mitigating circumstances e.g. health, domestic problems, provocation. It maybe appropriate to research the employee’s job and skills, provide a brief outline of employee’s history.
Evidence of Witnesses
Witnesses should provide details, which could make the situation clearer. Set out a summary of the investigation interview confirming key points / evidence.
Investigation Conclusion
For each element of the complaint, provide an outcome as to whether it is recommended the complaint is upheld or not, and provide reasons/evidence as to why you have reached this conclusion.
My investigation concludes as follows:
|Complaint |Outcome of investigation |
| | |
| | |
Remedial Actions
Provide recommendations as to what remedial actions you believe should be considered by the management team e.g. issue of an apology, training, mediation. Please comment on any input you have received as to the complainant’s preferred outcome, and your reasons for supporting or opposing this.
Investigating Manager’s Signature:
Date:
................
................
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