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Be sure to include: Dates. Times of the incidents. Location. Names of any witnesses. A description of the harassing behavior.
Ten Steps to a Successful Workplace Investigation Decide whether to investigate. ... Take immediate action, if necessary. ... Choose an investigator. ... Plan the investigation. ... Conduct interviews. ... Gather documents and other evidence. ... Evaluate the evidence. ... Take action.
Summary Scoping out the investigation; Planning the investigation; Collecting all relevant evidence; Reviewing and analysing the evidence and information; and. Documenting the steps and findings in a concise and well-articulated report.
5 Steps to Conducting a Thorough Workplace Harassment Investigation. August 17, 2022. ... Separate Involved Employees. ... Choose the Right Investigator. ... Prepare for a Thorough Harassment Investigation. ... Conduct the Interviews. ... Wrap Up the Investigation.
Investigation Details & Notes Type of action (e.g. initial review, meeting, contacting parties, conducting an interview, following up) Person responsible for the action. Date when the action was completed. Brief description of the action (i.e. who you met with, where, and for how long)
Document your investigation and findings by providing the following: ? Employee concerns and complaint (attach more pages if necessary): ? Date of first incident ? Date of last incident ? Date of other incident(s) ? Response from respondent(s) (attach more pages if necessary) ? List witnesses and summary of evidence ...
List the documents collected for the investigation and how or from whom they were obtained. Attach more pages if necessary. The investigator's summary report should set out who was interviewed, what evidence was obtained and an analysis of the evidence to determine whether workplace harassment occurred.
From a practical standpoint, talking too much during the investigation?telling a witness what another witness said, revealing your personal opinion to one of the employees involved, or publicizing the complaint in the workplace, for example?can lead others to doubt your objectivity.