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On every write up form, include: The employee's full name and employee number. Time and date of the write up and of specific incidents. Reason for the write up, in detail. Witness accounts confirming the employee's misconduct. Times and dates of previous write ups and incidents.
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 ...
To establish a viable claim of harassment, a complainant must show that: (1) she belongs to a statutorily protected class; (2) she was subjected to unwelcome verbal or physical conduct involving the protected class; (3) the harassment complained of was based on the statutorily protected class; (4) the harassment had ...
Obtain statements from anyone who witnessed the harassing actions or words. Take photos, audio or video of any actions or words if possible. Keep any physical evidence, such as notes, gifts or other items. Keep any communications, whether handwritten or digital, like emails or texts.
To prepare for smooth workplace investigations, Lori recommends employers take these five steps: Ask for substantiating documentation. ... Take any necessary precautionary measures. ... Gather important materials. ... Determine the scope of the workplace investigation. ... Identify and notify witnesses.
Treat the complainant with both respect and compassion. Don't brush off their complaint or downplay it. Showing that you're open and receptive to complaints encourages employees to come forward when they experience harassment at work. Ensure the reporter that you will maintain confidentiality as much as possible.
Investigators should carefully and objectively document witness interviews, the findings made, and the steps taken to investigate the matter.