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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.
Investigators should carefully and objectively document witness interviews, the findings made, and the steps taken to investigate the matter.
Take care to ask the right questions Prepare your questions in advance. Ensure that they are not leading or suggestive in any way. Moreover, it's important that you don't form a view until you've gathered all of the evidence that you need, particularly if a complaint of bullying or harassment is raised.
The NLRB found that this request violated employees' rights to discuss the terms and conditions of employment with each other. Prohibiting employee discussions of an ongoing investigation is allowed only if the employer can show that it has a legitimate business justification outweighing the employees' rights.
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.
Harassment Investigations: An Employer's Guide Take all complaints seriously. ... Launch a prompt investigation. ... Protect confidentiality to the extent possible. ... Create an investigation file. ... Take steps to prevent retaliation. ... Prepare to interview appropriate parties. ... Interview the complainant. ... Interview witnesses.
These elements, as described above are: 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.