(Free) 7-Step Workplace Investigation Framework

Just been handed your first workplace investigation?

A complaint lands on your desk and you need a plan. This free guide gives you a clear seven-step roadmap, from receiving the complaint to closing the file, so you know what to do next and what to document.

WHAT'S INSIDE

Step 1: Receive and document the complaint

Step 2: Assess urgency and decide who needs to know

Step 3: Plan the investigation

Step 4: Conduct interviews

Step 5: Gather and analyze evidence

Step 6: Reach your findings

Step 7: Write it up, deliver outcomes and follow up

Plus a short list of situations where you should call an employment attorney before you act.

WHO IT'S FOR

HR generalists, managers and small business owners who are new to investigations, or who want a simple checklist-style overview before they start.

HOW IT WORKS

Instant download. A short PDF you can read in a few minutes and keep beside you during your next investigation.

GOOD TO KNOW

This guide is educational and is not legal advice. Employment laws vary by state and by employer. For serious or unclear matters, talk to an employment attorney.

ABOUT MAYA HARRISON

Maya Harrison is an HR consultant with more than 20 years of experience in employee relations and workplace investigations, and the creator behind ThePluggedHub. Real HR. Real Solutions. Real Talk.

Free digital download. Instant access.