Investigation report form template
A structured investigation report form template to record findings, evidence, and outcomes from workplace investigations consistently.
- 2 pages / 451 words.
- Last updated 21/09/2025.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Investigation report form
Introduction
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Investigation authorised by: (name and role) |
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Investigator: (name and role) |
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| Date investigation began: | |
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Terms of reference: (include if they were amended and how) |
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Background to the investigation: (Brief overview of the matter) |
Process of investigation
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The investigation process: (List all evidence collected) |
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Evidence collected: (name and role) |
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Evidence not collected: (List all evidence that could not be collected and why) |
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Persons interviewed: (List all people interviewed) |
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Persons |
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This Investigation Report Form template provides a clear structure for documenting workplace investigations.
It ensures evidence, witness statements, and conclusions are recorded thoroughly.
Using this form supports fairness, compliance, and transparency, helping organisations resolve issues effectively and consistently.
Flowchart
Flowchart
Check which resources should be implemeted before and/or after the Investigation report form template, to understand the workflow.
Investigation meeting script
Efficiently conduct investigations with our structured meeting script, promoting fairness, consistency, and thoroughness in gathering evidence
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Grievance hearing invitation letter
If an employee raises a formal grievance, use this model letter template as an invitation to a grievance hearing to discuss their issues or complaints in detail.
Timings
Timings
Follow these best practice actions to get the most from the Investigation report form template, guiding you before, during, and after implementation:
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| Step | Description | Responsibility | Timing |
| 1 | Gather relevant evidence, including interview notes, witness statements, and documentation relating to the allegation or concern. | Investigating Manager / HR | Within 1–2 weeks of initiating the investigation |
| 2 | Review the evidence objectively and begin drafting the investigation report, ensuring it covers all relevant facts and findings. | Investigating Manager | Within 3–5 working days of concluding evidence gathering |
| 3 | Complete the Investigation Report Form, summarising key issues, timelines, evidence reviewed, and the investigator’s conclusions (not recommendations). | Investigating Manager | Same week as evidence review |
| 4 | Submit the completed report to HR for review and secure storage, ensuring it is appropriately documented and filed. | Investigating Manager / HR | Immediately after finalising report |
| 5 | HR reviews and decides next steps (e.g. no further action, formal hearing), notifies relevant parties, and retains the report for future reference. | HR | Within 3–5 working days of receiving report |
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Investigation report form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
