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Management documents ❭ Investigation document templates

Undertaking an investigation will often be required as part of a disciplinary or grievance process.

In order to ensure that the investigation was fair and appropriate it is good practice to plan, record and invite correctly.

Here are some templates that can be used for a disciplinary or grievance investigation process. 

Click on a title for more information and a preview, or to make a quick purchase you can click the buy now button.

Investigation plan form template

Use this form to determine the arragements for the investigation, including the issues to be explored, who is involved and the target date.


Investigation report form template

This is a template investigation report that an investigator may adapt to suit the particular circumstances of their investigation.

Management template pack

View my Management template pack

The 3 Investigation document templates below can also be purchased as part of my Management template pack.

Disciplinary documents

Disciplinary procedures enable you to ensure that employees keep to the rules

Job interviewing documents

Interviews are arguably the most subjective part of any selection system

Redundancy documents

Ensuring that you manage a redundancy process fairly and effectively is vital to good communication, and avoiding claims from employees

Code of conduct policies

Every company should have a code of conduct outlining how employees are supposed to interact and behave while at work