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.
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.
View my Management template packThe 3 Investigation document templates listed above can also be purchased as part of my Management template pack.
Absence can come in many forms, some unavoidable (emergencies), some vital (family, holidays - for wellbeing), some manageable (education, long term absences), and some unwanted (such as absenteeism - short term sickness)
Probation and early termination documents
Probation can be broadly defined as a trial period for newly recruited workers
Grievances may be concerned with a wide range of issues, including the allocation of work, the working environment or conditions, the lack of opportunities for career development or the way in which someone has been managed
Confidentiality, or not disclosing certain information, is important in a wide range of jobs