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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.


£0.95

Investigation report form template

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


£4.00
Management template pack

View my Management template pack

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

Absence documents

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

Grievance documents

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 documents

Confidentiality, or not disclosing certain information, is important in a wide range of jobs