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Our Disciplinary or Grievance Investigation Checklist Form template ensures thorough and consistent investigations, maintaining fairness and compliance throughout the process.
This checklist is a starting point and should be tailored to the specific circumstances of each investigation.
Date
[Insert Date]
Investigator(s)
[Insert Name(s)]
Complaint or Allegation
[Insert Description of Complaint or Allegation]
Review Complaint or Allegation
Identify Witnesses
Gather Evidence
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The purpose of a disciplinary or grievance investigation plan is to provide a structured and systematic approach to conducting a fair and impartial investigation into a disciplinary or grievance matter in the workplace. The investigation plan serves as a roadmap for employers to follow when conducting an investigation, ensuring that all relevant information is gathered, and the investigation is conducted in a timely, thorough and objective manner.
By using a disciplinary or grievance investigation plan, employers can ensure that the investigation process is consistent, thorough, and objective, reducing the risk of any legal or ethical issues arising. The plan can also be used as a reference point for all parties involved in the investigation, ensuring that everyone is aware of the process and their role in it, which can help to reduce stress and anxiety for all parties involved.
Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.
Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.
Yes, we highlight the areas of the document 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.
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.
If you're looking for broader support, we also offer toolkits and library bundles that include the Disciplinary or grievance investigation checklist form template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.
How this content is developed and reviewed
The Disciplinary or grievance investigation checklist form template is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.
Darryl Horn, Chartered HR Director
Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.
He has extensive practical experience of managing investigation processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.
HRDocBox has been creating practical UK HR documents since 2009.
"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."
"He is someone I trust; consistent, dependable, and committed to doing things properly."
Investigation toolkit
9 templates
£34.90
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