Free Employee Investigation Report Template

Free Employee Investigation Report Template

An Employee Investigation Report Template is a structured document used to record and track workplace investigations related to employee misconduct, violations of company policies, or other HR concerns.

This template helps HR professionals, managers, and legal teams ensure a fair and thorough investigative process by documenting key details, evidence, and conclusions.

Unlike other websites that provide similar templates for a price and often in PDF format, this editable Google Docs template is completely free and customizable.

Users can easily modify it to fit their organization’s needs and streamline their investigation process.

What’s Inside the Template?

This template includes the following structured sections:

INVESTIGATION DETAILS

  • Date of Investigation
  • Investigation Officer
  • Employee Under Investigation
  • Allegations/Concerns

BACKGROUND INFORMATION

  • Employee Name
  • Employee ID
  • Department
  • Position
  • Date of Employment
  • Reporting Manager

INVESTIGATION PROCESS

Interviews

  • Interviewee-1 Name
  • Location
  • Summary
  • Interviewee-2 Name
  • Location
  • Summary

Documents Review

  • Document-1
    • Relevant Findings
  • Document-2
    • Relevant Findings

Evidence Collected

  • Evidence-1
    • Date Obtained
    • Source
  • Evidence-2
    • Date Obtained
    • Source

REVIEWS OF POLICIES

Relevant PolicyFollowedViolatedComments
Policy-1
Policy-2
Policy-3
Policy-4
Policy-5

FINDINGS

Summarize key findings based on the evidence collected and the policies reviewed.

CONCLUSIONS

Determine whether the allegations are sustained, unsustained, or inconclusive.

FOLLOW-UP ACTIONS

ActionResponsible PartyTimeline
Action-1Assigned PersonDeadline
Action-2Assigned PersonDeadline

ATTACHMENTS

Attach supporting documents, witness statements, or any other relevant evidence.

SIGNATURES

  • Investigating Officer: ______________ Date: ___________
  • Manager: ______________ Date: ___________
  • Employee Under Investigation: ______________ Date: ___________

Free Employee Investigation Report Template

Free Employee Investigation Report Template

Free Employee Investigation Report Template

Free Employee Investigation Report Template

Free Employee Investigation Report Template

  1. Click the “Get this template” button to access the template.
  2. Preview and make a copy: You’ll be directed to the Google Docs preview page. Click on the “USE TEMPLATE” button.
  3. Fill in Investigation Details: Enter details such as date, investigation officer, and the employee under investigation.
  4. Document Background Information: Provide employee details, department, and reporting manager.
  5. Record the Investigation Process: Summarize interviews, document reviews, and evidence collected.
  6. Review Policies: Identify relevant company policies and determine whether they were followed or violated.
  7. State Findings and Conclusions: Present investigation findings and determine if allegations are sustained, unsustained, or inconclusive.
  8. Outline Follow-Up Actions: Assign corrective actions, responsible parties, and timelines.
  9. Include Attachments and Signatures: Attach supporting documents and obtain necessary signatures.


With this free, editable Google Docs template, managing workplace investigations is now easier and more organized.

Click the “Get this template” button to access and start using it today!