Free Editable Employee Relations Investigation Report Template

Free Editable Employee Relations Investigation Report Template

An Employee Relations Investigation Report is a crucial document that helps organizations address workplace complaints, conflicts, and policy violations.

This report ensures that investigations are conducted systematically, fairly, and in compliance with employment laws.

With our Employee Relations Investigation Report Template, businesses can efficiently document and manage workplace investigations.

Unlike other websites that charge for similar templates—often in static PDF formats—this template is available for free and fully editable in Google Docs.

Users can click on “Get this template” to access the document, click on “USE TEMPLATE”, and make a copy for immediate use.

Also see: Free Employee Investigation Report Template

Why Use an Employee Relations Investigation Report?

A well-structured investigation report is essential for HR departments to document findings, ensure compliance with company policies, and make informed decisions based on collected evidence.

This template helps HR professionals:

  • Maintain a transparent and fair investigation process
  • Document employee complaints and witness statements accurately
  • Collect and review evidence systematically
  • Ensure compliance with employment law and HR policies
  • Implement appropriate follow-up actions

Key Components of the Employee Relations Investigation Report Template

Date of Investigation

[Enter the date the investigation was initiated.]

Investigator

[Enter the name of the person conducting the investigation.]

Employee Under Investigation

[Provide the name of the employee involved in the investigation.]

Employee’s Position

[Enter the employee’s job title.]

Probation End Date

[Specify if the employee is on probation and when it ends.]

Allegations/Complaints Received

[Summarize the complaint or allegation under investigation.]

Purpose of Investigation

[Outline the objective of the investigation, such as addressing misconduct, policy violations, or resolving conflicts.]

Investigation Process

  1. Interviews
    • Document statements from the complainant, witnesses, and the accused employee.
    • Include the date, location, and key points of each interview.
    Example: Interviewee 1 Name Interview Date: [Date] Interview Location: [Location] Summary of Interview: [Key points discussed]
  2. Evidence Collection
    • Record any supporting documents, emails, photos, or other materials.
    • Provide a summary of how each piece of evidence relates to the investigation.
    Example: Description of Evidence 1 Date Obtained: [Date] Source: [Source] Summary: [Brief explanation of relevance]
  3. Review of Policies
    • List company policies and employment laws relevant to the investigation.

Findings

[Summarize the investigation results, indicating whether the allegations were substantiated or not, and justify the conclusion.]

Recommendations

[Provide suggested actions based on the findings, including disciplinary measures, conflict resolution strategies, or policy updates.]

Follow-up Actions

[Specify next steps, responsible parties, and deadlines.]

Example:

  • Action 1 Responsible Party: [Name] Timeline: [Date]

Conclusion

[Summarize the investigation and its outcomes concisely, ensuring objectivity and clarity.]

Attachments

[List additional supporting documents attached to the report.]

Signatures

Investigator: _______________

Date: _______________

Supervisor/Manager: _______________

Date: _______________

Get the Free Employee Relations Investigation Report Template

Free Editable Employee Relations Investigation Report Template

Free Editable Employee Relations Investigation Report Template

Free Editable Employee Relations Investigation Report Template

This Employee Relations Investigation Report Template is designed to streamline HR investigations and ensure compliance with Human Resources Templates, Employee Agreements, HR Policies, and Employment Law.

Click “Get this template” to access and edit it in Google Docs instantly.

By utilizing this template, HR professionals can maintain fairness and transparency while resolving workplace disputes effectively.