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Harassment investigation report template

Harassment investigation report template

Use a harassment investigation report template to help you document every detail of workplace harassment cases accurately and consistently. Ensure thorough investigations, maintain compliance, and create a safer work environment with this essential tool.

Use this template
or download pdf
Harassment investigation report template

Use a harassment investigation report template to help you document every detail of workplace harassment cases accurately and consistently. Ensure thorough investigations, maintain compliance, and create a safer work environment with this essential tool.

Use this template
or download pdf

About the Harassment investigation report template

Create harassment investigation reports with ease

  Workplace harassment can take many forms, from verbal abuse to discriminatory practices, and addressing these issues promptly is crucial for maintaining a safe and respectful environment. As an HR professional or manager, you need a reliable way to document every detail of your investigation.    Our harassment investigation report template is designed to help you standardize your reports, ensuring consistency and thoroughness in every case. This template streamlines the process, saving you time and helping you maintain compliance with legal requirements. Use it to support your efforts in creating a safer and more respectful workplace.  

What is a harassment investigation report template?

A harassment investigation report template is a structured document designed to help you thoroughly document all aspects of a harassment investigation. Whether you're dealing with verbal abuse or discriminatory practices, this template ensures you capture every detail accurately. It helps you standardize your reports, making the process less stressful and more efficient, so you can focus on resolving the issue and maintaining a respectful workplace.  

Why you need a harassment investigation report template

  You need a harassment investigation report template to ensure thorough and consistent documentation of every case. Imagine dealing with a complex harassment complaint—missing details or inconsistent reporting can lead to legal complications and unresolved issues.    This template helps you standardize your reports, making sure you capture all necessary information, from initial complaints to final resolutions. It reduces the stress of managing multiple cases by providing a clear structure, so you can focus on the investigation itself rather than worrying about documentation.    For example, if you're handling a case of repeated verbal abuse, the template guides you through documenting witness statements, evidence, and actions taken, ensuring nothing is overlooked. By using this template, you will not only streamline your workflow but also maintain compliance with legal requirements, ultimately fostering a safer and more respectful workplace.  

Key features to include in your harassment investigation report

  Understanding the key features of our harassment investigation report template can help you see how it can transform your workflow and make your job easier. This template is designed to address the common frustrations HR professionals and managers face when documenting sensitive cases, ensuring you have a reliable tool to capture every detail accurately and consistently.  
  • Initial Complaint Section: This section allows you to capture detailed information about the initial complaint, including the date, time, location, and nature of the harassment. It ensures you have a clear starting point for your investigation.
  • Witness Statement Forms: Structured forms to document statements from witnesses, providing a consistent format that makes it easier to compare and analyze testimonies.
  • Evidence Collection Log: A dedicated section for logging all pieces of evidence, such as emails, messages, or physical evidence, ensuring nothing gets overlooked.
  • Investigation Notes: Space for detailed notes on the investigation process, including interviews conducted, observations made, and any interim actions taken.
  • Findings and Conclusions: Summarize the findings of the investigation, detailing the conclusions drawn from the evidence and witness statements.
  • Action Plan and Recommendations: Outline the actions taken or recommended to address the harassment, including disciplinary measures, training, or policy changes.
  • Follow-Up Section: Track follow-up actions to ensure that the issue is resolved and that no further incidents occur, maintaining a safe and respectful workplace.
  For example, if you're investigating a case of discriminatory behavior, the witness statement forms and evidence collection log ensure you document every detail systematically, making the process smoother and more efficient.  

Simplify your harassment reporting 

  Download our comprehensive harassment investigation report template from Lumiform to capture every detail of your investigations accurately. With structured sections for complaints, witness statements, and evidence, you can ensure thorough and consistent documentation. Start using the template today and make your reporting process more efficient and effective.  
Preview of the template
Page 1
Investigation Details
Complainant's Name
Respondent's Name
Date Complaint Filed
Date Investigation Commenced
Investigator's Name
Complaint Summary
Description of Alleged Harassment
Dates of Incident
geolocation!!!
Names of Witnesses
Investigative Findings
Summary of Investigative Procedures
Credibility Assessment of Parties
Determination of Policy Violation
Rationale for Determination
Recommended Actions
Disciplinary Action
Additional Training or Counseling
Other Remedial Measures

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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