Templates
HR investigation report template

HR investigation report template

Handle employee complaints and misconduct allegations with confidence using our HR investigation report template. This customizable tool ensures thorough documentation and consistency, making your job easier and more efficient.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
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Learn more
or Download template as PDF
HR investigation report template

Handle employee complaints and misconduct allegations with confidence using our HR investigation report template. This customizable tool ensures thorough documentation and consistency, making your job easier and more efficient.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our HR investigation report template provides a structured framework to document workplace incidents thoroughly and professionally. You’ll find clear sections for recording allegations, evidence collected, interview summaries, and conclusions all designed to create defensible documentation. When handling sensitive complaints like harassment or discrimination, this template helps you maintain consistency and objectivity throughout the investigation process.

According to HR Acuity, only 31% of employees say they’d recommend colleagues go to HR with workplace concerns. With our template, you can transform scattered notes into a comprehensive report that protects both employees and your organization.

Related categories

Preview of the template
Page 1
Incident Details
Date of Incident
Time of Incident
Location of Incident
Individuals Involved
Complainant Information
Complainant Name
Complainant Title
Complainant Department
Complainant Contact Information
Respondent Information
Respondent Name
Respondent Title
Respondent Department
Respondent Contact Information
Investigation Details
Summary of Allegations
List of Witnesses Interviewed
Summary of Evidence Gathered
Findings and Conclusions
Recommended Corrective Actions
Review and Approval
Investigator Name
Investigator Signature
Date of Investigation Completion
HR Manager Name
HR Manager Signature
Date of HR Manager Review

Frequently asked questions

What level of detail should I include in the HR investigation report?

Include enough detail to demonstrate thoroughness without overwhelming readers. Document all allegations, investigation steps, evidence collected, interview summaries, policy violations identified, and your reasoning for conclusions. Focus on relevant facts rather than opinions, and ensure you’ve documented both supporting and contradicting evidence for each allegation investigated.

How do I maintain confidentiality while writing a thorough HR investigation report?

Use role-based identifiers instead of names when possible. Create separate confidential appendices for sensitive information. Clearly mark all documents as confidential and limit distribution to only those with a legitimate need to know. Remind all participants about confidentiality expectations and document these reminders in your report.

What evidence should I attach to my HR investigation report?

Attach only directly relevant evidence that supports your findings, including interview notes, written statements, relevant emails or messages, photos of physical evidence, and applicable company policies. Create an organized evidence log with clear labels and cross-references to your report. Exclude irrelevant personal information that could violate privacy.

What timeframe information should I include in the HR investigation report?

Document the date the complaint was received, when the investigation began, interview dates, evidence collection timeline, and when the investigation concluded. Include explanations for any delays. This timeline demonstrates prompt action and helps establish a chronological understanding of events for anyone reviewing the report later.

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.