Templates
Workplace investigation report

Workplace investigation report

Easily document and analyze workplace investigations with our free workplace investigation report template. Ensure thoroughness, fairness, and compliance in your investigations.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
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or Download template as PDF
Workplace investigation report

Easily document and analyze workplace investigations with our free workplace investigation report template. Ensure thoroughness, fairness, and compliance in your investigations.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This workplace investigation report template transforms complex misconduct investigations into structured, defensible documentation. Whether you’re handling harassment complaints, policy violations, or interpersonal conflicts, you’ll document allegations, evidence, interviews, and conclusions with professional consistency.

The template guides you through each critical section, helping you avoid subjective language and documentation gaps that could undermine your findings. In high-stakes environment where thorough documentation is essential, this template ensures your reports support informed decision-making while providing the detailed record-keeping needed for potential legal review. .

Preview of the template
Page 1
Investigation Overview
Investigation Title
Investigation Date
Investigator Name
Complainant Name
Respondent Name
Allegations
Investigation Process
Interviews Conducted
Documents Reviewed
Other Evidence Collected
Findings
Summary of Findings
Determination of Policy Violation
Recommended Corrective Action
Conclusion
Concluding Remarks

Frequently asked questions

What should I include in the executive summary of a workplace investigation report?

Your executive summary should briefly outline the nature of the complaint, investigation scope, key findings, and conclusions. Keep it concise but include enough detail that executives can understand the situation without reading the full report. Avoid including recommendations in this section unless specifically requested, as these typically belong in a separate section after your factual findings.

How do I maintain objectivity when writing a workplace investigation report?

Focus strictly on documented evidence and verified information rather than impressions or opinions. Use neutral language throughout and present all relevant evidence, including information that contradicts your conclusions. Have someone not involved in the investigation review your report for potential bias. Remember that your role is to present facts, not advocate for a particular outcome.

How detailed should witness statements be in my investigation report?

Witness statements should include enough detail to establish relevant facts without unnecessary information. Summarize key points using the witness’s own words when possible, noting any inconsistencies or credibility concerns. Include context about when and how the interview was conducted, and whether the witness has direct knowledge or is reporting hearsay.

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.