When Workplace Issues Arise, You Need to Handle Them Right—Not Just Fast.
Misconduct. Harassment. Policy violations.
No matter how small the concern may seem, a poorly handled investigation can create big risks—legal, reputational, and cultural.
That’s why this Workplace Investigation Checklist is a must-have tool for HR professionals, managers, and business owners. It walks you step-by-step through the investigation process—so you can respond quickly, stay compliant, and protect everyone involved.
Use this free checklist to:
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✅ Know what to document (and what to avoid).
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✅ Prepare legally sound questions and witness interviews.
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✅ Follow a consistent, fair process every time.
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✅ Handle sensitive issues with professionalism and neutrality.
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✅ Avoid retaliation claims, bias accusations, and procedural gaps.
What’s Inside
✔ Pre-Investigation Planning
(Determine scope, legal implications, who investigates, and confidentiality measures)
✔ Interview Preparation
(Drafting questions, selecting order of witnesses, note-taking tips)
✔ During the Investigation
(Documentation, credibility assessments, policy alignment, managing emotions)
✔ Post-Investigation Steps
(Conclusion, corrective action, closeout communications, records retention)
This checklist is based on real-world HR investigations and developed by professionals who’ve led hundreds of sensitive workplace cases.
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Investigate thoroughly. Protect your team. Document the right way.
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