Investigation Form for HR

Please utilize this form to request investigations from HR.

What are HR legal terms that would drive an investigation?

discrimination (pregnancy, race, age, gender)
bullying
harrassment
unsafe
ADA/Disability
abuse of power/authority
Favoritism
hostile work environment
Retaliation

It is super important to ensure we are capturing investigation intakes and requests in a timely manner. This will also ensure we are managing any risk or unconcious bias appropriately. We need to ensure we have all the accurate information (including FACTS: what was said, heard and observed directly).

standardized approach
one platform to track investigations
ensure we have the necessary documentation

Submitting this form will go to your HR Generalist

IF this is a serious matter, this form does NOT replace the need to pick up phone and call Regional Manager and HR Generalist.

Office Location

Office Location*

Director*

Regional Manager*

Who is requesting investigation*

OM Manager/Manager/HR requesting info

First NameLast Name

Name of Employee requesting investigation

First NameLast Name

Hire Date of Employee

Date

Position*

What is Employee citing:*

Who has Employee cited?*

Description of events leading to investigation request?*

Extenuating circumstances and/or other relevant information (if applicable)*

Please upload any additional information (if applicable)

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