Business OS
Human ResourcesDiscipline & Conduct

Harassment Investigation Checklist

Procedural checklist for investigating harassment complaints.

Updated 15d ago
harassmentinvestigationcompliance

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Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Case Information

FieldDetail
Case ID
Complainant
Respondent
Date opened{{date}}

Steps

  1. Acknowledge complaint within 24 hours.
  2. Assess immediate safety and interim measures.
  3. Identify and interview complainant.
  4. Identify and interview respondent.
  5. Interview witnesses; collect documentary evidence.
  6. Evaluate findings against policy.
  7. Determine outcome and corrective action.
  8. Communicate outcome to parties as appropriate.
  9. Close file with summary report and retention plan.

Confidentiality

All information gathered must be handled with strict confidentiality and shared only on a need-to-know basis.

SignatureDate
Employee: {{employee_name}}____________________{{date}}
Manager: {{manager_name}}____________________{{date}}

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