
This tool provides a structure to help you plan an HR investigation.

This template provides a structure and some guidance on how an investigation report should be presented. It may be helpful to include additional sections and further information where relevant as this template provides a generic approach that will be appropriate in the majority of cases.

This letter invites an employee to an investigatory meeting to assist in dealing with allegations raised by another employee. It states that the sender would like to discuss the employee's recollection of the incident and any other relevant information.

The Terms of Reference (TOR) for an investigation provides a specification for exactly what the investigating manager needs to do and how the investigation should be conducted. It includes key information about the roles of the different people involved and the timescales to work to.
The template can be used in conjunction with the 'How to design and manage an HR investigation' guide.