Investigation checklist

Does anyone have an investigation checklist that they utilize when a complaint is filed by an employee that you would be willing to share?

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  • Hi, Dorothy. I can send you one that I made after attending an investigation seminar. I use it generally, but have never really used it step-by-step. I do find it very helpful to have a form sitting on my desk readily available when an employee complains. My email is .

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      • Nikki Smith
      • People Partner, Life Coach, HR Consultant
      • Nikki_Smith
      • 4 yrs ago
      • Reported - view

      Bonita Martin, I know this is an older post, but would you mind sending me the checklist as well? I'm currently putting an investigation training together for my HR team.

    • Bonita Martin , I am new to this forum, but would you mind sending me the checklist? I think it would be helpful to me with investigations. Thanks in advance. My email is

    • Dorothy Bieller
    • Benefit & Employee Relations Manager
    • Dorothy_Bieller
    • 5 yrs ago
    • Reported - view
    • Monica O
    • Monica_O
    • 3 yrs ago
    • Reported - view

    Bonita Martin , I have just recently joined this forum, and saw this post. I would love if you could send me the checklist if you still have it. I think it would be helpful! Thank you! My email is

      • Jyron Oliver
      • Human Resource Manager
      • Jyron_V_Oliver
      • 1 yr ago
      • Reported - view

      Bonita Martin I am a new HR Manager. Would you be willing to share the checklist with me as well? If so, my email address is

      Thank you, 


  • Bonita Martin I would greatly appreciate the share too. We don't currently have one at my business. We also don't have a lot of employee relations which is wondeful but have a visual reminder can be helpful when we are conducting heavy investigation loads. If you wouldn't mind my email is,

    • Patti Maenza
    • HR Consultant
    • Patti_Maenza
    • 7 mths ago
    • Reported - view

    Bonita Martin …can you also send me that Investigation checklist? My email is Thank you so much!

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