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Confidential, HR only

HR investigation and resolution

Completed by HR or the designated investigator. Log the case, every interview, the evidence, then write findings that stay objective before you land on an outcome and an action.

Case completeness39%
11 items outstanding

Route for approval

Routine coaching is documented only. Formal and sensitive actions require People Authority, and Executive Authority joins whenever the proposed action materially affects employment. Private notes, investigation detail, medical and leave information stay out of the approval record.

Sensitive

People Authority always. Executive when employment is materially affected.

You may only route requests for people inside your authorized reporting scope.

Execution locked until every required approval is recorded

Work in progress

Start now, save it, meet with the employee, then reopen it to add their statement.

01

Case information

02

Nature of the complaint

03

Investigation steps

Every person interviewed, their role, and the date you spoke with them.

04

Evidence collected

05

Summary of findings

Objective facts based on the evidence. Keep opinion and conclusion out of this section.

06

Resolution and action taken

07

Final acknowledgement and signatures

Live document

Set company

Company and PEO references fill in from your company profile.

HR INVESTIGATION AND RESOLUTION FORM

CONFIDENTIAL HUMAN RESOURCES RECORD

Company:[Company]

PEO partner:[PEO]

CASE INFORMATION

Date of Complaint Submission:2026-08-30

Employee Name:______

Department and Job Title:______

Investigators:______

Date Investigation Opened:2026-08-30

Date Investigation Closed:______

NATURE OF THE COMPLAINT

Type of grievance:

______

Summary of complaint:

______

INVESTIGATION STEPS

Assigned investigators:______

Individuals interviewed:

______

EVIDENCE COLLECTED

______

SUMMARY OF FINDINGS

______

RESOLUTION AND ACTION TAKEN

Investigation outcome:______

Corrective actions implemented:

______

Follow up required:No

ADDITIONAL NOTES

______

FINAL ACKNOWLEDGEMENT AND SIGNATURES

Investigator:______

Investigator Signature:____________________ Date: ____________

Human Resources Representative:______

HR Representative Signature:____________________ Date: ____________

Date of Case Closure:______