Workplace Investigation Organizer & Template Bundle for Employers
Bring your workplace investigation records together in one practical, organized system for unionized and non unionized workplace investigations.
Developed from our investigative experience and the need for clearer documentation, this bundle combines 15 editable Word templates with an Excel organizer featuring 24 numbered, colour-coded tabs. The policy comes first, followed by the stages of an investigation, from receiving a concern through to outcomes, follow-up and closure.
WHAT IS INCLUDED
• Canadian Workplace Conduct, Complaints & Investigation Policy Template
• Workplace Incident Intake and Investigation Template
• Workplace Complaint Statement and Procedures Template
• Preliminary Assessment Checklist Template
• Complainant Acknowledgement Letter Template
• Investigation Mandate Template
• Initial Respondent Notification Letter Template
• Initial Witness Notification Letter Template
• Investigation Confidentiality Agreement Template
• Employer Surveillance Assessment Template (for surveillance assignments)
• Four outcome template letters for complainants and respondents, covering substantiated and not-substantiated allegations
• Workplace Incident Follow-Up Information Log Template
• Excel Workplace Investigation Organizer
• Read Me First instructions
THE EXCEL ORGANIZER
Keep case details, participant information, interview notes, evidence references, communications, tasks, deadlines and allegation assessments together. Dedicated sections support outcome tracking, follow-up actions and file closure.
The workbook complements the Word documents: use Excel to organize the investigation and customize the relevant Word templates for correspondence and documentation.
HOW TO USE
Download and extract the ZIP folder. Begin with the policy, then open the Excel organizer and follow the numbered tabs and document folders. Keep a blank master and save a separate working copy for each investigation. Select only the outcome letters appropriate to the findings and recipient.
FORMAT AND IMPORTANT INFORMATION
One ZIP download containing editable Word documents (.docx) and an Excel workbook (.xlsx). No physical product is shipped.
Templates require customization to the applicable jurisdiction, workplace policies and collective agreements. This administrative resource does not replace legal advice, investigator training or a formal investigation report. Store completed files securely and restrict access to authorized individuals.
Taxes included.
