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Just to let you know... If you are an existing user before 18th September, you may notice the model documents have changed. This is to coincide with our website relaunch: we wanted to refresh the content too. Don't worry, these are not legally required changes so you can continue to use the previous version you have saved or downloaded. (We have kept the previous date as well to make it easy to reference.)

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Model documents and policies

Downloadable and customisable documents relating to designing and managing HR investigations.

Template

Investigation report template
Investigation report template
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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. The template can be used in conjunction with the 'How to design and manage an HR investigation' guide.
Terms of reference for an investigation template
Terms of reference for an investigation template
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Previously modified

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. This template provides some standard wording around the conduct of investigations and the terms of reference for an investigation. The template can be used in conjunction with the 'How to design and manage an HR investigation' guide.

Investigation planning tool
Investigation planning tool
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Previously modified

This tool provides a structure to help you plan an HR investigation. The tool should be used in conjunction with the 'How to design and manage an HR investigation' guide and highlights key resources that you may wish to draw on at different stages of the process.