About this template
The HR Investigation Form is a critical tool for Human Resources professionals tasked with documenting workplace incidents, misconduct, or policy violations. This template provides a structured, objective framework for recording the details of an investigation, ensuring that all necessary information is captured consistently from the outset. By standardizing the documentation process, HR teams can maintain clear records, support fair decision-making, and uphold organizational integrity.
This form is designed to capture essential data points including the parties involved, the nature of the incident, evidence gathered, and procedural steps taken. It serves as a centralized repository for sensitive information, allowing investigators to track timelines and follow-up actions efficiently. Whether addressing internal complaints or conducting routine compliance audits, this template helps maintain the professional rigor required in sensitive workplace matters.
Key features
- Standardized fields for consistent incident reporting.
- Clear sections for evidence tracking and witness identification.
- Easy to share with internal stakeholders for review.
- Mobile-responsive layout for documentation on the go.
- Automatically saves responses to a secure Google Sheet.
Use cases
Documenting reports of workplace harassment or discrimination.
Recording findings from internal theft or policy violation investigat…
Recording findings from internal theft or policy violation investigations.
Tracking disciplinary actions and follow-up meetings.
Maintaining compliance records for legal and internal audits.
What this form collects
- Investigator Name (Short answer)Full name of the HR representative or manager conducting the investigation.
- Employee Under Investigation (Short answer)Full name of the employee who is the subject of this investigation.
- Investigation Start Date (Date)The date the investigation was formally opened.
- Reason for Investigation (Paragraph)Briefly describe the incident or policy violation prompting this investigation.
- Investigation Procedures (Paragraph)Outline the steps taken, including interviews conducted and documents reviewed.
- Evidence Details (Paragraph)List physical evidence, digital logs, or other materials collected. Please paste links to any cloud-stored files here.
- Witnesses / Interviewees (Paragraph)List the names and roles of all individuals interviewed during this process.
- Further Considerations (Paragraph)Note any outstanding items, recommended next steps, or potential risks.
- Investigator Signature (Short answer)Type your full name to acknowledge that the information provided is accurate to the best of your knowledge.
FAQ
How can I keep this investigation data secure?
Google Forms data is stored in your Google Drive. You can manage access by restricting the form to specific team members and ensuring your Google Workspace account has the appropriate security and sharing settings enabled.
Can I attach evidence files to this form?
While Google Forms does not support direct file uploads in all configurations, you can include a text field for respondents to paste links to files stored in your secure cloud storage (like Google Drive or SharePoint).
Is this form suitable for legal records?
This template provides a professional structure for documentation. However, always consult with your legal department or counsel to ensure your internal investigation processes meet local labor laws and organizational requirements.
Who should have access to the responses?
Access to investigation responses should be strictly limited to authorized HR personnel and legal counsel to maintain confidentiality and protect employee privacy.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.