Employee Relations Templates

When a workplace concern lands on your desk, the hard part is handling it cleanly from the first conversation to the last. This module gives you the entire investigation process in one place, built by a senior People Operations practitioner who has run these cases inside real companies. Every template keeps your documentation factual, neutral, and contemporaneous, so the process holds up whether it stays internal or ever gets a second look.

Built for founders, HR and People teams, and managers who need to respond to complaints and investigations with confidence instead of starting from a blank page.

What's inside (16 templates)

Guides and Process Maps

• Employee Relations Process Overview & Guide (roles, process flow, and the full documentation suite)

• Interactive Process Overview & Guide for accommodations

• Employee Relations Flow Chart

Intake and Planning

• Investigation Intake Form

• Investigation Plan & Scope Document

Statements

• Complainant Statement

• Respondent Statement Form

• Witness Statement Form

Interview Notes

• Complainant Interview Notes

• Respondent Interview Notes Form

• Witness Interview Notes Form

Evidence

• Evidence Log & Document Index

Findings and Outcomes

• Investigation Findings Report

• Decision & Corrective Action Summary

• Outcome Notification Letter, Complainant

• Outcome Notification Letter, Respondent

Format and Access
Every template comes in two formats: a polished PDF for reference and an editable Word document you can make your own. Lifetime access, including free updates to this version.

Each template includes built-in legal-context notes and prompts to align it with your company's policies and jurisdiction. They make attorney review faster and cheaper, not optional.