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Employee Relations and Workplace Investigations Kit: a stack showing the 7 download files. Excel + Word + PDF, 52 pages in all files.

These previews show pages from the files you receive.

Investigations kit

Employee Relations and Workplace Investigations Kit

$99 Go to price and purchase

Handle a workplace concern through a fair, consistent process, from the first report to a documented finding. Follow a clear approach to each step that carries legal weight.

FormatKit
Contents5 PDF guides, 1 Word document, 1 Excel workbook
UseInstant download

Start with the free HR Operating System Readiness Scorecard. Twelve questions show which part of your HR setup to build next.

$99

  • One-time purchase. Editable files.
  • Your download link appears on the confirmation screen and in your receipt. No account needed.
  • Request a full refund within 30 days with one email.
  • Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.

Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.

Need approval first?

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Ready to put your tool to work?

Add a one hour Setup Session, $149

Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.

See the Setup Session →

Where to start

Start with the Intake and Triage screen when a concern is reported.

Assess how urgent the concern is, identify any pattern, and decide whether an investigation is needed.

DecisionHandle an employee issue
IndustryCross-industry
Files5 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.

Fit

Is this the right fit for your work?

A good fit

  • You are reviewing a workplace complaint or concern and want a fair, documented process.
  • You want editable Word and Excel files that stay with your organization.
  • You or a manager will run the process and want a clear sequence to follow.

When to consider another option

  • For advice about one person's specific circumstances, consult qualified counsel.
  • For rules specific to one state or city, consult the applicable local requirements. This tool is not written for any one state.
  • For help running the process, explore our advisory services.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

PDF · readStart Here: a guide to every file and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Word · editEditable Templates: a complaint intake form, an investigation plan, an interview guide and notes, a witness statement, a findings report, and an outcome record.
Excel · useInvestigations Workbook: the intake and triage screen, the investigation plan, the interview log, findings, and a case register.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readField Guide: guidance from the first report to fair, documented findings, including possible harassment, discrimination, a threat to safety, retaliation, or a serious policy breach.

How to use it

Where to start

Start with the Field Guide, then follow the process from the initial report through interviews and evidence to a documented finding.

  1. Begin with the Field Guide. It covers when to investigate, how to conduct a fair investigation, how to weigh evidence and reach findings, confidentiality, and representation.

  2. When a concern is reported, use the Intake and Triage screen in the Workbook to assess its urgency and determine the appropriate next steps.

  3. Prepare the Investigation Plan, then use the Interview Guide and Witness Statement during interviews. Record each interview in the Interview Log.

  4. Document your findings on the Findings tab and in the Findings Report, using the preponderance standard: more likely than not.

  5. Complete the Outcome and Corrective Action Record and log the matter in the ER Case Log. If a finding leads to discipline or an employee exit, the Discipline and Termination Decision Kit covers that decision and is sold separately.

Employee Relations and Workplace Investigations Kit: the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Questions about your purchase

Find details about file formats, delivery, licensing, and refunds.

What exactly do I receive?

You receive 5 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one-time purchase, delivered as a download, not a subscription.

Are these the real screenshots?

Yes. The first image shows the file set, and the second and third show actual pages from the current download.

Can I use the files in my business?

Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.

What if I need help applying it?

For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.

How do I get the files?

Right after payment, your download link appears on the confirmation screen and again in your email receipt. All files arrive as one ZIP. No account is needed.

What do I need to open them?

You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.

What if it is not right for us?

Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.

Is this legal advice?

No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.

Who may use the files?

One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.

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