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Be sensitive to the issues being raised. Get a description of each incident, including date, time, place, and nature of conduct. Identify any witnesses to the alleged incident(s). Identify any other persons who may claim to have been harassed.
To prepare for smooth workplace investigations, Lori recommends employers take these five steps: Ask for substantiating documentation. ... Take any necessary precautionary measures. ... Gather important materials. ... Determine the scope of the workplace investigation. ... Identify and notify witnesses.
Take photos, audio or video of any actions or words if possible. Keep any physical evidence, such as notes, gifts or other items. Keep any communications, whether handwritten or digital, like emails or texts. Continue performing your job in an exemplary manner.
List the documents collected for the investigation and how or from whom they were obtained. Attach more pages if necessary. The investigator's summary report should set out who was interviewed, what evidence was obtained and an analysis of the evidence to determine whether workplace harassment occurred.
Once your employer knows that you are being harassed, it has a responsibility to correct the situation and protect you from further harassment. Your employer should promptly and thoroughly investigate your claim. This may mean that your employer will interview you, the harasser, and any other witnesses.
Here are some guidelines for conducting a comprehensive investigation: Take all complaints seriously. ... Launch a prompt investigation. ... Protect confidentiality to the extent possible. ... Create an investigation file. ... Take steps to prevent retaliation. ... Prepare to interview appropriate parties. ... Interview the complainant.
Document everything ? Proving a hostile work environment means providing evidence. This includes emails, messages, recordings, and other documentation that shows you reported the work environment and your employer either took corrective action or failed to do so.
Specifics of what to include in a harassment letter to HR The name of the harasser and their job title. Your relationship with the harasser. Witness statements and the witnesses' job titles. The specific incident or incidents. The dates of the harassment. The location or locations where the harassment took place.