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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.
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.
You should write down exactly what happened in a notebook, including the names of the people involved in an interaction, who saw what happened, any quotes that you remember, and the events. You should date each entry, and it may be helpful to note any information that could help prove which day the note was written.
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.
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.
Run a Prompt Investigation Laying out the scope of the investigation. Interviewing the employee who reports sexual harassment. Interviewing the accused employee. Interviewing other witnesses (if any) Reviewing relevant communications such as emails, memos, and more. Determining the appropriate action. Documenting everything.
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.
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.