Employee investigation file
Workplace investigations documented to the standard
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the complaint and the policies
Opens the investigation file from the complaint with the allegations, the people involved and the policy at issue
Drafts the plan and the summaries
Drafts the interview plan, the interview summaries and the timeline as the investigation proceeds
Drafts the findings
Drafts the findings report with each finding tied to the evidence
Works in
Workday, Box, MS Teams
Workday, Box, MS TeamsWhat it does
- Opens the investigation file from the complaint with the allegations, the people involved and the policy at issue
- Drafts the interview plan, the interview summaries and the timeline as the investigation proceeds
- Drafts the findings report with each finding tied to the evidence
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.