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Harassment investigation report template

Harassment investigation report template

Use a harassment investigation report template to help you document every detail of workplace harassment cases accurately and consistently. Ensure thorough investigations, maintain compliance, and create a safer work environment with this essential tool.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
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Harassment investigation report template

Use a harassment investigation report template to help you document every detail of workplace harassment cases accurately and consistently. Ensure thorough investigations, maintain compliance, and create a safer work environment with this essential tool.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our harassment investigation report template provides a structured framework for documenting workplace harassment incidents with precision and professionalism. You’ll find dedicated sections for recording initial complaints, witness statements, evidence collection, and recommended actions—all designed to ensure you capture every critical detail.

When an employee reports verbal harassment from a supervisor, for example, this template guides you through systematically documenting each allegation, gathering statements, and assessing evidence, helping you reach fair conclusions while maintaining legal compliance. This structured approach not only helps resolve current issues but also provides crucial documentation should legal questions arise later. Research from HR professionals shows that properly documented harassment investigations reduce repeated incidents by up to 65%.

Preview of the template
Page 1
Investigation Details
Complainant's Name
Respondent's Name
Date Complaint Filed
Date Investigation Commenced
Investigator's Name
Complaint Summary
Description of Alleged Harassment
Dates of Incident
Names of Witnesses
Investigative Findings
Summary of Investigative Procedures
Credibility Assessment of Parties
Determination of Policy Violation
Rationale for Determination
Recommended Actions
Disciplinary Action
Additional Training or Counseling
Other Remedial Measures

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Frequently asked questions

When should I complete the harassment investigation report?

Complete your investigation report as soon as possible after concluding your investigation while details remain fresh. Most workplace investigators aim to finalize reports within 5-7 days after completing interviews and evidence collection. Timely completion helps maintain investigation integrity and allows for prompt resolution of the situation for all parties involved.

How do I maintain confidentiality when writing a harassment investigation report?

Use role-based identifiers instead of names when possible, restrict report distribution to only those with a need to know, and clearly mark documents as confidential. Store reports in secure, access-controlled locations, whether physical or digital. These practices protect privacy while still documenting necessary details for proper resolution and potential legal requirements.

What should I include in the recommendations section of my harassment investigation report?

Your recommendations should directly address any policy violations found, suggesting specific corrective actions like disciplinary measures, training requirements, or workplace accommodations. Include timeframes for implementation and follow-up monitoring plans. Focus on both addressing the specific incident and preventing similar situations, creating actionable next steps for resolution.

How can I ensure my harassment investigation report will stand up to legal scrutiny?

Focus on factual, objective language throughout your report, avoiding assumptions or personal opinions. Document your investigation methodology, including interview protocols and evidence handling procedures. Address all allegations specifically, even those found unsubstantiated. This approach demonstrates thoroughness and fairness, strengthening your report’s credibility if challenged in legal proceedings.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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