ENGAGING SYNERGY WORKPLACE INVESTIGATIONS
How to Get Started With a Workplace Bullying Investigation
When an organisation receives a workplace bullying complaint, it is important to act promptly and ensure the matter is handled fairly and professionally. Engaging an independent workplace investigator helps ensure the process is impartial and that all parties are treated with procedural fairness.
Our workplace bullying investigations generally follow a structured process.
1. Initial Consultation
We begin with a confidential discussion with the organisation to understand the nature of the bullying complaint and the workplace context. During this stage we identify the key issues, assess whether a formal investigation is appropriate and discuss the best approach for addressing the complaint.
2. Terms of Reference
A clear Terms of Reference document is prepared to define the scope of the investigation. This document outlines the allegations to be examined, the relevant workplace policies or standards, and the specific questions the investigation will address.
3. Investigation Planning
The investigator prepares an investigation plan, identifying relevant witnesses, documents and evidence that may need to be reviewed. This ensures the investigation is conducted in a thorough and structured manner.
4. Interviews and Evidence Gathering
The investigator conducts interviews with the complainant, respondent and relevant witnesses. Documentary evidence such as emails, policies or internal communications may also be reviewed as part of the investigation process.
5. Findings and Investigation Report
Once the evidence has been assessed, the investigator prepares a detailed investigation report outlining the findings. The report assists the organisation in determining whether workplace bullying has occurred and what actions may be appropriate.
6. Next Steps for the Organisation
Following the investigation, organisations may consider disciplinary action, mediation, training or workplace culture improvements depending on the findings. Our investigators can also provide guidance on appropriate next steps.