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5 Great Workplace Investigation Email Templates To Copy & Paste

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Handling a workplace investigation requires clear and careful communication. Writing those initial emails can feel daunting, but getting them right is crucial for setting the tone for the entire process.

That's where having a solid template comes in. Using a pre-designed structure helps ensure you include all the necessary information clearly and professionally, every time.

Tips for Writing Workplace Investigation Emails

  • Keep the language neutral. The goal is to gather facts, not to cast blame. State the purpose of the communication clearly and objectively, avoiding any language that sounds accusatory.
  • Get straight to the point. Briefly state that an investigation is underway and their participation is needed. You can discuss the specifics during the meeting itself; the initial email is just for notification.
  • Emphasize confidentiality. Make it clear from the start that the matter will be handled discreetly. This helps build trust and protects the integrity of the investigation process.
  • Set clear expectations. Let the recipient know what the immediate next steps are. Whether it's scheduling a meeting or preparing for a discussion, outlining the process helps reduce anxiety and ensures everyone is on the same page.
  • Provide a single point of contact. To keep communication streamlined and prevent confusion, direct all questions to a designated person, typically in HR. This ensures information is managed properly.

Types of Workplace Investigation Email Templates We Will Cover

  1. Harassment Complaint Email Template
  2. Misconduct Allegation Email Template
  3. Policy Violation Email Template
  4. Disciplinary Action Email Template
  5. Investigation Outcome Email Template

5 Workplace Investigation Email Templates

1) Harassment Complaint Email Template

<template>

Subject: Confidential: Regarding a Harassment Complaint

Dear [Employee Name],

This email is to formally notify you that the company is initiating an investigation into a harassment complaint. We are committed to ensuring a safe and respectful workplace, and we take these matters very seriously.

Your participation in this investigation is essential. The process will be handled with strict confidentiality to protect all individuals involved. We ask that you refrain from discussing this matter with colleagues to maintain the integrity of the investigation.

We will need to meet with you to discuss the details. [Name of Investigator] will contact you soon to schedule a meeting. If you have any questions before then, please direct them to [HR Contact Name] at [HR Contact Email].

Thank you for your cooperation.

[Your Name]

[Your Title]

[Company Name]

</template>

2) Misconduct Allegation Email Template

<template>

Subject: Confidential: Regarding an Allegation of Misconduct

Dear [Employee Name],

This email is to inform you that the company is looking into an allegation of misconduct concerning a potential breach of our company policies. We are committed to upholding our standards of conduct and are initiating a formal investigation to understand the situation fully.

Our goal is to conduct a fair and objective review of the facts. Your participation is a key part of this process. To protect the integrity of the investigation, we require that you maintain strict confidentiality and refrain from discussing this matter with colleagues.

You will be contacted by [Name of Investigator] to schedule a meeting to discuss this further. In the meantime, please direct any questions to [HR Contact Name] at [HR Contact Email].

Thank you for your cooperation.

[Your Name]

[Your Title]

[Company Name]

</template>

3) Policy Violation Email Template

<template>

Subject: Confidential: Regarding a Potential Policy Violation

Dear [Employee Name],

This email is to notify you that we are initiating an investigation into a potential violation of our company’s [Specific Policy Name, e.g., Code of Conduct, Data Security Policy]. We are committed to upholding our company policies to ensure a fair and consistent environment for everyone.

To do this, we need to gather more information to understand the situation completely. Your cooperation is essential to this process. We require that you keep this matter confidential and do not discuss it with other employees to ensure the integrity of the investigation.

[Name of Investigator] will be in touch shortly to schedule a time to speak with you. If you have any immediate questions, please direct them to [HR Contact Name] at [HR Contact Email].

Thank you for your cooperation.

[Your Name]

[Your Title]

[Company Name]

</template>

4) Disciplinary Action Email Template

<template>

Subject: Confidential: Notice of Disciplinary Action

Dear [Employee Name],

This email follows the conclusion of the recent investigation regarding [briefly describe the issue, e.g., a violation of the Code of Conduct]. This message serves as a formal notice of disciplinary action.

The investigation confirmed a violation of our [Specific Policy Name]. As a result, the company is issuing a [type of disciplinary action, e.g., formal written warning, suspension]. A copy of this notice will be placed in your employee file.

We expect you to adhere to all company policies moving forward. To support this, you are required to [describe required actions, e.g., complete a mandatory training session] by [Date]. Failure to meet these expectations will result in further disciplinary measures, up to and including termination.

If you have any questions, please direct them to [HR Contact Name] at [HR Contact Email].

Sincerely,

[Your Name]

[Your Title]

[Company Name]

</template>

5) Investigation Outcome Email Template

<template>

Subject: Conclusion of Investigation

Dear [Employee Name],

This email is to inform you of the outcome of the recent investigation regarding [briefly describe the issue, e.g., the complaint filed on Date]. We appreciate your patience and cooperation throughout this process.

After a thorough review of the information gathered, the investigation is now complete. Based on our findings, we have determined that [state the outcome clearly, e.g., the allegation was substantiated/unsubstantiated/inconclusive].

In response to these findings, the company has taken actions we believe are appropriate to address the situation and ensure our workplace standards are upheld. We are committed to fostering a safe and professional environment for all employees.

The details of this investigation and its outcome are confidential. We ask that you respect the privacy of everyone involved by not discussing this matter with colleagues. If you have any questions, please direct them to [HR Contact Name] at [HR Contact Email].

Sincerely,

[Your Name]

[Your Title]

[Company Name]

</template>

What About Using Flodesk?

Flodesk

While these five templates provide a solid foundation for handling workplace investigations, you still need a reliable way to send and manage these sensitive communications. Flodesk offers intuitive email tools for small businesses, helping you handle your email list effortlessly. Without needing coding or design skills, you can build, dispatch, and automate emails that effectively reach your intended recipients.

Trusted by thousands of businesses, our platform helps both beginners and experienced users send professional-looking emails in a straightforward way. With an intuitive email builder, capable automations, and clean forms, Flodesk gives you everything required for your email marketing, minus the complexity.

Wrapping Up

Managing sensitive workplace communications requires a steady hand. These templates give you a reliable starting point for clear and professional correspondence.

When you're ready to send them, Flodesk helps you create and manage your emails with an intuitive platform. Sign up to see how our tools can support your business communications.

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Flodesk Team
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Flodesk Team

Flodesk Team is passionate about empowering entrepreneurs and businesses to create stunning, effective emails. With expertise in email marketing, automation, and design, we’re here to share insights, tips, and strategies to help you grow your brand.

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