Harassment Investigations- A Checklist Approach

Anytime an employer receives a complaint of harassment the employer should investigate the matter as soon as possible. Here is a simple checklist to follow.

1. Take all complaints seriously.

2. Inform the person complaining that the company appreciates the fact that they came forward.

3. Take good notes and ask the complaining party if they wouldn’t mind submitting the complaint in writing (but do not force the issue and do not sit back and wait-continue the investigation).

4. Do not tell the employee or any witness to keep the matter confidential (Illegal in California).

5. Discuss the allegation with the accused (and yes, you have to tell the accused who complained).

6. Tell the alleged harasser not to retaliate in any manner and state discuss the current policy regarding harassment.

7. If the allegation is of a serious nature suspend (without pay) the alleged harasser pending investigation. If the accused is cleared you can pay them for the time off.

8. Conduct the investigation as quickly as possible.

9. Speak with witnesses on both sides for a fair and complete investigation.

10. Once you have all of the facts, call Potts & Associates for recommendations.

If you need help with the investigation we can send one of our experienced staff mambers in to assist you. That does not negate steps one through six. We will conduct the investigation and submit a report with recommendations.