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Employee Investigation Plan

Misconduct/Poor Performance

This document can be used as a template for an investigation plan against the employee's misconduct/poor performance. It could be used by the human resources department to plan the investigation in detail and to monitor how it is carried out. 

The plan guides members of the human resources department in identifying factors such as the policies and procedures to review and follow, issues that need to be explored/clarified and sources of evidence to be collected

The human resources department can identify the employees to be interviewed and any further investigation meetings. There is also a space to outline further considerations.

How to use this Document?

This document should be carefully read and completed by the human resources department, if applicable.

How to Tailor the Document for Your Need?

  1. Create Document: Click the“Create Document”button and the document will be prepared with your account details automatically filled in.

  2. Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the“Next”button.

  3. When you are done, click the“Get Document”button and you can download the document in Word or PDF format.

  4. Please review the document carefully and make any final modifications to ensure that the details are correct before sending to the addressee.


human resources
talent management
investigation, misconduct, discipline, disciplinary action, poor performance
employee warning notice
employee discipline form
employee write up form

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