Incident Summary
One- to two-sentence factual summary describing what happened, where, and when. Avoid opinion language and stick to observable actions and statements.
A concise, factual statement speeds investigations, preserves evidence, and supports consistent outcomes while reducing misunderstandings and later disputes.
Several workplace roles interact with grievance statements, from the employee filing to the HR staff managing the process.
Use role-appropriate privacy and access controls so only authorized staff review the statement and attachments.
One- to two-sentence factual summary describing what happened, where, and when. Avoid opinion language and stick to observable actions and statements.
A short timeline listing dates and times in order. Chronologies make it easier for investigators to reconstruct events and corroborate with records such as logs or emails.
Named witnesses with brief notes on what each observed. Provide contact details if available and whether witness accounts are documentary or verbal.
Attach or list documents, screenshots, photos, emails, or other materials that corroborate the account; identify file names and dates for easy retrieval.
State the outcome the employee seeks—investigation, mediation, workplace adjustment, or disciplinary action—so HR can assess appropriate remedies.
Indicate any confidentiality concerns or protected information (e.g., medical details) so HR can limit distribution under applicable privacy rules.
| Field | Configuration |
|---|---|
| Authentication | Email verification with optional SMS code for added identity assurance. |
| Attachments | Allow multiple files; accept PDF, JPG, PNG, DOCX up to configured size. |
| Notifications | Automatic HR notification and case number generation on submission. |
| Retention | Store signed PDF with audit trail and version history. |
Ensure the chosen platform supports secure uploads, identity verification, and an auditable trail for each submission.
Use platforms that store signed PDFs with tamper-evident audit trails and clear access controls for HR and legal teams.
HR acknowledges receipt within 3–5 business days
Preliminary assessment completed within 10 business days
Investigation typically completed within 30 calendar days
Disposition communicated within 45–60 days
Employee may request review within 10–15 business days
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7‑day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |