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Employee Harassment Fact Sheet

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EMPLOYEE HARASSMENT FACT SHEET

Use this fact sheet to provide a clear, contemporaneous account of alleged harassment or hostile conduct. Complete every section to the best of your knowledge. Information provided will be used for internal assessment and investigation. If you need additional space, attach extra pages and note them below.

Personal Information

Position Information

Incident Details

Date of incident:    Time (approx.):

Type(s) of alleged conduct (check all that apply):







Is the conduct continuing?  

Alleged Harasser(s)

Provide name(s), title(s), department(s), and relationship to you. If more than two alleged harassers, attach additional pages.

Witnesses

List any witnesses to the alleged conduct and brief summary of what each witness observed.

Detailed Account / Chronology

Provide a detailed, chronological description of the events. Include dates, times, direct quotes when possible, and actions taken by any party involved.

Evidence and Documentation

Check any evidence types you are submitting or that may exist, and briefly describe or reference attachments.





Actions Taken by Reporter

Prior to completing this form, did you report this incident to anyone? If yes, provide name(s), title(s), and dates.

Impact and Safety Concerns

Resolution Requested

Legal Disclosures and Certifications

Equal Opportunity and At-Will Employment: The company prohibits unlawful harassment and will evaluate complaints in accordance with company policy. Nothing in this fact sheet alters the employment-at-will relationship, where applicable, unless an authorized written agreement states otherwise.

Confidentiality and Investigation: The company will attempt to preserve confidentiality to the extent possible consistent with a thorough investigation. Relevant information may be shared with witnesses, alleged parties, and others as required to conduct an effective inquiry. Certain disclosures are required by law and the company will comply where necessary.

Non-Retaliation: The company prohibits retaliation against individuals who report harassment in good faith or participate in an investigation. If you believe you have experienced retaliation, report it promptly.

Authorization to Investigate: By signing below, I authorize the company and its designated representatives to investigate this complaint, to interview witnesses, to review relevant records including electronic communications where permitted, and to take any interim actions deemed appropriate for safety or preservation of evidence.

Certification: I certify under penalty of disciplinary action that the information provided on this fact sheet and any attachments is true and complete to the best of my knowledge. I understand that knowingly providing false information may result in disciplinary action up to and including termination.

Employment History (Required)

Provide the two most recent employers. This information may be used to corroborate timeline or contacts.

Education

References (Professional)

Provide three professional references who can speak to your character or job performance.

Authorization to Contact and Background Check

I authorize the company to contact witnesses, references, prior employers, and other relevant parties as part of the investigation. I further authorize review of relevant records, including electronic communications, personnel files, and security logs where permitted by law.

Reporter Certification

I certify that the information provided is true, accurate, and complete to the best of my knowledge. I understand that the company will rely on this information during its assessment and any subsequent action. I understand that making knowingly false statements may subject me to disciplinary action.

Printed name:

Signature:

Date:

Enter text✕

What the Employee Harassment Fact Sheet Is and Who It Serves

The Employee Harassment Fact Sheet is a concise, written notice provided to employees that summarizes workplace harassment policies, reporting options, and protections against retaliation. It explains definitions (including unlawful harassment), the employer's complaint procedures, internal and external reporting channels, confidentiality limits, and steps the employer will take after receiving a report. Organizations use this document to ensure employees understand their rights and the process for raising concerns, and to demonstrate consistent policy communication across the workforce.

Why a Clear Harassment Fact Sheet Matters

A clear fact sheet reduces confusion about reporting, supports compliance with anti-discrimination laws, and helps create a safer workplace by encouraging timely reporting and consistent investigations.

Why a Clear Harassment Fact Sheet Matters

Who Prepares and Receives the Fact Sheet

Employers, HR teams, and in some cases legal counsel typically prepare the Employee Harassment Fact Sheet; employees at all levels receive it.

  • HR and People Operations staff — manage distribution, updates, and recordkeeping.
  • Supervisors and managers — receive guidance on handling reports and escalation.
  • All employees — receive the fact sheet as part of onboarding, refresher training, or after a reported incident.

Maintain a record of distribution and employee acknowledgements to show consistent policy delivery and to support future investigations or audits.

Core Sections to Include on the Fact Sheet

A professional fact sheet is short, specific, and actionable. Cover definitions, reporting channels, investigation steps, confidentiality limits, anti-retaliation protections, and where to get help.

Definitions

Clear definitions of harassment, protected classes, and examples that reflect applicable federal and state law.

Reporting Options

Internal contacts, HR/manager escalation, and external agencies such as the EEOC with contact guidance.

Investigation Process

High-level steps on how reports are handled, timelines, and possible interim measures.

Confidentiality

Limits of confidentiality and how information is shared during investigations.

Anti-Retaliation

Statement that retaliation is prohibited and examples of protected activity.

Resources

Internal support, employee assistance programs, and external agencies for filing claims or seeking advice.

Step-by-Step: Distributing and Documenting the Fact Sheet

Follow these steps to issue the fact sheet consistently and record distribution for compliance and investigative integrity.

  • 01
    Prepare: Finalize content and legal review before distribution.
  • 02
    Distribute: Deliver during onboarding, via HR portal, and after any report or policy update.
  • 03
    Acknowledge: Capture electronic or signed acknowledgements with date and signer identity.
  • 04
    Retain: Store the signed fact sheet and any correspondence per retention rules.

How Reporting and Acknowledgement Flows Work

A typical flow shows where the fact sheet fits into reporting, investigation, and recordkeeping.

  • Employee Receives: Employee reads fact sheet and follows reporting instructions.
  • Report Made: Report submitted to designated contact or via hotline.
  • Investigation Begins: HR or investigator documents actions and interim protections.
  • Closure & Records: Outcome documented; signed acknowledgment of receipt retained.

Digital Workflow Settings for eDistribution and Tracking

Configure digital workflows to deliver the fact sheet, gather acknowledgements, and log actions in a centralized system.

Field Configuration
Delivery Method Email + HR portal + printed option
Acknowledgement Type eSignature or typed name with timestamp
Reminder Schedule Initial + 7 days + escalation
Audit Logging Capture signer IP, timestamp, and document history

Technical Considerations for Electronic Distribution

Choose a platform that supports secure delivery, reliable audit trails, and accessible file formats.

  • Authentication: Email link, SMS code, or stronger MFA for high-risk cases
  • File Formats: PDF and DOCX support to preserve layout and signature metadata
  • Integrations: HRIS, document storage, and case management integrations

Security and Compliance Controls to Include

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Access Logs: Detailed audit trail with timestamps
Role Controls: Role-based access for HR, managers, and investigators
Data Residency: Configurable storage region for jurisdictional compliance
HIPAA BAA: BAA available when handling PHI in healthcare contexts
Retention Controls: Automated retention and legal hold capabilities

Risks of an Incomplete or Missing Fact Sheet

Regulatory Exposure: Increased scrutiny from agencies or investigators
Litigation Risk: Higher liability and damages in discrimination suits
Retaliation Claims: Poor documentation can worsen retaliation allegations
Recordkeeping Violations: Failure to retain evidence can lead to sanctions
Reputational Harm: Public incidents erode trust and recruitment
Operational Disruption: Extended investigations and absenteeism increase costs

Common Mistakes to Avoid

  • Vague reporting steps that leave employees unsure whom to contact.
  • Failing to state confidentiality limits and how information will be used.
  • Using legalese that employees cannot easily understand.
  • Not recording or retaining employee acknowledgements consistently.

eSignature Vendor Comparison for Distributing the Fact Sheet

Comparison of representative eSignature vendors and core pricing/features relevant to distributing and tracking employee acknowledgements.

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 Yes, 7-day free trial No No No No
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About the Employee Harassment Fact Sheet

Answers to common questions about preparing, distributing, and storing the fact sheet to reduce confusion and ensure consistent practice.


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