Employee Details
Full legal name, job title, department, employee ID, contact details, and preferred confidentiality level to identify parties and route the record correctly.
A consistent form improves transparency, reduces processing delays, preserves evidence, and helps meet legal and regulatory obligations. Standardized intake lowers administrative errors and creates an auditable record for HR, legal, and union processes.
Use role-based distribution so reviewers only see the information necessary for their role while preserving confidentiality.
Full legal name, job title, department, employee ID, contact details, and preferred confidentiality level to identify parties and route the record correctly.
Concise date/time/location fields plus a structured narrative area for the employee to describe what occurred, avoiding leading prompts that could bias testimony.
Names and contact info for witnesses, plus checkboxes for attached evidence files such as emails, screenshots, or photos to preserve supporting materials.
Clear statement of the outcome the employee seeks (e.g., mediation, transfer, disciplinary action) to align investigator expectations with claimant goals.
Fields for investigator assignments, interview dates, findings summary, and recommended actions to document process and decisions chronologically.
Signatory blocks for the employee and the investigator plus date fields; indicate whether electronic signatures are permitted and record authentication method.
| Field | Configuration |
|---|---|
| Intake Method | Web form with attachment capability |
| Routing Rules | Auto-assign by department and severity |
| Notifications | Email/SMS alerts to assigned investigator |
| Retention Flag | Automatic archive after closure per policy |
Ensure the chosen stack encrypts data and supports retention and export for audits.
Acknowledge receipt within 3 business days
Complete triage within 5 business days
Investigations typically concluded within 30 calendar days
Allow 10–14 calendar days for appeal submission
Close case and archive after final action is completed
Form received and recorded with reference number
Investigator designated and notified
Interviews and documents gathered and stored
Outcome recorded and notification issued
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company.
| Criteria | Grievance Form | Incident Report |
|---|---|---|
| Purpose | formal complaint | immediate factual log |
| Signatory | employee/complainant | reporter/witness |
| Investigation | structured, multi-stage | often immediate fact-check |
| Confidentiality | higher protection | routine operational sharing |
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |