Requester Details
Name, job title, department, contact phone and email so HR can confirm receipt and follow up promptly.
A clear form standardizes intake, reduces disputed process issues, and preserves key facts at the time of request. It helps HR evaluate urgency, identify required witnesses or evidence, and schedule hearings within policy timelines.
Use consistent role assignments to ensure proper routing, preserve conflict-of-interest records, and capture approvals needed before a hearing proceeds.
Name, job title, department, contact phone and email so HR can confirm receipt and follow up promptly.
Name and job information for the employee(s) named in the request to ensure accurate case routing and conflict checks.
Concise factual description, incident date(s), and location so reviewers capture the core allegation without interpretation.
List of attachments, witness names, and document IDs to preserve evidence and speed investigator review.
Preferred and unavailable dates and times; note if an expedited hearing is requested and reason for urgency.
Signature, printed name, and date acknowledging accuracy and any confidentiality or privacy notices required by policy.
| Field | Configuration |
|---|---|
| Requester Email | Required; validate with regex and auto-confirmation email |
| Document Upload | Allow PDF, DOCX, JPG; max 25 MB per file |
| Case Assignment | Auto-assign by department or use manual triage |
| Notification Rule | Send to HR inbox + manager; include case ID |
Configure retention and audit logs in your platform to preserve timestamps, signer identity, and attached evidence for review.
Many policies ask for requests within 5–14 business days of the incident
HR commonly acknowledges receipt within 1–3 business days
Investigations often complete within 10–30 business days depending on complexity
Parties typically receive hearing dates at least 5 business days in advance
Maintain hearing records per retention policy (see retention section)
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|---|---|---|---|---|---|
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| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
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