The reason to opt for a workplace investigation can be many. There might be a complaint filed regarding harassment or noncompliance of standards which needs to be investigated, or, as in the case of financial crimes, the organization may need to hire investigators to support and help the government in catching a culprit, thereby allowing the organization to stay in the safe zone. However, there are also positive and constructive reasons for one to opt for a workplace investigation, especially as regards productivity levels, employee assessment, job satisfaction, and more. Whatever the reason, the way to conduct a workplace investigation remains the same. The steps to be followed are:

1) Understand the whys behind the investigation

Before starting a workplace investigation, it is essential to have a definite purpose. To explain the ‘whys’ to others is the next step in order to gain everyone’s cooperation for better results.

2) Plan the investigation

One does not randomly wake up to the thought of conducting an investigation. There are various formalities associated with an investigation that need to be dealt with methodically. It is always useful if you plan ahead and have a clear idea about what you need to cover and how you’d like to go about it.

3) Be ready to take quick decisions and immediate action

Sometimes you cannot wait for things to go as they are happening. You will have to take quick decisions relating to the investigation at every stage and also be ready to take immediate action. This is necessary because it will help the process and ensures minimum workplace disruption. The sooner it is over, the better.

4) Hiring a private investigator

The situation at hand may call for a single private investigator or an entire team. It totally depends on the nature of the investigation. Finding investigators who understand the nature of your business and have a grasp of the situation at hand is of paramount importance. In this regard, companies like Aequitask investigations can guide you through the process smoothly.

5) Cooperate with the investigators

From scheduling interviews to documentation to giving investigators access to sensitive details, you will have to work with them at every step in order to keep an eye on them and also to actively participate in the process.

Workplace investigations are most likely to achieve the predetermined goal set by your organization when done well, so follow these steps to ensure success.