Workplace investigation tracker
We use HR Acuity to manage cases (20k empl). Tracking cases on a shared excel file is bare minimum (you'll need to search by employee ID to see if there had been previous issues). You'll also need to organize files (electronic or paper if that's the way at your plant). And have a good system to organize/refrence it back to the tracker (case number e.g., year-mm-###).
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Tracking Employee Relations
Excel Templates
I've found nothing I make as a template is 100% transferable to another company as everyone has slightly different needs or set up.
I would recommend you research what you need and how to build it. This will allow you to easily customize to fit your business and will give you a much more in depth understanding of what goes into the data to create the outputs.
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Hellooooo
How do you all track investigations?
I work in a manufacturing plant of 600+ union employees. Only 2 of us do investigations and we have max 10 days to resolve them.
Can anyone send help? 🥲
I'm thinking excel sheet with investigator, claimant, issue statement, witnesses, time, date, department, date of report, expiration of 10 days, result.
🫠🫠🫠 I'm brain friend I have 8 investigations open for just myself rn.
We use HR Acuity to manage cases (20k empl). Tracking cases on a shared excel file is bare minimum (you'll need to search by employee ID to see if there had been previous issues). You'll also need to organize files (electronic or paper if that's the way at your plant). And have a good system to organize/refrence it back to the tracker (case number e.g., year-mm-###).
If you’re not looking for specific software solutions available, you may want to go with Microsoft Access. It’s a really under appreciated database tool that is included in the Office 365 package. Its easy integration with Excel make it a fantastic option if you’re looking for resources you might already have, although there is a bit of a learning curve in designing tables and relationships and building queries/reports.