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Workforce Policies Investigation Process : complainant invite to investigation meeting letter

Published: 01 March 2020


Version history

Use this letter template when inviting a complainant to an initial investigation meeting.

[Recipients name and address]


[*Delete as appropriate}

Dear <Title, Surname>,

Invitation to Investigation Meeting

Further to [*your meeting with <manager name, job title>I am writing to advise you that I have been asked to undertake the Investigation into your complaint./*our meeting I am writing to arrange to meet with you to explore your concerns more fully.]

I understand your complaint is in relation to:
<Outline details of complaint>

The investigation meeting has been arranged as follows:

Date: <DD/MM/YYYY> [mutually agreed date]
Time: <Time>
Location: <Location>
Although the meeting is being held under the NHSScotland Workforce Policies Investigation Process, you are not yourself under investigation. I will chair the meeting, supported by <Name of HR representative>, <Job Title>. You are entitled to be represented at this meeting by a Trade Union representative or accompanied by a work colleague.

If you have not already done so, it would be helpful if you are able to provide me with a statement outlining your concerns more fully before we meet. Alternatively we can explore this with you further at the meeting. It would also be helpful if you could think of any witnesses to support your complaint, and we will make arrangements to meet with them in due course.

In the meantime you should avoid discussing the case with anyone other than your representative to ensure your confidentiality and that of the other parties involved.

I would be grateful if you could let me know if you are able to attend on the above date and advise me who will accompany you if you have not already informed me.

Please do not hesitate to contact me should you require any further information in advance of our meeting.

Yours sincerely

<Investigating Manager Name>
<Job Title >

Enc. NHSScotland Workforce Policies Investigation Process, Flowchart, <Guide for witnesses or Bullying and Harassment Guide for Complainants depending on applicability>

Cc: <Human Resources Representative>
<Trade Union Representative>
<Line Manager (where different from the investigation manager)>

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Version history

Published: 01 March 2020


2 page [DOC]