If an employee claims they have been discriminated against, harassed or bullied in the workplace, follow these steps:

• notify alleged perpetrator/victim/person concerned that a complaint has been made and an investigation is to take place
• send a letter confirming that the organisation is aware of the situation and is taking action in accordance with the organisation policy
• direct the employee(s) to attend a meeting to resolve the issue (these should be separate meetings)
• notify the employee(s) they are able to bring a support person
• meet with each person concerned, put the allegation/complaint to them and give them the opportunity to respond
• in the meeting ask each person what they see as a resolution
• analyse the information from the meeting(s). On the basis of the information decide whether the act/conduct occurred and an appropriate course of action (you may need to meet with those concerned more than once)
• meet with those concerned to inform them of the outcome.

Depending on the outcome disciplinary action may follow.

Other points for you to be aware of and consider:

• investigate promptly
• maintain confidentiality
• have your own support person or another manager involved in the investigation
• prepare all you questions in advance
• document everything carefully and throughly
• treat all people involved fairly and equally
• offer support and counselling.