--- title: A Canadian Employer’s Guide to Workplace Investigations description: This free guide walks you through the workplace investigation process, including when an investigation is legally required, who should be involved, and how to document findings that hold up to scrutiny. image: https://emails.citationcanada.com/hubfs/Link%20preview%201%20feature%20image.png --- [![Citation Canada Logo](https://emails.citationcanada.com/hs-fs/hubfs/Citation_Canada_ID_colour_white%201.png?width=2263&height=345&name=Citation_Canada_ID_colour_white%201.png "Citation Canada Logo")](http://www.citationcanada.com) # Workplace investigations: A step-by-step guide When a complaint or incident occurs, knowing what to do and when can mean the difference between a fair outcome and a costly one. This free guide walks you through the full process, including when an investigation is legally required, who should be involved, and how to document findings that hold up to scrutiny. ## What the guide covers: - When a workplace investigation is required - Who should and should not be on the investigation team - How to conduct interviews and gather evidence - What a final investigation report needs to include Whether you are building a process for the first time or looking to strengthen what you already have, this guide is your starting point. ### **Download Now!** --- ![BMW Logo](https://emails.citationcanada.com/hs-fs/hubfs/client-logos/bmw-logo-white.png?width=50&height=50&name=bmw-logo-white.png) ![Royal LePage Logo](https://emails.citationcanada.com/hs-fs/hubfs/client-logos/royal-lepage-logo-white.png?width=85&height=28&name=royal-lepage-logo-white.png) ![Boys & Girls Clubs of Canada Logo](https://emails.citationcanada.com/hs-fs/hubfs/client-logos/boys-and-girls-clubs-of-canada-logo-white.png?width=145&name=boys-and-girls-clubs-of-canada-logo-white.png) ![Humane Society Logo](https://emails.citationcanada.com/hs-fs/hubfs/client-logos/humane-society-logo-white.png?width=113&height=97&name=humane-society-logo-white.png) ![The Keg Logo](https://emails.citationcanada.com/hs-fs/hubfs/client-logos/the-keg-logo-white.png?width=56&height=48&name=the-keg-logo-white.png) ![Tim Hortons Logo](https://emails.citationcanada.com/hs-fs/hubfs/client-logos/tim-hortons-logo-white.png?width=155&height=32&name=tim-hortons-logo-white.png) ![Pillar Nonprofit Network Logo](https://emails.citationcanada.com/hs-fs/hubfs/client-logos/pillar-nonprofit-network-white.png?width=101&height=65&name=pillar-nonprofit-network-white.png) ### Don’t take our word for it, take theirs. Here's what others are saying about us! 5 Stars "The customer service at Citation Canada is outstanding, the quickness of daily customer support given when facing a smaller problem really helps when our employees have specific time scheduled to their training and we can get the problem solved with them that same day. I am often explained the WHY of the problem as well. Which helps build great communication and realistic expectationd between I, the administrator, and the HR Downloads employee." \- Allega 5 Stars "I work for a global company and finding a program that meets our needs was difficult as many platforms are specific to larger countries (mainly the USA) HR downloads is a pleasure to use because it is Canadian focused and ensures that you remain up to date on the latest changes and notifies you. \- Amanda 5 Stars "Outstanding. I had no idea how easy the system is to use. The customer service and advice is outstanding. They have truly captured the market by offering HR services to small to mid size companies. What a great idea and I love the system is Canadian as well. Citation Canada is worth the cost and we are extremely happy with the product. I would highly recommend this product and service." \- Michelle [![Citation Canada logo](https://emails.citationcanada.com/hs-fs/hubfs/Citation_Canada_ID_colour_white%201.png?width=400&height=61&name=Citation_Canada_ID_colour_white%201.png "Citation Canada logo")](https://www.citationcanada.com/) [Follow us on LinkedIn](https://www.linkedin.com/company/citationcanada/) [Follow us on YouTube](https://www.youtube.com/@CitationCanada) [Follow us on Instagram](https://www.instagram.com/citation.canada/) [Follow us on Twitter](https://x.com/CitationCA) [Follow us on Facebook](https://www.facebook.com/CitationCanada/) [sales@citationcanada.com](mailto:sales@citationcanada.com) | [1.877.438.9763](tel:+1-877-438-9763) | [727 Exeter Rd, London, ON N6E 1L3](https://goo.gl/maps/horPz9ABmckeT44Y7) Copyright © 2026 Citation Canada®. All rights reserved. [Terms of Use](https://www.citationcanada.com/terms-of-use/) | [Privacy Policy](https://www.citationcanada.com/privacy-policy/) | [Accessibility](https://www.citationcanada.com/accessibility/)