Client knowledge & resources · Australia
Workplace investigation resources for employers, HR teams and organisational leaders across Australia.
Find a practical starting point, prepare for an investigation or work through what comes next. Explore our guides, deidentified case studies and tools by the question you need to answer.
Australian investigation resources
Choose the support you need for planning, interviews, evidence and reporting. The bundle brings the handbook and working documents together.
Start with the guidance
A practical reference to help you work through an investigation from planning to findings.
A$54.95
Best value when you need both
Read the guidance, then put it into practice with editable documents for key stages.
A$192.50
Build your working documents
Bring structure and consistency to planning, evidence records and reporting.
A$164.95
Overseas customers can order digital downloads. This shop charges in AUD; your bank may apply conversion fees. These are Australian resources, not US or other overseas legal guidance. Check local requirements before using them. For New Zealand workplaces, explore our New Zealand editions.
Download access is granted after payment confirmation. No physical item is shipped. Use a PDF reader for the handbook and Microsoft Word or compatible software for the templates. Contact admin@synergywi.com.au if you need help.
Choose the handbook for guidance, the toolkit for editable documents, or the bundle for both. The bundle already includes the other two products, so there is no need to add them separately.
The standard licence covers internal use within one purchasing organisation. Consultants using resources across multiple clients should contact us about licensing.
No. They provide general guidance and tools. If the matter is complex or you need independent support, discuss professional investigation support with Synergy.
Find the guidance you need
01 · Getting started
Start with the concern, the decisions your organisation needs to make and the support available. These guides help you understand the options before commissioning work.
Explore the stages of an investigation and the questions to consider as you plan your response.
Understand when external assistance may be useful and explore the services available to your organisation.
Consider the different purposes of fact-finding and a facilitated conversation when deciding what support may fit.
Discuss the concerns to be examined, the investigator’s role and the reporting arrangements. Agree how new issues will be considered.
Ask what the estimate includes, what assumptions it uses and how additional work or travel will be authorised.
Discuss likely stages, participant availability and progress updates. Clarify how changes to the timetable will be communicated.
Agree the report deliverables, review arrangements and handover. Understand who will consider the findings and manage the next steps.
You do not need a finished brief to contact us. A short outline of the concern, actions already taken and any urgent risks will help us discuss a practical starting point.
Discuss your investigation requirements02 · Workplace concerns
Explore conduct concerns alongside the wider working environment. Choose the relevant guide, then follow the links to specialist support where needed.
Explore prevention, workplace policies and how an independent investigation can assist with a bullying complaint.
Find background guidance, complaint options and support for examining sensitive sexual harassment concerns.
Explore how workplace concerns, current risks and the investigation response connect in an HR setting.
Compare support for serious misconduct concerns and public interest disclosure matters. The applicable disclosure pathway depends on the organisation and jurisdiction.
03 · Fair process, interviews & evidence
Explore impartiality, clear allegations and opportunities to respond within the investigation process.
Help participants understand how to prepare and consider the role of a support person.
Explore the material that may assist an investigation and the practical questions around handling sensitive information.
Selected reading
Connect HR’s response to a workplace concern with attention to risk and a fair investigation.
Read the Australian guide →
Understand the preparation that can help someone take part in an investigation interview.
Explore interview preparation →
Follow the stages of a workplace investigation, from planning through to findings.
Read the step-by-step guide →04 · Reports & next steps
Explore report structure, evidence assessment and explaining the reasons for findings.
Consider the questions that arise when findings are difficult or unexpected, and the distinction between findings and subsequent decisions.
Explore whether appropriate relationship support or mediation may assist alongside the organisation’s next steps.
05 · Experience in practice
Read three deidentified examples covering leadership concerns, professional boundaries and complaints involving multiple parties.
The case studies explain the issues examined and the approach taken while protecting the identities of the businesses and people involved.
Explore Australian case studiesMore from the resource library
Looking for broader background reading? The existing management resources remain available below. Check the date and scope of each guide before applying it to a particular matter.
Explore background information for managers considering a workplace response.
Explore policies, behaviour and approaches to supporting the working environment.
Find resources and discuss practical support for your organisation.
Read, listen & learn
Follow the latest articles and explore more perspectives on workplace investigation practice.
Listen to conversations about investigations and the workplace issues surrounding them.
Explore NDIS reportable incident training or discuss the skills and support your internal team needs.
These resources provide general information for Australian workplaces. Requirements can differ by jurisdiction, sector and circumstances. Check publication dates and obtain advice relevant to your matter before making employment or legal decisions.
Tell us what your organisation is working through. We can discuss investigation support, mediation or training suited to the concern.