Established in 2010 · Independent investigations · Australia

Workplace bullying investigations

Clarity when a workplace complaint becomes complex.

We help employers and HR teams establish the facts through an independent, fair and carefully managed investigation—so you can make informed decisions about what happens next.

Discuss your matter

Free initial consultation · 1300 664 341

A CLEAR PATH FORWARD

From allegation
to informed action.

01   Define the issues
02   Gather and test evidence
03   Deliver reasoned findings

EXPERIENCE IN PRACTICE

Investigating leadership and staff support concerns

Read a deidentified example of how Synergy assessed concerns about leadership, staff support and repeated workplace conduct.

Read the leadership case study →

Independent perspective
Separation from internal relationships.

Procedurally fair
A genuine opportunity to respond.

Evidence-based findings
Clear reasons for each conclusion.

Investigations into workplace bullying

WHEN INDEPENDENCE MATTERS

A serious complaint deserves a considered response.

An external workplace bullying investigator can be valuable when allegations involve senior employees, internal relationships create conflicts, several people are involved, or your team needs experienced investigation support.

Established in 2010, Synergy brings 16 years of workplace investigation experience across Australia and New Zealand. We examine the alleged conduct, relevant records and competing accounts with an open mind.

Learn about our investigators →

MEET ONE OF OUR INVESTIGATORS

Wendy Grenville

Workplace misconduct investigator
Melbourne, Victoria

Workplace bullying and harassment
Government and governance experience
Workplace culture reviews

Experience with people, process and organisational complexity

Wendy brings nearly two decades of senior leadership and investigative experience across Victorian Government departments and agencies. Her work covers workplace bullying and harassment, risk management, governance, policy development and compliance.

Her background includes senior roles with the Country Fire Authority and Victorian departments responsible for justice, education and community services. Since 2024, Wendy has worked with Synergy as a contract workplace investigator, handling sensitive matters with impartiality, attention to detail and clear communication.

Her experience in workplace culture reviews and after-action reviews also brings an understanding of how organisational systems and working relationships can contribute to concerns.

Read Wendy’s profile →

We discuss investigator suitability, availability and any potential conflicts when agreeing the scope of your matter.

THE FIRST RESPONSE

Protect people.
Preserve the facts.

A complaint should prompt an initial assessment, not a predetermined conclusion. Consider immediate risks, preserve relevant information and decide which response fits the circumstances.

Any temporary workplace arrangements should be considered case by case. Seek appropriate advice before changing employment arrangements.

Before interviews begin

  • Clarify the allegations: what conduct, when, where and who was involved?
  • Assess workplace risk: consider the complainant, respondent and witnesses.
  • Preserve evidence: emails, messages, rosters, notes and relevant records.
  • Plan communication: explain the process, support arrangements and confidentiality limits.

Read our guide to investigations and psychosocial risk →

HOW WE WORK

A structured workplace bullying investigation process

The scope is tailored to the allegations, available evidence and complexity of the matter.

01

Scope and plan

Define the allegations, terms of reference, relevant policies, potential conflicts and evidence required.

02

Listen and gather

Interview relevant people and examine documents, giving the respondent a fair opportunity to answer the allegations.

03

Test the evidence

Assess competing accounts, inconsistencies and corroborating material. Conclusions follow the evidence.

04

Report the findings

Provide reasoned findings within the agreed scope. The organisation retains responsibility for subsequent decisions.

KNOW WHAT TO EXPECT

What your organisation receives

A clearly defined brief helps turn a broad complaint into specific questions that can be investigated and answered.

An agreed investigation brief

Specific allegations and terms of reference, with relevant policies, evidence sources and potential conflicts identified. Discuss the proposed timing, costs and reporting requirements before work begins.

A careful assessment of the evidence

Relevant interviews and records examined together, including messages, meeting records and performance documentation where appropriate. Competing accounts are tested with a fair opportunity to respond.

Clear findings and reasons

A report addressing each allegation within the agreed scope, explaining the evidence, reasoning and material limitations. Your organisation then considers appropriate management action and ongoing workplace risks.

Need assistance with an existing internal process? Our internal investigation support service can help with scope, evidence, procedural fairness and reporting.

Discuss scope and costs

Experience across different workplace settings

Our work spans organisations with different structures, cultures and operational demands.

EducationHealthDisability & youth supportLocal governmentBankingConstructionEmployment law firm clientsAboriginal & Torres Strait Islander advocacy

YOUR QUESTIONS

Before you engage an investigator

What is workplace bullying?

Under the Fair Work framework, bullying involves repeated unreasonable behaviour towards a worker or group of workers that creates a health and safety risk. Reasonable management action carried out reasonably is not bullying. See the Fair Work Ombudsman’s guidance.


Does every complaint require a formal investigation?

No. The response depends on the alleged conduct, seriousness, evidence and workplace risks. Some matters may suit management intervention or mediation. We can discuss whether an investigation is appropriate.


What if there are no witnesses?

A lack of eyewitnesses does not end the enquiry. Documents, messages, contemporaneous notes and the detail and consistency of accounts may be relevant. Each allegation is assessed on the available evidence.


How long will it take, and what will it cost?

Timing and cost depend on the number of allegations, participants and records, as well as availability and complexity. An initial discussion helps us define the proposed scope and provide an obligation-free estimate.


Can you support an internal investigation?

Yes. Where an internal process is appropriate, our internal investigation support service can assist with scope, evidence, procedural fairness and reporting.

HOW THE PROCESS CAN WORK

Conflicting accounts of repeated criticism

Illustrative example—not an actual client matter.

The concern

An employee alleges that a manager repeatedly criticised them in team meetings and excluded them from essential updates. The manager says the discussions concerned performance and that information was shared consistently.

Evidence to explore

The enquiry could examine specific dates and words, meeting invitations, messages, performance records and accounts from people who were present. Each person would have an opportunity to explain their account and respond to relevant adverse information.

A reasoned response

The report would address each allegation separately, explain how competing evidence was assessed and identify any evidentiary limits. The organisation would consider workplace risks and support needs alongside its response to the findings.

Client feedback

General feedback about working with Synergy, reproduced from our homepage. This testimonial is separate from the illustrative example above.

Natalie has undertaken several complex and challenging investigations for Sunstate Cement, delivering outcomes that have the highest integrity. She is fair, rigorous and a stickler for due process, professional and approachable at the same time and keeps us well informed throughout the process and provides comprehensive reports upon completion. We have no hesitation in recommending Natalie of Synergy Investigations and would be more than happy to engage her services if a future need arises.

Rajeev Ramankutty / Sunstate Cement Ltd

Read our homepage testimonials →

YOUR FIRST CONVERSATION

What happens after you enquire?

You do not need a completed investigation brief to get in touch. Start with a short outline of the concern, your organisation and how we can contact you.

What to have ready for the first conversation

  • A brief chronology of the concern and the help you need.
  • The approximate number of people involved, their locations and any urgent deadlines.
  • Relevant workplace policies and a note of the records available.
  • Any potential conflicts that could affect investigator selection.

You do not need to have reached a conclusion about what happened. A short summary is enough to begin; discuss how to provide detailed records with our team.

01

Talk through the concern

Our team discusses the alleged conduct, any urgent workplace concerns and the help you are seeking. Let us know the approximate number of people involved, their locations and any important deadlines.

02

Confirm a suitable investigator

We discuss relevant experience, availability and potential conflicts before agreeing who will undertake the work. Interviews can be arranged remotely or in person, depending on the matter.

03

Agree scope, timing and costs

Before work begins, agree the issues to examine, the proposed approach, reporting requirements and an estimate. We discuss assumptions and how any changes to the scope or costs will be handled.

An initial enquiry does not commit you to an investigation. A brief summary is enough to start; we can discuss how to provide detailed records during the initial conversation.

ESTABLISHED IN 2010 · LET’S TALK

Received a workplace bullying complaint?

Discuss the circumstances with an experienced investigator in a free, confidential initial consultation.