Follow a guided process for the employee matter.
HR Action
Conduct Disciplinary Investigation
Record investigation steps, evidence and findings before any hearing decision.
Conduct Disciplinary Investigation Future: Not yet self-serve 20-30 minutes Guided reviewThis page is not sold as a self-serve launcher.
Not sure if this is the right HR Action?
Describe what happened
Use the same recommendation engine as the HR Actions hub. If another action fits better, you can switch workflow or continue with this page.
Tell us what happened
Start with the problem, not the workflow
Describe the HR situation and HRHeaven will recommend the closest guided action, risk level, likely evidence and documents included.
What this action helps with
Run the process with a clear action record
Record investigation steps, evidence and findings before any hearing decision.
Keep the included records and outputs together.
Use careful prompts for sensitive employee information.
Estimated time for the first pass.
When not to use this
Use the right level of support
Do not treat this as a one-click legal decision where discrimination, whistleblowing, dismissal, medical capability or complex facts are involved.
UK employers who need a structured workflow, clear records, employee communication and a practical Action Pack for this type of employee matter.
Employers seeking solicitor-client advice, tribunal representation, insured advice, or a final legal decision on contested facts.
Take advice if there are allegations of discrimination, whistleblowing, dismissal risk, pregnancy, disability, complex medical facts or employee relations history.
Future: Not yet self-serve
Use case
When to use this action
Record investigation steps, evidence and findings before any hearing decision.
Conduct Disciplinary Investigation action record
This action may need supporting evidence. Evidence records are handled through the case evidence layer where available.
Review the action, add the required facts, generate eligible outputs, keep the timeline and export the Action Pack where available.
Future: This is a sensitive employee matter. Use the page for structured records and process support, and take advice where the facts are complex.
What will I receive?
A complete HR Action file, not just a letter
You receive the generated outputs for this action, an employer record where required, evidence guidance, timeline history and an exportable Action Pack for the case file.
Included only where the workflow requires employee-facing correspondence.
Structured HR records keep the facts, dates and employer decision trail together.
Where relevant, checklists and meeting notes help control follow-up and case quality.
Export the case file with documents, evidence summary, timeline, reminders and review notes.
Preview assets
See the HR file before you pay
These approved previews show the type of employee letter, employer record, checklist or meeting notes and Action Pack structure you should expect from the workflow.
Employer Record Preview
A structured internal HR record covering facts, dates, decisions and the employer rationale.
Action Pack Preview
A case-file export with documents, evidence summary, timeline, reminders and review notes.
Evidence and next steps
Know what to prepare before you start
This action may need supporting evidence. Evidence records are handled through the case evidence layer where available.
The Action Pack is designed to contain the generated documents, evidence summary, timeline, reminders, workspace summary and review notes for the employee matter.
Timeline events are retained as the action is activated, updated, generated and exported.
After payment, the secure launcher opens the action workspace so you can complete the guided questions, add evidence, generate outputs and export the pack.
Included outputs
What this HR Action can produce
These are the documents, records and pack items this action can prepare when the right facts and evidence are provided.
How it works
Three steps from review to action history
Check what the action covers and whether any premium product is separate.
You can read the guidance first. Sensitive employee facts should only be collected after account setup.
Save the action record, outputs and next steps together for later review.
Pricing and access
Eligible for HR Actions Unlimited
This action is intended for single-action pricing and HR Actions Unlimited.
This action is not available for self-serve checkout.
Not included: solicitor advice, premium Employment Contracts, Employee Handbooks or restricted legal support.FutureNot yet self-serve. This action is not available as a self-serve checkout page.
Unlimited can cover eligible guided HR Actions, storage, future edits, updates, reminders and action history across the organisation.
Premium documents and restricted actions are not included in Unlimited. They remain separate so pricing is clear before checkout.View pricingResponsible process
Use extra care with this employee matter
This action supports record keeping and process steps. It does not replace professional judgement or legal advice for sensitive situations.
Related actions
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Not yet self-serve Start Disciplinary Process
Open a disciplinary action record with allegation, evidence, hearing and outcome controls.
Future
Not yet self-serve Invite to Disciplinary Hearing
Prepare a disciplinary hearing invitation record with date, allegations and documents.
Future
Not yet self-serve Conduct Disciplinary Hearing
Record a disciplinary hearing, employee response, findings and next steps.
Frequently asked questions
Conduct Disciplinary Investigation questions
What does Conduct Disciplinary Investigation help with?
Record investigation steps, evidence and findings before any hearing decision.
What is included?
Conduct Disciplinary Investigation action record.
How is pricing handled?
This action can be offered as a single guided action or covered by HR Actions Unlimited when checkout is wired.
Ready to start?
Review this action before it becomes self-serve
Future: Not yet self-serve.
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