Download Free Grievance Templates

Smartsheet Contributor Kate Eby

September 27, 2018

Filing a grievance form is a crucial step in addressing a workplace issue and reaching a resolution. In this article, you’ll find the most useful grievance forms designed to help employers create policies, manage procedures, and track issues.

 

Employee Grievance Form Template

 

Employee Grievance Form Template

This employee grievance form template contains sections for grievant contact information, the date and time of the occurrence, the names of the people involved, and other details about the issue or violation. Download the template as a Word document or fillable PDF, enter your information, and print copies. Customize the template to include further instructions or company information.

Download Employee Grievance Form Template

Excel | Word | PDF | Smartsheet

 

Grievance Tracking Form Template

 

Grievance Tracking Form Template

Use this log to keep track of grievances and important details, such as the name of the grievant, a brief description of the issue, actions needed, and resolution status. This is a simple way to organize grievances, look up past incidents, and ensure that items have been resolved and not overlooked. You can modify this Excel template by adding or deleting columns to create a customized tracking sheet.

Download Grievance Tracking Form Template

Excel | Smartsheet

 

Grievance Fact Sheet Template

 

Grievance Fact Sheet Template

When investigating a grievance, use this form to collect and record details about what occurred, who was involved or witnessed the event, the type of grievance, and what actions are required to correct the problem. Breaking down the event into specific details provides a clear picture of what happened so you can reach an appropriate resolution. The template includes signature lines for documentation.

Download Grievance Fact Sheet Template

Excel | Word | PDF

 

Witness Statement Form Template

 

Witness Statement Form Template

When an incident occurs, witness statements can help clarify what happened and the nature of the grievance (whether workplace policies were broken or other violations occurred). This is a basic grievance form template that provides room to state the facts of an event and add a signature for verification.

Download Witness Statement Form Template

Word | PDF

 

Grievance Appeal Template

 

Grievance Appeal Template

Once a decision has been made regarding a complaint, the grievant may want to appeal the action. This form allows the grievant to state why they are appealing and to describe what outcome they hope to achieve. You can also include any new evidence to support the appeal and move the process forward.

Download Grievance Appeal Template

Excel | Word | PDF

 

Grievance Policy Template

 

Grievance Policy Template

Create your own grievance procedure template using this outline as a guide. Customize the template to suit the needs of your business or organization, and include procedural steps, rights and responsibilities, the definition of a grievance, and other details. For more information on what to include in a policy template, see the section below on creating grievance procedures.

Download Grievance Policy Template - Word

 

Government Grievance Template

 

Government Grievance Template

This template was designed with government agencies in mind. It can be customized by a human resources department to match the agency’s procedures and requirements for filing a grievance and creating proper documentation. The template can be used for filing an initial grievance as well as for tracking subsequent steps in the resolution process.

Download Government Grievance Template

Word | PDF

 

Patient Grievance Form Template

 

Patient Grievance Form Template

Hospitals, healthcare centers, and other medical facilities can use this template as a guide for creating a patient grievance form. Space is provided to list the type of grievance, describe the incident in detail, request a specific remedy, and document actions taken to address the issue. At the top of the template, include contact information for the patient and medical center.

Download Patient Grievance Form Template

Excel | Word | PDF

 

Why File a Grievance Form?

There are many reasons that an employee might need to submit a grievance, including,conflicts with other employees, supervisor conduct, or other office policy violations. Specific issues, such as those related to harassment, workplace safety, medical service, or health insurance coverage, often have legal ramifications.

A grievance form provides documentation of a perceived injustice and guidelines for investigating and resolving issues. Having clear and safe grievance procedures in place can encourage employees to report issues rather than hiding them or creating further problems. Grievance policies can help to create an environment in which employees or medical patients feel supported and empowered.

 

Creating Formal Grievance Procedures

A concise grievance procedure form can help resolve issues quickly by providing clear instructions and key details. Here are some elements often included in grievance procedures:

  • The scope of the policy and a brief description of what it covers, such as a department or an entire business
  • Contact information for human resources and instructions on how to submit forms
  • Time limits for filing the grievance and expected response times
  • A list of issues that count as grievances (so that employees know when to submit a formal report rather than trying to resolve an incident on their own)
  • Details about what information to include on the grievance form
  • Grievant rights and responsibilities, including records they are responsible for keeping and who can act as representative for the grievant
  • The rights of the person accused of misconduct, such as obtaining copies of the grievance or undergoing an appeal process
  • The responsibilities of the company and HR department, such as performing grievance procedures fairly and maintaining confidentiality

A description of grievance procedures may go into detail about the timeline for each step in the process after a complaint has been reported. The grievant needs clear instructions in order to submit forms by the required deadlines and to follow up with appropriate staff if the issue is not resolved within a mandated time frame.

 

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