Free Employee Relations Intake Form Template: Defensible Documentation SOP (2026)
A factual employee relations intake form structure for small HR teams that need a cleaner first record and safer follow-up path.
For U.S. employers and small-business HR teams.
Employee relations intake form template
The first intake note often shapes the entire case. A good form helps HR capture what is known, what is alleged, what still needs to be verified, and what must happen next.
Fields to include
Date received
Reporter
People involved
Issue category
Immediate risk or safety concern
Facts reported
Documents or messages attached
Witnesses to contact
Policy or process potentially involved
Next task and owner
Sources and review notes
This article is written for U.S. small-business HR teams in 2026 and should be checked against your own policy, state requirements, and counsel guidance before use in a contested employment decision. AI SoloHR provides workflow structure, reviewed drafting support, and educational resources; it does not provide legal advice or make final employment decisions.
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