New: Incident AI for HR investigations

Workplace investigations built for fairness, cited and ready for scrutiny

Incident AI helps HR and employee relations teams investigate complaints, grievances and conduct matters, from the first allegation to the final letter. It helps organise the evidence, sets each account side by side and helps you check the process. It is designed not to make findings: that stays with your people.

Animated Incident AI screens for an HR investigation: an allegation summary built from the evidence, each person’s account set side by side, a neutrality review that rewrites loaded wording, and a letter of allegations generated as a draft.
  • Findings stay with your people
  • Statements cite their sources for you to check
  • Access limited to the named case team
  • A person approves every step

HR investigations are judged on the process as much as the outcome

A sound decision can still be challenged on how the investigation was run. These are the places where that happens.

Accounts that do not match

Statements, emails and chat messages disagree. The differences are easy to miss, or to settle too early.

Wording that reads as a verdict

One sentence that states an allegation as fact can undermine an entire report.

Corroboration that is thinner than it looks

Two witnesses can look like corroboration when both heard it from the same person.

Process steps nobody recorded

The respondent was told and given time to respond, but the case file does not show it.

Letters retyped from notes

Each letter is written from scratch, so its wording drifts from what was actually alleged.

Sensitive files with wide access

Case material sits in shared drives and inboxes, with no record of who has opened it.

From the first complaint to the final letter

Eleven guided steps in four stages. Each one is drafted from your evidence, cited to its source and approved by a person before anything builds on it.

Stage 1 Case framing
01

Start from what is alleged, not what is assumed

Upload the complaint, statements, messages and rosters. Incident AI drafts a list of the people, allegations, dates and sources, with each allegation worded neutrally for you to review.

  • Each allegation cites the file it was drawn from, and the page where it can
  • You approve the summary before any later step can use it
Animated Allegation Summary screen: evidence files come in, the people on the case are listed by role, and three allegations appear in neutral wording with their sources, then the investigator approves the summary.
Stage 2 Evidence analysis
02

Prepare, run and record every interview

Each person gets their own plan: an objective, topics to cover and open questions drafted from the evidence. Record the answers as you go and they become the record of interview.

  • Questions are marked as AI-drafted or added by the investigator
  • See at a glance which interviews are still to do
Animated Interview Plan screen: a list of interviewees, the objective and topics for one witness, an open question with the answer being recorded, and the interview marked complete.
03

See every account side by side

For each allegation, Incident AI sets out what the complainant, the respondent and each witness say, with the source of every account. Conflicts and missing corroboration are recorded, not resolved.

  • Differences it finds are flagged for you to test
  • Findings are entered by an authorised person, never by AI
Animated Version of Events screen: three accounts of the same allegation appear side by side with their sources, a conflict between two accounts is flagged, a missing account is noted, and the finding is left for an authorised person.
04

Set the conduct beside your own procedure

Incident AI finds the relevant clause in the procedures you supply and places the reported conduct beside it, with both sides cited.

  • Uses your procedures, not a generic standard
  • Whether the standard was met stays with the investigator
Animated Conduct vs Procedure screen: a clause from the workplace behaviour procedure is placed beside the reported conduct, each with its sources, and the decision on whether the standard was met is left to the investigator.
Stage 3 Evaluation
05

Know what each allegation rests on

Before the report is drawn, see how many accounts, documents and procedures stand behind each allegation, and where the support is thinner than it looks.

  • Helps flag allegations resting on a single untested account
  • Helps flag corroboration that traces back to one origin
Animated Corroboration Check screen: a table counts the accounts, documents and procedures behind each allegation, one allegation is flagged as resting on a single untested account, and a second witness account is traced back to the complainant.
06

Catch wording that reads as a decision

The neutrality review reads your approved outputs for sentences that state an allegation as fact, prefer one account or lead a witness. It shows the same point written neutrally.

  • Checks for seven kinds of loaded wording
  • You choose whether to change it or let the wording stand
Animated Neutrality Review screen: a sentence that states an allegation as established is flagged with the reason, a neutral version of the same point is shown, and the investigator accepts the neutral wording.
07

Check the process before it reaches a decision-maker

The procedural fairness check compares what your case file records with what your procedure requires. Readiness for decision then lists what is still outstanding.

  • Designed to report on the record of the process, not on the conduct
  • Separates what blocks the report from what only needs recording
Animated Procedural Fairness Check and Readiness for Decision screens: each procedural requirement is marked as recorded, not evidenced or to confirm, then the outstanding items are listed and one is closed.
Stage 4 Documents and reports
08

Letters and reports from approved work only

Generate a Letter of Allegations or Show Cause correspondence as a Word draft, from your own templates and the records you select. Export the investigation report as PDF or Word.

  • Every draft needs human review before it is issued
  • Reports are built from approved outputs and can be reproduced later
Animated HR correspondence screen: the investigator selects two allegations, a Letter of Allegations is generated from the organisation’s template as a Word draft marked for human review, and the full report is offered as PDF and Word.

The workflow also records how the matter arrived, builds a source-traced timeline, and draws out key learnings about process, culture and training, kept separate from any individual finding.

The AI prepares. Your people decide.

HR investigations affect people’s jobs and reputations. Incident AI is built so the judgement stays with the people accountable for it.

Incident AI prepares
Your people decide
A neutral summary of each allegation, cited to the evidence
Whether an allegation is substantiated
Each account, side by side, with conflicts flagged
Which account to accept, and why
The procedure clause beside the reported conduct
Whether the standard was met
Draft letters from your own templates
What is sent, to whom, and when

What Incident AI is designed not to produce

  • A finding on any allegation
  • A confidence or likelihood score
  • A legal conclusion
  • A disciplinary recommendation

These limits are built into the product, not just its instructions. AI output is screened for verdict language and confidence scores, and blocked when they are detected. Findings are entered separately by an authorised person, with their own audit trail.

Incident AI uses generative AI. Its drafts can contain errors or miss things, so a person reviews each output before it is approved. It supports your investigators and does not replace their judgement or legal advice.

Restricted to the people on the case

HR investigations run in the same Incident AI workspace as your safety investigations, but they are kept apart.

  • Named case teams

    An HR case is visible only to the people explicitly assigned to it. Being an Incident AI user is not enough.

  • Separate from safety

    HR cases have their own workflow, tools and reports, and cannot be opened through the safety screens.

  • Audit and access history

    Each case shows who currently has access and a record of the investigation activity.

  • Approvals that stay honest

    If the evidence or an earlier step changes, later outputs are marked as needing review. Approved work is not replaced without being flagged.

  • Controlled templates

    Letter templates are uploaded, previewed and published as fixed versions by an authorised administrator.

  • Reproducible reports

    A report is created from the current approved outputs and stored as a snapshot, so it can be produced again exactly.

Hosting, database and AI inference can run in your region or your own cloud tenant.How sovereign deployment works

Incident AI for HR investigations

What is Incident AI for HR investigations?

It is an investigation type inside Incident AI, built for HR and employee relations teams. It guides a workplace investigation through eleven steps, from recording how the matter arrived to checking it is ready for a decision-maker. Statements cite the evidence they draw on, so a reviewer can check them, and a person reviews and approves each step.

Does it decide whether an allegation is substantiated?

No. Incident AI organises the evidence, sets the accounts side by side and flags conflicts and gaps. It is designed not to make findings, give confidence scores, reach legal conclusions or recommend disciplinary action. Findings are entered by an authorised person in a separate step.

What kinds of matters is it for?

Workplace complaints, grievances and conduct matters where an organisation needs to investigate allegations about how someone behaved at work, then give the respondent a fair chance to answer them.

Who can see an HR case?

Only the people explicitly assigned to that case. HR cases are not visible to other Incident AI users, including safety investigators in the same organisation, and each case keeps a record of who has access and what was done.

Can we use our own procedures and letter templates?

Yes. The procedure comparison and the fairness check work from the procedures you upload to the case. Letters are generated from your own Word templates, which an authorised administrator uploads, previews and publishes.

Is this a separate product from Incident AI?

No. Safety and HR investigations are two investigation types in the same Incident AI workspace, with the same sign-in and evidence handling but separate workflows, reports and access. HR investigations are switched on for each organisation.

See an HR investigation run from complaint to letter

We will walk your team through a complete case: the allegations, the interviews, the checks and the correspondence.

HR investigations are switched on for each organisation. Ask us about yours.