Investigation meeting invitation letter template
An investigation meeting invitation letter asks an employee to attend a meeting as part of a workplace investigation. It names the investigator, says what the investigation is looking into, gives the date, time and place, names the note-taker, and asks the employee to keep the matter confidential. Employers send one to each person they need to speak to, so the employee, the matter and the meeting details change every time.
Adapted from Acas (18 June 2026). Contains public sector information licensed under the Open Government Licence v3.0.
What changes each time
8 values. Everything else is your wording, kept exactly.
The investigation
- Employee
- Investigator
- What it is looking into
The meeting
- Date
- Time
- Place
- Note-taker
- Who rearranges it
One worked example, start to finish
The investigation meeting invitation letter in DocuWeave, from upload to approval.
1The document uploaded
Acas's investigation meeting invitation letter, a Word file, uploaded as it is.
- 2
The template it became
It found 9 sections and 10 values, and asked 2 questions before publishing.
3The paperwork dropped in
The incident report and HR's email confirming the investigator and the meeting slot.
4What was found, with sources
10 of 10 values filled from the paperwork, each with the passage it came from.
5What it asked
1 thing for a person: what the investigation is into, which the email and the incident report described differently.
6The approved output
Approved, with Word and PDF downloads.
A free investigation meeting invitation letter to download
- Investigation meeting invitation letter, filled with fictional details (Word)
- Investigation meeting invitation letter, filled with fictional details (PDF)
Use it as it is, or upload it to DocuWeave and make it a template.
DocuWeave is not a law firm. A general template for common situations in England and Wales. It is not tailored to you and we do not update it when the law changes, so check it suits your situation before you use it. Terms.
Adapted from Acas (18 June 2026). Contains public sector information licensed under the Open Government Licence v3.0.
Questions people ask
Does an employee have the right to be accompanied at an investigation meeting?
There is no statutory right to be accompanied at an investigation meeting, but employers can allow it, and this letter does. The statutory right applies to disciplinary and grievance hearings.
Is an investigation meeting the same as a disciplinary hearing?
No. An investigation gathers the facts. If it finds a case to answer, a separate disciplinary hearing follows.
Why ask the employee to keep the investigation confidential?
Keeping it confidential helps the investigation to be carried out fairly. The letter says that breaching confidentiality could lead to disciplinary action.
What if the employee cannot attend?
The letter asks them to contact a named person as soon as possible so the meeting can be rearranged.
Use this template
It opens in DocuWeave as a template you can check, change and publish. Nothing is used until you do.