1
Insert company name and applicable jurisdictions
Replace all [COMPANY NAME] placeholders throughout the document. Note the countries, states, or provinces where your employees work, as applicable employment legislation may vary.
π‘ If you operate in multiple countries, consider adding a short jurisdiction-specific annex rather than trying to address all variations in the main policy body.
2
Define the scope clearly
Confirm the policy covers all workers β full-time, part-time, contractors, volunteers, and remote employees. Add any specific settings relevant to your business, such as client sites, off-site events, or online platforms.
π‘ Include a line explicitly covering work-related social events β many workplace bullying incidents occur outside normal working hours.
3
Tailor the examples of prohibited behavior
Review the default list of prohibited behaviors and add any that are specific to your industry or work environment, such as behavior on job sites, in client-facing roles, or via internal messaging platforms.
π‘ Name the specific platforms your team uses (Slack, Teams, email) in the digital conduct section β generic language is harder for employees to apply.
4
Assign named roles and contacts
Replace placeholder roles with specific job titles or names β for example, 'HR Manager' or 'People Operations Lead' β so employees know exactly who to contact when making a report.
π‘ Provide at least two named contacts in case one is unavailable or is the subject of the complaint itself.
5
Set your investigation timeline
Fill in the acknowledgment window (typically 2 business days), investigator appointment deadline (typically 5 business days), and target investigation completion period (typically 30 business days).
π‘ Build a buffer into your completion timeline β 30 business days is achievable for most cases, but complex multi-party investigations often run longer.
6
Confirm the consequence framework
Review the graduated consequence list and align it with your existing disciplinary policy and employment contracts. Confirm that summary dismissal language is consistent with your termination clauses.
π‘ Avoid specifying exactly which outcome applies to which behavior β managers need flexibility to respond to the facts of each case.
7
Set the review schedule and get acknowledgments
Enter the annual review date and assign ownership to a specific role. Add an employee acknowledgment line at the end of the document for employees to sign or digitally confirm receipt.
π‘ Store signed acknowledgment records centrally β they are your primary evidence of communication in the event of a dispute.
8
Distribute and brief managers before rollout
Share the final policy with all managers before broad distribution. Brief them on how to receive a complaint, what to do in the first 48 hours, and how to avoid retaliation claims.
π‘ A 30-minute manager briefing session at rollout reduces the most common procedural errors and builds consistent understanding across teams.