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Guide · 7 min read

Employee relations: listening, wellbeing, grievances and workplace investigations

By Bodhih Training Solutions · Updated

The short answer

Employee relations is how an organisation hears its people and treats them when things go wrong: listening and surveys people trust, action on what they say, work designed so it does not harm wellbeing, policies people can follow, and grievances, disciplinaries and complaints handled with fair process. The test of a good employee relations practice is that the process is in place before the difficult case arrives, and that it is the same for everyone.

How do you build a listening system people trust?

One annual survey is a snapshot, not a listening system. A system combines a few channels, such as a periodic survey, short pulses, stay interviews with people you want to keep, exit insight and open routes for concerns, each with a clear purpose.

  • Ask questions people can answer about their own experience, one idea per question.
  • Say in advance what is confidential, who sees what, and the minimum group size for reporting.
  • Set escalation rules: some comments, such as a safety or harassment concern, cannot wait for the results meeting.
  • Close the loop. Tell people what was heard and what will change; trust in the next survey depends on it.

How do you turn engagement results into action?

Read results honestly: compare against your own history before external benchmarks, and treat small differences with caution. Driver analysis, looking at which items move most with overall engagement or intent to stay, shows where action will matter most, and a priority matrix of importance against current score narrows it to a few actions.

Pair survey data with turnover data: who is leaving, from where, how soon after joining, and why. Then let managers own two or three actions for their teams, with support, rather than receiving a slide deck.

What does organisational wellbeing involve?

Wellbeing is first a question of how work is designed. Psychosocial hazards, such as excessive workload, low control, unclear roles, poor support, conflict and poor change management, can harm health. Many countries’ health and safety rules expect employers to assess them like any other risk; the international standard ISO 45003 gives guidance on doing so.

Controls should fix the work first, for example workload and role clarity, before offering individual support. Managers need to know how to start a conversation and where to signpost people for professional help. HR does not give clinical advice.

How should grievances and disciplinaries be run?

Many issues can be resolved informally and early, and should be. When a formal process is needed, the principles of natural justice apply in most systems: the person knows the case against them, has the evidence, has a fair chance to respond, may be accompanied where the rules allow, and the decision is made by someone impartial, with a right to appeal.

StageGrievance (a concern raised by an employee)Disciplinary (a concern about an employee)
StartWritten grievance received and acknowledgedAllegation set out in writing
Look into itGather facts; investigate if neededInvestigate before any hearing
MeetGrievance meeting with the employeeHearing, with the evidence shared in advance
DecideOutcome in writing, with reasonsOutcome in writing, proportionate to the findings
AppealHeard by someone not involved beforeHeard by someone not involved before

How do you run a workplace investigation?

An investigation establishes facts; it does not decide the outcome. Start with terms of reference: the allegations, the scope, who investigates, the timescale and who receives the report. The investigator should be impartial and have no stake in the result.

Interview the complainant, the respondent and witnesses separately, with open questions, and keep accurate notes. Gather documents and digital evidence lawfully. Findings in a workplace investigation are usually made on the balance of probabilities, whether something is more likely than not to have happened, and the report should show how each finding follows from the evidence.

What does harassment prevention require?

Prevention is more than a policy and a training video. It means leaders who model respect, a clear and safe reporting route, a prompt and fair first response, protection from retaliation, and outcomes people can see. Several countries now place a positive duty on employers to prevent harassment, not only to respond to it.

In India, the Sexual Harassment of Women at Workplace (Prevention, Prohibition and Redressal) Act, 2013, often called POSH, requires employers with ten or more employees to constitute an Internal Committee to inquire into complaints. Rules differ elsewhere; take questions about your own situation to an employment-law adviser. This guide is general guidance and not legal advice.

How should exits be handled?

An exit is the last experience a person has of an organisation and often the start of a lasting relationship, as an alumnus, a customer or a future rehire. Plan knowledge transfer early, make the practical steps simple, and ask for honest exit insight in a way that is used. Involuntary exits deserve particular care: clear reasons, a fair process and dignity on the day.

How do you build the skill properly?

Employee relations skill grows by building the process before the case and practising it on realistic scenarios. If you want structure and a credential, the Bodhih Employee Relations course takes you from listening to exits, including one fictional investigation from complaint to report, in six complimentary Pro Kits, with a graded portfolio and a proctored exam.

The course

Build an employee relations toolkit and have it graded

The Bodhih Employee Relations course takes you through listening, engagement, wellbeing, policy, casework, investigations, harassment prevention and exits on your own organisation, in six complimentary Pro Kits. It is about 18 hours, self-paced, and ends in a graded portfolio, a proctored exam and a verifiable credential. ₹7,999.

Common questions

Questions people ask next

What is the difference between employee relations and employee experience?

Employee experience is the whole of what working somewhere feels like, from joining to leaving. Employee relations is the part concerned with how people are heard and treated, especially when there is a concern or a conflict: policy, grievances, discipline, investigations and complaints. Good employee relations is a large part of a good employee experience.

Who should investigate a workplace complaint?

A workplace complaint should be investigated by someone impartial, with no involvement in the matter and no stake in the outcome, and with the skill to interview fairly and weigh evidence. That may be a trained HR professional, a manager from another area or an external investigator for serious or sensitive cases. Some laws, such as India’s POSH Act, assign the inquiry to a specific committee.

What is the balance of probabilities?

The balance of probabilities is the standard of proof usually applied in workplace investigations: a finding is made if something is more likely than not to have happened. It is lower than the criminal standard of beyond reasonable doubt, which is why an investigation report must show clearly how each finding follows from the evidence.

Can an employer suspend someone during an investigation?

An employer can often suspend someone during an investigation where there is a genuine reason, such as a risk to evidence or to other people, but suspension should not be automatic, should be as short as possible, and should be presented as neutral rather than a sanction. Rules on pay and process differ between countries, so check with an employment-law adviser.

How often should we run an engagement survey?

There is no single right frequency for an engagement survey. Many organisations run a fuller survey once a year with short pulses in between. The better question is how quickly you can act on the results: surveying more often than you can respond teaches people that answering changes nothing.