What is the first step an HR manager should take after receiving a formal complaint from an employee?

The first step an HR manager should take after receiving a formal complaint from an employee is to document the complaint. Proper documentation serves multiple essential purposes. It ensures that there is a clear and official record of the complaint, which may be important for any subsequent investigations or actions taken. This documentation can also provide a solid foundation on which to base any actions or decisions related to the complaint, ensuring that the process is transparent and traces the steps taken.

Additionally, having a documented account helps maintain consistency and accountability throughout the complaint resolution process. It also protects both the employee's and the organization's interests should the situation escalate or require formal intervention later on. Documentation is the basis for any further steps that may need to be taken, whether they involve interviewing witnesses, arranging mediation, or informing senior management. By prioritizing documentation, the HR manager sets a professional and systematic approach to addressing the employee's concerns.