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Turn complaint notes into a clear, neutral timeline
Get your notes from an employee concern organised into a dated, factual timeline with open questions, ready for your formal process.
When to use it
When you're handling a workplace complaint
Step by step
Remove names and identifying details
Replace people's names with roles or letters (Employee A, Manager B) before you paste anything. Only use an AI tool your organisation has approved for this kind of information.
Ask for a factual timeline
Paste your anonymised notes, emails or meeting notes into your AI assistant.
Prompt to copyI'm an HR specialist organising notes about a workplace concern. Names have been replaced with letters. Here are my notes: [paste notes]. Create: 1) a dated timeline of events in a table (Date, What happened, Who was involved, Source of this information), 2) a list of points where accounts differ, 3) a list of gaps or questions still to ask, and 4) any documents I should gather. Stay strictly neutral. Don't draw conclusions, judge credibility or suggest an outcome.Check every line against your sources
Read the timeline against your original notes and correct anything the AI got wrong or filled in. You are responsible for its accuracy.
File it in your case record
Paste the checked timeline into your case document and keep it with your organisation's formal records, following your usual policy and any legal advice.
What you get
| 3 Mar | Employee A says Manager B criticised their work in a team meeting | A, B, team | A's email of 4 Mar |. Accounts differ: whether others were present. Still to ask: Employee C, who A says was in the room.
Tips
- This helps you organise, not decide. Outcomes in complaints, especially harassment or discrimination, need your formal process and, where needed, advice from an employment law professional.
- Keep the AI's output factual. If it starts using words like 'clearly' or 'obviously', ask it to remove them.