Allen Morris
Investigations LLC

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Allen Morris
Investigations LLC

Allen Morris Investigations LLCAllen Morris Investigations LLCAllen Morris Investigations LLC

Signed in as:

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  • Home
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    • Workplace Investigations
    • Whistleblower Claims
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    • School Investigations
    • Retaliation Investigation
    • Private Investigations
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Workplace Bullying Investigations

Why Workplace Bullying Requires Investigation

 Workplace bullying is repeated, health-harming mistreatment that undermines employee well-being and disrupts organizational performance. It can take the form of verbal abuse, intimidation, exclusion, sabotage, gossip, or deliberate work obstruction. Unlike isolated conflict, bullying is patterned behavior that targets specific employees and creates a hostile or toxic environment.


Bullying is not always unlawful, but it creates significant risks. Left unaddressed, it leads to attrition, reputational damage, decreased productivity, stress claims, and potential liability if the behavior overlaps with harassment or retaliation. Employers have a duty to act promptly when bullying concerns are raised.

What Counts as Bullying

 

Common Behaviors


  • Repeated insults, ridicule, or humiliation.
  • Deliberate exclusion from meetings, communications, or team activities. 
  • Undermining an employee’s work or withholding key information. 
  • Threatening gestures, aggressive tone, or intimidation tactics. 
  • Spreading damaging rumors or falsehoods. 
  • Assigning impossible workloads or setting up failure scenarios.
     

Distinguishing Bullying From Other Misconduct


Not all conflicts rise to the level of bullying. Performance management, disciplinary actions, or legitimate workplace expectations are not bullying when applied consistently. A key factor is whether the behavior is repeated, targeted, and intended to demean or isolate.

How We Investigate Workplace Bullying

 

Core Elements We Examine


  • Pattern of Conduct: Isolated events versus repeated, targeted behaviors. 
  • Impact: Evidence of intimidation, stress, exclusion, or disruption. 
  • Credibility: Consistency of testimony, corroboration, and supporting documents. 
  • Motive: Whether behaviors were designed to undermine or retaliate. 
  • Overlap With Harassment/Retaliation: Bullying that implicates protected categories or protected activities raises additional legal exposure.
     

Evidence Sources


  • Witness interviews across teams and reporting lines. 
  • Emails, chat logs, and digital communications. 
  • Calendar entries, meeting notes, or project documentation. 
  • Prior HR complaints or disciplinary records. 
  • Performance reviews before and after reported bullying.

Our Investigation Process

 

Intake and Scoping


We clarify the allegations, the timeframe, and individuals involved. We assess immediate safety or operational concerns and design a process that protects confidentiality while ensuring fairness.


Evidence Collection


We preserve digital and documentary records, identify witnesses, and gather communications that may reveal bullying patterns.


Interviews


We conduct structured, impartial interviews with the complainant, accused employee(s), witnesses, and management. Each interview is documented, with credibility assessed consistently across all parties.


Analysis and Findings


We evaluate whether conduct meets the definition of bullying, whether it crosses into harassment or retaliation, and the extent of impact on workplace culture. Findings are presented in a detailed, defensible report.


Resolution


We recommend remedial steps tailored to the situation. These may include coaching, reassignment, training, policy reinforcement, or discipline.

 

Independent Investigation Is Critical When:


  • The accused employee is a manager, HR, or senior leader. 
  • Multiple employees report similar behavior. 
  • Complaints suggest systemic issues affecting culture. 
  • Prior attempts to resolve the issue internally have failed. 
  • The organization faces legal, reputational, or safety risks if the matter is mishandled.

Best Practices for Employers and Employees

What Employers Gain

What Employers Gain

What Employers Gain

Defensible Process


An independent, impartial review shows employees that complaints are taken seriously and protects the organization from claims of bias.


Actionable Results


We deliver findings, supporting evidence, and practical recommendations for resolution. We also highlight preventive strategies to strengthen workplace culture.

What Employees Gain

What Employers Gain

What Employers Gain

Safe and Neutral Review


Employees reporting bullying often fear retaliation. An external investigator provides confidentiality safeguards and impartiality, ensuring that all perspectives are considered.


Clarity and Next Steps


Our reports provide clear findings, separating bullying from ordinary workplace friction while giving leadership the guidance to act.

Frequently Asked Questions

Please reach us at Kathie@Allenmorrispi.com if you cannot find an answer to your question.

No. Even if bullying does not meet the threshold for harassment under state or federal law, it can still harm morale and productivity and should be addressed. 


Harassment involves conduct tied to a protected category (race, sex, religion, etc.). Bullying can involve any employee and is defined by repeated mistreatment that creates a hostile environment. 


We test whether performance management was consistent, documented, and legitimate. If conduct appears targeted or disproportionate, it may still constitute bullying. 


Who We Serve

California employers, HR professionals, public sector entities, higher education institutions, and legal counsel seeking a neutral fact-finder for bullying complaints. We focus on Orange County, Los Angeles, and statewide California. 

Contact Us

Request a Confidential Consultation

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Phone/Text: (949) 573-4624
Email: Kathie@AllenMorrisPI.com
Location: Orange County, CA | Serving all of California
License: California PI #27033 | Licensed, Bonded, Insured  

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Allen Morris Investigations LLC

2102 Business Center Drive, Suite 130, Irvine CA 92612

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