Employee Customer Assignment Bias Grievance Form

Fair Account Distribution Starts with Transparency

When sales territories, customer assignments, and relationship credits aren't distributed fairly, it doesn't just hurt morale—it impacts livelihoods. If you're experiencing bias in how accounts are assigned, how commissions are credited, or how customer relationships are recognized, you need a clear, documented way to raise those concerns.

This Employee Customer Assignment Bias Grievance Form gives your team a structured, confidential channel to report favoritism, inequitable account distribution, and commission disputes. Whether you're in sales, account management, or client services, this template helps you formally document concerns about assignment practices that may be affecting your compensation and career growth.

Why Use Paperform for Employee Grievance Forms?

Paperform makes it easy to create professional, secure grievance forms that protect employee privacy while giving HR and leadership the detail they need to investigate fairly. With conditional logic, you can tailor the form experience based on the type of grievance—whether it's about commission splits, territory changes, or relationship credit disputes—so employees only answer relevant questions.

Connect your form to Slack or email to notify the right people immediately, or use Stepper to route submissions through a formal review workflow with approvals, follow-ups, and resolution tracking. For organizations that need audit trails and legally binding acknowledgments, Papersign can turn investigation findings into signed resolutions or settlement agreements.

Built for Sales Teams, Account Management, and HR

This template is designed for organizations where customer assignments and commissions are a core part of compensation—think B2B sales teams, financial services, insurance agencies, real estate brokerages, and professional services firms. It's especially valuable for HR teams managing grievance processes in fast-growing or restructuring environments where territory and account changes can create friction.

With Paperform's SOC 2 Type II compliance and role-based permissions, you can ensure sensitive grievance data stays secure while still giving HR, legal, and leadership the visibility they need to address patterns of bias or favoritism. Start with this template and customize it to match your organization's grievance policy and escalation protocols.