HR Case Management Software
for UK Employers
Run disciplinary and grievance cases step by step, in line with the ACAS Code of Practice. Keep meeting dates, appeal deadlines, notes and letters in one confidential file that only admins and owners can see, and nobody can see a case about themselves. Part of Leavely alongside leave management, rotas and documents at £8 per user per month.
Free 14-day trial. No credit card required.
£8
per user/month
ACAS
steps as a checklist
Private
admins only
Disciplinary and grievance cases are rare, until they are not
Most small businesses handle a disciplinary or grievance only now and then. When one comes up, it is often run from an inbox and a Word document, by someone who has not done it before. Steps get skipped, not because anyone is cutting corners, but because nobody had the process in front of them.
Those skipped steps matter. The ACAS Code of Practice sets out what a fair process looks like, and a tribunal can adjust an award by up to 25% where it has not been followed without good reason. Just as important, a messy process is hard on everyone involved.
Leavely gives each case a confidential file with the ACAS steps built in, so you can see what has been done, what comes next, and have a dated record of how the case was handled.
What the law says, in brief
A brief outline of the ACAS Code. For anything complex, take advice before you act.
The ACAS Code of Practice
The ACAS Code of Practice on disciplinary and grievance procedures sets out the basic steps for handling both fairly.
Up to 25% adjustment
An employment tribunal can adjust an award by up to 25% where either side unreasonably failed to follow the Code.
Disciplinary steps
Establish the facts. Tell the employee about the problem in writing. Offer them a companion. Hold a meeting. Decide and confirm the outcome in writing. Offer an appeal.
Grievance steps
Receive the grievance in writing. Offer a companion. Hold a meeting. Investigate where needed. Decide and confirm in writing. Offer an appeal.
Disciplinary and grievance tracking in one place
Replace email threads and scattered documents with one confidential case file.
One confidential case file
Disciplinary, grievance, capability, absence and investigation cases each get their own file, with a title, summary, status and outcome.
ACAS Code steps as a checklist
Disciplinary and grievance cases list the ACAS Code steps. Tick each one off and see what is done and what comes next.
Meeting and appeal dates
Record when the meeting is and the appeal deadline, and move the case through open, investigating, meeting scheduled, outcome issued, appeal and closed.
A timeline of what happened
Add notes, meetings and letters to the case timeline as they happen, so the record is built up as you go rather than pieced together later.
Nobody sees their own case
Access is for admins and owners, and nobody can see or act on a case about themselves, even if they are an admin.
An audit log without the details
Changes are recorded in the audit log using ids only, so sensitive case details are not repeated in the audit trail.
How it works
- 1
Open a case
An admin opens HR cases, picks the employee and the type of case, and adds a short title and summary.
- 2
Work through the steps
For disciplinary and grievance cases, follow the ACAS Code checklist: facts, written notice, companion, meeting, decision and appeal. Tick each step as it is done.
- 3
Record meetings and letters
Set the meeting date, and add notes, meeting records and letters to the timeline so there is a dated account of the process.
- 4
Issue the outcome and close
Record the outcome, set the appeal deadline, handle any appeal, then close the case. The file stays in place as your record.
Who can see what
HR cases are confidential. Access is kept to the people who need it.
Admins and owners
Open, run and close cases. Nobody can see or act on a case about themselves. Only owners can delete a case.
Managers
Do not see HR cases. Cases hold confidential information that stays with HR.
Employees
Do not see HR cases in Leavely. You tell them about the process in writing, as the ACAS Code requires.
Handle every case the same fair way
Follow the ACAS steps, record meetings and appeals, and keep a clear timeline. All included at £8 per user per month.
Frequently asked questions
What types of HR case can I track?
How does Leavely help me follow the ACAS Code?
Why does following the ACAS Code matter?
Can an admin see a case about themselves?
What goes in the audit log?
Can managers see HR cases?
Is HR case management included in the £8/user/month price?
Guides and related tools
Try Leavely free for 14 days
HR case management, leave management, rotas and more. All for £8 per user per month. No credit card needed.