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Run a disciplinary or grievance case
Start a case, run it step by step with its letters and evidence, and make the bundle if it goes to a tribunal.
What you'll need: Who it is about, and what happened, An investigator, and a different decision maker.
A case follows the Acas Code of Practice: investigate, write to them, hold a meeting, decide, and let them appeal.
More detail
KivoHR keeps every step, letter and piece of evidence in one place. A tribunal can raise an award by up to 25% when the Code wasn't followed. Acas Code of Practice
Start a case
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Step 1: Go to Disciplinary and grievance cases and press Start a case.
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Step 2: Choose Who is it about? and write each allegation, or their grievance.
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Step 3: Choose the Investigator and a different Decision maker.
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Step 4: Save it.
More detail
The case shows Where the case is, and the next step.
Run it to the end
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Step 1: Press Add evidence or a statement as you go, and Add someone to the case for witnesses.
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Step 2: Send each letter from its step, such as the invitation and the outcome.
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Step 3: When it is decided and any appeal is heard, press Close the case.
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Step 4: If it goes to a tribunal, download the case's bundle from its record.
Set your own targets
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Step 1: Go to Settings, Discipline and grievance.
More detail
These are your own targets and policies, not the law.
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Step 2: Set the working days each step should take, and how many months a First written warning and Final written warning stay live.
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Step 3: Press Save changes.
Stuck?
It says to use a different investigator and decision maker
Acas recommends two people where you can. If only one person can do both, say why.
It says the person can't be on their own case
Choose someone else as investigator, decision maker or witness.
It says to decide the appeal before closing
An appeal is waiting. Decide it first.
Is it about sexual harassment?
Answer Is this about sexual harassment? when you start the case. See also Take steps to prevent sexual harassment.
Someone was dismissed, but they are still on the payroll
Record their leaving too: the case page links to it.
Thanks. That helps us make the guides better.
Not legal advice. Checked against the law on 1 November 2026; we check it again by 1 April 2027, and sooner if the law changes.