Handle ER cases the right way

ACAS-compliant disciplinary and grievance case management. Structured workflows, evidence kept in one place, hearings scheduled, outcomes recorded — so when a case comes under scrutiny, the process stands up.

Sound familiar?

Cases live in email

Disciplinary process scattered across email threads, OneDrive folders, and a manager's notebook. Impossible to reconstruct later.

ACAS missteps

Statutory steps skipped, timelines missed. Suddenly an unfair-dismissal claim has legs because the process wasn't followed.

Inconsistent handling

One manager handles a grievance one way, another differently. No consistency, no defensible 'this is our process'.

Evidence lost

Witness statements, prior warnings, training records — all over the place. Pulling a case file together takes days.

Structured ER cases, ACAS by default

HeimdallHR's Employee Relations module gives you a structured case file for every disciplinary or grievance. The workflow guides you through ACAS-compliant steps, evidence and witness statements live in one repository, hearings are scheduled with proper notice, and every outcome is documented for the audit trail.

Everything you need

ACAS-compliant workflows

Process templates for disciplinary and grievance follow ACAS Code timing and steps. System enforces minimum notice periods.

Disciplinary case management

Open a case, set the allegation, schedule the investigation, run the hearing, record the outcome — all in one place.

Grievance management

Mirror workflow for grievances raised by employees: formal acknowledgement, investigation, hearing, outcome, appeal.

Evidence repository

Witness statements, documents, prior warnings, training records — all attached to the case file with access controls.

Hearing scheduling

Schedule hearings with proper notice, invite all parties (employee + chosen companion), confirm attendance, capture minutes.

Outcome tracking

Record outcomes (verbal warning, written warning, final, dismissal, no action), trigger the right downstream actions automatically.

How it works

1

Open case

Choose type (disciplinary or grievance), set the parties and allegation.

2

Investigate

Gather evidence, interview witnesses, attach statements to the file.

3

Hold hearing

Schedule with notice, run with minutes recorded, follow ACAS timings.

4

Record outcome

Decision documented, downstream actions triggered, appeal window opens.

The impact

Defensible process

Tribunals look at process. A documented ACAS-compliant trail is your best defence.

Consistent decisions

Every case follows the same workflow. No "they got off with less for the same thing" disputes.

Less admin burden

Stop reinventing the wheel for each case. Templates and structure remove the busywork.

Findable case history

Need to reference a similar case from two years ago? It's there, with all the evidence.

What's included

  • ACAS-compliant disciplinary workflow
  • ACAS-compliant grievance workflow
  • Case file with full timeline
  • Allegation and parties tracking
  • Investigation step management
  • Witness statement storage
  • Evidence and document attachments
  • Hearing scheduling with notice enforcement
  • Companion / representation tracking
  • Hearing minutes recording
  • Outcome recording (warnings, dismissal, etc.)
  • Appeal workflow
  • Role-based access (case-specific permissions)
  • Case reporting and analytics

Common questions

Does this replace having an HR consultant?

No — it gives you the tooling and structure, not the judgement. For sensitive or complex cases you'll still want expert input. What the tool does is make sure the process is followed and documented.

Who can see open cases?

Strict role-based access. Only the HR business partner managing the case, the chair of the hearing, and authorised senior leaders. Line managers see only the cases involving their direct reports.

Can the employee see their own case file?

Yes — they see what's been formally shared with them (allegations, evidence packs, outcome letter). Internal investigation notes remain restricted.

How long are cases retained?

Configurable per case type. Default 6 years for closed cases (statute of limitations on tribunal claims), with automatic deletion after the retention period unless extended.

Run ER cases the right way

Start your 30-day free trial and bring structure to disciplinary and grievance handling.

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