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Grievances

A grievance points the other way: the employee's complaint to the organisation — working conditions, pay, workload, treatment by management, harassment, discrimination, safety, interpersonal conflict.

Grievances ride the same case machinery as discipline (same file, same audit trail, same confidentiality), with the punitive half removed: no offence, no occurrence counting, no sanction path.

Raising a grievance

Employee (normal path): portal → Discipline → Raise a Grievance — category, what happened, submit. The complainant is always the logged-in employee; there is nothing to fill in on someone's behalf and no way to impersonate.

HR (on behalf): Cases → Report Incident → type: Grievance — for grievances received on paper or in person. Pick the complainant, optionally a named concerning employee, category, summary.

Either way a case is minted with a reference and lands in HR's case list marked Grievance.

Handling it

REPORTEDintake — portal or HRUNDER REVIEWlook into it, investigate if neededDECISIONwhat will be doneCLOSEDresolution recorded
  1. Take Under Review. The grievance skips triage — there is no offence to classify.
  2. Investigate if warranted (Process tab): appoint an investigator, gather statements — same machinery as discipline.
  3. Move to Decision and record the resolution.
  4. Close with the closure note. The complainant follows progress and sees the outcome on their portal.

What carries over from discipline, and what doesn't

Carries overDoes not apply
Case reference, workspace, evidence, audit trailOffence catalogue, triage, occurrence counting
Confidentiality defaults and restricted visibilityQueries and response deadlines
Investigation and witness statementsSanctions, ladders, payroll effects
Closure discipline (reasons, record kept forever)Appeals (nothing was imposed)

A harassment complaint is a grievance first

When an employee reports harassment, it enters as their grievance. If investigation substantiates it, HR opens a disciplinary case against the harasser (offence HAR-01, restricted visibility) — two files, each with its own procedure and its own record.

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