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Overview

Employee relations (ER) and health and safety cases live on each person Cases tab and on the org queue at ER cases (/hr/cases). Supported types:
  • Disciplinary
  • Grievance
  • PIP (performance improvement plan)
  • Whistleblowing (restricted)
  • Investigation (restricted)
  • Accident / incident
Each case has a reference, status (open through appeal and closed), dates, summary, and outcome fields. Status and outcome changes are written to an audit event log on the file. Investigations can optionally link to a parent disciplinary or grievance case for the same person.

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Org queue

Open ER cases to filter by type and status. Selecting a row opens that person Cases tab so you can edit the case there.

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Deadline settings and overdue tracking

Organisation admins can configure two procedural deadlines directly on the ER cases queue:
  • Appeal deadline (working days): default 5
  • Outcome deadline (days): default 7
When a case is created or updated, Campsite applies these settings to calculate:
  • outcome due date from the case report date
  • appeal due date from the outcome effective date (working day calculation)
The queue shows each case as Due in, Due today, or Overdue so teams can chase disciplinary and related outcomes on time.

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Access

Disciplinary, grievance, and PIP follow your organisation roles (view all / manage all, and managers may see direct reports). Whistleblowing and investigations are restricted: only people with the matching view or manage permission can see those cases. Accident / incident cases use view all or manage all in this thin release. Subjects do not get self-view for whistleblowing, investigation, or accident cases. Cases are named (linked to a person); there is no anonymous public form yet.