How do I record the outcome of a case?

Last reviewed 11 October 2026 · Part of Disciplinary cases

The outcome stage is where formal disciplinary actions are issued. It uses the 8+4 split layout with the action accordion as the primary workspace.

Layout

• Active Warnings Banner: Shows if the employee has existing warnings on record
• Action Stack: Accordion cards for each issued action (see Section 15)
• Sidebar: Timeline (limited to 5 most relevant events) + evidence

Recording an Action

1. Click Record Action
2. Select the Action Type:
   • Verbal Warning
   • Written Warning
   • Final Written Warning
   • Performance Improvement Plan (PIP)
   • Suspension
   • Demotion
   • Dismissal
   • No Action
   • Counseling
3. Set Action Date, Effective Date
4. Add Description
5. For PIP: set duration and objectives
6. For Suspension: set start/end dates
7. Click Save Action

Action Workflow (if approval is required)

• Submit for Approval: Sends the action for manager approval
• Approve / Reject: Available to approvers
• Cancel Workflow: Withdraws the approval request

Actions

• Open Appeal Window (via CTA strip): Advances to Stage 4