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How do I handle an appeal?

Last reviewed · Part of Disciplinary cases

The appeal stage shares the same layout as Outcome (stages 3 and 4 display the same action stack). The key difference is the CTA banner, which now guides toward case closure.

Stage 4 - Appeal

Filing an Appeal

  1. On any action card without an appeal, click Submit Appeal
  2. Select the Action Being Appealed
  3. Set the Appeal Date
  4. Enter Grounds for Appeal
  5. Click Submit Appeal

The appeal is recorded as made by the employee the case is about, even when HR files it on their behalf.

Appeal States

Appeals progress through: Submitted > Under Review > Hearing Scheduled > Upheld / Partially Upheld / Overturned / Withdrawn

Managing Appeals

  • Appeals appear nested inside their parent action card in the expanded detail
  • The appeal status badge is also visible in the collapsed summary row
  • Click Update Outcome on an open appeal to record the result

Actions

  • Close Case (via CTA strip): Advances to Stage 5

Related

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