How do I cite a policy in a case?

Last reviewed 9 October 2026 · Part of Policy management

On a disciplinary case's edit screen, HR can select a Cited Policy — the policy the case alleges was violated.

Once a policy is cited, a chip appears showing the employee's acknowledgment status for that policy, using the same evidence as §7:

• Green — "Policy acknowledged — vN on {date}" (with "(older version)" noted if the acknowledgment on record isn't for the currently published version).
• Amber — "Policy NOT acknowledged by this employee" if there's no acknowledgment on record at all.

This lets HR see, in the same screen where a case is being built, whether the employee had actually agreed to the policy they're accused of breaking — without leaving the disciplinary module.