Keeping written records

Notes should be taken of all key points raised at grievance meetings and appeals. Employees should be provided with copies. These records may be required at an Employment Tribunal.

Managers should keep a record of all grievance cases, including:

• the complaint made by the employee
• findings made and actions taken
• the reason for actions taken
• whether an appeal was lodged
• the outcome of the appeal
• any subsequent developments
• notes of any formal meetings

Confidentiality and retention

Records must be kept confidential and retained in line with this procedure and the General Data Protection Regulations 2016.