Osprey Academy - Customer Support & Training

Workflows

Over 50 templated, configurable workflows that help you save time and money


Employment – Disciplinary Proceedings Employee

Task 1 Initial Steps – Disciplinary Proceedings

Allocate a Custom Questionnaire

Enter details regarding the client. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Employer. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Employment Dates. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Job. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Contract of Employment. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the employment financial details. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the type of claim. This information is used to pre-populate letters and fields:

Send Standard Document


CLIENT ADVICE ON DISCIPLINARY HEARING

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Add an automatic keydate to matter

CHASE CLIENT “Chronology received?” 7 days

Add an automatic keydate to matter

CHASE CLIENT “Copy of Contract of Employment received?” 7 days

Add an automatic keydate to matter

CHASE CLIENT “Copy of disciplinary procedure received?” 7 days

Add an automatic keydate to matter

Key dates linked to Dossier Field 0 Days Limitation Date LIMITATION
Based on Limitation Date field

Add an automatic keydate to matter

Key dates linked to Dossier Field
-7 Days 1 week to Limitation Date – LIM_1WEEK
Based on Limitation Date field

Add an automatic keydate to matter

LIM -1 MONTH 1 month to Limitation Date
-28 Days 1 month to Limitation Date – LIM_1MONTH
Based on Limitation Date field

Task 2 Draft Disciplinary Letter To Client For Approval

Meet unmet keydates by type

CHASE CLIENT

Allocate a Custom Questionnaire

Enter details regarding the Employer. This information is used to pre-populate letters and fields:

Send Standard Document

WITHOUT PREJUDICE LETTER TO EMPLOYER – COMPANY (DISC)

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Send Standard Document

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 1 (DISC)

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Send Standard Document

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 2 (DISC)

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Send Standard Document

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 3 (DISC)

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Send Standard Document

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 4 (DISC)

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Send Standard Document

DRAFT LETTERS TO CLIENT FOR APPROVAL (DISC)

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Display a message to the user

Enclose Employer letters with Client letter, for Client approval
CHASE CLIENT “Approval re letters to employer received?” 2 days

Task 3 Letters Approved – Disciplinary Letter to Employer

Meet unmet keydates by type

CHASE CLIENT

Allocate a Custom Questionnaire

Enter details regarding the Employer. This information is used to pre-populate letters and fields:

Display a message to the user

Check letters to Employer and edit if necessary

Display a message to the user

Send approved letters to Employer

Send Standard Document

LETTER TO CLIENT CONFIRM DISCIPLINARY LETTER SENT

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Add an automatic keydate to matter

CHASE CLIENT “Has client heard from employer?” 7 days

Task 4 Response to Disciplinary Letters

Meet unmet keydates by type

CHASE CLIENT

Allocate a Custom Questionnaire

Enter details regarding the Employer Response. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Employer. This information is used to pre-populate letters and fields:

Add a Keydate to Matter

CHASE EMPLOYER “Response to initial disciplinary letters?” 7 days

Task 5 Chase Response to Disciplinary Letters

Meet unmet keydates by type

CHASE EMPLOYER

Allocate a Custom Questionnaire

Enter details regarding the Employer Response. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Employer. This information is used to pre-populate letters and fields:

Send Standard Document

CHASE EMPLOYER FOR RESPONSE (COMPANY) (DISC)

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Send Standard Document

CHASE EMPLOYER FOR RESPONSE (CONTACT 1) (DISC)

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Send Standard Document

CHASE EMPLOYER FOR RESPONSE (CONTACT 2) (DISC)

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Send Standard Document

CHASE EMPLOYER FOR RESPONSE (CONTACT 3) (DISC)

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Send Standard Document

CHASE EMPLOYER FOR RESPONSE (CONTACT 4) (DISC)

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Add an automatic keydate to matter

CHASE EMPLOYER “Response to initial disciplinary letters?”

Task 6 DISCIPLINARY HEARING DATE RECEIVED

Meet unmet keydates by type

CHASE EMPLOYER

Allocate a Custom Questionnaire

Enter the disciplinary hearing date. This information is used to pre-populate letters and fields:

Send Standard Document

CLIENT LETTER ADVISING ON DISCIPLINARY HEARING DATE

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Add an automatic keydate to matter

Key dates linked to Dossier Field
7 Days Outcome of Disciplinary hearing CHASE CLIENT
Based on Disciplinary Hearing Date field

Add an automatic keydate to matter

Key dates linked to Dossier Field 0 Days Disciplinary Hearing Date CHASE CLIENT
Based on Disciplinary Hearing Date field

Task 7 After Disciplinary Hearing

Meet unmet keydates by type

CHASE CLIENT

Allocate a Custom Questionnaire

Enter the details regarding the disciplinary hearing outcome. This information is used to pre-populate letters and fields:

Send Standard Document

CLIENT ADVICE ON APPEALING DISCIPLINARY HEARING

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Add an automatic keydate to matter

CHASE CLIENT “Instructions re appeal received?” 2 days

Task 8 Draft Appeal Letter to Client for Approval

Meet unmet keydates by type

Chase Client

Allocate a Custom Questionnaire

Enter the details regarding the disciplinary hearing outcome. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Employer. This information is used to pre-populate letters and fields:

Send Standard Document

DRAFT APPEAL LETTER TO EMPLOYER (COMPANY) (DISC)

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Send Standard Document

DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 1) (DISC)

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Send Standard Document

DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 2) (DISC)

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Send Standard Document


DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 3) (DISC)

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Send Standard Document

DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 4) (DISC)

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Send Standard Document

DRAFT APPEAL LETTER TO CLIENT FOR APPROVAL (DISC)

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Add an automatic keydate to matter

CHASE CLIENT “Approval of draft appeal letter received?” 2 days

Task 9 Appeal Sent to the Other Side (Disc)

Meet unmet keydates by type

CHASE CLIENT

Display a message to the user

Check Appeal Letter to Employer and edit if necessary

Display a message to the user

Send approved Appeal Letter to Employer

Send Standard Document

LETTER TO CLIENT CONFIRM APPEAL LETTER SENT (DISC)

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Add an automatic keydate to matter

CHASE EMPLOYER “Appeal hearing date received?” 7 days

Task 10 Appeal Hearing Date Received (DISC)

Meet unmet keydates by type

CHASE EMPLOYER

Allocate a Custom Questionnaire

Enter the Appeal Hearing date. This information is used to pre-populate letters and fields:

Send Standard Document

CLIENT ADVICE PRIOR TO APPEAL (DISC)

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Add an automatic keydate to matter

APPEAL DATE – linked to dossier field – Appeal date

Add an automatic keydate to matter

CHASE CLIENT “When is appeal decision due?” – link to field Appeal Date + 1 day

Task 11 Decision of Appeal Received

Meet unmet keydates by type

APPEAL DATE

Meet unmet keydates by type

CHASE CLIENT

Send Standard Document

CLIENT ADVICE POST APPEAL (DISC)

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Add an automatic keydate to matter

CHASE CLIENT “Instructions after appeal” 14 days

Task 12 Client Instructions After Appeal (Disc)

Meet unmet keydates by type

CHASE CLIENT

Allocate a Custom Questionnaire

Enter the details regarding the instructions of the post appeal. This information is used to pre-populate letters and fields:

Display a message to the user

Load Issue workflow

Display a message to the user

Load Settlement Agreement workflow

Document pack for this workflow

CLIENT ADVICE ON DISCIPLINARY HEARING

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CLIENT ADVICE POST APPEAL (DISC)

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CLIENT ADVICE PRIOR TO APPEAL (DISC)

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CLIENT LETTER ADVISING ON DISCIPLINARY HEARING DATE

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DRAFT APPEAL LETTER TO CLIENT FOR APPROVAL (DISC)

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DRAFT APPEAL LETTER TO EMPLOYER (COMPANY) (DISC)

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DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 1) (DISC)

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DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 2) (DISC)

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DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 3) (DISC)

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DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 4) (DISC)

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DRAFT LETTERS TO CLIENT FOR APPROVAL (DISC)

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LETTER TO CLIENT CONFIRM APPEAL LETTER SENT (DISC)

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LETTER TO CLIENT CONFIRM DISCIPLINARY LETTER SENT

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WITHOUT PREJUDICE LETTER TO EMPLOYER - COMPANY (DISC)

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WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 1 (DISC)

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WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 2 (DISC)

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WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 3 (DISC)

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WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 4 (DISC)

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CHASE EMPLOYER FOR RESPONSE (COMPANY) (DISC)

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CHASE EMPLOYER FOR RESPONSE (CONTACT 1) (DISC)

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CHASE EMPLOYER FOR RESPONSE (CONTACT 2) (DISC)

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CHASE EMPLOYER FOR RESPONSE (CONTACT 3) (DISC)

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CHASE EMPLOYER FOR RESPONSE (CONTACT 4) (DISC)

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CLIENT ADVICE ON APPEALING DISCIPLINARY HEARING

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