Employment – Disciplinary Proceedings

Updated Sep 17th, 2020

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 Letter


CLIENT ADVICE ON DISCIPLINARY HEARING

Show preview    Open in new tab

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 Letter

WITHOUT PREJUDICE LETTER TO EMPLOYER – COMPANY (DISC)

Show preview    Open in new tab

Send Standard Letter

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 1 (DISC)

Show preview    Open in new tab

Send Standard Letter

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 2 (DISC)

Show preview    Open in new tab

Send Standard Letter

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 3 (DISC)

Show preview    Open in new tab

Send Standard Letter

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 4 (DISC)

Show preview    Open in new tab

Send Standard Letter

DRAFT LETTERS TO CLIENT FOR APPROVAL (DISC)

Show preview    Open in new tab

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 Letter

LETTER TO CLIENT CONFIRM DISCIPLINARY LETTER SENT

Show preview    Open in new tab

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 Letter

CHASE EMPLOYER FOR RESPONSE (COMPANY) (DISC)

Show preview    Open in new tab

Send Standard Letter

CHASE EMPLOYER FOR RESPONSE (CONTACT 1) (DISC)

Show preview    Open in new tab

Send Standard Letter

CHASE EMPLOYER FOR RESPONSE (CONTACT 2) (DISC)

Show preview    Open in new tab

Send Standard Letter

CHASE EMPLOYER FOR RESPONSE (CONTACT 3) (DISC)

Show preview    Open in new tab

Send Standard Letter

CHASE EMPLOYER FOR RESPONSE (CONTACT 4) (DISC)

Show preview    Open in new tab

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 Letter

CLIENT LETTER ADVISING ON DISCIPLINARY HEARING DATE

Show preview    Open in new tab

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 Letter

CLIENT ADVICE ON APPEALING DISCIPLINARY HEARING

Show preview    Open in new tab

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 Letter

DRAFT APPEAL LETTER TO EMPLOYER (COMPANY) (DISC)

Show preview    Open in new tab

Send Standard Letter

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

Show preview    Open in new tab

Send Standard Letter

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

Show preview    Open in new tab

Send Standard Letter


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

Show preview    Open in new tab

Send Standard Letter

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

Show preview    Open in new tab

Send Standard Letter

DRAFT APPEAL LETTER TO CLIENT FOR APPROVAL (DISC)

Show preview    Open in new tab

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 Letter

LETTER TO CLIENT CONFIRM APPEAL LETTER SENT (DISC)

Show preview    Open in new tab

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 Letter

CLIENT ADVICE PRIOR TO APPEAL (DISC)

Show preview    Open in new tab

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 Letter

CLIENT ADVICE POST APPEAL (DISC)

Show preview    Open in new tab

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

Show preview    Open in new tab

CLIENT ADVICE POST APPEAL (DISC)

Show preview    Open in new tab

CLIENT ADVICE PRIOR TO APPEAL (DISC)

Show preview    Open in new tab

CLIENT LETTER ADVISING ON DISCIPLINARY HEARING DATE

Show preview    Open in new tab

DRAFT APPEAL LETTER TO CLIENT FOR APPROVAL (DISC)

Show preview    Open in new tab

DRAFT APPEAL LETTER TO EMPLOYER (COMPANY) (DISC)

Show preview    Open in new tab

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

Show preview    Open in new tab

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

Show preview    Open in new tab

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

Show preview    Open in new tab

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

Show preview    Open in new tab

DRAFT LETTERS TO CLIENT FOR APPROVAL (DISC)

Show preview    Open in new tab

LETTER TO CLIENT CONFIRM APPEAL LETTER SENT (DISC)

Show preview    Open in new tab

LETTER TO CLIENT CONFIRM DISCIPLINARY LETTER SENT

Show preview    Open in new tab

WITHOUT PREJUDICE LETTER TO EMPLOYER - COMPANY (DISC)

Show preview    Open in new tab

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 1 (DISC)

Show preview    Open in new tab

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 2 (DISC)

Show preview    Open in new tab

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 3 (DISC)

Show preview    Open in new tab

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 4 (DISC)

Show preview    Open in new tab

CHASE EMPLOYER FOR RESPONSE (COMPANY) (DISC)

Show preview    Open in new tab

CHASE EMPLOYER FOR RESPONSE (CONTACT 1) (DISC)

Show preview    Open in new tab

CHASE EMPLOYER FOR RESPONSE (CONTACT 2) (DISC)

Show preview    Open in new tab

CHASE EMPLOYER FOR RESPONSE (CONTACT 3) (DISC)

Show preview    Open in new tab

CHASE EMPLOYER FOR RESPONSE (CONTACT 4) (DISC)

Show preview    Open in new tab

CLIENT ADVICE ON APPEALING DISCIPLINARY HEARING

Show preview    Open in new tab