Task 1 Initial Steps – Grievance

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 GRIEVANCE 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 grievance 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 Grievance 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

GRIEVANCE LETTER TO EMPLOYER – COMPANY (GRIEV)

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Send Standard Letter

GRIEVANCE LETTER TO EMPLOYER – CONTACT 1 (GRIEV)

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Send Standard Letter

GRIEVANCE LETTER TO EMPLOYER – CONTACT 2 (GRIEV)

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Send Standard Letter

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

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Send Standard Letter

GRIEVANCE LETTER TO EMPLOYER – CONTACT 4 (GRIEV)

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Send Standard Letter

WITHOUT PREJUDICE LETTER TO EMPLOYER – COMPANY (GRIEV)

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Send Standard Letter

WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 1 (GRIEV)

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Send Standard Letter

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

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Send Standard Letter

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

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Send Standard Letter

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

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Send Standard Letter

DRAFT LETTERS TO CLIENT FOR APPROVAL (GRIEV)

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Display a message to the user

Enclose Employer letters with Client letter, for Client approval

Add an automatic keydate to matter

CHASE CLIENT “Approval re letters to employer received?” 7 days

Task 3 Letters Approved – Grievance Letters 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 GRIEVANCE LETTERS SENT

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

Task 4 Response to Grievance 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 an automatic keydate to matter

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

Task 5 Chase Response to Grievance 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:

Display a message to the user

No response from employer? Consider issuing.

Send Standard Letter

CHASE EMPLOYER FOR RESPONSE (COMPANY) (GRIEV)

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Send Standard Letter

CHASE EMPLOYER FOR RESPONSE (CONTACT 1) (GRIEV)

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Send Standard Letter

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

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Send Standard Letter

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

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Send Standard Letter

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

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Add an automatic keydate to matter

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

Task 6 Grievance Hearing

Meet unmet keydates by type

CHASE EMPLOYER

Allocate a Custom Questionnaire

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

Send Standard Letter

CLIENT LETTER ADVISING ON GRIEVANCE HEARING DATE

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Add an automatic keydate to matter

Key Date Linked to Dossier Field GRIEVHRGDT
0 Days Hearing Date
Based on Grievance Hearing Date field

Add an automatic keydate to matter

Key Date Linked to Dossier Field CHASE CLIENT
7 Days Outcome of Grievance hearing received?” Based on Grievance Hearing Date field

Task 7 Outcome of Grievance Hearing

Meet unmet keydates by type

CHASE CLIENT

Allocate a Custom Questionnaire

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

Send Standard Letter

CLIENT ADVICE ON APPEALING GRIEVANCE

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Add an automatic keydate to matter

CHASE CLIENT – “Response re Appeal advice received?” 7 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 grievance hearing’s 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) (GRIEV)

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Send Standard Letter

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

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Send Standard Letter

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

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Send Standard Letter

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

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Send Standard Letter

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

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Send Standard Letter

DRAFT APPEAL LETTER TO CLIENT FOR APPROVAL (GRIEV)

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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 Other Side

Meet unmet keydates by type

CHASE CLIENTS

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 (GRIEV)

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Add an automatic keydate to matter

CHASE EMPLOYER “Appeal hearing date received?” 7 days

Task 10 Appeal Hearing Date Received

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 (GRIEV)

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Add an automatic keydate to matter

Key Date Linked to Dossier Field APEALHRGDT
0 Days Appeal Date
Based on Appeal Hearing Date field

Add an automatic keydate to matter

Key Date Linked to Dossier Field CHASE CLIENT
1 Day When is Appeal Decision Due? Based on Appeal Hearing Date field

Task 11 Decision of Appeal Received

Meet unmet keydates by type

APPEAL DATE

Meet unmet keydates by type

APPEAL DATE

Send Standard Letter

CLIENT ADVICE POST APPEAL (GRIEV)

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Add an automatic keydate to matter

CHASE CLIENT “Instructions after appeal” 14 days

Task 12 Client Instructions After Appeal

Meet unmet keydates by type

CHASE CLIENT

Allocate a Custom Questionnaire

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

Display a message to the user

Load Issue workflow

Document pack for this workflow

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

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

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

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

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DRAFT LETTERS TO CLIENT FOR APPROVAL (GRIEV)

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GRIEVANCE LETTER TO EMPLOYER – COMPANY (GRIEV)

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GRIEVANCE LETTER TO EMPLOYER – CONTACT 1 (GRIEV)

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GRIEVANCE LETTER TO EMPLOYER – CONTACT 2 (GRIEV)

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GRIEVANCE LETTER TO EMPLOYER – CONTACT 3 (GRIEV)

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GRIEVANCE LETTER TO EMPLOYER – CONTACT 4 (GRIEV)

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LETTER TO CLIENT CONFIRM APPEAL LETTER SENT (GRIEV)

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LETTER TO CLIENT CONFIRM GRIEVANCE LETTERS SENT

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WITHOUT PREJUDICE LETTER TO EMPLOYER - COMPANY (GRIEV)

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WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 1 (GRIEV)

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WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 2 (GRIEV)

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WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 3 (GRIEV)

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WITHOUT PREJUDICE LETTER TO EMPLOYER – CONTACT 4 (GRIEV)

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CHASE EMPLOYER FOR RESPONSE (COMPANY) (GRIEV)

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CHASE EMPLOYER FOR RESPONSE (CONTACT 1) (GRIEV)

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CHASE EMPLOYER FOR RESPONSE (CONTACT 2) (GRIEV)

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CHASE EMPLOYER FOR RESPONSE (CONTACT 3) (GRIEV)

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CHASE EMPLOYER FOR RESPONSE (CONTACT 4) (GRIEV)

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CLIENT ADVICE ON APPEALING GRIEVANCE

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CLIENT ADVICE ON GRIEVANCE HEARING

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CLIENT ADVICE POST APPEAL (GRIEV)

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CLIENT ADVICE PRIOR TO APPEAL (GRIEV)

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CLIENT LETTER ADVISING ON GRIEVANCE HEARING DATE

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DRAFT APPEAL LETTER TO CLIENT FOR APPROVAL (GRIEV)

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DRAFT APPEAL LETTER TO EMPLOYER (COMPANY) (GRIEV)

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