{"id":23073,"date":"2020-09-07T13:01:47","date_gmt":"2020-09-07T12:01:47","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=23073"},"modified":"2024-08-06T09:10:15","modified_gmt":"2024-08-06T08:10:15","slug":"employment-disciplinary-proceedings","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/employment-disciplinary-proceedings\/","title":{"rendered":"Employment – Disciplinary Proceedings Employee"},"content":{"rendered":"\nTask 1<\/span> Initial Steps – Disciplinary Proceedings <\/span><\/span>\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the client. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Employer. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Employment Dates. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Job. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Contract of Employment. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the employment financial details. This information is used to pre-populate letters and fields:
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the type of claim. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>


\r\n<\/p>

CLIENT ADVICE ON DISCIPLINARY HEARING<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

CHASE CLIENT \u201cChronology received?\u201d 7 days<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

CHASE CLIENT \u201cCopy of Contract of Employment received?\u201d 7 days<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

CHASE CLIENT \u201cCopy of disciplinary procedure received?\u201d 7 days<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

Key dates linked to Dossier Field 0 Days Limitation Date LIMITATION
\r\nBased on Limitation Date field
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Add an automatic keydate to matter<\/strong><\/p>

Key dates linked to Dossier Field
\r\n-7 Days 1 week to Limitation Date – LIM_1WEEK
\r\nBased on Limitation Date field
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

LIM -1 MONTH 1 month to Limitation Date
\r\n-28 Days 1 month to Limitation Date – LIM_1MONTH
\r\nBased on Limitation Date field
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 2<\/span> Draft Disciplinary Letter To Client For Approval <\/span><\/span>\n\n

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Meet unmet keydates by type<\/strong><\/p>

CHASE CLIENT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Employer. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

WITHOUT PREJUDICE LETTER TO EMPLOYER – COMPANY (DISC)<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

WITHOUT PREJUDICE LETTER TO EMPLOYER \u2013 CONTACT 1 (DISC)<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

WITHOUT PREJUDICE LETTER TO EMPLOYER \u2013 CONTACT 2 (DISC)<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

WITHOUT PREJUDICE LETTER TO EMPLOYER \u2013 CONTACT 3 (DISC)<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

WITHOUT PREJUDICE LETTER TO EMPLOYER \u2013 CONTACT 4 (DISC)<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

DRAFT LETTERS TO CLIENT FOR APPROVAL (DISC)<\/strong><\/p>

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Display a message to the user<\/strong><\/p>

Enclose Employer letters with Client letter, for Client approval
\r\nCHASE CLIENT \u201cApproval re letters to employer received?\u201d 2 days
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Letters Approved – Disciplinary Letter to Employer<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASE CLIENT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Employer. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Display a message to the user<\/strong><\/p>

Check letters to Employer and edit if necessary<\/p><\/div><\/div><\/div><\/div>\n\n

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Display a message to the user<\/strong><\/p>

Send approved letters to Employer<\/p><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

LETTER TO CLIENT CONFIRM DISCIPLINARY LETTER SENT<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

CHASE CLIENT \u201cHas client heard from employer?\u201d 7 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Response to Disciplinary Letters<\/span><\/span>\n\n

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Meet unmet keydates by type<\/strong><\/p>

CHASE CLIENT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Employer Response. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Employer. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a Keydate to Matter<\/strong><\/p>

CHASE EMPLOYER \u201cResponse to initial disciplinary letters?\u201d 7 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Chase Response to Disciplinary Letters <\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASE EMPLOYER<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Employer Response. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Employer. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

CHASE EMPLOYER FOR RESPONSE (COMPANY) (DISC)<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

CHASE EMPLOYER FOR RESPONSE (CONTACT 1) (DISC)<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

CHASE EMPLOYER FOR RESPONSE (CONTACT 2) (DISC)<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

CHASE EMPLOYER FOR RESPONSE (CONTACT 3) (DISC)<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

CHASE EMPLOYER FOR RESPONSE (CONTACT 4) (DISC)<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

CHASE EMPLOYER \u201cResponse to initial disciplinary letters?\u201d<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> DISCIPLINARY HEARING DATE RECEIVED<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASE EMPLOYER<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the disciplinary hearing date. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

CLIENT LETTER ADVISING ON DISCIPLINARY HEARING DATE<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

Key dates linked to Dossier Field
\r\n7 Days Outcome of Disciplinary hearing CHASE CLIENT
\r\nBased on Disciplinary Hearing Date field
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

Key dates linked to Dossier Field 0 Days Disciplinary Hearing Date CHASE CLIENT
\r\nBased on Disciplinary Hearing Date field
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> After Disciplinary Hearing<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASE CLIENT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the details regarding the disciplinary hearing outcome. This information is used to pre-populate letters and fields:
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

CLIENT ADVICE ON APPEALING DISCIPLINARY HEARING<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

CHASE CLIENT “Instructions re appeal received?\u201d 2 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Draft Appeal Letter to Client for Approval <\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase Client<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the details regarding the disciplinary hearing outcome. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Employer. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

DRAFT APPEAL LETTER TO EMPLOYER (COMPANY) (DISC)<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 1) (DISC)<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 2) (DISC)<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>


\r\n<\/p>

DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 3) (DISC)<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

DRAFT APPEAL LETTER TO EMPLOYER (CONTACT 4) (DISC)<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

DRAFT APPEAL LETTER TO CLIENT FOR APPROVAL (DISC)<\/strong><\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASE CLIENT \u201cApproval of draft appeal letter received?\u201d 2 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Appeal Sent to the Other Side (Disc)<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASE CLIENT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Check Appeal Letter to Employer and edit if necessary<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Send approved Appeal Letter to Employer<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

LETTER TO CLIENT CONFIRM APPEAL LETTER SENT (DISC)<\/strong><\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASE EMPLOYER \u201cAppeal hearing date received?\u201d 7 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Appeal Hearing Date Received (DISC) <\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASE EMPLOYER<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the Appeal Hearing date. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

CLIENT ADVICE PRIOR TO APPEAL (DISC)<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

APPEAL DATE \u2013 linked to dossier field \u2013 Appeal date<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASE CLIENT \u201cWhen is appeal decision due?\u201d \u2013 link to field Appeal Date + 1 day<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Decision of Appeal Received <\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

APPEAL DATE<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASE CLIENT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

CLIENT ADVICE POST APPEAL (DISC)<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

CHASE CLIENT \u201cInstructions after appeal\u201d 14 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Client Instructions After Appeal (Disc)<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASE CLIENT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the details regarding the instructions of the post appeal. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Display a message to the user<\/strong><\/p>

Load Issue workflow<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Load Settlement Agreement workflow<\/p><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[37],"class_list":["post-23073","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-employment-hr"],"acf":[],"yoast_head":"\nEmployment - Disciplinary Proceedings Employee - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Employment - Disciplinary Proceedings Employee workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Employment - Disciplinary Proceedings Employee - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Employment - 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