{"id":23289,"date":"2020-09-09T10:37:13","date_gmt":"2020-09-09T09:37:13","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=23289"},"modified":"2024-08-06T09:12:25","modified_gmt":"2024-08-06T08:12:25","slug":"employment-tribunal-process-employee","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/employment-tribunal-process-employee\/","title":{"rendered":"Employment – Tribunal Process Employee"},"content":{"rendered":"\nTask 1<\/span> Initial Instructions – Tribunal Process<\/span><\/span>\n\n
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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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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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<\/i><\/div>

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

Enter the employment financial details. 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 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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Allocate a Custom Questionnaire<\/strong><\/p>

Enter the details regarding the Tribunal. 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 the details regarding the limitation date. 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>

Client care letter – Tribunal<\/strong><\/p>

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

CHASE CLIENT \u201cResponse to ET1?\u201d 2 days<\/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 \u201cTribunal fee received?\u201d 7 days<\/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>

Key dates linked to Dossier Field 0 Days Limitation Date LIMITATION
\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>

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 ET1 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

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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

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

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

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

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

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

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

Generate and Complete ET1 Form Online<\/p><\/div><\/div><\/div><\/div>\n\n

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

DRAFT ET1 TO CLIENT FOR APPROVAL<\/strong><\/p>

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

CHASE CLIENT \u201cApproval of ET1 received?\u201d 2 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Issue Proceedings <\/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 Tribunal. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

Check ET1 and edit if necessary<\/p><\/div><\/div><\/div><\/div>\n\n

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

Email ET1 Form to Tribunal if required<\/p><\/div><\/div><\/div><\/div>\n\n

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

CLIENT CONFIRMING PROCEEDINGS ISSUED IN TRIBUNAL<\/strong><\/p>

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

CHASE TRIBUNAL \u201cET3 received?\u201d
\r\n28 days
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Has ET3 Been Received?<\/span><\/span>\n\n

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

Enter the details regarding if the ET3 has been received by us. 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 details regarding if the ET3 has been received by tribunal. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

Contact Tribunal \u2013 has ET3 been received?<\/p><\/div><\/div><\/div><\/div>\n\n

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

CLIENT ENCLOSE ET3<\/strong><\/p>

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

CLIENT ADVISE AWAITING ET3 FROM TRIBUNAL<\/strong><\/p>

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

INFORMATION SHEET \u2013 PROCESS AND MITIGATION<\/strong><\/p>

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CLIENT ADVISE APPLYING FOR JUDGMENT IN DEFAULT<\/strong><\/p>

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

APPLICATION FOR AN ORDER FOR JUDGMENT IN DEFAULT<\/strong><\/p>

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

CHASE CLIENT \u201cComments on ET3 received?\u201d 7 days<\/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 TRIBUNAL FOR ET3
\r\n7 days
\r\nLINK TO TASK HAS ET3 BEEN RECEIVED
\r\n<\/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 TRIBUNAL \u201cJudgment in default granted?\u201d
\r\n7 days
\r\nLINK TO TASK APPLICATION FOR JUDGMENT IN DEFAULT
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Application for Judgment in Default <\/span><\/span>\n\n

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

Enter the details regarding if the judgment is granted. 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>

ADVICE TO CLIENT RE APPLICATION<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Tribunal Orders<\/span><\/span>\n\n

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

Enter the details regarding the tribunal orders. 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 the details regarding tribunal hearing dates. 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 the details regarding the number of witnesses. 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 the details regarding the witnesses. 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 the details regarding the witnesses. 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 LETTER ENCLOSING INFORMATION FORM RE SCHEDULE OF LOSS<\/strong><\/p>

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INFORMATION REQUIRED FROM CLIENT IN ORDER TO PREPARE STATEMENT OF LOSS<\/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>

Key dates linked to Dossier Field
\r\n0 Days Exchange of List of Documents due REMINDER
\r\nLinked to dossier field Exchange of List of Documents due Linked to task List of Documents to Respondent
\r\n<\/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>

Key dates linked to Dossier Field
\r\n0 Days Exchange of Expert Reports due REMINDER
\r\nLinked to dossier field Exchange of Expert Reports due
\r\n<\/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>

Key dates linked to Dossier Field 0 Days Schedule of Loss due REMINDER
\r\nLinked to dossier field schedule of loss due
\r\n<\/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>

Key dates linked to Dossier Field
\r\n0 Days Witness statements exchange due REMINDER
\r\nLinked to dossier field Witness Statement Exchange Due
\r\n<\/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>

Key dates linked to Dossier Field
\r\n-21 Days Draft witness statements REMINDER
\r\nLinked to dossier field Witness Statement Exchange Due Linked to task Draft Witness Statements \u2013 For Approval
\r\n<\/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>

Key dates linked to Dossier Field
\r\n-14 Days Confirm ready to exchange REMINDER
\r\nLinked to dossier field Witness Statement Exchange Due Linked to task Draft Witness Statements \u2013 For Approval
\r\n<\/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>

Key dates linked to Dossier Field
\r\n0 Days Bundle of Documents to Respondent REMINDER
\r\nLinked to dossier field Bundle of Documents due
\r\n<\/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>

Key dates linked to Dossier Field
\r\n0 Days Bundle of Documents due from Respondent REMINDER
\r\nLinked to dossier field Bundle of Documents due
\r\n<\/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>

Key dates linked to Dossier Field 0 Days Preliminary Hearing HEARING DATE
\r\nLinked to dossier field Preliminary Hearing
\r\n<\/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>

Key dates linked to Dossier Field 0 Days Final Hearing
\r\nHEARING DATE
\r\nLinked to dossier field Final Hearing
\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
\r\n-7 Days Information for Schedule of Loss received? CHASE CLIENT
\r\nLinked to dossier field schedule of loss due
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Hearing Date(s) Received <\/span><\/span>\n\n

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

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

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

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

Enter the details regarding the number of witnesses. 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>

WITNESS DETAILS 1-3
\r\nDetails number of witnesses and details of witnesses 1 \u2013 3
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Enter the details regarding the witnesses. 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 the details regarding the witnesses. 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>

ADVICE TO CLIENT RE HEARING DATE(S)<\/strong><\/p>

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ADVICE TO WITNESS (1) RE HEARING DATE<\/strong><\/p>

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LETTER ENCLOSE WITNESS (2) DRAFT STATEMENT<\/strong><\/p>

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ADVICE TO WITNESS (3) RE HEARING DATE<\/strong><\/p>

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ADVICE TO WITNESS (4) RE HEARING DATE<\/strong><\/p>

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

ADVICE TO WITNESS (5) RE HEARING DATE<\/strong><\/p>

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

ADVICE TO WITNESS (6) RE HEARING DATE<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Prepare Statements <\/span><\/span>\n\n

<\/i><\/div>

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

Enter the details regarding the tribunal orders. 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 the details regarding the number of witnesses. 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 the details regarding the witnesses. 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 the details regarding the witnesses. 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>

TEMPLATE LETTER TO PREPARE CLIENT STATEMENT<\/strong><\/p>

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

TEMPLATE LETTER TO PREPARE WITNESS (1) STATEMENT<\/strong><\/p>

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

TEMPLATE LETTER TO PREPARE WITNESS (2) STATEMENT<\/strong><\/p>

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

TEMPLATE LETTER TO PREPARE WITNESS (3) STATEMENT<\/strong><\/p>

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

TEMPLATE LETTER TO PREPARE WITNESS (4) STATEMENT<\/strong><\/p>

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

TEMPLATE LETTER TO PREPARE WITNESS (5) STATEMENT<\/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>

TEMPLATE LETTER TO PREPARE WITNESS (6) STATEMENT<\/strong><\/p>

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

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

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

CHASE CLIENT \u201cChase Client re Statement\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

CHASE WITNESS \u201cChase Witness 1 re Statement\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

CHASE WITNESS \u201cChase Witness 2 re Statement\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

CHASE WITNESS \u201cChase Witness 3 re Statement\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

CHASE WITNESS \u201cChase Witness 4 re Statement\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

CHASE WITNESS \u201cChase Witness 5 re Statement\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

CHASE WITNESS \u201cChase Witness 6 re Statement\u201d<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> PREPARE SCHEDULE OF LOSS<\/span><\/span>\n\n

<\/i><\/div>

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

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

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

Run a Form<\/strong><\/p>

SCHEDULE OF LOSS<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> PREPARE LIST OF DOCUMENTS<\/span><\/span>\n\n

<\/i><\/div>

Run a Form<\/strong><\/p>

LIST OF DOCUMENTS<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

CLIENT LETTER ENCLOSING DRAFT LIST OF DOCUMENTS<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/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 \u201cResponse re List of Documents received?\u201d 7 days
\r\nLink to task List of Documents to Respondent
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> LIST OF DOCUMENTS TO OTHER SIDE<\/span><\/span>\n\n

<\/i><\/div>

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

Enter details regarding the schedule of loss. 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>

Ltr enc. List of Documents to Emp (Company) FW_EME<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/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 RESPONDENT \u201cList of Documents received?\u201d 1 day
\r\n
\r\n<\/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 RESPONDENT \u201cRequested documents received?\u201d 7 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> CHASING LIST OF DOCUMENTS FROM OTHER SIDE<\/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 RESPONDENT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Enter details regarding the list of documents. 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>

Ltr Chase Emp (Company) for List of Docs FW_EME<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/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 RESPONDENT \u201cList of Documents received? Unless Order required?\u201d
\r\n7 days
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/span> RECEIPT OF DOCUMENTS FROM OTHER SIDE<\/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 RESPONDENT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

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

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

Ask user for text input<\/strong><\/p>

Have documents been reviewed by sol? Yes \/ No<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

CLIENT RE DOCUMENTS RECEIVED<\/strong><\/p>

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

<\/i><\/div>

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

Make application for outstanding documents<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> PREPARE BUNDLE<\/span><\/span>\n\n

<\/i><\/div>

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

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

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

Ask user for text input<\/strong><\/p>

Has the Received Bundle been checked (If Bundle Prepared by Respondent)? Yes \/ No<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Ask user for text input<\/strong><\/p>

Are any Documents Missing (If Bundle Prepared by Respondent)? Yes \/ No<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Ask user for text input<\/strong><\/p>

Has the prepared bundle been checked (If Bundle Prepared by Claimant)? Yes \/ No<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

COPY BUNDLE TO CLIENT<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 15<\/span> DRAFT WITNESS STATEMENTS \u2013 FOR APPROVAL<\/span><\/span>\n\n

<\/i><\/div>

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

Enter the details regarding the number of witnesses. 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 the details regarding the witnesses. 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 the details regarding the witnesses. 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>

LETTER ENCLOSE WITNESS (1) DRAFT STATEMENT<\/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>

WITNESS (1) DRAFT STATEMENT<\/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>

LETTER ENCLOSE WITNESS (2) DRAFT STATEMENT<\/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>

WITNESS (2) DRAFT STATEMENT<\/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>

LETTER ENCLOSE WITNESS (3) DRAFT STATEMENT<\/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>

WITNESS (3) DRAFT STATEMENT<\/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>

LETTER ENCLOSE WITNESS (4) DRAFT STATEMENT<\/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>

WITNESS (4) DRAFT STATEMENT<\/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>

LETTER ENCLOSE WITNESS (5) DRAFT STATEMENT<\/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>

WITNESS (5) DRAFT STATEMENT<\/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>

LETTER ENCLOSE WITNESS (6) DRAFT STATEMENT<\/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>

WITNESS (6) DRAFT STATEMENT<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/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 WITNESS \u201cChase Witness 1 re Statement\u201d 7 days<\/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 WITNESS \u201cChase Witness 2 re Statement\u201d 7 days<\/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 WITNESS \u201cChase Witness 3 re Statement\u201d 7 days<\/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 WITNESS \u201cChase Witness 4 re Statement\u201d 7 days<\/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 WITNESS \u201cChase Witness 5 re Statement\u201d 7 days<\/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 WITNESS \u201cChase Witness 6 re Statement\u201d 7 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 16<\/span> CONFIRM AGREEMENT TO EXCHANGE<\/span><\/span>\n\n

<\/i><\/div>

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

Letter to Emp (Company) to Confirm Exchange<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 17<\/span> EXCHANGE WITNESS STATEMENTS<\/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 WITNESS<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Enter the details regarding the respondent witness statements received. 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>

LETTER TO OTHERSIDE ENCLOSING WITNESS STATEMENT(S)<\/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>

Ltr to Emp (Company) enc. Witness Stat FW_EME<\/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>

Ltr to Emp (Company) Chasing Witness Stat FW_EME<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/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 RESPONDENT Witness statement(s) received?<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 18<\/span> FINAL HEARING CHECKLIST<\/span><\/span>\n\n

<\/i><\/div>

Ask user for text input<\/strong><\/p>

Have all documents been exchanged? Yes \/ No<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Ask user for text input<\/strong><\/p>

Are relevant documents in bundle and checked? Yes \/ No<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Ask user for text input<\/strong><\/p>

Has a copy bundle been sent to the client? Yes \/ No<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Ask user for text input<\/strong><\/p>

Have copy witness statements been sent to client? Yes \/ No<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Ask user for text input<\/strong><\/p>

Have copies for ET been prepared (if appropriate)? Yes \/ No<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Ask user for text input<\/strong><\/p>

Has a List of Issues been prepared? Yes \/ No<\/p><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[37],"class_list":["post-23289","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-employment-hr"],"acf":[],"yoast_head":"\nEmployment - Tribunal Process 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 - Tribunal Process 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 - Tribunal Process 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 - Tribunal Process Employee workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/employment-tribunal-process-employee\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-06T08:12:25+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/03\/image-82.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"9 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/employment-tribunal-process-employee\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/employment-tribunal-process-employee\/\",\"name\":\"Employment - 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