Employment – Tribunal Process Employee
Updated Mar 28th, 2023
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:
Allocate a Custom Questionnaire
Enter the details regarding the Tribunal. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the limitation date. This information is used to pre-populate letters and fields
Send Standard Document
Add an automatic keydate to matter
CHASE CLIENT “Response to ET1?” 2 days
Add an automatic keydate to matter
CHASE CLIENT “Tribunal fee 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
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:
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 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:
Allocate a Custom Questionnaire
Enter the details regarding the Tribunal. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the limitation date. This information is used to pre-populate letters and fields:
Display a message to the user
Generate and Complete ET1 Form Online
Send Standard Document
Add an automatic keydate to matter
CHASE CLIENT “Approval of ET1 received?” 2 days
Meet unmet keydates by type
CHASE CLIENT
Allocate a Custom Questionnaire
Enter the details regarding the Tribunal. This information is used to pre-populate letters and fields:
Display a message to the user
Check ET1 and edit if necessary
Display a message to the user
Email ET1 Form to Tribunal if required
Send Standard Document
Add an automatic keydate to matter
CHASE TRIBUNAL “ET3 received?”
28 days
Allocate a Custom Questionnaire
Enter the details regarding if the ET3 has been received by us. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding if the ET3 has been received by tribunal. This information is used to pre-populate letters and fields:
Display a message to the user
Contact Tribunal – has ET3 been received?
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASE CLIENT “Comments on ET3 received?” 7 days
Add an automatic keydate to matter
CHASE TRIBUNAL FOR ET3
7 days
LINK TO TASK HAS ET3 BEEN RECEIVED
Add an automatic keydate to matter
CHASE TRIBUNAL “Judgment in default granted?”
7 days
LINK TO TASK APPLICATION FOR JUDGMENT IN DEFAULT
Allocate a Custom Questionnaire
Enter the details regarding if the judgment is granted. This information is used to pre-populate letters and fields:
Send Standard Document
Allocate a Custom Questionnaire
Enter the details regarding the tribunal orders. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding tribunal hearing dates. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the number of witnesses. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Key dates linked to Dossier Field
0 Days Exchange of List of Documents due REMINDER
Linked to dossier field Exchange of List of Documents due Linked to task List of Documents to Respondent
Add an automatic keydate to matter
Key dates linked to Dossier Field
0 Days Exchange of Expert Reports due REMINDER
Linked to dossier field Exchange of Expert Reports due
Add an automatic keydate to matter
Key dates linked to Dossier Field 0 Days Schedule of Loss due REMINDER
Linked to dossier field schedule of loss due
Add an automatic keydate to matter
Key dates linked to Dossier Field
0 Days Witness statements exchange due REMINDER
Linked to dossier field Witness Statement Exchange Due
Add an automatic keydate to matter
Key dates linked to Dossier Field
-21 Days Draft witness statements REMINDER
Linked to dossier field Witness Statement Exchange Due Linked to task Draft Witness Statements – For Approval
Add an automatic keydate to matter
Key dates linked to Dossier Field
-14 Days Confirm ready to exchange REMINDER
Linked to dossier field Witness Statement Exchange Due Linked to task Draft Witness Statements – For Approval
Add an automatic keydate to matter
Key dates linked to Dossier Field
0 Days Bundle of Documents to Respondent REMINDER
Linked to dossier field Bundle of Documents due
Add an automatic keydate to matter
Key dates linked to Dossier Field
0 Days Bundle of Documents due from Respondent REMINDER
Linked to dossier field Bundle of Documents due
Add an automatic keydate to matter
Key dates linked to Dossier Field 0 Days Preliminary Hearing HEARING DATE
Linked to dossier field Preliminary Hearing
Add an automatic keydate to matter
Key dates linked to Dossier Field 0 Days Final Hearing
HEARING DATE
Linked to dossier field Final Hearing
Add an automatic keydate to matter
Key dates linked to Dossier Field
-7 Days Information for Schedule of Loss received? CHASE CLIENT
Linked to dossier field schedule of loss due
Allocate a Custom Questionnaire
Enter the details regarding tribunal hearing dates. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the number of witnesses. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
WITNESS DETAILS 1-3
Details number of witnesses and details of witnesses 1 – 3
Allocate a Custom Questionnaire
Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Allocate a Custom Questionnaire
Enter the details regarding the tribunal orders. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the number of witnesses. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add a Keydate to Matter
CHASE CLIENT “Chase Client re Statement”
Add a Keydate to Matter
CHASE WITNESS “Chase Witness 1 re Statement”
Add a Keydate to Matter
CHASE WITNESS “Chase Witness 2 re Statement”
Add a Keydate to Matter
CHASE WITNESS “Chase Witness 3 re Statement”
Add a Keydate to Matter
CHASE WITNESS “Chase Witness 4 re Statement”
Add a Keydate to Matter
CHASE WITNESS “Chase Witness 5 re Statement”
Add a Keydate to Matter
CHASE WITNESS “Chase Witness 6 re Statement”
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:
Run a Form
SCHEDULE OF LOSS
Run a Form
LIST OF DOCUMENTS
Send Standard Document
Meet unmet keydates by type
CHASE CLIENT “Response re List of Documents received?” 7 days
Link to task List of Documents to Respondent
Allocate a Custom Questionnaire
Enter details regarding the schedule of loss. This information is used to pre-populate letters and fields:
Send Standard Document
Meet unmet keydates by type
CHASE RESPONDENT “List of Documents received?” 1 day
Meet unmet keydates by type
CHASE RESPONDENT “Requested documents received?” 7 days
Meet unmet keydates by type
CHASE RESPONDENT
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Enter details regarding the list of documents. This information is used to pre-populate letters and fields:
Send Standard Document
Add an automatic keydate to matter
CHASE RESPONDENT “List of Documents received? Unless Order required?”
7 days
Meet unmet keydates by type
CHASE RESPONDENT
Allocate a Custom Questionnaire
Enter details regarding the documents received. This information is used to pre-populate letters and fields:
Ask user for text input
Have documents been reviewed by sol? Yes / No
Send Standard Document
Display a message to the user
Make application for outstanding documents
Allocate a Custom Questionnaire
Enter details regarding the bundle of documents. This information is used to pre-populate letters and fields:
Ask user for text input
Has the Received Bundle been checked (If Bundle Prepared by Respondent)? Yes / No
Ask user for text input
Are any Documents Missing (If Bundle Prepared by Respondent)? Yes / No
Ask user for text input
Has the prepared bundle been checked (If Bundle Prepared by Claimant)? Yes / No
Send Standard Document
Allocate a Custom Questionnaire
Enter the details regarding the number of witnesses. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASE WITNESS “Chase Witness 1 re Statement” 7 days
Add an automatic keydate to matter
CHASE WITNESS “Chase Witness 2 re Statement” 7 days
Add an automatic keydate to matter
CHASE WITNESS “Chase Witness 3 re Statement” 7 days
Add an automatic keydate to matter
CHASE WITNESS “Chase Witness 4 re Statement” 7 days
Add an automatic keydate to matter
CHASE WITNESS “Chase Witness 5 re Statement” 7 days
Add an automatic keydate to matter
CHASE WITNESS “Chase Witness 6 re Statement” 7 days
Send Standard Document
Meet unmet keydates by type
CHASE WITNESS
Allocate a Custom Questionnaire
Enter the details regarding the respondent witness statements received. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASE RESPONDENT Witness statement(s) received?
Ask user for text input
Have all documents been exchanged? Yes / No
Ask user for text input
Are relevant documents in bundle and checked? Yes / No
Ask user for text input
Has a copy bundle been sent to the client? Yes / No
Ask user for text input
Have copy witness statements been sent to client? Yes / No
Ask user for text input
Have copies for ET been prepared (if appropriate)? Yes / No
Ask user for text input
Has a List of Issues been prepared? Yes / No