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Case Bundle Checklist

Posted on 26th June 2013
Must read Checklist

What should your Case Bundle contain? We have listed below examples of the documentation you may have and which if relevant to your case we will need to see.

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Meet the author

Julie Temple Julie
Temple
Partner Telephone: 01473 694407

We will need to see documents relevant to your case

Case Bundle Checklist

• Offer of employment or letter of appointment

• Contract of Employment or Service Agreement and any revisions

• Job Description

• Appraisals for relevant periods

• Bonus scheme rules

• Pension scheme rules

• Pay slips

• Employee handbook and other workplace policies, procedures or rules

• Grievance correspondence and documentation

• Disciplinary correspondence documentation

• Capability correspondence documentation

• Letter of dismissal

• Letter of resignation

• Medical reports obtained by your employer

• Medical reports and correspondence from your own medical adviser

• Notes of meetings made by your or your employer

• Diary entries and notes you have made

• Correspondence to and from your employer

• Tape recordings

• CCTV film/recordings

• Chronology

• Claim Form (ET1)

• Response Form (ET3)

Find out how we can help you

Click here to contact us or phone us 01473 688100

Get prepared

Before you call or meet with us it will help us better understand the background facts and your concerns if you:

  • find your contract of employment or service agreement
  • collect together any other relevant correspondence, emails and documents
  • prepare a short chronology or list of key events
  • use one of our online forms to tell us about your problem.

Our online forms are the easy and convenient way to tell us about your case. Our ‘save as you go’ feature lets you complete your answers in your own time.