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Templates & Checklists

Reconstruct the sequence of an employment dispute without hiding uncertain dates or disputed accounts. The Word worksheet and review prompt organise events, source references, competing accounts and unresolved questions.

Want an easier way to manage complex matters?

Employment factual record kit

What’s inside

  • Employment factual review worksheet

    Word event sequence, date and source fields, competing accounts and worked example.

    docx

  • Reusable review prompt

    Task-specific prompt with exact sources and human review boundaries.

    txt

  • Synthetic source packet

    Five fictional employment records with stable line references and known gaps.

    zip

    Included in the complete kit

Using this kit

Who it’s for

For lawyers and paralegals preparing a factual review of an employment matter from documents and recorded accounts.

When to use it

Use it when the timing, knowledge or sequence of events needs checking across several sources, or when new material changes the working account.

How to use it

Set the review period and source coverage. Record events with their exact references, retain date uncertainty and distinguish each person's account from documentary evidence. Track the questions that require further material or clarification.

Scope and review

The worked example is fictional. The worksheet does not establish motive, credibility, liability or compliance with a particular jurisdiction's procedures. Apply the firm's access and confidentiality controls.