Clerks Conference – 4 th June 2009

1. Clerks Conference – 4th June 2009 Clerking Formal Hearings

2. Clerking Formal Hearings • Introductions • Aims of this session

3. Roles • The Clerk • HR Adviser • Governors / Headteacher • Employee’s representative

4. How many types of Formal HRhearings can you think of?

5. General Principles • Policies • Committees • Confidentiality • Impartiality / Conflict of Interest • Time Frames • Status of a hearing in the employment process

6. Pre-hearing Arrangements • Setting a date & time • Suitable Venue • Refreshments / Lunch • Time of day • Rooms • Set up of the hearing room

8. Distribution of Documents • School Report & Appendices • Letter of invitation to the employee • Any papers submitted by the employee or their representative • HR Adviser distributes agenda & decision grid with a covering letter of advice

9. Appeal Hearings • Papers likely to be the same, but there may be additional evidence • Letter of outcome from first hearing • Does not include a copy of the minutes from the first hearing (except grievances) • Clean copies!

10. The Hearing • Formal • Pre-hearing briefing by HR Adviser • Tape recording • Witnesses

11. Taking Notes • Note start and finish times • Not necessarily verbatim • Capture main points / Questions and answers

12. And finally…………… • Send notes to the Chair of the Panel and the HR Adviser for approval • Any comments on the notes by the employee can be placed on record • Keep your handwritten notes • All papers kept for a minimum of 6 months

13. Any final questions……………….?