Overview:

The LR Cases workflow is used by the Workforce Relations Division (WRD) in the Office of Human Resources (OHR) to document the activities, major events, and history of LR cases (Information Requests, Negotiability, Negotiation, Negotiated Grievances, Representation, and Unfair Labor Practices). 

Entering and Reviewing the Data: Tabs

WiTS workflows are comprised of ‘Tabs’, which are completed in consecutive order by one or more persons. Below is a list of what information is captured in each tab of this workflow.

Action Details Tab

• WiTS#
• Date Entered
• Action Type
• Date Recv’d in HR
• Contact Last Name, First Name, Email address
• Administrative Code, Institute/Center, Organization Initials
• LR Branch Chief
• LR Team
• LR Specialist
• LR Team Leader
• Last Saved/Updated By
• Action Status Code
• Comments
• Action Status/Description

Request/Filer Tab

• Type of Case
• Matter
• Case Category

Case Tab

• Type of Case
• Matter
• Case Category
• Employee First Name, Last Name, ID, Admin Code
• Labor Organization

Information Request

• Information Request Description
• Date Initial Request Received
• Response Type
• Date
• Final Response Disposition
• Response Description

Negotiability

• Type of Case
• Petitioner
• Date Notice Provided to Union of Non-Negotiability
• Issue
• Negotiability Comments
• Reason for Non-Negotiability
• Other Reason for Non-Negotiability
• Date Petition Filed
• Hearing Start Date
• Hearing End Date
• Date Position Statement Submitted
• Decision Date
• Decision
• Appealed to Authority

Negotiated Grievance

• Type of Case
• Negotiated Grievance Type
• Negotiated Grievance Description
• Cited Agreement Article(s)
• Related to MOU
• Arbitration Invoked?

Negotiation

• Type of Case
• Negotiation Type
• Notice to Union
• Date of Notice
• Did Union Invoke Bargaining
• Negotiated Agreement Article(s)
• Negotiated Item(s)
• FMCS Request
• Other Miscellaneous Items Negotiated
• Date of FMCS Request
• Date of Impasse Certification
• FSIP
• Date Sent to FSIP
• FSIP Outcome
• Negotiation End Date
• Negotiation Resolution Description
• Negotiation Resolution
• Contract/MOU Amendment Effective Date
• Union Signatory Party
• Agency Signatory Party

Representation

• Representation Case #
• Case Subtype
• Date Petition Filed
• Petitioner
• Description of the Unit (Included)
• Other Labor Organizations Affected by Petition
• Recognition Date of Unit
• Description of the Unit (Excluded)
• Number of Employees in Current Unit
• Number of Employees in Question
• Initial Resolution
• Have Employees been Contested Before
• FLRA Representative
• Employee Categories
• Hearing Start Date
• Brief Submission Date
• Hearing End Date
• Decision Date
• Decision
• Appealed to Authority

Unfair Labor Practice

• Type of Case
• Date ULP Filed
• ULP Case Number
• Charged Party
• ULP Description
• Related Agreement Article(s)
• Related to MOU
• FLRA Representative
• Case Disposition
• Initial Case Disposition
• Exceptions Filed with the Authority

Outcome Tab

• Type of Case
• Date Case Closed
• Follow-up Date
• Follow-up Notification Details

Moving through the workflow: Routing

LR Specialist (Initiates Action) then

LR Team Leader (Optional Review) then

LR Branch Chief (Optional Review) then

LRS/Team Lead or LR Branch Chief (Completes Action)

Routing Options:

The routing menu is used to move actions through the process and/or to send emails. The options and email recipients may change based on who has the action in their worklist.

When the action is in the 'Initiation' step:

• Close Case
• Sent to LR Team Leader
• Send to LR Branch Chief
• Cancel Action

When the action is with the LR Team Leader:

• Send to LR Specialist
• Send to LR Branch Chief
• Close Case
• Cancel Action

When the action is with the LR Branch Chief:

• Send to LR Specialist
• Send to LR Team Leader
• Close Case
• Cancel Action

Communicating Status and Reminders: Email

Based on established SLA's and/or business rules, email notifications and reminders are automatically sent from WiTS throughout the completion of the workflow.

Subject: 20-Day Reminder of Arbitration Decision Date for LR Case WiTS #12345–
Sent to the HR Specialist when 20 days have passed after the Arbitration Decision Date.

Subject: Follow-up Reminder for LR Case WiTS #12345 –
Sent to the HR Specialist when the date of the Follow-up Date field has arrived.