| No Copies to Management |
|
GRIEVANCE INVESTIGATION FACT SHEET |
| Date: ______________ | Grievance No. __________________ |
|
WHO IS INVOLVED? |
| Worker: | Name: ____________________________________________ Phone #
_________________
Address: ___________________________________________________________________ __________________________________________________________________________ Job Title: ______________________________ Work Section: _________________________ Seniority Date: _______________________________________________________________ |
| Management: | 1st Line Supervisor
___________________________________________________________
Other Management Involved: ____________________________________________________ __________________________________________________________________________ |
| Witnesses: | Name: ________________________________ Phone #
______________________________
Address: ____________________________________________________________________ ___________________________________________________________________________ Name: ________________________________ Phone # ______________________________ Address: ____________________________________________________________________ ___________________________________________________________________________ Name: ________________________________ Phone # ______________________________ Address: ____________________________________________________________________ ___________________________________________________________________________ |
| Other Participants: |
Name:
_____________________________________________________________________
Name: _____________________________________________________________________ |
|
WHEN DID THE GRIEVANCE OCCUR? |
| Date/Time violation occurred:
______________________________________________________________________
Date/Time grievant learned of violation: _______________________________________________________________ Date/Time grievant contacted steward: _______________________________________________________________ Date/Time of 1st Step meeting: _____________________________________________________________________ Date/Time grievance filed: _________________________________________________________________________ |
|
WHERE DID THE GRIEVANCE OCCUR? |
| Where was the grievant?
________________________________________________
Where was the supervisor? ______________________________________________ |
|
WHAT HAPPENED? |
| Grievants version: (when)
_________________________________________________________________________
(where) ______________________________________________________________________________________ (what) _______________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ (date of interview) ______________________________________________________________________________ 1st Line Supervisor's (or other management representative) version and/or position: (when) _______________________________________________________________________________________ (where) ______________________________________________________________________________________ (what) _______________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ (date of interview) ______________________________________________________________________________ The act or omission that caused the grievance. What did some member of management do that he/she should not have done - - or failed to do that he/she should have done? _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ |
|
WHY IS THE COMPLAINT A GRIEVANCE? |
|
Violation of Contract: Article _________ Section __________ Page __________ Violation of Law: Federal ________ State ________ Local _______ Violation of Work Rule: Which Rule? _________________________________________________________________ Violation of Management responsibility: _______________________________________________________________ Unfair Treatment (give specific examples) ______________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ Violation of an Arbitrator's decision: _________________________________________________________________ Violation of past practice: _________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ |
|
WHAT ELSE IS IMPORTANT? |
| Grievants past work record (background)
_____________________________________________________________
_____________________________________________________________________________________________ _____________________________________________________________________________________________ Number of members in work area ___________ To whom is this issue important _____________________________________________________________________ How many people are affected by this issue ___________ Can people be mobilized around this issue? ____Yes _____No Can this issue increase the visibility of the union? ____Yes _____No Who in the union leadership is already involved with the issue? ______________________________________________ _____________________________________________________________________________________________ Who in the union leadership needs to become involved? ___________________________________________________ _____________________________________________________________________________________________ Other helpful information: __________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ |
|
WHAT SETTLEMENT WILL IT TAKE TO MAKE THE GRIEVANT WHOLE? |
| What will it take to put the grievant in the same position
he/she would have been in if the grievance had not occurred?
_____________________________________________________________________________________________
_____________________________________________________________________________________________ _____________________________________________________________________________________________ |
|
FACTUAL INFORMATION THAT MAY BE NEEDED |
| ___ Overtime records
___ Attendance record ___ Discipline record ___ Job bid sheet |
Date req. ________
Date req. ________ Date req. ________ Date req. ________ |
Date received _________
Date received _________ Date received _________ Date received _________ |
| ___ Medical records | employee permission __________________________ |
| ___ Memo of understanding
___ Federal, State, Local Law ___ Grievance File ___ Past Practice File ___ Arbitrator's Decisions ___ Seniority List ___ Work Rule ___ Other grievances filed by employee ___ Similar grievances filed by others |
|
DISPOSITION OF GRIEVANCE |
| Outcome of the 1st step grievance meeting:
____________________________________________________________
_____________________________________________________________________________________________ Outcome of the 2nd step grievance meeting: ___________________________________________________________ _____________________________________________________________________________________________ Outcome of the 3rd step grievance meeting: ____________________________________________________________ _____________________________________________________________________________________________ Outcome of arbitration: ___________________________________________________________________________ _____________________________________________________________________________________________ Stewards signature/date: __________________________________________________________________________ |