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Home/Articles/Employment/Employment documents before taking action

Employment

Employment documents before taking action

What employers and employees should gather before disciplinary, termination, or settlement steps.

Reviewed by Gerhard Human · 26 Apr 2026 · 1 min

Employment decisions should be document-led. Gather the contract, policies, job description, payslips, warnings, minutes, correspondence, medical notes where relevant, and the timeline of events.

Employers should check authority, procedure, consistency, substantive reason, notice, representation, and record keeping before acting. Employees should identify dates, forum deadlines, documents received, and what relief they want.

Forum and timing matter. CCMA, bargaining council, Labour Court, internal appeal, and contractual deadlines should be identified immediately.

Settlement wording should deal with payment timing, tax treatment where relevant, confidentiality, return of property, references, restraint or confidentiality obligations, and full and final settlement language.

This article is general information only and does not create an attorney-client relationship. Submit an enquiry for advice on your specific facts.

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