01Identity, purpose, access, and service intake
Resolve the employer entity, person or representative, work relationship, location, role, purpose, audience, language and accessible path; classify the service without deciding it; collect only required information; and route emergencies, complaints and sensitive matters safely.
Required evidence: Employer entity, person and representative identifiers, relationship and status, location and jurisdiction candidate, role, purpose, service class, language, accessibility path, notice version, authority, source and field access, requested outcome, urgency, sensitivity, conflict, safe contact and denial or escalation reason.
02Employee facts, policy, and eligibility evidence
Preserve employee assertions and original documents; retrieve current source records and applicable policies; separate supplied, observed, verified and derived facts; apply exact date, balance and condition rules; and expose missing, conflicting or stale evidence.
Required evidence: Original request and attachment, source and author, employee assertion, manager observation, system record, policy and plan version, effective period, collective term, job and work schedule, date and balance inputs, deterministic calculation, missing fact, contradiction, supersession and access boundary.
03Administrative candidate and qualified review
Draft clarification, checklist, calculation, route, notice or field change from permitted evidence; show the exact rule and uncertainty; minimize reviewer data; and require the qualified owner for entitlement, accommodation, performance, pay, discipline, complaint, investigation and other material decisions.
Required evidence: Candidate type, cited rule and source facts, calculation trace, missing information, alternatives, sensitive-field mask, reviewer role and conflict check, decision authority, rationale, professional input where applicable, approved wording, rejected candidate and unresolved state.
04Notice, record effect, reconsideration, and correction
Deliver an accessible, audience-appropriate notice; separate decision from acknowledgment; validate and approve each system update; reconcile payroll, benefit, time and case effects; and preserve correction, reconsideration, appeal, complaint, withdrawal, retention and deletion paths.
Required evidence: Decision and effective date, notice and language, accessible alternative, recipient and safe channel, delivery and acknowledgment, approved field diff, destination, idempotency key, write receipt, downstream effect, reconciliation, employee response, correction, reconsideration, appeal, complaint, supersession and retention state.