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What is the Role of a Support Person in a Disciplinary Meeting?

Summary

  • Employees in Australia generally have a right to bring a support person to disciplinary meetings, though this right is not absolute and depends on the circumstances and applicable workplace laws.
  • Employers should have clear policies about support persons, including who can attend (typically a colleague or union representative) and their role, which is to provide moral support rather than act as an advocate.
  • Support persons cannot answer questions on behalf of the employee, but they can take notes, observe proceedings, and request breaks or clarification if needed.
  • This article explains the role of support persons in workplace disciplinary meetings for Australian business owners and employers.
  • LegalVision is a commercial law firm that specialises in advising clients on employment law and workplace relations matters.

Tips for Businesses

Develop a written policy outlining when employees can bring support persons to disciplinary meetings and clearly define their permitted role. Communicate this policy to all staff. During meetings, address questions directly to the employee, not their support person. Allow reasonable requests for breaks or clarification to ensure procedural fairness.

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A support person is someone who accompanies an employee to a disciplinary meeting to provide moral support and help them understand the process. While Australian employers are not required to offer a support person during disciplinary meetings, they cannot unreasonably refuse an employee’s request for one under the Fair Work Act. Understanding the role of a support person and the legal requirements around their presence helps protect your business from unfair dismissal claims. This article discusses the role of a support person in a disciplinary meeting.

The Fair Work Commission’s Approach

When the Fair Work Commission (FWC) examines an unfair dismissal claim, it analyses whether the dismissal was “harsh, unjust, or unreasonable”. Therefore, to ensure your compliance with the Fair Work Act, you cannot unreasonably refuse your employee’s request for a support person at a meeting to discuss a dismissal. While you do not have to offer your employee a support person, you cannot refuse a request for a support person without a justifiable reason. 

If you deny an employee a support person, the FWC may find that you did not follow the process of ‘procedural fairness’ and, therefore, the dismissal was unfair. Therefore, it can be a good idea to tell the employee they can bring a support person. This way, it is evident you are offering your employee procedural fairness.

A Support Person in a Disciplinary Meeting

You only have to allow a support person in a meeting if it is a disciplinary meeting. Disciplinary meetings are serious meetings between an employee and one or more of their managers. These meetings usually relate to the employee’s potential dismissal. A disciplinary meeting is a confronting experience for any employee and the presence of a support person may help the employee feel more relaxed.

A support person in a disciplinary meeting can provide moral support to the employee. They might be a friend, mentor, or union representative. During the meeting, they will often sit next to the employee. Additionally, they will be available to discuss the meeting afterwards with the employee.

A support person should not attend routine meetings, such as annual appraisals.

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How to Prepare for a Disciplinary Meeting With an Employee

Before the meeting, you should explain in writing that the employee may have a support person present and that it is up to the employee to choose this person. It would be best if you made it clear that the role of their support person is purely to provide moral and emotional support rather than answer questions on behalf of the employee.

Refusing a Support Person

You should only refuse an employee’s choice of support person if there is a potential conflict of interest. For example, the employee should not ask another employee involved in the matter to be their support person. Instead, like a close friend, an external person is more appropriate.

In the case of Trembath v RACV Cape Schanck Resort, the FWC found that the employer’s refusal of a support person was reasonable. This refusal was because the employee had asked a co-worker to be their support person. However, this co-worker was a management representative involved in the dismissal process.

If you refuse the initial choice of a support person, ensure that you document your reasons in writing. In addition, you should also give the employee time to select a more appropriate choice. You should not choose a support person for the employee or replace their initial choice with your own.

Some employees will elect not to have a support person. When this happens, it is essential to have this decision in writing. In this case, the meeting can go ahead without a support person. However, the employee may still change their mind and invite a support person to the meeting.

A Support Person’s Behaviour in the Meeting

The person leading the meeting should clarify at the outset that the support person should not speak on behalf of the employee. Remember, a support person is not an advocate for your employee. Instead, a support person is there to provide your employee with emotional and moral support in what is usually a confronting meeting. Whilst a support person can speak with the employee, the support person should not answer questions on your employee’s behalf. If they do so, you should remind them of their role and record any interruptions in the minutes.

Moreover, excessive interruptions may be grounds to pause the meeting. If the support person continues this behaviour, you can ask them to leave. However, it would help if you always gave the employee the chance to have a support person of their choosing present. Therefore, you should only eject the support person in extreme circumstances. Then, you can offer the employee the opportunity to find an alternative person or continue with the meeting, if appropriate.

If you deny an employee a support person in a disciplinary meeting and terminate their employment, they may commence an unfair dismissal claim against you. This is just one of the factors relevant to an unfair dismissal claim. Therefore, you must allow a support person in any meetings relating to the employee’s dismissal.

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Key Statistics

  1. 11,000+: The Fair Work Commission received over 11,000 unfair dismissal applications in 2023–24, underscoring the significant legal risk employers face when procedural fairness is not followed.
  2. 21 days: Employees have just 21 days from dismissal to lodge an unfair dismissal claim with the FWC, making prompt and procedurally fair dismissal processes critical for employers.
  3. 74%: In 2023–24, approximately 74% of unfair dismissal cases were resolved at conciliation, highlighting the importance of early procedural compliance to avoid costly dispute resolution.

Sources

  1. Fair Work Commission, Annual Report 2023–24, Australian Government, 2024.
  2. Fair Work Act 2009 (Cth), s 394(2).
  3. Fair Work Commission, Annual Report 2023–24, Australian Government, 2024.

Key Takeaways

A support person should not speak on behalf of your employee during disciplinary meetings. Instead, they are present to provide your employee with emotional and moral support. If the support person consistently interrupts the meeting by answering questions, this is grounds for you to pause the meeting. You should ensure that you record these interruptions in the meeting minutes. Ultimately, whilst you do not have to provide your employee with a support person during disciplinary meetings, it would be wise to do so regardless. This is because when you dismiss your employee, giving them the option for a support person can exhibit procedural fairness.  

If you want to learn more about the role of support persons in disciplinary meetings, LegalVision provides ongoing legal support for businesses through our fixed-fee legal membership. Our experienced employment lawyers help businesses manage contracts, employment law, disputes, intellectual property, and more, with unlimited access to specialist lawyers for a fixed monthly fee. To learn more about LegalVision’s legal membership, call 1300 544 755 or visit our membership page.

Frequently Asked Questions

Who can be a support person? 

A support person can be a friend, family member, counsellor or union representative. 

Can I refuse a request for a support person?

Under the Fair Work Act, you cannot unreasonably refuse a request for a support person. In this sense, you should only refuse an employee’s request for a support person if there is a potential conflict of interest. For example, where your employee chooses a co-worker or management representative who is involved in the disciplinary matter. 

Do I need to inform my employee they can bring a support person?

You are not legally required to offer a support person, but proactively telling your employee they can bring one demonstrates procedural fairness. This can protect your business if the employee later lodges an unfair dismissal claim with the Fair Work Commission.

Can a support person answer questions on behalf of my employee?

No. A support person’s role is strictly to provide emotional and moral support. If they answer questions on your employee’s behalf, remind them of their role and document any interruptions in the meeting minutes.

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Jessica Anderson

Senior Lawyer | View profile

Jessica is a Senior Lawyer in LegalVision’s Commercial team. From day to day, Jessica enjoys preparing contracts to suit her clients’ needs, and walking clients through key-risk issues, whether within a contract or within the broader regulatory landscape, from privacy law, consumer law, or community gaming and charities law.

Qualifications: Bachelor of Laws, Graduate Diploma of Legal Practice, Macquarie University.

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