Preparatory steps•Outline the complaints/proceedings that are currently active that need to be compromised, eg Workplace Relations Commission (WRC) complaints, civil claim, Data Protection Commission (DPC) complaint etc.•Take note of any processes already invoked, ie grievance/disciplinary process, subject access request, protected disclosures made.•Obtain a copy of employee’s latest contract of employment, any amendments or correspondence which form part of the contract and any company handbook that may be deemed to be part of the contract. Confirm with the employer this reflects the current position.•Confirm details of the continuous service of the employee (start date of employment and dates of any amendments to the contract made during the employment).•Obtain information regarding the employee’s pension:◦is it a defined benefit or defined contribution, and◦are all of the employer pension contributions paid up to date?•Consider the basis on which the settlement is being paid, ie is it in settlement