The importance of HR case management systems and how they can assist with your day-to-day challenges

The past three years have seen unprecedented changes to industry standards and work environments across the globe. COVID-19 and movements surrounding racial equality have put more expectations on human resources (HR/ER) than ever before. Not only that, but we’ve also seen a range of high-profile employee tribunals brought to attention in the media. This has intensified the importance of companies having full transparency over how employee relations (ER) cases are handled, ensuring that everything is compliant.

But despite this, a surprisingly low percentage of people know the basic details of an HR case management type system or how to utilise it in the crucial stages of an ER case.  At we offer case management as a crucial function of our system, plus a whole lot more and would like to explain how our system works and how it could assist you.

What is HR Case Management?

HR management is a system used to track progress of a case that is undertaken when an employee makes a report or request of a humanistic nature. This is not a concern regarding business growth or the bottom line, but an issue that could cause (or has caused) physical or emotional damage to an employee.  Employees can reach out to their Human Resources department for any query or concern regarding their wellbeing. Common areas of discussion are grievance, disciplinary action and long-term sickness. The purpose of case management is to ensure that when employees have an issue, the case progress is tracked from start to finish to ensure a timely process if followed, which ensures employees feel their issues are acknowledged and properly dealt with.  This procedure should be fair and reasonable, as private as possible, legally compliant and dealt with the decency it warrants.

What is a Case Management System?

Since  2019 we’ve seen an increase in more HR teams making data driven decisions, with the trend steeply rising ever since, with this becoming more vital when the pandemic started in 2020. A case management system is a tool that allows you to effectively manage ER cases, as well as store data and analytics in one convenient digital bank. These statistics are usually related to employees and often include absences, case reports and progress. They make for more effective and efficient HR decisions and can, consequently, play a pivotal role in tribunal outcomes. Thousands of companies have integrated a case management system in their business model to offer a more secure, risk averse and up to date process of protecting their employees.

At we take this one step further.  We also provide ER pathways that offer a route through a process, such as disciplinary, for those who are not as experienced or confident or maybe haven’t gone through the process recently, as well a guidance notes and templates to ensure your teams make the best-informed decisions every time, and gives you confidence that your team are all working from the same page

What Are the Advantages of Case Management?

The advantages of case management include a higher level of wellbeing and productivity amongst workforces. With you can track your ER cases, ensure compliance, keep your data in one secure online location and it helps you to make legally compliant and time-saving decisions. The pros of utilising data to make these decisions have been well documented, so investing in a bespoke tool to manage any valuable information is certainly a worthwhile option. Case management systems eliminate the need for multiple documents and programmes, allowing one mode of software to house all the data. These systems allow you to monitor employee progress, access previous cases and stay compliant with HR related laws and data protection. The software not only provides support for current cases, but also works towards faster and more rewarding outcomes in the future.

To stay adept in the modern and ever-changing industry of HR, visit our website today.