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Handle Employee Issues Confidently with Our HR Case Management Software

Address HR/ER incidents before they derail your organization with Case IQ’s purpose-built HR/ER case management system.

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HR Resources for Effective Case Management
Resources to Improve Your Processes Today

Buyer's Guide

Conducting HR Investigations with Case Management Software

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Benchmarking Report

Case IQ Benchmarking Report: HR Investigations

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Template

Workplace Investigation Report Template

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Dashboard view of Case IQ HR software showing year-to-date case statistics, active cases, average case age, and year-over-year trends.
How Case IQ Helps

Empower your HR team and enhance employee support

HR departments are called on to partner with management and employees across the organization every day, but they don’t always have the resources they need. You need to uncover the incidents that are occurring in your organization, but capturing, resolving, and reporting on them can take more time than you have available—and chances are, investigations are just one part of your role.

Case IQ helps HR/ER professionals:

  • Be efficient: Address incidents quickly and effectively so they don’t derail your organization
  • Be proactive: Use historic incident data to take informed corrective and preventive actions and conduct risk assessments
  • Be fair: Conduct consistent, policy-backed investigations
  • Be justified: Back up your recommendations with secure documentation and clear data
  • Be trusted: Promote a safe speak up culture and protect reporters from retaliation
New case creation form in Case IQ HR case management software, featuring fields for case type, issue details, incident date, location, department, and case assignment

Key Features of Case IQ’s HR Case Management Software

  • Analytics that boost prevention and keep stakeholders informed
  • Ability to collaborate on cases with departments outside of HR
  • The most flexible case management that can adapt to your unique organization’s needs, and grow with you
  • Employee-friendly reporting channels, including telephone hotlines
  • Best-in-class support with a dedicated Customer Success team
  • Workplace culture training courses via Emtrain
  • Extensive, constantly updated thought leadership resources
HR case management software interface showing open employee investigation case with incident and case details.

Customizable HR case management solutions for every business

  • For Enterprises: Handle your complex HR needs with our scalable solution
  • For SMBs: Address any HR issue with our affordable and easy-to-use HR case management tool
  • For Nonprofits: Ensure compliance and confidentiality with our flexible case management software

Frequently Asked Questions About HR Case Management Software

 

1. Does the system integrate with our existing HRIS?

Yes, the system can integrate with your existing systems (e.g., Ceridian, Workday, BambooHR, SAP Success Factors, PeopleSoft, ADP) to access employee contact information. This ensures that when you add a party, their details are automatically populated, saving time and reducing manual entry.

2. Can employees report incidents anonymously? 

Yes, Case IQ provides an option for anonymous reporting through hotline or webform. Employees can choose to create a username and password to receive updates on their reports without revealing their identity.

3. Can the system be used for proactive training based on investigation outcomes?

Yes, Case IQ can help identify training needs based on investigation outcomes. This allows for proactive measures to prevent future issues.

4. How can we manage sensitive data in Case IQ?

Case IQ allows for strict access control. For particularly sensitive cases, you can restrict visibility to specific individuals, ensuring confidentiality. We also prioritize security in our AI-powered copilot features.

5. What is the benefit of using Case IQ over a legacy system?

Unlike legacy systems, Case IQ offers continuous updates, reducing the cost and effort of maintaining in-house systems. It provides an up-to-date solution with the flexibility and support needed to meet modern HR challenges.

6. Can Case IQ help us with legal or audit compliance?

Yes; Case IQ helps HR teams meet legal and audit compliance by maintaining a defensible audit trail, enforcing consistent workflows, and enabling secure documentation. Thorough reports and role-based access controls make it easy to show compliance with labor laws, union rules, and internal policies.

7. What types of cases can I track with Case IQ?

Case IQ supports tracking a wide range of HR-related issues and incidents, including workplace harassment, discrimination, retaliation, bullying, employee grievances, policy violations, performance issues, and whistleblower reports.

8. Can we customize fields to match our internal policies?

Absolutely. Case IQ allows teams to configure data fields, workflows, templates, and access controls so your system reflects your company’s policies, team size, caseload, and reporting requirements.

9. What makes Case IQ different from a regular ticketing tool?

Unlike generic ticketing systems made to handle simple employee queries, Case IQ is purpose-built for investigations and HR case management. It supports secure documentation, tracks case timelines, enforces legal and policy compliance, and enables advanced reporting, making it ideal for handling complex, confidential HR matters.

10. How do I choose the right case management system?

Look for a platform that offers security, flexibility, and the ability to configure the system to your needs. Case IQ stands out with its automated workflows, robust audit trails, and user-friendly interface, empowering HR teams to manage HR cases consistently and with confidence.

Solutions for Every Organization

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