HR Case Management Built to Handle Employee Issues Confidently

Case IQ gives HR teams a structured workspace to manage harassment, discrimination, retaliation, and misconduct cases from first report to final decision. Each case includes intake documentation, task assignment, interview notes, evidence storage, and a complete timeline. Role-based access controls keep sensitive information visible only to the people who need to see it, while a full audit trail supports legal review and defensible decisions. HR teams get consistency across every case, regardless of who handles it.

Yes — Case IQ provides anonymous reporting through a web-based portal, phone hotline, and email. Employees can create a username and password to receive case updates without ever revealing their identity, so they stay informed throughout the process without losing anonymity. This is especially important for sensitive matters like harassment and retaliation concerns, where employees might otherwise choose not to come forward.

Yes — Case IQ integrates with your existing HRIS to access employee contact information. When you add a party to a case, their details are automatically populated — saving time and reducing manual entry. Supported integrations include Ceridian, Workday, BambooHR, SAP SuccessFactors, PeopleSoft, and ADP, among others. Your Customer Success team can advise on the best integration approach for your specific system and configuration.

Case IQ gives you strict access controls over sensitive case data. For particularly sensitive matters, you can restrict visibility to specific individuals — ensuring only the people who need to see a case can access it. Role-based controls apply at the case type, sensitivity level, and individual case level, so HR, Legal, and Compliance each see only what their role requires. Security is also built into AI-powered features like Clairia, so sensitive case data stays within your organization.

Case IQ supports a wide range of HR and employee relations matters — including workplace harassment, discrimination, retaliation, bullying, employee grievances, policy violations, performance issues, and whistleblower reports. Case types are configurable, so you can align them with your organization's specific incident categories, investigation processes, and reporting requirements.

Yes — Case IQ helps HR teams meet legal and audit compliance requirements by maintaining a defensible audit trail, enforcing consistent investigation workflows, and enabling secure documentation throughout every case. Role-based access controls and exportable reports make it straightforward to demonstrate compliance with labor laws, union agreements, and internal policies. When Legal or an auditor asks how a matter was handled, you have a complete, organized record ready.

Yes — Case IQ helps HR leaders identify coaching and training needs based on investigation outcomes and case trends. Dashboards and reports surface patterns across case types, teams, locations, and managers — so HR can take targeted preventive action rather than waiting for the next incident. This turns investigation data into a proactive tool for improving workplace culture and reducing repeat issues.

Yes — Case IQ lets teams configure data fields, workflows, templates, and access controls so the system reflects your organization's specific policies, team structure, caseload, and reporting requirements. You can adapt the platform to the way your HR team actually investigates — without filing a support ticket or waiting for a development cycle.

Case IQ is designed for cross-functional investigation coordination. HR can assign tasks, share notes, and escalate cases to Legal, Compliance, Security, or other stakeholders directly inside the case record — without duplicating documentation in separate systems. Each collaborator sees only what their access level permits. This replaces scattered emails and handoff gaps with a structured, auditable workflow that keeps the case record complete and every action documented.

Generic ticketing tools are built for request management, not investigations. Case IQ is built specifically for the full lifecycle of employee relations cases — from structured intake and task-tracked investigations through documented decisions, audit trails, and trend reporting. Unlike a ticketing system, Case IQ supports confidentiality controls, cross-functional collaboration with Legal and Compliance, HRIS-connected employee data, and reporting designed for legal defensibility. A ticketing tool can close a ticket. Case IQ builds the documentation that holds up when a case is reviewed.