Efficient HR Case Management

Improve compliance, increase visibility and reduce case costs

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Goodbye spreadsheets, hello ER Tracker

Reduce case costs

Track all costs associated with cases including: administrative, temporary staff, absences, and employment tribunals.

Resolve cases quicker

Keep on top of deadlines with case dashboards, visual case timeline, task management, and alerts.

Efficient workflows

Your team will automatically know which tasks are due that day with integrated emails, letter templates and document capture.

Proactive HR analysis

Spot trends and patterns with insightful reporting. Increase visibility of case costs and lengths allows you to drive impactful change.

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Improved HR case management

ER Tracker is designed to improve case compliance and increase case load visibility. Turn your paper HR policies into manageable, visible stages and steps and discover how collaborative and proactive case management resolves cases quicker whilst reducing case costs and absence rates. Say goodbye to spreadsheets!

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Selenity ER Tracker Key Features

Document capture

Record every detail of an employee case, including all correspondence (email, letter, phone or meeting). Everything associated with the case is stored and managed in one place.

Real-time monitoring

Dashboards and views provide top line visibility and performance monitoring. HR line managers have full visibility of their teams’ HR cases and dashboards enabling them to review progress and keep everything on track.

Auto-populated templates

Letters and emails can be built in and automatically populated. Users can send, reply and automatically save all case management correspondence in one place.

Key Features 2

Workflow management

Configure workflows for each case type; assign stages, steps and timeframes, helping to ensure consistency across processes. Steps can be added manually on a case-by-case basis.

Alerts and reminders

Keep up-to-date with approaching deadlines in the office and on the go. Email alerts inform case handlers when steps require completion or are overdue.

Flexible user permissions

User defined access roles allow you to control access to each HR case and what users can undertake. Sensitive cases can be managed discreetly with visibility granted to only those who need it.

Key Features 3

Quick and advanced search

Easily access cases of employees quickly and accurately with both quick and advanced search functions.

Task management

List tasks of all sizes in a centralised fashion against a case. To help ensure tasks aren’t forgotten a dashboard lists all your active tasks alongside reminder emails.

Secure repository

Eliminate the issues of inefficient data sources, disconnected databases, and information such as spreadsheets, emails, voicemails, paper files spread across a myriad of locations.

Key Features 4

Fast track

Cases can now be fast tracked which means they need to be completed within a shorter duration ensuring these types of cases are resolved sooner.

User defined fields

Create fields that are specific to your requirements and report on these. This covers a vast range of information including, risk rating, employee restricted duties, all nine protected characteristics as defined in the Equality Act 2010.

Case extension reasons

When a case step is extended, a reason for this extension can be entered from a locally defined list of values and reported upon.

Key Features 5

API

Interfaces with HR systems allowing information to be shared across existing systems.

Document Bundling

Download all notes and attachments associated with a case in a single click making collation of documents simple and accurate.

Reporting suite

Powerful reporting provides you with the tools to analyse information within Selenity ER Tracker to proactively manage cases, reduce case costs by resolving cases quicker, and in some instances even prevent cases before they happen.

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Maximise case compliance

HR case management workflows are built in line with your organisation HR policy to ensure procedures are followed correctly every time. Built in workflows ensure stages and steps are carried out within time-limits. All case documentation is securely stored in one place providing proof of compliance with your organisation's policy which can support you in the case of an employment tribunal.

Reduce HR case costs

Significantly reduce your case costs by reducing case length. Intuitive workflows keep your cases on track reducing bottlenecks or delays. Long terms sickness or absence cases can be resolved quicker meaning a lower spend on temporary cover or over-stretched under-staffed departments. There's also the risk reduction of a costly employment tribunal by supporting early resolution where possible.

Increase your HR team efficiency

HR line managers have full visibility of their teams’ cases and dashboards enabling them to review progress and keep everything on track. Built in workflows provide timeframes for the completion of stages and steps within your policy allowing your HR team to prioritise their workload. Integrated emails, letter templates speed up the entire process and ensure consistency while reminder emails ensure all tasks are completed and up to date.

Case Study: Increased efficiency of HR cases

Learn how Selenity ER Tracker has enabled Medway NHS Foundation Trust to complete HR investigations within six weeks, up 43% from the previous year.

Read the case study

Case Study: Increased efficiency of HR cases

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What can this software do?

Alerts, tasks and reminders

Case extension reasons

Case stages and steps

Document bundling

Document storage

Integrated email

Letter mail merge

Management dashboards

Proactive HR analysis

Reduce case costs

Resolve cases quicker

Systems integration

You may also be interested in reading

Enhancing HR case management white paper

Download our white paper to gain a valuable understanding of how proactive employee case management can help you identify, quantify and effectively manage employee issues within your organisation.

Employee relations analytics maturity infographic

For your free copy of the Employee Relations Analytics Maturity Infographic please click on the link below.