Best HR Case Management Software

HR case management software helps organizations and HR personnel file, manage, and resolve all employee relations cases and requests effectively and confidentially. Also referred to as HR and employee relations investigation software, these tools standardize and automate manual HR processes to provide support for cases of disciplinary, grievance, or long-term sick leave, to name a few. HR case management solutions assist HR personnel, managers, and employees in submitting, reviewing, and responding to requests. These HR solutions include features that help organizations create custom HR workflows, convert paper forms into digital content, provide reports and dashboards, and more. HR case management products often include application integration tools (APIs) to integrate with a variety of business solutions such as CRM software and core HR software.

To qualify for inclusion in the HR Case Management category, a product must:

  • Track and manage all employee interactions
  • Streamline and simplify operations related to investigations, employee grievances, arbitration proceedings, and more
  • Provide employee help desk or self-service options
  • Facilitate monitoring of all HR interactions, including complaints, issues, and questions
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    A better way to manage investigations: i-Sight case management software simplifies the process of tracking and managing investigations, and gives you the reports you need to analyze results, demonstrate trends and prevent losses.

    The PMG Digital Business Platform is intuitive and easy to use, for both end users and administrators. The platform’s low-code configuration capabilities allow both IT resources and citizen developers to build and manage business solutions on their own – without needing developers to write custom code. As a result, PMG solutions deploy quickly, are upgrade-safe, and are easily updated as business requirements change over time. And, with easy bi-directional integration to external systems, PMG augments your existing enterprise technology investments, rather than replace them. The PMG platform is the glue connecting all the critical pieces of your business processes – people, systems, and data.

    HRCasework is a HR case management solution that allows staff members and managers to record and manage all manner of HR requests from general enquiries to requests to retire. Features include line manager authorizations, storing of associated documents, notes and case contacts in one place.

    Neocase™ Software is a leading provider of integrated HR and Finance service delivery solutions. It enables large and mid-size organizations to reduce costs, standardize processes and improve employee, customer and supplier relationships.

    Cherwell HR Case Management manages the employee request process from start to finish. Not only does HR Case Management document all transactions providing a complete audit trail of employee communication with HR it also creates accountability, provides task ownership and workflow and ensures consistent and timely HR service delivery.

    Empowers you with structure, content, and tools around documentation, investigations, and analytics in ways that provide accurate, reliable, and uniform experiences for your people. All with software that equips you with built-in expertise to make best practice your process.

    PeopleDoc is on a mission to make the difficult job of HR easier. The PeopleDoc HR Service Delivery platform helps HR teams more easily answer employee requests on demand, automate employee processes, and manage compliance across multiple locations. PeopleDoc cloud solutions include case management, process automation and employee file management. 100% software as a service, PeopleDoc solutions integrate with existing HR systems, can be implemented in 8-12 weeks, and are designed for agile ongoing use by HR teams serving diverse workforces. PeopleDoc serves 725+ customers or 4 million total end users with a 100% customer retention rate. More information is available at

    ServiceNow Case and Knowledge Management allows you to standardize the documentation, interaction, and fulfillment of employee inquiries and requests, improving HR efficiency and making it easier for employees to get the services they need.

    Benetech is a multi-process services company that offers an array of end-to-end solutions that help our clients reduce cost and increase efficiencies by better managing their benefits and employees.

    BMC HR Case Management delivers that next-generation service center solution for HR leaders transform HR for the digital era. Deliver amazing service to employees with best-practice templates and workflows and a mobile, digital workplace app that makes your whole workforce more productive.

    Designed to help your team service more employees with fewer resources, Dovetail Employee Engagement Suite combines HR Case Management, Knowledge Management, an Employee Portal and powerful Reporting capabilities to enable HR to seamlessly manage, document, and report on every employee interaction with HR, centralized into one globally-accessible HR Help Desk. Position your HR team to measure and continuously improve its performance while providing faster, more consistent, and more accurate information to employees. With Dovetail, your HR department has the support and intelligence it needs to provide great service, reduce costs and administrative tasks, as well as streamline key HR processes.

    Configurable HR case management platform, designed by HR experts to drive proactive case resolution and generate data and insight

    A fast and cost-effective way to confidently manage legal questions faced by human resources professionals.

    Neocase HR Ready is designed to support your service center in its initial stage of automation, expand but also adapt to your evolving requirements.

    Programme Delivery & Case Management Software Helping You Change People's Lives


    LinkLinePlus is patented cloud-based EEO complaints tracking software

    Selenity ER Tracker is a configurable and flexible solution for tracking, recording and monitoring all your HR cases. Built around usability for the end user and configured around your individual company’s HR policy, Selenity ER Tracker improves compliance, increases visibility and reduces your HR case management errors. Turn your paper HR policies into manageable, visible stages and steps; featuring integrated emails, letter templates, reminder and alerts, and real-time dashboards. Discover how collaborative and proactive case management resolves cases quicker whilst reducing case costs and absence rates. Data analysis helps to spot trends and risks to prevent cases before they happen. Awarded HR Product of the Year at the UK Cloud Awards, ER Tracker ensures that HR policies and procedures are followed correctly every time, providing compliant and consistent case outcomes.

    Sunrise HR Case Management allows you to build a detailed history of all communications and interactions with each of your employees.

    Workpro HR case management software has been specifically designed to manage in-depth Employee Relations cases effectively, confidentially and in compliance with process.