7 common scenarios that need HR case management software

There are several things to consider when deciding the timing for implementing HR case management software, but often it’s changing circumstances that drive the need for a new system. In this blog post, we take a look at seven common workplace scenarios that need an effective HR case management system to help minimise risk at scale.

1. Caseloads Increasing
During times of organisational stress or change, such as the current experience in 2020, HR will find an increase in ER cases to input, manage, and address. Implementing an HR case management solution swiftly prevents cases from falling through the cracks and allows investigators to stay on top of both ER issues and organisational risk.

2. Team Expansion 
When a workforce expands, or becomes mainly remote, HR cases can become more numerous, more involved, and more difficult to manage and track. All of these scenarios could trigger a need for a more efficient, better organised system for managing and documenting ER investigations.

3. Regulatory Environment Change
The regulatory environment for many industries is constantly changing, and governmental requirements are seemingly adjusted on the fly. The increased scrutiny by both governments and the public means an organisation must not only be compliant ethically and legally, it must also be compliant to moral expectations. A case management system ensures compliance and reduced risk through centralised and consistent case management, so ER issues are handled with appropriate care.

4. The Need for Consistency
ER issues cannot be handled on an ad-hoc per person basis. There needs to be a fair and consistent approach to managing HR issues, so staff feel an organisation is balanced and unbiased. Case management software uses templates, workflow solutions, reminders and next best actions to ensure a consistent approach to ER.  

5. Risk Management
Organisations cannot identify and mitigate risk if they don’t have a clear picture of organisational issues and trends. HR case management software not only assists in the management of cases, it ensures real-time BI analytics, so cases can be identified swiftly, and organisational issues can be managed before they become problems.

6. Increasing Legal Costs
If an organisation is finding itself in and out of court with HR or ER issues consistently, then it is clearly missing organisational-wide problems. Absenteeism, stress leave, presenteeism, mental health, and bullying are issues which can be identified using case management software and addressed before they become systemic problems. 

7. Increasing ER Issues
If an organisation experiences an uptick in ER issues, it is time to get case management working, not only to manage and solve cases as they arise, but to identify patterns and trends within an organisation which might be causing the increase. 

Ideally, an organisation should have a case management system in place before any of the above triggers necessary action. A good system will scale as HR does, in real-time, without IT assistance.

To find out more, check out our free HR Case Management Software Playbook.