# Best HR Case Management Software *By [Jeffrey Lin](https://research.g2.com/insights/author/jeffrey-lin)* HR case management software helps organizations and HR personnel file, manage, and resolve all cases and requests employees submit effectively and confidentially. These HR solutions include features that help organizations create custom HR workflows, convert paper forms into digital content, provide reports and dashboards, and more. While some HR case management software functionalities overlap with [HR service delivery software](https://www.g2.com/categories/hr-service-delivery), it also has features that manages highly sensitive cases involving employee relations like workplace violence, discrimination, harassment, retaliation, grievances, etc. Many also provide anonymous [whistleblowing](https://www.g2.com/categories/whistleblowing) functionality to protect employees from retaliation. These products often include application integration tools (APIs) to integrate with a variety of business solutions, such as [CRM software](https://www.g2.com/categories/CRM) and [core HR software](https://www.g2.com/categories/core-hr). 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 ## Category Overview **Total Products under this Category:** 41 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,900+ Authentic Reviews - 41+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Best HR Case Management Software At A Glance - **Leader:** [ServiceNow HR Service Delivery](https://www.g2.com/products/servicenow-hr-service-delivery/reviews) - **Highest Performer:** [FaceUp](https://www.g2.com/products/faceup/reviews) - **Easiest to Use:** [EasyLlama](https://www.g2.com/products/easyllama/reviews) - **Top Trending:** [ServiceNow HR Service Delivery](https://www.g2.com/products/servicenow-hr-service-delivery/reviews) - **Best Free Software:** [FaceUp](https://www.g2.com/products/faceup/reviews) --- **Sponsored** ### Dovetail HR Dovetail Software provides an HR Service Delivery Experience that includes HR Case Management, Employee Relations Case Management, Employee Portal, HR Knowledge Management and Reporting & Analytics that enables HR to achieve excellence in HR Service Delivery and meets the needs of a modern HR team. These needs include enhancing the Employee Experience and improving HR Experience of delivering HR services. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1356&secure%5Bdisplayable_resource_id%5D=1356&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1356&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=65945&secure%5Bresource_id%5D=1356&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fhr-case-management%2Ff%2Fcase-management&secure%5Btoken%5D=e2b29de3b40e94bf3fb1077bcd821d429fae6c5182431bb8d500739cd6d4cdc3&secure%5Burl%5D=https%3A%2F%2Fwww.dovetailsoftware.com%2F%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dg2_topic_targeting%26utm_content%3Dhr_case_management&secure%5Burl_type%5D=custom_url&secure%5Bvisitor_segment%5D=180) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [ServiceNow HR Service Delivery](https://www.g2.com/products/servicenow-hr-service-delivery/reviews) Why ServiceNow HR Service Delivery? HR teams aren't struggling because they lack effort. They're struggling because the work itself is broken — requests disappear into inboxes, employees bounce between portals, and too much of HR's day goes toward things that should never have needed a human in the first place. ServiceNow HR Service Delivery fixes that at the root. It gives employees one place to get answers and get things done — whether that's checking a leave balance, resolving a pay discrepancy, or working through a new hire checklist. No hunting. No waiting. What makes it different from a service desk with better branding: AI Agents that actually finish the work. Not just suggest an answer — complete the request, resolve the case, execute the approval, across HR, IT, workplace, and finance. The difference between routing a request and closing it out is where most tools fail. This one doesn't. What problems does it solve? Employees who can't find answers fast enough stop trying — and the cost of that disengagement is real. HR teams buried in repetitive case volume don't have capacity for work that actually moves the business. And HR leaders making decisions without visibility into service performance are flying blind. HRSD addresses all three: employees get instant resolution through an AI-powered front door, HR teams run leaner because agents handle what used to pile up in queues, and leadership gets real-time data to identify where service is breaking down before it becomes a retention or compliance issue. Who is it for? HR leaders, service delivery teams, and operations-minded CHROs who understand that employee experience isn't soft — it's a performance variable. If your HR function is still managing work through spreadsheets, email threads, and disconnected portals, this is built for you. Why it matters: Employees form their opinion of a company through small moments — how fast they got help when something was confusing, how easy it was to navigate a life change at work. When those moments go badly, it registers. When HR has the infrastructure to make them go well — consistently, at scale — the impact shows up in the numbers. **Average Rating:** 4.4/5.0 **Total Reviews:** 155 **User Satisfaction Scores:** - **Ease of Admin:** 8.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Ease of Setup:** 7.9/10 (Category avg: 8.9/10) - **Ease of Use:** 8.2/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [ServiceNow](https://www.g2.com/sellers/servicenow) - **Company Website:** https://www.servicenow.com/ - **Year Founded:** 2004 - **HQ Location:** Santa Clara, CA - **Twitter:** @servicenow (54,215 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/29352/ (32,701 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Hospital & Health Care - **Company Size:** 60% Enterprise, 22% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (52 reviews) - HR Management (43 reviews) - Efficiency (36 reviews) - Helpful (32 reviews) - Features (31 reviews) **Cons:** - Limited Customization (26 reviews) - Expensive (19 reviews) - Learning Curve (19 reviews) - Learning Difficulty (17 reviews) - Steep Learning Curve (17 reviews) ### 2. [HR Acuity](https://www.g2.com/products/hr-acuity/reviews) As the only purpose-built, AI-powered software for HR case management and workplace investigations, HR Acuity is trusted by hundreds of the world’s leading organizations including Workday, Weill Cornell Medical, Bloomberg and Lyft. Combining decades of employee relations expertise with defensible AI and advanced analytics, it provides a centralized, secure platform where teams can conduct consistent, compliant investigations, surface trends and risks with visual dashboards, enable always-on employee reporting — named or anonymous — across multiple channels and give managers the tools and guidance to respond to issues more confidently than ever before. **Average Rating:** 4.6/5.0 **Total Reviews:** 170 **User Satisfaction Scores:** - **Ease of Admin:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Ease of Setup:** 8.5/10 (Category avg: 8.9/10) - **Ease of Use:** 8.7/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [HR Acuity](https://www.g2.com/sellers/hr-acuity-0532ec8a-44de-475c-89c1-816140601cef) - **Company Website:** https://hracuity.com/ - **Year Founded:** 2006 - **HQ Location:** Florham Park, NJ - **Twitter:** @hracuity (2,232 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/977112/ (192 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Hospital & Health Care - **Company Size:** 76% Enterprise, 14% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (22 reviews) - Reporting (15 reviews) - Helpful (13 reviews) - HR Management (13 reviews) - Features (10 reviews) **Cons:** - Complexity (5 reviews) - Inadequate Reporting (5 reviews) - Missing Features (5 reviews) - Complex Navigation (4 reviews) - Data Management Issues (4 reviews) ### 3. [Applaud](https://www.g2.com/products/applaud/reviews) Applaud is the HR-focused, employee-led disruptor for the world of work, enabling global enterprises to deliver more intuitive and rewarding employee experiences. Creating HR service delivery tech from an employee point-of-view, Applaud puts the employee at the center of their everyday world of work, with direct access and personalized control, helping HR do more for their people. **Average Rating:** 4.8/5.0 **Total Reviews:** 53 **User Satisfaction Scores:** - **Ease of Admin:** 6.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Ease of Setup:** 9.4/10 (Category avg: 8.9/10) - **Ease of Use:** 9.5/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Applaud](https://www.g2.com/sellers/applaud) - **Year Founded:** 2008 - **HQ Location:** Worthing, GB - **LinkedIn® Page:** https://www.linkedin.com/company/applaud-hr (74 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Human Resources, Information Technology and Services - **Company Size:** 83% Enterprise, 11% Small-Business #### Pros & Cons **Pros:** - Ease of Use (32 reviews) - Customer Support (24 reviews) - HR Management (24 reviews) - Intuitive (21 reviews) - Helpful (18 reviews) **Cons:** - Learning Curve (12 reviews) - Learning Difficulty (8 reviews) - Complex Setup (6 reviews) - Difficult Setup (5 reviews) - Integration Issues (5 reviews) ### 4. [FaceUp](https://www.g2.com/products/faceup/reviews) FaceUp is a reporting & case management platform built for compliance and risk leaders who need clarity, control, and defensible processes. Trusted by 3,500+ organizations in 70+ countries, FaceUp centralizes anonymous reporting, investigations, and risk analytics into one secure system, giving compliance teams full visibility from intake to resolution. Every report is supported by a complete audit trail, and access control permissions to meet regulatory requirements and protect the organization. Whether managing multi-country operations or complex internal investigations, FaceUp enables consistent global standards with local execution. ISO 27001 certified and fully GDPR compliant, FaceUp delivers enterprise-grade security with end-to-end encryption and two-factor authentication. Beyond intake, FaceUp transforms reports into insight. Real-time dashboards surface trends, recurring risks, and systemic issues by allowing leadership to act early, reduce exposure, and protect reputation. If you are responsible for compliance oversight, regulatory readiness, and internal risk mitigation, FaceUp provides the structure and visibility to do it confidently. **Average Rating:** 4.8/5.0 **Total Reviews:** 158 **User Satisfaction Scores:** - **Ease of Admin:** 9.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Ease of Setup:** 9.7/10 (Category avg: 8.9/10) - **Ease of Use:** 9.7/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [FaceUp Technology](https://www.g2.com/sellers/faceup-technology) - **Company Website:** https://www.faceup.com/ - **Year Founded:** 2017 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/faceup-com (52 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software, Automotive - **Company Size:** 61% Mid-Market, 31% Small-Business #### Pros & Cons **Pros:** - Ease of Use (51 reviews) - Anonymity (30 reviews) - Customer Support (29 reviews) - Easy Implementation (20 reviews) - Intuitive (20 reviews) **Cons:** - Bug Issues (2 reviews) - Integration Issues (2 reviews) - Language Limitations (2 reviews) - Learning Curve (2 reviews) - Limited Features (2 reviews) ### 5. [AllVoices](https://www.g2.com/products/allvoices-allvoices/reviews) AllVoices is the only AI-native employee relations platform built to help People teams manage employee relations with greater consistency, efficiency, and transparency. From case management and investigations to performance issues, accommodation requests, and exit interviews, AllVoices centralizes every aspect of employee relations into one secure system. Designed for HR professionals and ER teams, the platform replaces outdated methods like spreadsheets, scattered files, and inconsistent documentation with a structured, reliable process. By adopting AllVoices, organizations ensure their employee relations practices are compliant, transparent, and aligned with both legal requirements and organizational standards. What sets AllVoices apart is its the only AI-native solution for employee relations. The platform automates case intake, drafts accurate case summaries, surfaces relevant policy and precedents, and provides real-time insights into ongoing matters. This dramatically reduces manual effort, minimizes the risk of error, and helps teams resolve cases faster while maintaining fairness and consistency. AllVoices is trusted by leading companies including Zillow, Sweetgreen, Chipotle, DoorDash, and Zapier. These organizations rely on the platform to streamline employee relations, eliminate inefficiencies, and strengthen trust across their workplaces. Its impact has been recognized by G2, where AllVoices has been named a leader in HR Case Management. By leveraging AI, AllVoices gives People teams the ability to proactively identify patterns, address risks before they escalate, and foster stronger communication between employees and management. The result is a workplace culture where issues are handled quickly, consistently, and fairly—leading to higher employee satisfaction and retention. AllVoices provides HR teams with a powerful, AI-driven solution for managing employee relations at scale. It combines advanced automation with an intuitive interface, giving organizations the confidence to navigate complex workplace challenges while building trust and accountability across their workforce. **Average Rating:** 4.5/5.0 **Total Reviews:** 94 **User Satisfaction Scores:** - **Ease of Admin:** 9.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Ease of Setup:** 9.4/10 (Category avg: 8.9/10) - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [AllVoices](https://www.g2.com/sellers/allvoices) - **Company Website:** https://www.allvoices.co - **Year Founded:** 2017 - **HQ Location:** Santa Monica, CA - **Twitter:** @allvoicesco (399 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/allvoicesco/ (52 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Non-Profit Organization Management, Information Technology and Services - **Company Size:** 63% Mid-Market, 17% Enterprise #### Pros & Cons **Pros:** - Ease of Use (14 reviews) - Helpful (11 reviews) - Features (9 reviews) - Easy Implementation (6 reviews) - Implementation Ease (6 reviews) **Cons:** - Reporting Issues (4 reviews) - Inefficient Search Functionality (3 reviews) - Inadequate Filtering (2 reviews) - Limited Reporting (2 reviews) - Missing Features (2 reviews) ### 6. [EasyLlama](https://www.g2.com/products/easyllama/reviews) EasyLlama helps organizations deliver compliance and security awareness training that employees actually complete. Instead of long, outdated courses, our platform makes mandatory training engaging, accessible, and effective through mobile-first, bite-sized lessons designed for today’s workforce. Built for HR, L&D, and business leaders across industries (from small teams to Fortune 500 companies) EasyLlama simplifies compliance while fostering a culture of safety, inclusion, and awareness. With training available in over 100 languages, companies can reach every employee and meet legal requirements with ease. Our legally vetted course library covers topics like harassment prevention, cybersecurity, workplace violence, diversity, and ethics. AI automations makes it simple to assign training, track completion, and generate reports in minutes, cutting down on admin time while improving results. Organizations choose EasyLlama because it blends legal accuracy with modern learning design, driving up engagement and completion rates to more than three times the industry average. By turning compliance into an ongoing, positive experience, EasyLlama helps companies reduce risk, strengthen culture, and protect both their people and their business. **Average Rating:** 4.8/5.0 **Total Reviews:** 388 **User Satisfaction Scores:** - **Ease of Admin:** 9.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Ease of Setup:** 9.7/10 (Category avg: 8.9/10) - **Ease of Use:** 9.7/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [EasyLlama](https://www.g2.com/sellers/easyllama) - **Company Website:** https://www.easyllama.com/ - **Year Founded:** 2019 - **HQ Location:** Covina, CA - **Twitter:** @Easy_Llama (81 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/34755337/ (62 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 67% Mid-Market, 20% Small-Business #### Pros & Cons **Pros:** - Ease of Use (222 reviews) - Engagement (150 reviews) - Training (148 reviews) - Engaging Content (139 reviews) - Training Efficiency (127 reviews) **Cons:** - Length Issues (46 reviews) - Course Length (33 reviews) - Long Courses (32 reviews) - Limited Access (22 reviews) - Technical Issues (22 reviews) ### 7. [Case IQ](https://www.g2.com/products/case-iq/reviews) Capturing workplace incidents, managing cases, maintaining compliance, and mitigating risk requires tools designed for the task. For over 25 years, Case IQ has supported organizations in proactively identifying, investigating, and mitigating risks. With configurable, AI-assisted, secure, and scalable tools, our solutions for whistleblowing, case management, and compliance are designed to meet your unique needs Case IQ helps organizations efficiently investigate, resolve workplace incidents and stay compliant while minimizing risk and associated costs. Tailored for ethics and compliance professionals, human resources teams, and risk management departments across various industries, our solutions enable organizations to manage workplace accidents, compliance violations, employee grievances, and other cases in a systematic and streamlined manner. From our robust whistleblowing system, we ensure that all incidents are captured and tracked from the moment they occur, preventing cases from being overlooked and enabling timely responses. Experience an industry-leading hotline solution that empowers employees to report incidents safely, anonymously, and with confidence. Our investigative case management platform is designed to enhance investigation efficiency, mitigate risk, and safeguard both your organization and its personnel. With its highly flexible and configurable approach, Case IQ can adapt to manage and streamline any case across your organization. A robust yet straightforward case intake process ensures that no incident is overlooked, while case linking highlights related cases, allowing investigations to be treated holistically rather than in isolation. Streamlined case management keeps investigations on track, automates processes, and simplifies report distribution. All case information is centralized in a secure database, enabling you to generate comprehensive reports instantly and respond more quickly than ever. Advanced reporting offers in-depth insights into trends and recurring issues, enabling the prevention of future problems before they arise. Case IQ integrates seamlessly with your existing systems and databases, saving time and reducing errors. Throughout the investigative process, Clairia, our AI assistant, provides relevant insights and actionable suggestions to guide you efficiently toward case resolution. With our powerful compliance solutions, you can proactively mitigate risks before they arise. Our compliance monitoring solution leverages AI and machine learning to detect fraud, unusual activity, and high-risk transactions, helping you stay one step ahead. Our approvals and disclosure solution streamlines cross-risk compliance workflows, covering areas such as gifts and hospitality, donations and sponsorships, and conflicts of interest. Finally, our third-party management solution automates your entire third-party program, managing risks across the full lifecycle of engagements within a single integrated platform. **Average Rating:** 4.5/5.0 **Total Reviews:** 107 **User Satisfaction Scores:** - **Ease of Admin:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Ease of Setup:** 7.7/10 (Category avg: 8.9/10) - **Ease of Use:** 8.8/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Case IQ](https://www.g2.com/sellers/case-iq) - **Company Website:** https://www.caseiq.com/ - **Year Founded:** 1999 - **HQ Location:** Ottawa, CA - **LinkedIn® Page:** https://www.linkedin.com/company/470416/ (184 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Higher Education, Non-Profit Organization Management - **Company Size:** 53% Enterprise, 23% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (27 reviews) - Case Management (14 reviews) - Easy Implementation (11 reviews) - Features (11 reviews) - Reporting (11 reviews) **Cons:** - Not User-Friendly (9 reviews) - Complexity (6 reviews) - Learning Curve (6 reviews) - Complex Navigation (5 reviews) - Data Management Issues (5 reviews) ### 8. [Dovetail HR](https://www.g2.com/products/dovetail-hr/reviews) Dovetail Software provides an HR Service Delivery Experience that includes HR Case Management, Employee Relations Case Management, Employee Portal, HR Knowledge Management and Reporting & Analytics that enables HR to achieve excellence in HR Service Delivery and meets the needs of a modern HR team. These needs include enhancing the Employee Experience and improving HR Experience of delivering HR services. **Average Rating:** 4.5/5.0 **Total Reviews:** 40 **User Satisfaction Scores:** - **Ease of Admin:** 8.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Ease of Setup:** 8.5/10 (Category avg: 8.9/10) - **Ease of Use:** 8.9/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Dovetail](https://www.g2.com/sellers/dovetail) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Dovetail (1,522 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dovetail-software (29 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Hospital & Health Care, Financial Services - **Company Size:** 83% Enterprise, 8% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (12 reviews) - Customer Support (7 reviews) - Easy Implementation (7 reviews) - Implementation Ease (7 reviews) - Features (6 reviews) **Cons:** - Improvement Needed (7 reviews) - Inadequate Reporting (6 reviews) - Limited Reporting (6 reviews) - Complexity (3 reviews) - Outdated Design (3 reviews) ### 9. [Ethena](https://www.g2.com/products/ethena/reviews) Ethena combines top-rated training content with AI that builds and adapts training to reflect your company’s unique brand, roles, policies, and risks. From auto-assigning courses based on HRIS data to transforming your policies into interactive training in minutes, Ethena helps People, Legal, and Compliance teams do more with less. Companies like Genesco, Zendesk, Pinterest, and Synaptics use Ethena to launch training in days instead of months and cut learner seat time by up to 60% with adaptive learning paths. Beyond training, Ethena unifies core compliance tools, including Hotline & Case Management, Policy Bot, and Phishing Simulator in one platform. This simplifies your compliance tech stack, connects data sources, and continuously strengthens your training by identifying knowledge gaps. With built-in audit trails, compliance controls, and a 93% approval rating across more than 1 million learners, Ethena delivers programs that are responsive and effective. **Average Rating:** 4.6/5.0 **Total Reviews:** 124 **User Satisfaction Scores:** - **Ease of Admin:** 9.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Ease of Setup:** 9.5/10 (Category avg: 8.9/10) - **Ease of Use:** 9.4/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Ethena](https://www.g2.com/sellers/ethena) - **Company Website:** https://www.goethena.com/ - **Year Founded:** 2019 - **HQ Location:** New York, US - **Twitter:** @goethena (546 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ethena/ (80 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 61% Mid-Market, 17% Small-Business #### Pros & Cons **Pros:** - Ease of Use (46 reviews) - Training (32 reviews) - Engagement (28 reviews) - Setup Ease (28 reviews) - Training Efficiency (27 reviews) **Cons:** - Improvement Needed (9 reviews) - Data Management Issues (8 reviews) - Limited Features (8 reviews) - Complexity (7 reviews) - Limited Customization (7 reviews) ### 10. [Infor HR Service Delivery](https://www.g2.com/products/infor-infor-hr-service-delivery/reviews) Infor HR Service Delivery is a modern, multi-tiered self-service platform that empowers employees to resolve over 70 % of routine HR transactions and inquiries on their own—24/7, anytime, anywhere—while reducing HR reliance on repetitive case handling. By combining a secure employee portal, smart case management, and a searchable knowledge base, it streamlines HR support, boosts resolution efficiency, and frees HR teams to focus on strategic, high-value work. **Average Rating:** 4.2/5.0 **Total Reviews:** 17 **User Satisfaction Scores:** - **Ease of Admin:** 7.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Ease of Setup:** 7.7/10 (Category avg: 8.9/10) - **Ease of Use:** 7.6/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Infor](https://www.g2.com/sellers/infor) - **Company Website:** https://www.infor.com - **Year Founded:** 2002 - **HQ Location:** New York - **Twitter:** @Infor (18,507 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1711/ (22,271 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Hospital & Health Care - **Company Size:** 61% Enterprise, 22% Small-Business #### Pros & Cons **Pros:** - Helpful (2 reviews) - Accessibility (1 reviews) - Compliance Management (1 reviews) - Customer Support (1 reviews) - Document Management (1 reviews) **Cons:** - Limited Customization (2 reviews) - Limited Capabilities (1 reviews) - Slow Performance (1 reviews) - Upload Issues (1 reviews) ### 11. [NotMe Solutions](https://www.g2.com/products/notme-solutions/reviews) NotMe Solutions (aka #NotMe) is an innovative platform designed to transform how organizations handle speak up & misconduct reporting. It's a comprehensive system that goes beyond just reporting; it delves into investigating, resolving, and analyzing various types of misconduct. With NotMe, every report is treated with the attention and care it deserves, ensuring effective resolutions and fostering a more ethical culture within organizations. NotMe also facilitates, in a unique manner, the sharing of feedback from employees to management. In addition,the platform expertly manages a wide range of misconduct reports. From workplace harassment and bullying to discrimination, ethical violations, and safety concerns, NotMe has it covered. It's specially designed to adapt to different industries and organizational needs, capturing and managing all kinds of employee reports. #NotMe revolutionizes misconduct reporting with a user-friendly app designed for diverse industries, from workplaces to educational institutions. The platform offers easy, safe, and optionally anonymous reporting, with multilingual support and ADA compliance for inclusivity. It's equipped with a robust report management system, employing AI for trend analysis and severity scoring. Ensuring data privacy and security, #NotMe adapts to organizational needs, making it an essential tool for managing reports and fostering a culture of transparency and integrity across various environments. In essence, #NotMe isn’t just about reporting problems; it's about preventing them – when possible, solving them and building a stronger, more ethical workplace environment. NotMe Solutions was invented by leading employment lawyer, Ariel Weindling, and counts among its advisors Andy Hinton, former Google Chief Compliance Officer, and Christine Fedrow, Chief Integrity & Compliance Officer at Workday. It’s accessible and inclusive for all customers, including users with disabilities and is offered in multiple languages globally. **Average Rating:** 4.9/5.0 **Total Reviews:** 57 **User Satisfaction Scores:** - **Ease of Admin:** 9.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Ease of Setup:** 9.4/10 (Category avg: 8.9/10) - **Ease of Use:** 9.9/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [NotMe Solutions Inc.](https://www.g2.com/sellers/notme-solutions-inc) - **Year Founded:** 2017 - **HQ Location:** Los Angeles, US - **Twitter:** @notmeapp (1,253 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/notmesolutions/ (17 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Food & Beverages, Non-Profit Organization Management - **Company Size:** 46% Mid-Market, 33% Small-Business #### Pros & Cons **Pros:** - Customer Support (2 reviews) - Ease of Use (2 reviews) - Anonymity (1 reviews) - Anonymous Reporting (1 reviews) - Customization (1 reviews) ### 12. [SpeakUp®](https://www.g2.com/products/speakup-speakup/reviews) SpeakUp® is a leading provider of ethics and compliance technology, designed to simplify the way organizations manage risk and foster transparent workplace cultures. The platform enables employees to easily understand, report, and disclose ethics and compliance matters, while offering compliance officers a centralized system to manage daily workflows and act on critical issues efficiently. More than 600 companies – including BMW, Nestle, and Randstad – and over 10 million individuals worldwide rely on SpeakUp to support ethical behavior and regulatory compliance. Trusted by compliance managers, HR leaders, and legal consultants, the AI-powered platform helps organizations stay ahead of evolving regulations and effectively mitigate risk. **Average Rating:** 4.6/5.0 **Total Reviews:** 41 **User Satisfaction Scores:** - **Ease of Admin:** 9.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Ease of Setup:** 9.4/10 (Category avg: 8.9/10) - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [SpeakUp®](https://www.g2.com/sellers/speakup-f3172402-599f-4528-8e19-f2ec3d466d8b) - **Company Website:** https://speakup.com - **Year Founded:** 2004 - **HQ Location:** Amsterdam, North Holland - **LinkedIn® Page:** https://www.linkedin.com/company/speakup-listen-for-a-change/ (92 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 51% Enterprise, 39% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (14 reviews) - Customer Support (12 reviews) - Implementation Ease (6 reviews) - Customization (4 reviews) - Response Time (4 reviews) **Cons:** - Data Management Issues (3 reviews) - Learning Curve (3 reviews) - Access Issues (2 reviews) - Difficult Learning (2 reviews) - Inefficient Workflow (2 reviews) ### 13. [Neocase HR](https://www.g2.com/products/neocase-hr/reviews) Looking to gain more time to create value that employees and leadership will love? Engage your employees with a personalized experience and streamline HR administrative tasks through process automation tools. Transform your HR Shared Service Centers to reduce operational costs by up to 50% while improving productivity and user experience. Neocase HR is an integrated, scalable, and flexible HR Service Delivery solution that allows HR organizations to reduce operational costs, enhance employee satisfaction, and optimize HR processes. This is accomplished through our integrated HR modules: - Case Management - Business Process Management - HR Process Automation - Real-Time Dashboards - Self-Service Employee Portal - LiveChat - Knowledge Base - Service Level Agreement - Business Intelligence - Electronic Document Management - Email & Communication Management - Satisfaction Surveys Visit us online to learn more about how Neocase can help transform your HR organization. **Average Rating:** 4.6/5.0 **Total Reviews:** 14 **User Satisfaction Scores:** - **Ease of Admin:** 8.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10) - **Ease of Setup:** 7.5/10 (Category avg: 8.9/10) - **Ease of Use:** 9.7/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Neocase Software](https://www.g2.com/sellers/neocase-software) - **Year Founded:** 2001 - **HQ Location:** La Garenne-Colombes - **Twitter:** @neocase (1,226 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/215966/ (97 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Human Resources - **Company Size:** 50% Enterprise, 43% Mid-Market ### 14. [PMG Platform](https://www.g2.com/products/pmg-platform/reviews) The PMG Platform offers low-code development of business solutions to orchestrate end-to-end processes. PMG's workflow engine seamlessly connects upstream and downstream tasks through integrations with third-party systems to combine automation with human input and interaction. Case Central™ is PMG’s case management framework that unifies planned work with ad hoc activities to give work teams one central place to do it all. As an off-the-shelf solution, Case Central is currently offered to manage investigations of credit reporting disputes as well as for HR investigations and employee relations issues. Delivered as a SaaS offering with dedicated cloud hosting for additional security, Case Central is easily configurable to allow customers to be up and running quickly, in as little as a matter of weeks. **Average Rating:** 4.5/5.0 **Total Reviews:** 77 **User Satisfaction Scores:** - **Ease of Admin:** 8.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Ease of Setup:** 8.2/10 (Category avg: 8.9/10) - **Ease of Use:** 8.6/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [PMG](https://www.g2.com/sellers/pmg-a76c3e81-e6cb-433d-a82e-c52ea2a089e2) - **Year Founded:** 1997 - **HQ Location:** Atlanta, Georgia - **Twitter:** @pmgnetinc (184 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/550375/ (28 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Insurance - **Company Size:** 75% Enterprise, 17% Mid-Market ### 15. [Ethicontrol](https://www.g2.com/products/ethicontrol/reviews) Ethicontrol's outsourcing service is: - a whistleblower's web-portal to register all anonymous messages within a protected cloud or your own infrastructure; - online software for quick incident management and internal investigations case management. - a dedicated team within our contact center; Your independent and professional whistleblowing hotline from Ethicontrol is ready and does not require any implementation costs. Main features: - Proprietary contact-center focused on business conduct and ethics - Incident triage and prioritization - Incident escalation beyond management level - Feedback loops with anonymous whistleblowers - User rights managements considering incident types, company units, cases and within single case - Team roles matrixes - Pending status control dashboard and statistics monitoring - Links between cases. Incident split and merge - Case materials assessments - Multilingual web-capture and online software - Compliance with international anticorruption and anti bribery laws - Messages and notifications - Audit trail - Secure storage and data protection **Average Rating:** 4.5/5.0 **Total Reviews:** 13 **User Satisfaction Scores:** - **Ease of Admin:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Ease of Setup:** 9.2/10 (Category avg: 8.9/10) - **Ease of Use:** 9.6/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Ethicontrol](https://www.g2.com/sellers/ethicontrol) - **Company Website:** https://www.ethicontrol.com - **Year Founded:** 2014 - **HQ Location:** Tallinn, EE - **Twitter:** @ethicontrol (58 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10515982 (11 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 46% Enterprise, 31% Small-Business ### 16. [Servicexpert](https://www.g2.com/products/servicexpert/reviews) The servicexpert Suite is a SaaS solution (server hardware and software is provided, hosted, and managed by Unicentric) or as a local solution (installed on customer provided server hardware and software.) where you can configure specialized case management and business applications tailored to each customers needs. **Average Rating:** 4.7/5.0 **Total Reviews:** 13 **User Satisfaction Scores:** - **Ease of Admin:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Ease of Setup:** 10.0/10 (Category avg: 8.9/10) - **Ease of Use:** 8.8/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Unicentric](https://www.g2.com/sellers/unicentric) - **Year Founded:** 2001 - **HQ Location:** Braddock, Pennsylvania - **Twitter:** @UnicentricInc - **LinkedIn® Page:** https://www.linkedin.com/company/unicentric/about (8 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 46% Small-Business, 46% Enterprise ### 17. [HRCasework](https://www.g2.com/products/hrcasework/reviews) 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. **Average Rating:** 4.1/5.0 **Total Reviews:** 11 **User Satisfaction Scores:** - **Ease of Admin:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Ease of Setup:** 10.0/10 (Category avg: 8.9/10) - **Ease of Use:** 8.8/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [iCasework Limited](https://www.g2.com/sellers/icasework-limited) - **Year Founded:** 1999 - **HQ Location:** London, GB - **Twitter:** @CivicaUK (4,000 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/icasework/ (3 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 55% Mid-Market, 36% Small-Business ### 18. [Ekdesk Case Manager](https://www.g2.com/products/ekdesk-case-manager/reviews) Ekdesk Case Manager makes it easy to prepare complete, discovery-ready documentation of workplace issues. **Average Rating:** 4.4/5.0 **Total Reviews:** 11 **User Satisfaction Scores:** - **Ease of Admin:** 9.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Ease of Setup:** 9.2/10 (Category avg: 8.9/10) - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Ekdesk](https://www.g2.com/sellers/ekdesk) - **Year Founded:** 2022 - **HQ Location:** Brooklyn, US - **Twitter:** @Ekdesk (8 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 45% Mid-Market, 36% Enterprise ### 19. [Empower](https://www.g2.com/products/adviserplus-empower/reviews) empower by Adviser Plus transforms the role of HR. Empower management by giving them the tools they need to manage their team. All-in-one solution for your ER processes, case management, sickness, meetings, management information. Free up your HR teams, create a better company culture and empower your workforce with AdviserPlus' expert technology and services. **Average Rating:** 4.4/5.0 **Total Reviews:** 8 **User Satisfaction Scores:** - **Ease of Admin:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Ease of Setup:** 7.9/10 (Category avg: 8.9/10) - **Ease of Use:** 8.3/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [AdviserPlus](https://www.g2.com/sellers/adviserplus) - **Year Founded:** 2001 - **HQ Location:** Ellesmere Port, Cheshire - **Twitter:** @AdviserPlus_ (1,283 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/adviserplus (210 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Mid-Market, 25% Small-Business ### 20. [empower by AdviserPlus](https://www.g2.com/products/empower-by-adviserplus/reviews) The award-winning empower® by AdviserPlus is a best-practice approach to the most effective and efficient support for employee relations case management. empower® is the only ER case management software that empowers line managers to self-serve employee relations matters, delivering business changing benefits, some of which include: - 10% reduction in sickness absence costs - Shorter durations for employee relations cases - 50% decrease in employment tribunal claims - Improved employee experiences - 90% of ER tasks confidently and consistently driven by line managers. **Average Rating:** 4.3/5.0 **Total Reviews:** 6 **User Satisfaction Scores:** - **Ease of Admin:** 7.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10) - **Ease of Setup:** 7.5/10 (Category avg: 8.9/10) - **Ease of Use:** 8.3/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [AdviserPlus](https://www.g2.com/sellers/adviserplus) - **Year Founded:** 2001 - **HQ Location:** Ellesmere Port, Cheshire - **Twitter:** @AdviserPlus_ (1,283 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/adviserplus (210 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 67% Mid-Market, 33% Small-Business ### 21. [Vault Platform](https://www.g2.com/products/diligent-corporation-vault-platform/reviews) Vault Platform is the operating system for corporate integrity, helping businesses resolve and prevent misconduct and ESG violations. Because today, businesses must be active in their pursuit of flawless integrity. Activate everyone in your business ecosystem – including employees, customers, shareholders, and suppliers – to uncover, resolve, and prevent misconduct with Vault Platform’s Active Integrity solution. Because today, everyone wants to have a positive impact on the world through their work. By taking an active, multichannel disclosure approach, centralizing a collaborative investigation process, and distributing actionable integrity insights, you’ll reduce blindspots, cut resolution time in half, prevent further wrongdoing, and make integrity your competitive advantage. Vault is helping organizations across sectors, including Airbnb, eToro, OVO Energy, M&C Saatchi, and Kepler Group, to switch from a reactive approach to integrity to a proactive strategy and scale the action and accountability needed to build organizations that make the world a better place. Get in touch with our team to find out more about how Vault’s Active Integrity solution can help your business overcome its biggest misconduct risks. Choose Vault. It’s just good business. **Average Rating:** 4.5/5.0 **Total Reviews:** 22 **User Satisfaction Scores:** - **Ease of Admin:** 8.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Ease of Setup:** 8.7/10 (Category avg: 8.9/10) - **Ease of Use:** 8.6/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Diligent Corporation](https://www.g2.com/sellers/diligent-corporation-9db2bcc4-90ac-4d53-93d9-d0478f837d14) - **Year Founded:** 2001 - **HQ Location:** New York, NY - **Twitter:** @diligenthq (4,521 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/101105/ (2,948 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software - **Company Size:** 68% Mid-Market, 32% Enterprise ### 22. [ICONI CEP](https://www.g2.com/products/iconi-cep/reviews) Programme Delivery & Case Management Software Helping You Change People's Lives **Average Rating:** 4.8/5.0 **Total Reviews:** 5 **User Satisfaction Scores:** - **Ease of Setup:** 10.0/10 (Category avg: 8.9/10) - **Ease of Use:** 9.7/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Iconi](https://www.g2.com/sellers/iconi) - **Year Founded:** 2000 - **HQ Location:** Belfast, GB - **Twitter:** @iconisoftware (939 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/iconi-software/ (18 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 80% Mid-Market, 20% Enterprise ### 23. [Sunrise HR Case Management](https://www.g2.com/products/sunrise-hr-case-management/reviews) Sunrise HR Case Management allows you to build a detailed history of all communications and interactions with each of your employees. **Average Rating:** 4.6/5.0 **Total Reviews:** 6 **User Satisfaction Scores:** - **Ease of Use:** 8.9/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Sunrise Software](https://www.g2.com/sellers/sunrise-software-1af8e981-f873-4256-93a4-e64c5990c52e) - **Year Founded:** 1994 - **HQ Location:** London, GB - **Twitter:** @sunrisesoftware (630 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/216430 (43 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 83% Mid-Market, 17% Small-Business ### 24. [HSE Incident Management Systems](https://www.g2.com/products/hse-incident-management-systems/reviews) HSE is incident management software featuring Incident Reporting, Tracking,Classification, Investigation & Analysise, Corrective Preventive Action, and Occupational Injury Report. **Average Rating:** 4.5/5.0 **Total Reviews:** 4 **User Satisfaction Scores:** - **Ease of Use:** 9.4/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [FirstOne Systems](https://www.g2.com/sellers/firstone-systems-a1e0a3a1-e933-4c97-83e0-312a2cf65c5e) - **Year Founded:** 2010 - **HQ Location:** Chennai, IN - **LinkedIn® Page:** https://www.linkedin.com/company/1140228 (10 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 75% Mid-Market, 25% Small-Business ### 25. [LaborSoft](https://www.g2.com/products/laborsoft/reviews) A WAY TO MANAGE EMPLOYEE AND LABOR RELATIONS **Average Rating:** 4.6/5.0 **Total Reviews:** 5 **User Satisfaction Scores:** - **Ease of Setup:** 9.4/10 (Category avg: 8.9/10) - **Ease of Use:** 9.7/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [LaborSoft](https://www.g2.com/sellers/laborsoft) - **HQ Location:** Newton, US - **Twitter:** @laborsoft (240 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/laborsoft (6 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 60% Mid-Market, 20% Enterprise #### Pros & Cons **Pros:** - Response Time (1 reviews) **Cons:** - Expensive (1 reviews) ## Parent Category [HR Software](https://www.g2.com/categories/hr) ## Related Categories - [HR Service Delivery Software](https://www.g2.com/categories/hr-service-delivery) - [Investigation Management Software](https://www.g2.com/categories/investigation-management) - [Whistleblowing Software](https://www.g2.com/categories/whistleblowing) --- ## Buyer Guide ### What You Should Know About HR Case Management Software ### What is HR Case Management Software? HR case management software helps organizations manage employee relations through a ticketed system allowing them to solve employee problems quickly. It is best for questions, concerns, issues, incident reporting, and gathering suggestions to improve business processes. All in all, it's the cornerstone of HR service delivery. One of its key functions is mitigating risk. Documenting incidents and leaving a clear audit trail helps protect companies from legal costs and fines for non-compliance. It helps in gathering data to create actionable insights by highlighting trends, pointing to potential problem areas, overseeing workflows, documenting and handling incidents, and thereby improving the employee experience. ### What are the Common Features of HR Case Management Software? Listed below are the core features of HR case management that help users file cases, access information, and create a smooth HR workflow: **Dashboard:** At the center of everything is a comprehensive dashboard that allows users to see what needs to get done. It must be easy to configure based on the role or task. **Case management:** At the center of all operations is the ability to create, send, manage, work on, and resolve HR cases. It automates the HR case management process and saves time. From onboarding to offboarding, it addresses the entire employee lifecycle by handling different case types. Like [help desk software](https://www.g2.com/categories/help-desk), most solutions use a ticketing system to easily track and record employee requests and suggestions. This helps establish HR case management best practices. Here are the key case management functions to examine: **Case portal:** As a central hub for the entire service center, the portal allows users to either see, manage, or work on cases. It’s the most important of all case management tools. Permissions are often role based, allowing employees the ability to simply see which HR workers have administrative access. **Service level agreement (SLA) management:** Many departments have an SLA that lays out a deadline for resolving worker issues. An SLA manager allows users to track SLAs either on an individual basis or for the department on the whole. It’s essential to HR service management. **Incident management:** When issues arise, it’s important to gather every detail and get the proper documentation. Organizations must be protected from liabilities, and incident management makes this possible. Having a secure system to report misconduct in the workplace is essential. **Audit trail:** When managing important cases, especially those that relate to harassment, accidents, compliance issues, or even potential legal cases, it’s essential to know who was involved. By recording the actions of every user, it’s easy to track down everyone involved and make adjustments as needed. This is especially important when trying to maintain compliance. **Knowledge base:** A knowledge base allows users to look up information rather than spending hours answering commonly asked questions. By ensuring it’s up to date, searchable, and well organized, users can help themselves when it comes to questions about HR policy. When everyone’s involved, HR initiatives thrive. **Email management:** Administrators may be required to handle a huge caseload. Creating email templates is especially helpful for dealing with the same types of situations day in and day out. HR admins can use preset templates to communicate and resolve issues without leaving the program. **Collaboration:** HR can route requests to other departments or tag them on cases that require collaboration. Questions about payroll can go to accounting, while help desk requests get sent to IT. Notifications make it possible to make deadlines. **Security:** Features such as data encryption, role-based permission and access to certain controls or information, and anti-fraud measures help the organization keep cyber risks to a minimum. ### What are the Benefits of HR Case Management Software? **Resolves employee issues:** Fixing or even identifying complicated issues may make employees hesitant to come forward, especially if the process is difficult. HR case management software helps handle conflicts before they escalate, increasing employee retention. Standardized case management makes it easier to get the support necessary in the office.  **Promotes better self service:** It’s easy to overwhelm admin workers with the same questions. WIth proper knowledge management, users can search for commonly asked questions on the knowledge base, resolving small issues without taking up someone else’s time and resources. Or, in a case where an issue is quick to resolve, the standardization of case management streamlines HR processes. **Highlights workplace challenges:** By tracking and logging information, it’s easy to generate reports and see where employees are getting caught up. Is there a particular piece of your tech stack that isn’t working well? Do employees consistently misunderstand the rules surrounding benefits or company policy? It’s easier to see these trends when it’s all laid out comprehensively. This allows team members to step up and innovate. **Rapid escalation:** When serious issues arise, they can’t slip through the cracks. By giving users the ability to tag high alert issues, they can be plucked from the workflow and given the proper prioritization. **Improves HR efficiency:** Above all, HR case management helps the department handle smaller issues quickly, allowing them to dedicate more time to problems that require abstract thinking and optimizing the workplace. ### Who Uses HR Case Management Software? **HR representatives:** As the main users of the software, HR representatives will primarily be tracking, managing, and solving cases. They may also be updating information on the knowledge base and using the incident reporting system to protect the company from liability. **Employees:** Employees are the most important users in the system. Team members will be the ones submitting cases, asking questions, adding suggestions for the workplace, or reporting misconduct. **Interrelated teams:** Sometimes, workers have questions that the administration can’t answer. Whether it’s a concern that needs to be reported to the facilities or maintenance staff or a question on payroll or accounting, other workers will need to collaborate and interact with the system. **Leadership:** Whether it’s the HR department head or a member of the C-suite, the higher-ups need to see reports to understand how well the system is working, the effectiveness of the HR department on the whole, and any potential risk areas within the organization. #### Software Related to HR Case Management Software Related solutions that can be used together with HR case management software include: **Human resource management systems (HRMS) and human capital management (HCM) software:** For organizations that use suites, it’s essential to ensure that every piece of tech gets along. This includes using [HRMS & HCM software](https://www.g2.com/categories/human-resource-management-systems), or human resources information system (HRIS). Having the ability to export and share data helps keep an eye on the overall health of the company. Having the ability to seamlessly share case data ensures a more secure tech stack. [Knowledge base software](https://www.g2.com/categories/knowledge-base) **:** While this is a common feature in many HR case management apps, it’s still key to consider. If there’s a preexisting knowledge base software, users should try to understand how well the systems interact. When employees have to hunt for information in too many locations, they tend to give up. [HR compliance software](https://www.g2.com/categories/hr-compliance): When it comes to tracking employee certifications, their longevity, and their expiration dates, HR compliance software is necessary to ensure an organization’s protection from legal and financial repercussions from the Occupational Safety and Health Administration (OSHA), Health Insurance Portability and Accountability Act (HIPPA), or other industry regulations. [Onboarding software:](https://www.g2.com/categories/onboarding) New hires especially have a lot of questions. They’ll need quick access to important documents and extra support in the beginning. [Single sign-on (SSO) software](https://www.g2.com/categories/single-sign-on-sso) **:** Users can cut down on potential weak access points by giving workers one place to access everything they need. If security is a serious concern, finding a compatible SSO software assuages many fears. [Performance management software:](https://www.g2.com/categories/performance-management) When tracking potential issues, having historical performance data provides the proper context in serious situations. ### Challenges with HR Case Management Software There are several challenges to consider when looking at HR case management software. A few of them include: **Implementation:** Businesses must ensure that everyone from the CEO to the intern knows how to use this product. Having communication fail isn’t an option, especially when it comes to reporting misconduct. Users must also budget for training time. If people are used to asking questions to the staff, it’ll take some time to adjust to a formalized system. It is important to configure the layout to be as smooth as possible and pay close attention to the UI and make sure it’s usable. **Tech stack woes:** Whether it has an API or partners with popular HCMs or HRISs, it should be compatible with every program it touches. Again, the sensitivity of the data and urgency of the requests means it needs to incorporate smoothly into the workflow. Testing the tech with workers from different departments is especially useful. **Cybersecurity:** Given the legal ramifications from incident reports alone, keeping data secure is a number one priority. Sensitive details of people’s personal lives must be protected, whether that be through training users to spot potential issues, investing in an airtight database, or simply considering SSO tech and other important integrations. ### How to Buy HR Case Management Software #### Requirements Gathering (RFI/RFP) for HR Case Management Software There’s no effective RFI without first doing a thorough examination of the company’s workflow. What specific roadblocks to company success does it remove? Where is HR spending most of its time? Where do team members get stuck? Once this analysis is complete, it’s easier to determine the essential features. Perhaps this means a secure, anonymous whistleblowing portal is what users need most, or, maybe it’s a simple matter of automating tickets to make the department more effective. #### Compare HR Case Management Software Products **Create a long list** Let the price take a back seat for a minute. In the ideal world, what kind of capabilities would make the office function more smoothly? Users must look to find a solution that scales at an exponential rate—separate luxury features, perhaps a more attractive and better SLA management versus priorities, a solid foundation of secure data. It is a good practice to include both big names and a few smaller, more specialized vendors. **Create a short list** What can the organization reasonably afford this year? Or next? What’s the scaling ability you must have versus the potential to accommodate growth beyond expectations? Above all, it is important to look back at priorities—separate the top 5 to 10 requirements and compare products side-by-side on the metrics and capabilities that matter most. **Conduct demos** Such general-purpose software demands a large variety of employees to get involved during the process—executives, team leaders, the HR department, and employees from multiple points in the workflow. If it integrates with another department, it is crucial to get members of that area to test it. Once again, such essential software needs to be usable and at least somewhat intuitive. #### Selection of HR Case Management Software **Choose a selection team** The selection team should represent the different users of the software. Start with at least one person from the C-suite, the head of HR, and maybe a few other team leaders. Next, move to administrators who will use the tech most. Add in employees and workers from any department that must interact with the software, such as accounting, IT, facilities management, and others. As for size, it depends on the size of the company, but 5 to 10 is a good range of 10 to 20 for complex cases. (In those cases, breaking them up into subgroups may be helpful.) **Negotiation** Pricing HR case management software can be difficult. Users must try to get at least several quotes to have an idea of what is a reasonable expectation.  **Final decision** Ultimately, the HR team is going to use the software the most, therefore they must be at the heart of the decision. If it’s not making administration quicker and easier, then it’s failing at its core objective. Consider adding a few other department heads to represent the interests of other employees as well. It ensures the team finds the best HR case management software. ### What Does HR Case Management Software Cost? Many dedicated case management solutions have customized pricing based on multiple factors, including company size, workflow complexity, and the existing tech stack. Not many offer free trials. HR case management solutions may also come as part of a larger solution such as [HRMS & HCM Software](https://www.g2.com/categories/human-resource-management-systems). In those cases, pricing may vary depending on the necessary modules and any additional add-ons. #### Return on Investment (ROI) When looking at the ROI for HR case management software, there are several ways to calculate ROI: **Staff time:** How many hours per day, week, or year is being saved for the HR personnel? A simple calculation of the hours saved multiplied by the employee's salary works well enough. **Legal fees:** Mitigating risk is perhaps the biggest bonus of an HR case management system. How much money is being spent consulting with lawyers? How many billable hours are they racking up? **Compliance:** Depending on the industry, compliance fees could cost an unimaginable amount of money.  **Productivity:** When employees have access to an updated knowledge base and good document management, they’re saving everyone’s time. Instead of needing to reach out to HR, who may have to contact another department, they can go straight to the answer. Streamlining common bureaucratic concerns can save time during the workflow.