Launching Soon
Next-Gen Employee Relations Case Management
We're building a better ER case management, workplace investigation, and exit interview experience. Stay tuned for more!
Feature list
Case Management
- Centralized dashboard for employee relations, investigations, severance, and exit interview cases
- Searchable, filterable case list with expandable row details
- Auto-generated case numbers by case type
- Case types: Exit Interview, Employee Relations, Investigation, Severance
- Structured issues with categories, subcategories, dispositions, and descriptions
- Involved parties and witnesses tracking with party type and action taken
- Primary party and involved employee linking
- Case notes with timestamp insertion
- Restricted cases for sensitive matters (creator-only visibility)
- Case assignment with in-app and email notifications
- Full case audit history
Documents & Evidence
- Document upload and download on case files
- Email file support (.eml / .msg)
- Document descriptions and case-linked attachments
AI-Powered Insights
- AI case summaries generated from case content and documents
- AI employee case summaries across an employee's case history
- Policy-aware AI analysis when company policies are uploaded
- Background AI queue with status monitoring
- Exit interview aggregate AI reporting across completed surveys
Exit Interviews
- Configurable question library
- Custom survey templates with sections and instructions
- Online survey link generation and email delivery
- In-person exit interview capture
- Individual interview results and exports (PDF/DOCX)
- Aggregate exit interview reporting with filters and CSV export
Employee Data
- Employee directory with search and filters
- Employee profiles with org hierarchy fields (5 levels)
- Optional custom employee fields (labels, sections, visibility)
- CSV bulk import and update
- Supervisor/manager linking
Reporting & Analytics
- Reports and analytics dashboard with charts
- Filters by location, employee type, org levels, and case type
- Case category and org-level breakdowns
- Exit interview rating averages
- CSV export for offline analysis
- Permission-scoped reporting (users see only permitted data)
Security & Access Control
- Role-based permissions with configurable roles
- Granular permission matrix (cases, documents, settings)
- Org-level and case-type access grants for limited users
- Superadmin, ER Admin, HR Director, HR Manager, and Investigator default roles
- View-all-cases vs. assignment/grant-based case visibility
Administration
- User management with active/inactive accounts
- Role management with permission assignment
- Case categories and subcategories configuration
- Configurable org level labels
- Case option lists (statuses, dispositions, party types, etc.)
- Client branding (logo, colors, app name)
- Custom exit interview email templates
Policy Management
- Company policy document upload and management
- Policy text extraction for AI summary integration
- Policy audit trail
Audit & Compliance
- Login audit (success, failure, logout, idle timeout, password resets)
- User audit (account changes, login emails)
- Role audit (permission changes)
- Policy audit (uploads, updates, deletions)
- Failed login alerting
User Experience
- Command Center home page for quick actions
- In-app notification bell for case assignments
- Mobile-friendly case dashboard and case details
- Built-in help and user/admin guides
- Password reset, history enforcement, and session idle timeout
- Self-service profile and notification preferences
