An employee relations tracking system is a case management software that enables HR to track and manage their employee and labor relations cases within a secure, collaborative environment. It is sometimes referred to as an HR Case Management system, since there is often no clear demarcation between labor relations and HR-related cases - Employee Relations cases often start as an employee case for HR and turn into ER cases after more information becomes known. For example, questions about payroll, benefits or HR policy, may turn into labor relations grievance cases that will need to be tracked and managed by HR.
Employee Relations Tracking Systems help ER and Investigator teams implement Employee Relations processes that are:
An Employee Relations case tracking system for employee relations case management issues has significant advantages over a paper-based case management system or Human Resources Excel spreadsheet templates, providing a number of ways of improving employee relations. These include:
Dovetail provides a single, flexible tool that meets all your employee relations and labor relations case management needs, including the tracking of employee issues, within one centralized tool. In addition to a user-friendly interface that HR teams can easily navigate and collaborate on cases, Dovetail has a powerful, yet easy-to-use, rules engine. The engine allows HR teams to configure workflows to support any type of HR or ER case management process. Best of all, the administration can be performed by HR teams without the need for additional IT resources.
Whether cases are being manually created and assigned or automatically being set up and dispatched, Dovetail Employee Relations software has it covered. Cases are automatically created whether received through email, chatbots, live chat, Employee Portal, or APIs. Based upon the source, cases are automatically categorized. For example, as an email dedicated to Payroll questions, or upon keywords in the content of the case information provided. This means HR teams are empowered to configure automation within the case management system that helps them with common tasks, such as case assignments.
Dovetail provides a highly granular, role-based permissions management system, to ensure HR teams have control over what access and visibility users have in cases. This allows Employee Relations cases to be easily separated from other types of HR cases. ER cases can even be restricted to key individuals within the HR team.
Dovetail Employee Relations case management software enables all of your communications and case documents to be kept within the case file. All notes and emails are entered directly within the case. In addition:
Dovetail’s Employee Relations case management system enables you to configure event rules to set notifications that are associated with various case events. These notifications can serve as update communications or simple reminders. Child cases can also be generated as case sub-tasks, either for tracking purposes or for assigning to other users. For example, if your legal department needs to review a case as part of the investigation process, a sub-task can be assigned to legal to complete after HR has collected the relevant documentation and carried out the initial interviews.
Dovetail integrates with HRIS systems, typically through nightly data feeds, so that employee information is available for an automatic population of case data. In addition, Dovetail case management enables customers to add data or even combine data feeds from multiple sources to provide information in a single summary view (information that might have required an HR user to open multiple HRIS screens or even access multiple systems), which ensures the HR team has a complete picture of the employee's situation, role, team, pay, etc, by simply entering their name. This saves valuable time, speeding up the assessment process.
Dovetail can leverage this information and populate templates used in case notes or emails, as a way to eliminate keystrokes and speed up repetitive actions for our customers.
Dovetail provides views of all case history for individuals, and the ability to filter, based upon whether the cases were reported by the employee, or were reported by other individuals relating to the employee concerned. In this way, you can easily check for simple issues such as duplicate cases. If the concern is a history of ER-related cases against an employee, HR teams have the ability to filter on cases reported about the concerning employee. In this way, HR can easily determine whether there has been a history of similar cases - which may indicate a pattern of behavior that may provide evidence for new cases.
Dovetail provides a report module with over 70 reports that enable customers to show trends in case types or filter by location, department, agent, employee, union, or any other criteria. There is no limit to the number of reports customers can generate. Reports can be scheduled to run regularly and automatically distributed to individuals/groups, in order to continually update HR with trends and variations. Tracking employee relations case data is made easy.
When your team is working on multiple cases, you may find you don't have the time to check the progress of each individual case. You believe your team to be reliable, but what if on occasion they’re not. This could result in unexpected lawsuits, fines, or even a high-performing employee leaving the company.
Dovetail’s Employee Relations software provides you with the visibility you need of your team’s workload, with features such as alerts of overdue tasks, activity timelines, and details of who has worked the case, as well as configurable Service Level Agreements (SLAs) with escalation process (that can automatically notify and reassign cases as you wish). In this way, you can track and manage your Investigators’ cases, and stay on top of your team’s workload.
Thanks to Dovetail’s responsive web development (RWD), our case management system interface automatically adjusts to the user's screen size across multiple devices, enabling easy access to cases from phones and tablets from anywhere, at any time.
Dovetail's Employee Relations templates promoted consistent language in HR and employee communications, such as providing standard legal language or instructions for agent guidance.
There are a number of reasons why you should choose Dovetail Employee Relations software for your organization. Take a look at Dovetail's Employee Relations Management Software in 2022 blog post for a list of 11 benefits and/or read 10 Reasons Why Your Organization Needs Employee Relations Software Today.
However, there are several benefits that differentiate the Dovetail Employee Relations software offering from other providers, including:
To find out more, why not book a demo of Dovetail Employee Relations case management software, with employee relations case tracking system capabilities, today?