Addressing disciplinary actions in the workplace may prove to be a delicate affair for any company’s HR department. In today’s example, we are going to take a closer look at a real-life case of how Dovetail Software can help automate the process and make all steps, including reporting and resolution, clear and detailed.
In HR, sensitive cases demand precision, efficiency, and care.
Let’s dive into how Dovetail Software simplifies managing a disciplinary case, step by step.
The Incident: A Report of Concern
It begins with Emma White, an employee who witnessed a violent outburst during a meeting. Emma emails HR directly, outlining the incident. Within moments, she receives an automated response confirming her case submission—reassurance that her concern is being addressed.
The HR Specialist: Frank Sherman
Now, let’s see how Dovetail ensures the case lands in the right hands. Logged in as Frank Sherman, an HR representative specializing in Employee Relations (ER), we see that Dovetail’s smart keyword-based automation has routed the case to the ER queue. Keywords like "violent outburst" triggered an "Urgent" priority designation, highlighting the case's critical nature.
Frank accepts the case, instantly taking ownership. The intuitive Dovetail console keeps his workflow focused, ensuring sensitive cases are visible and prioritized.
Building the Case: Capturing Key Details
The first step is adding the involved parties. Frank identifies Logan Baker as an individual involved in the incident and selects the appropriate Case Type. This action reveals configurable "Additional Fields," allowing Frank to capture key details, from timelines to context. These fields ensure that no detail is overlooked.
Next, Frank prepares for the investigation by logging a note using the "Interview Guidance + Interview Form" template. This structured note ensures Logan's interview covers all critical points, following a consistent approach.
Collaborating with Key Personnel
Logan’s manager, Liam Lopez, plays a crucial role in the investigation. Frank assigns Liam as an Involved Party, ensuring he has visibility into the case. After interviewing with Logan, Liam submits a detailed transcript, which Frank uploads directly into the case file. This comprehensive record keeps all stakeholders informed and aligned.
Closing the Case: A Collaborative Effort
With all information recorded, the case returns to the ER queue for collaborative review if needed. Dovetail’s system maintains transparency, enabling HR teams to address the case thoroughly. Once resolved, Frank marks the case as closed, leaving a detailed and auditable record.
Why Dovetail Matters
This isn’t just a process—it’s a demonstration of how Dovetail transforms HR Case Management. From automated routing and intuitive data capture to seamless collaboration, Dovetail empowers HR teams to handle even the most sensitive cases confidently and efficiently.
Ready to redefine your HR workflows? Let Dovetail lead the way to a more streamlined and empowered workplace.
Disclaimer: The following is a scenario-based demo created to illustrate how Dovetail Software can streamline HR processes. While the characters and events are fictional, the functionality and benefits described are based on real features of Dovetail’s platform.
