Building Trust: Key Features That Make Dovetail Secure and Efficient

In HR, trust is paramount. Every interaction—whether it’s an employee inquiry, a sensitive report, or an ongoing investigation—relies on security, transparency, and precision. That’s where Dovetail Software shines, offering features designed to prioritize privacy and ensure compliance while enhancing efficiency. Let’s explore why these key features matter.

1. Roles and Permissions: Security Starts Here

Not all HR cases are created equal, and not everyone should see every detail. Dovetail’s Roles and Permissions framework ensures access is tailored to each user’s responsibilities. For example:

• HR Representatives might handle general inquiries.
• Employee Relations Specialists work with more sensitive cases.
• Executives may have high-level access to oversee patterns and trends.

By granting access based on role, Dovetail minimizes risks of unauthorized viewing and ensures employees’ personal information is safeguarded. This precision not only protects privacy but also fosters trust across the organization.

2. Confidentiality at the Click of a Button

Some cases demand an extra layer of discretion, which is why the Confidential button exists. With a single click, sensitive cases—like workplace investigations or legal matters—are shielded from unnecessary access.

When confidentiality is activated:

• Case visibility is restricted to approved personnel only.
• Sensitive details are securely stored and clearly marked as confidential.
• Auditable logs track every interaction with the case, ensuring accountability.

This feature empowers HR teams to handle sensitive matters with the utmost care, maintaining compliance with data protection regulations and company policies.

3. Comprehensive Case View: Transparency Meets Organization

Managing an HR case means juggling multiple moving parts—emails, notes, interviews, files, and involved parties. Dovetail’s Comprehensive Case View brings everything into one place:

• Involved Parties: Clearly see who’s part of the case—witnesses, managers, or other stakeholders.
• Files and Attachments: From interview transcripts to policy documents, all files are stored securely and easily accessible.
• Logged Notes and Emails: Maintain a thorough, centralized record of all correspondence and updates.

This clarity ensures nothing slips through the cracks, enabling HR professionals to work efficiently and with confidence.

4. Queues: Focused Workflows and Prioritization

Queues are the unsung heroes of efficient HR operations. By organizing cases based on priority, type, or team, queues ensure the right people see the right cases at the right time.

• Urgent Cases (like disciplinary actions) are automatically flagged and routed to specialists.
• General Inquiries go to the appropriate HR representatives for quick resolution.

This intelligent system keeps workflows streamlined and guarantees cases requiring immediate attention are never overlooked.

5. Built-In Compliance and Security Tools

Dovetail doesn’t just make case management easier—it helps your organization stay compliant with data privacy laws and HR best practices. Features like:

• Data encryption protects sensitive information.
• Audit logs provide a full history of case activity.
• Automated rules ensure consistent handling of cases across the board.

These tools give HR teams the peace of mind that their processes meet the highest standards of security and compliance.

For more on how Dovetail protects employee and HR data, read Cybersecurity of HR Data: How to Protect HR and Employee Data Against Cyber Attacks. 

Why It All Matters: Building a Culture of Trust

When employees report concerns or seek answers, they’re entrusting HR with their privacy and security. Dovetail’s thoughtful features—like Roles and Permissions, Confidential buttons, and detailed case views—go beyond functionality. They demonstrate a commitment to respecting employees’ trust, safeguarding their information, and ensuring every case is handled with integrity.

Ready to elevate your HR processes with tools that prioritize security and compliance? Let Dovetail help you create a more trustworthy, efficient workplace.