People are the heartbeat of any company, so, ensuring your core Human Resources (HR) functions are organized, managed, and carried out as efficiently and effectively as possible is critical to your success.
In this article, we’ll discuss the core features, capabilities, and advantages of HR Case Management, a few functional software solutions, and how our senior-level consultants can benefit your organization and your employees.
What is HR Case Management?
Case requests typically come from pre and new-hires, HR team members, team leaders, HR executives, or other external connections or organizations, and case handlers are responsible for routing the request, determining truth, collaborating with other teams, and eventually finding a solution for the employee.
Case Management is the process in which members of your HR department review and record HR requests, manage requests and other related cases, answer employee questions, and resolve issues related to core HR processes, employee relations, and more.
HR Case Management solutions offer a few key features that improve efficiency and enhance workflow automation, including…
- Case management dashboards
- Dynamic collaboration tools
- Advanced operational analytics and insights
- Service level agreements (SLAs)
- Automated Business Process Management (BPM) tools
When it comes to optimizing your HR service delivery tools and resources, HR Case Management lies at the top of the priority list. Solving employee case requests quickly and efficiently can not only improve productivity and engagement throughout your organization, but it can also enhance employee satisfaction across the board.
Main Types of HR Cases
1) Employee Benefits
From managing Open Enrollment tasks to processing claims, managing leave, and more, case management processes can quickly answer questions, effectively address employee needs, and maintain regulatory compliance. This way, employees spend less time addressing simple employee requests and place their focus on solving more complex issues in an efficient manner.
2) Payroll and Taxes
An HR Case Management system can help payroll team members and executives conduct more efficient payroll processing and administration processes and leverage automated workflows and improved documentation to resolve cases as they arise.
3) Employee Grievances
Maintaining strong relationships among employees is essential in creating a collaborative and positive employee experience across different areas of the organization. Case management allows employees to manage grievances and resolve disputes between employees in a more effective and professional way.
4) Onboarding Procedures
When hiring new employees and helping them get acclimated to their new job, it’s important for more experienced employees and managers to be prepared to answer a wide range of questions, including those concerning company policies, procedures, and employee benefits. Proper management of HR cases helps facilitate communication between employees and makes the transition into a new role easier and more efficient.
5) Employee Performance
Case management solutions can address concerns with employee performance and compensatory benefits related to performance, including bonuses and merit increases. Solving these cases helps companies improve transparency across different business areas and provide a better employee experience in the long run.
What is HR Case Management Software?
HR Case Management software refers to the resources, tools, and applications used to help HR departments access, view, manage, and report employee requests and automate HR processes for improved productivity, engagement, and satisfaction.
With HR Case Management software, companies are enabled to…
- Create customer automated workflows to streamline manual processes
- Support management for cases concerning grievances, disabilities, and disciplinary issues
- Leverage centralized dashboards to improve case and knowledge management
- Conducting data migration between analog and digital versions of files and forms
- Using self-service options to manage HR data and case data more efficiently
Key Advantages of HR Case Management Solutions
1) Improved Self-Service Functionality
When navigating complex HR issues, employees are often reluctant to submit case requests without knowing if or when they will be updated on the status of their case and the resolution of their issues.
But, with HR Case Management systems, users can leverage intuitive self-service functions to improve the timeliness of case resolutions and give employees control over their own experience.
2) More Efficient Workflows
Traditionally, tracking, managing, and solving cases can include a series of complicated steps and time consuming tasks.
HR Case Management software provides workflow automation tools that help HR professionals solve case issues more efficiently and focus more attention on delivering efficiencies and increasing engagement for employees.
3) Quicker Issue Resolution
When it comes to managing and solving case requests in the most efficient manner, sometimes issues with task hand-off or time management capabilities for other individuals get in the way.
HR Case Management systems solve issues like these by offering a single source of truth and centralized operations for HR professionals responsible for completing tasks related to employee case requests.
4) Effective Case Investigation
Before resolving HR cases, HR professionals need to ensure they fully understand the nature of the issue and all of the related details to provide the most effective solution.
Case Management solutions simplify case investigation by providing a central location for employees to access, view, store, and analyze details for each case and help improve decision-making processes for case resolution.
5) Increased Case Awareness
While Case Management systems are designed to improve case resolution timelines and improve the overall employee experience, they also provide additional visibility into both the current state of the workplace and the morale of employees.
Infor’s HR Case Management Solution
The Infor HR Case Management solution provides the resources and functionality needed for managers and company leaders to track, manage, and solve employee inquiries and ensure seamless integration with the Infor Global Human Resources (GHR) system.
Here are a few of the main features and benefits of the solution…
Key Features and Capabilities
- Service-level agreement (SLA) tracking to ensure faster resolution for HR cases
- Full visibility into new and existing cases with functional user queues
- Automated notifications for more efficient case resolution
- Case cloning and bulk case creation to mange large case quantities more easily
- Built-in integrations with other Infor applications and external tools
Advantages for Your Organization
- Leverage a user-friendly interface to improve HR service delivery
- Access important case information anytime, anywhere
- Facilitate communication between multiple employees through one solution
- Improve interactions with prioritized case and knowledge management processes
- Gain better insights through a multi-tiered HR case management system
How Can We Help?
Whether you need help implementing a new HR Case Management system in your organization, defining workflows through your internal HR knowledge base, creating custom dashboards for each individual HR team member, or anything in between, Surety Systems is here to help.
Regardless of the scale, scope, or complexity of your Case Management needs, our team of senior-level consultants has the skills and experience needed to lead you to success with flying colors.
And, to give you a better idea of what to expect when partnering with us, we’ve included a sample profile of one of our top-notch HR Case Management consultants…
Surety Senior HR Case Management Consultant
- 30 years of Lawson HR experience
- Lawson v5-11, S3, GHR, and CloudSuite expertise
- Experience engineering Infor Enwisen Pre-Boarding and Onboarding process flows
- Developed Landmark Reports, ION Data Flows, API, IPA, and DataLakes
- Proficient in Planning, Implementing, Designing, Configuring, Troubleshooting, Interfacing and Data Conversions
Getting Started with Us
Interested in learning how HR Case Management (and, specifically Infor’s Case Management solution) can help your HR teams solve cases and complex requests more efficiently?
Ready to get started on a project with one of our top-notch HR management consultants?
Contact us today!