Efficient, award-winning

HR case management

Improve compliance, increase visibility, and reduce case costs.

Goodbye spreadsheets, hello ER Tracker!

Reduce case costs

Track all costs associated with cases including administrative, temporary staff, absences, and employment tribunals.

Resolve cases quicker

Keep on top of deadlines with case dashboards, visual case timeline, task management, and alerts.

Efficient workflows

Your team will automatically know which tasks are due that day with integrated emails, letter templates and document capture.

Proactive HR analysis

Spot trends and patterns with insightful reporting. Increased visibility of case costs and lengths allows you to drive impactful change.

Improved HR case management

ER Tracker is designed to improve case compliance and increase case load visibility. Turn your HR policies into manageable, visible stages and steps and discover how collaborative and proactive case management resolves cases quicker whilst reducing costs and absence rates. Say goodbye to spreadsheets!

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ER Tracker Key Features

Document capture

Record every detail of an employee case, including all correspondence (email, letter, phone or meeting). Everything associated with the case is stored and managed in one place.

Real-time monitoring

Dashboards and views provide top line visibility and performance monitoring. HR line managers have full visibility of their teams’ HR cases and dashboards enabling them to review progress and keep everything on track.

Auto-populated templates

Letters and emails can be built in and automatically populated. Users can send, reply and automatically save all case management correspondence in one place.

Workflow management

Configure workflows for each case type; assign stages, steps and timeframes, helping to ensure consistency across processes. Steps can be added manually on a case-by-case basis.

Alerts and reminders

Keep up to date with approaching deadlines in the office and on the go. Email alerts inform case handlers when steps require completion or are overdue.

Flexible user permissions

User defined access roles allow you to control access to each HR case and what users can undertake. Sensitive cases can be managed discreetly with visibility granted to only those who need it.

Outlook add-in

Store correspondence and attachments for a case, straight from your inbox.

Task management

List tasks of all sizes in a centralised fashion against a case. To help ensure tasks are not forgotten, a dashboard lists all your active tasks alongside reminder emails.

Secure repository

Eliminate the issues of inefficient data sources, disconnected databases, and information such as spreadsheets, emails, voicemails, and paper files spread across a myriad of locations.

Fast track

Cases can now be fast tracked which means they need to be completed within a shorter duration ensuring these types of cases are resolved sooner.

User defined fields

Create fields that are specific to your requirements and report on these. This covers a vast range of information including, risk rating, employee restricted duties, and all nine protected characteristics as defined in the Equality Act 2010.

Custom reports

Build custom reports from scratch and in a few simple clicks, report on any information stored within ER Tracker.

API

Interfaces with HR systems allowing information to be shared across existing systems.

Document bundling

Download all notes and attachments associated with a case in a single click making collation of documents simple and accurate.

Reporting suite

Powerful reporting provides you with the tools to analyse information within ER Tracker to proactively manage cases, reduce case costs by resolving cases quicker, and in some instances even prevent cases before they happen.

Maximise case compliance

HR case management workflows are built in line with your organisation HR policy to ensure procedures are followed correctly every time. Built in workflows ensure stages and steps are carried out within time-limits. All case documentation is securely stored in one place providing proof of compliance with your organisation’s policy which can support you in the case of an employment tribunal.

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Reduce HR case costs

Significantly reduce your case costs by reducing case length. Intuitive workflows keep your cases on track reducing bottlenecks or delays. Long terms sickness or absence cases can be resolved quicker meaning a lower spend on temporary cover and preventing over-stretched, under-staffed departments. There is also the risk reduction of a costly employment tribunal by supporting early resolution where possible.

Increase your HR team efficiency

HR case management workflows are built in line with your organisation HR policy to ensure procedures are followed correctly every time. Built in workflows ensure stages and steps are carried out within time-limits. All case documentation is securely stored in one place providing proof of compliance with your organisation’s policy which can support you in the case of an employment tribunal.

Case Study: Increased efficiency of HR cases

Learn how ER Tracker has enabled Medway NHS Foundation Trust to complete HR investigations within six weeks, up 43 per cent from the previous year.

Read the case studyResources and Insights

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ER TRacker Datasheet

Turn your case management into manageable, collaborative and visible steps to improve case compliance.

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Case Study: CMP

CMP saves 140 hours a week on HR case reporting with real-time access to case information.

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White Paper: Enhancing HR case management

We put the spotlight on case management and address the challenges many organisations face.

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Blog: How HR data is bridging the ‘boardroom’ perception gap

Are we failing to demonstrate value to senior management in a convincing way?

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White Paper: Employee relations analytics maturity white paper

A guide to help you improve case management through proactive monitoring.

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