HR & employee relations

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h.YOUR CASE WORKSPACE
CASE HC–024 · EXAMPLEIn progress

Workplace concern

Workflow: Misconduct investigation

WorkflowDocumentsPeople
  1. COMPLETED

    Capture the concern

    Initial note and supporting document added.

  2. COMPLETED

    Review the context

    Review notes recorded with this step.

  3. IN PROGRESS

    Plan the conversation

    Task: prepare questions for the meeting.

  4. UP NEXT

    Record the next action

Reusable workflow · copied to this case
Illustrative · fictional case

How it works

One workflow. Every case.

02

Run a case on it

Notes, documents and tasks sit with each step.

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03

Copy it to the next case

Nothing to rebuild, and every case follows the same process.

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Outgrown the case tracker?

Keep the process with the case.

Bring the work out of spreadsheets, email threads and folders, into a case with a workflow to follow.

Before

The spreadsheet routine.

  • Status updates in rows.
  • Notes and documents in separate folders.
  • Next steps in email and to-do lists.

With Halcia

A case with a process to follow.

  • Track each case through your workflow.
  • Keep notes and documents with each step.
  • Copy the workflow to the next case.

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Case management, made simple

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Use it for every case.

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