Agent StoreHuman ResourcesEmployee Relations
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Grievance Case Management Agent

Human ResourcesEmployee Relations

Intakes employee relations complaints, routes them to the appropriate investigator, tracks investigation timelines, and maintains a confidential case record.

4
Process steps
5
Integrations
2
Data inputs

Employee relations complaints, from harassment allegations to policy disputes, often enter through inconsistent channels such as a manager's inbox or a hallway conversation, resulting in delayed investigation starts and inconsistent documentation that increases legal risk if a case is later challenged

Without centralized tracking, HR leadership lacks visibility into total case volume, investigation timeliness, or recurring issue patterns across the organization

The agent provides a single, confidential intake channel for employee relations complaints, automatically routes each case to the appropriate trained investigator based on complaint type and conflict-of-interest checks, and tracks the investigation against defined timeline standards

It maintains a secure, access-controlled case record throughout the process and aggregates anonymized case trend data for HR leadership without exposing individual case details

The agent provides a confidential intake form or channel for employee relations complaints, capturing structured details about the complaint type, parties involved, and requested confidentiality level. It applies routing logic to assign the case to a qualified investigator while automatically checking for conflicts of interest based on reporting relationships, then tracks the investigation timeline against internal policy standards with automated reminders for approaching deadlines. Throughout the case, access to details is restricted to authorized personnel only, and closed case data is anonymized and aggregated for leadership trend reporting.

1

Confidential Intake

  • Provide a secure, confidential channel for complaint submission
  • Capture structured complaint type and involved party details
  • Confirm the complainant's requested confidentiality level
  • Generate a unique, access-controlled case file
Outcome: Every complaint enters through a consistent, secure intake process.
2

Route to Investigator

  • Match the case to a qualified trained investigator by complaint type
  • Check for conflicts of interest based on reporting relationships
  • Assign the case and notify the investigator securely
  • Set the investigation timeline per policy standards
Outcome: The case is routed to an appropriate, conflict-free investigator promptly.
3

Track Investigation Progress

  • Monitor investigation milestones against timeline standards
  • Send automated reminders for approaching deadlines
  • Log all case updates in the secure case record
  • Escalate overdue investigations to HR leadership
Outcome: Investigations proceed on a tracked, accountable timeline.
4

Close Case and Aggregate Trends

  • Document final investigation findings and resolution
  • Restrict detailed case access to authorized personnel only
  • Anonymize and aggregate closed case data for trend reporting
  • Deliver quarterly anonymized trend summary to leadership
Outcome: Cases are closed with complete documentation and contribute to safe, anonymized trend insight.
Secure case management platforms (Navex, ServiceNow HR)
Manages confidential case records
Workday or BambooHR
Cross-references reporting relationships for conflict-of-interest checks
Encrypted email or secure portal
Provides the confidential intake channel
Legal case management systems
Shares case records with legal counsel when required
Tableau or Looker
Visualizes anonymized quarterly trend data for leadership