17 Best HR Case Management Software: Reviewed in 2025
10 Best HR Case Management Software
Here's my pick of the 10 best software from the 17 tools reviewed.
Get free help from our HR software advisors to find your match.
With many HR case management software solutions available, finding the best fit for your needs is tough. You want to streamline the management of HR cases, from tracking and documenting employee requests and complaints to ensuring timely and consistent responses. However, which system is the best fit for your needs?
In this post, I use my experience as an HR specialist and knowledge of different HR case management tools to bring you this shortlist of the best HR case management software overall. I'll help you simplify your selection process to find the best option for your needs.
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HR Case Management Software: Pricing Comparison Chart
This comparison chart summarizes pricing details for my top HR case management solutions to help you find the best software for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 |  Deel Deel helps users avoid legal mistakes by ensuring the right documentation is in place. | Best for international teams | Free demo available | Flat rate user pricing, with a free version for businesses with up to 200 people | Website |
| 2 |  HR Acuity HR Acuity allows you to drill down into employee cases. | Best for end-to-end HR case management | Free demo available | Pricing upon request | Website |
| 3 |  Syntrio Syntrio specializes in HR case management software, dedicated to fostering compliant, ethical workplace cultures. | Best for streamlining investigations and preventing misconduct | Not available | Pricing upon request | Website |
| 4 |  Dovetail Software Dovetail Software ensures that cases don’t slip between the cracks. | Best for providing HR teams with complete caseload visibility | Not available | Pricing upon request | Website |
| 5 |  i-Sight i-Sight helps you focus on the most important issues and cases. | Best for incident avoidance and misconduct prevention | Not available | Pricing upon request | Website |
| 6 |  ServiceNow ServiceNow helps you get straight to the point and resolve issues. | Best for standardizing employee documentation | Free demo available | Pricing upon request | Website |
| 7 |  CIPHR CIPHR HR ensures your data is secured. | Best for high volumes of employee issues | Not available | Pricing upon request | Website |
| 8 |  Cherwell HR Case Management Cherwell reporting helps you see where HR improvements can be made. | Best for a comprehensive HR case management solution | Not available | Pricing upon request | Website |
| 9 |  Workpro WorkPro gives clear insights into which cases need attention. | Best for complex policy points and legality | Not available | Pricing upon request | Website |
| 10 |  UKG People Assist UKG People Assist delivers answers to employees quickly and efficiently. | Best for providing employees with quick answers to queries | Not available | Pricing upon request | Website |
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Paycor
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.1 -
Willo
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
ClearCompany
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best HR Case Management Software Reviews
Here are my detailed summaries of the best HR case management software that made it into my top 10 list, including their key features, integrations, and ideal use cases for each system to help you find the best tool for you.
Deel is a global HR platform that provides HR case management software, enabling businesses to manage workforce compliance and centralize HR tasks. The platform additionally integrates employee onboarding, payroll management, and an HRIS into a single system, facilitating the management of employee data, time off, expenses, reporting, performance, documents, and communication all in one place.
Deel is also ideal for international teams with its EOR service that offers businesses the ability to hire anywhere in the world using its 100+ entities and visa support. This includes global contractor management and global compliance management to ensure that hiring and employment practices comply with local laws and regulations in over 150 countries.
Deel integrates with Xero, Bob, Okta, Expensify, BambooHR, Slack, QuickBooks, Google Workspace, and NetSuite.
HR Acuity is an end-to-end HR case management platform designed to help organizations manage employee relations and conduct workplace investigations. It provides tools to document, track, and analyze employee issues, ensuring consistent and fair handling of cases.
HR Acuity offers built-in templates and standardized processes for documenting employee relations cases. These features help your team maintain consistency across all investigations, ensuring each case is handled fairly and thoroughly.
The platform's analytics and reporting capabilities also allow you to identify trends and potential risks within your organization. By analyzing data from past cases, you can proactively address recurring issues and implement preventive measures.
HR Acuity integrates with Workday, Oracle, ADP, Ultipro, other HRIS systems, and ComplianceLine. It also offers its REST-based API for integration with ticketing systems and compliance solutions.
Syntrio provides comprehensive HR case management software solutions with a focus on compliance and ethical work environments. In addition to their case management capabilities, Syntrio platform also covers compliance training, ethics hotlines, and reporting to foster a respectful workplace environment.
Syntrio's HR case management software offers secure tracking and resolution of employee relations matters, which is crucial for maintaining confidentiality and trust within an organization. What differentiates Syntrio is its 100% anonymous reporting feature, which allows for secure and confidential communication between the ethics hotline reporters and investigators.
Syntrio provides a suite of features to support organizations in compliance training and ethics reporting. Their ethics hotlines facilitate anonymous reporting globally, with a case management system for incident resolution. Syntrio also offers extensive training courses on harassment, employment law, and diversity, and maintains updated course libraries to ensure content relevance.
In addition, Syntrio offers customer support for platform implementation and utilization, and regularly updates its course offerings to align with current compliance standards.
Integrations with Syntrio are available through their open API.
Best for providing HR teams with complete caseload visibility
Dovetail Software HR Case Management aims to modernize how you manage, track and report employee requests. The Home Console provides each HR team member with full visibility into their current workload. Case data is segregated based on the employee profile or case stage. The Knowledge Base allows searches across existing cases, knowledge articles, attachments, and expert content.
Team leaders can easily monitor Service Level Agreements to ensure that each case gets the required attention. Dovetail allows cases to be escalated automatically or manually. HR executives and employees are kept informed with automatic emails and notifications.
Dovetail Software integrates with a range of popular business applications, including Google Sheets, Slack, Gmail, and Intercom.
The company offers customized pricing on request. There is no free trial.
i-Sight is a cloud-based case management solution focused on implementing workflows, analyzing results, spotting trends, and monitoring risks. Features include a support hotline, data encryption, and role-defined access. The software also includes anti-fraud programs, multilingual support, incident management, and multi-location investigations.
This tool helps HR departments investigate fraud, bribery cases, and other matters of concern. It also enforces compliance with anti-corruption and security legislation. Notifications and alerts keep managers on top of compliance issues and help them investigate problems.
The software integrates with any ODBC-compliant database, including SAP, Oracle, and JD Edwards.
i-Sight offers customized pricing on request. There is no free trial.
ServiceNow Case and Knowledge Management prioritizes and routes employee inquiries through a single workspace. You can create knowledge repository articles based on popular topics or frequently asked questions. Simple dashboards make it easy for managers to understand cases and improve HR service delivery.
The software aims to standardize the documentation and fulfillment of employee inquiries and route requests efficiently. Confidentiality is maintained at all times by securing records effectively. Employees can use the self-service system to find information or report misconduct in the workplace confidentially.
ServiceNow integrates with a range of business systems, including Altiris, Google Maps, Microsoft SMS/SCCM, and Verizon Bonding. Employees can also access information from anywhere using their mobile apps for Android and iOS devices as well.
ServiceNow offers customized pricing on request. There is no free trial, but a free demo is available.
CIPHR HR case management software helps you record, manage and track employee cases securely. The configurable software makes it easy to define automated workflows for each case type, store correspondence records, and specify default priorities. The system keeps an accurate record of each case's history.
Large numbers of employee requests and cases can be handled efficiently for maximum employee satisfaction. Automatic alerts and reminders help HR teams keep cases on track to resolve them in the required timeframe. The system also provides an auditable trail of evidence and a searchable history.
A suite of integrations is available through the CIPHR API.
CIPHR offers customized pricing on request. There is no free trial.
Cherwell HR Case Management empowers employees to submit requests and check the status of existing requests. Where necessary, these can be routed to an HR team member using workflow automation. Employees can view the status of their requests through the system portal.
The SaaS software manages the entire life-cycle of employee requests, from the initial query to final closure. All transactions are documented, providing a complete audit trail of employee communications. Key processes can be automated to ensure Service Level Agreement and policy compliance.
The software integrates with various HRIS solutions.
Cherwell HR Case Management offers customized pricing on request. There is no free trial.
Workpro HR is a case management solution that delivers a consistent, repeatable process for dealing with issues. The system allows you to automate HR processes, track timescales and generate reports. Concerns can be highlighted and dealt with before they become serious problems.
With the help of Workpro HR, managers can keep track of everything that's important. They can use the Case Portal to get the information they need and manage cases the right way. Senior managers can get reports and insights to help improve employee relations.
WorkPro offers customized pricing on request. There is no free trial.
UKG People Assist cuts down the time HR teams spend responding to simple, repetitive questions. Employees can find answers themselves, extracting personalized information from the employee knowledge base. This frees the HR team to deal with more complex requests.
The software tracks and reports on key metrics such as Service Level Agreement performance, requests by category, and time to resolve. Access and visibility can be limited based on the user's role. Relevant employee files can be accessed in one click within a case for faster resolution.
The application integrates with major business applications through a proprietary interface.
UKG People Assist offers customized pricing on request. There is no free trial.
Other HR Case Management Software
Here are a few more HR case management systems that didn’t make it into my top 10 shortlist, but are still worth checking out:
- Leena AI
For conversational AI functionality
- AllVoices
Employee feedback and case management platform for data security
- Workday
For ease of use
- Zoho People
For streamlined employee case management that connects employees to the right person
- UltiPro
For creating a searchable knowledge base for employees
- Neocase HR
For case tracking and collaborative case management
- ERTrack
For employee relations case management
Related HR Software Reviews
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Selection Criteria for HR Case Management Software
Selecting the best HR case management software for this list required a thorough understanding of the features and functionalities that align with common pain points HR professionals face when managing incidents or requests from multiple sources. My approach to creating this list began by examining recent market data for HR case management software to gain an understanding of the biggest software providers in this space. I then thoroughly researched each option using my selection criteria below to compare the different products systematically.
Here’s a summary of the selection and evaluation criteria I used:
Core HR Case Management Functionalities (25% of total score): To be considered for inclusion in this list, each solution had to fulfill these common use cases first:
- Incident and request management
- Knowledge base and self-service portal
- Workflow automation and escalation
- Reporting and analytics
- Integration with other HR systems (including HRIS, HCM, and HRMS platforms)
Additional Standout Features (25% of total score): To help differentiate one system from another, I also kept a keen eye out for unique features, including:
- Innovative AI and machine learning capabilities for predictive analytics
- Advanced customization options for branding and personalization
- Mobile accessibility through apps or a mobile-friendly web interface
- Social collaboration tools for team communication and problem-solving
Usability (10% of total score): To assess each software system's usability, I examined the following features:
- Intuitive navigation and user-friendly interface
- Customizable dashboards that are intuitive and provide insights at-a-glance
- Drag-and-drop functionality for ease of task management
- Clear and concise tips and user prompts within the system
- Responsive design for seamless use across various devices
Onboarding (10% of total score): To get a sense of each software provider's customer onboarding process, I considered the following factors:
- Comprehensive training materials such as videos and how-to guides
- Interactive product tours and tutorials for hands-on learning
- Template libraries for quick setup and deployment
- Access to customer success teams for personalized onboarding support
- Community forums for peer-to-peer assistance and best practices sharing
Customer Support (10% of total score): To evaluate the level of customer support each vendor provides, I considered the following factors:
- A support team with 24/7 availability through multiple channels (phone, email, chat)
- Dedicated account managers for personalized service
- Regular updates and maintenance notifications
- User feedback mechanisms to continually improve support services
Value for Price (10% of total score): To gauge the value of each software, I considered the following factors:
- Transparent pricing models with no hidden costs
- Tiered packages that cater to different organizational sizes and needs
- Free trials or demos to evaluate the system before purchase
- Discounts for annual subscriptions or volume licensing
Customer Reviews (10% of total score): Evaluating customer reviews is the final element of my selection process. This helps me determine how well a product performs in real HR scenarios. Here are the factors I considered:
- High satisfaction scores indicating positive user experiences
- Testimonials that highlight specific benefits and improvements
- Frequency of updates and responsiveness to user feedback
- Case studies demonstrating real-world success and impact
- Consistency in positive feedback across various industries and company sizes
Using this assessment framework helped me identify the software that goes beyond basic requirements to offer additional value through unique features, intuitive usability, smooth onboarding, effective support, and overall value for price.
How to Choose HR Case Management Software
HR case management software can help you organize your HR requests and service delivery to make sure nothing slips through the cracks. To help you figure out the best HR case management software for your needs, you need to pinpoint your key users and document their specific challenges first.
As you work through your own unique software selection process, keep the following points in mind:
- What problem are you trying to solve - Start by identifying the challenges you're trying to overcome. This will help you clarify the features and functionalities the HR case management software needs to provide.
- Who will need to use it - To evaluate cost and requirements, consider who will use the software and how many licenses you'll need. You'll need to evaluate if it'll just be your senior HR professionals who need access or your entire department. Once that's clear, it's also useful to rank the needs of your different users to identify your key priorities for your HR software power users, managers, and employees, to ensure they're all met.
- What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as your HR management system or IT software. You'll need to decide if the tools should integrate together, or alternatively, if you can replace multiple tools with an all-in-one HR case management platform.
- What outcomes are important - Review the capabilities you want to gain or improve, and how you will measure success. For example, you may want to gain the ability to prioritize HR tickets based on urgency, or the ability to route requests to different members of your HR team. You could compare HR case management software until you’re blue in the face but if you aren’t thinking about the outcomes you want to achieve, you could waste a lot of valuable time.
- How it would work within your organization - Consider the software selection alongside your existing workflows and systems. Evaluate what's working well, and any problem areas that need to be addressed.
Remember, every business is different — don’t assume that an HR case management system will work for your organization just because it's popular.
Features of HR Case Management Software
To help me compare each case management system to the next, I created this list of key features I expect each system to include:
- Dashboards: An easy-to-use overview that keeps executives focused on the most urgent cases, as well as enabling an employee self-service portal.
- Case management tools: Features that allow agents to track and manage progress toward case resolution, including escalation.
- Knowledge base: A resource that provides information based on employee data, integrated with case management tools.
- Personalization: Content that’s highly relevant to individuals to increase employee engagement within the organization.
- Reporting: Insightful and actionable reports that suggest the actions needed to achieve improvements.
- SLA management: Automated notifications in real-time, plus color-coding to ensure that cases stay on schedule.
- Business process management: Automating manual case management processes to reduce the executive time spent on each case.
- Email management: The ability to easily configure templates for standard email messages for common employee requests.
- Survey analytics: Insights into how successful the system is in resolving cases effectively.
- Confidential collaboration: The ability to collaborate with other departments to gather information while still respecting employees’ privacy.
What is HR Case Management Software?
HR case management software is a specialized tool designed for handling and resolving employee-related issues within organizations. It streamlines the process of managing various HR cases, such as inquiries, complaints, and requests, by providing a centralized platform for tracking, documenting, and addressing these issues.
HR case management tools facilitate efficient workflow automation, and prioritization of cases, and maintain a comprehensive record of all HR interactions. Its purpose is to enhance HR operational efficiency, ensure timely and consistent responses to employee needs, and maintain compliance with organizational policies and legal standards.
Frequently Asked Questions about HR Case Management Software
Still wondering about HR case management software and how it works? Take a look at these answers to popular FAQs on this topic:
What is HR case management?
HR case management (or employee case management) is the process of managing requests and questions from employees or dealing with any employee issues that may arise. Requests may come from existing employees, new hires, managers, and HR partners.
Nowadays, HR case management is typically handled using tailored HR solutions. These may offer features such as dashboards, service level agreements, collaboration tools, workflow, and automation to help resolve cases.
What does HR case management software do?
HR case management software helps human resources managers resolve complex issues relating to individual employees. These tools assist in the submission, review, and response to specific requests, as well as supporting the resolution of more challenging employee matters.
A good human resources case management system delivers a consistent, repeatable process that ensures every employee is treated correctly and fairly, no matter how complex the issues involved.
Other HR Software Reviews
Here are some other types of human resources software that can help provide better services to your employees:
- Best HR Ticketing Systems
- Best HR Service Delivery Software
- Best Employee Management Systems
- Best Integrated Risk Management Software
- Best Compliance Software for HR Departments
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