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HR case management

HR case management

built for Employee Relations teams

built for Employee Relations teams

Manage complex casework consistently, protect sensitive information and maintain clear, defensible records.

Manage complex casework consistently, protect sensitive information and maintain clear, defensible records.

Workplace Conduct Concern

Workplace Investigation · ER-26-0138

Received investigation evidence

Today 9.15

HR Adviser

Investigation

Evidence

Recorded investigation meeting notes

Today 13.56

Investigating Manager

Investigation

Meeting Notes

Updated outcome recommendation

Today 15.11

Employee Relations

Outcome Review

Recommendation

Document Management

Organised around the matter

Workplace Conduct Investigation

14 Documents

Correspondence

Investigation Plan

Evidence

Witness Statements

Outcome Documents

HR case management, Employee Relations
Alerts feature screenshot within Iken's Legal Case Management Software
Alerts feature screenshot within Iken's Legal Case Management Software
Alerts feature screenshot within Iken's Legal Case Management Software
Alerts feature screenshot within Iken's Legal Case Management Software

High

Today 16.35

Investigation outcome review
Due in 3 days

Conduct Investigation · ER-2026-1038

Trusted by Local Authorities, Legal Teams & Public Sector Organisations
  • Logo of Ageas a user of Iken’s legal case management software
    Logo of Ashford Borough Council  a user of Iken’s legal case management software
    Logo of Barnsley Borough Council a user of Iken’s legal case management software
    Logo of BANES  a user of Iken’s legal case management software
    Logo of BPIF a user of Iken’s legal case management software
    Logo of Bromley London Council a user of Iken’s legal case management software
    Logo of Canal and River trust a user of Iken’s legal case management software
    Logo of Canterbury City Council a user of Iken’s legal case management software
    Logo of Cardiff City Council a user of Iken’s legal case management software
    Logo of Charwood a user of Iken’s legal case management software
    Logo of Chelsmford City COuncil a user of Iken’s legal case management software
    Logo of City of Westminster a user of Iken’s legal case management software
    Logo of Costwold district council a user of Iken’s legal case management software
    Log of Dyred powys police a user of Iken’s legal case management software
    Logo of eastlaw a user of Iken’s legal case management software
    Logo of Folkesone and hythe district council a user of Iken’s legal case management software
    Logo of forest of dean district council a user of Iken’s legal case management software
    Logo of greater manachester police a user of Iken’s legal case management software
    Logo of herefordshire council a user of Iken’s legal case management software
    Logo of hertfordshire council a user of Iken’s legal case management software
    Logo of hillingdon council a user of Iken’s legal case management software
    Logo of isle of wight council a user of Iken’s legal case management software
    Logo of lancashire constabulary a user of Iken’s legal case management software
    Logo of enfield council a user of Iken’s legal case management software
    Logo of lincolnshire county council a user of Iken’s legal case management software
    Logo of loughborough university a user of Iken’s legal case management software
    Logo of milton keynes city council a user of Iken’s legal case management software
    Logo of north lincolnshire council a user of Iken’s legal case management software
    Logo of North west leicestershire district council a user of Iken’s legal case management software
    Logo of Royal borough of greenwich a user of Iken’s legal case management software
    Logo of Reading borough council a user of Iken’s legal case management software
    Logo of Rotherham metropolitan borough council a user of Iken’s legal case management software
    Logo of Kensington and chelsea borough council a user of Iken’s legal case management software
    Logo of Rushcliffe borough council a user of Iken’s legal case management software
    Logo of south oxforhsire district council a user of Iken’s legal case management software
    Logo of Southampton city council a user of Iken’s legal case management software
    Logo of staffordshire county council a user of Iken’s legal case management software
    Logo of suffolk county council a user of Iken’s legal case management software
    Logo of surrey heath borough council a user of Iken’s legal case management software
    Logo of thurrock a user of Iken’s legal case management software
    Logo of vale of white horse district council a user of Iken’s legal case management software
    Logo of warwickshire police a user of Iken’s legal case management software
    Logo of west oxfordshire district council a user of Iken’s legal case management software
    Logo of west yorkshire combined authority a user of Iken’s legal case management software
    Logo of West Northamptonshire council a user of Iken’s legal case management software
    Logo of wiltshire council a user of Iken’s legal case management software
Trusted by Local Authorities, Legal Teams & Public Sector Organisations
  • Logo of Ageas a user of Iken’s legal case management software
    Logo of Ashford Borough Council  a user of Iken’s legal case management software
    Logo of Barnsley Borough Council a user of Iken’s legal case management software
    Logo of BANES  a user of Iken’s legal case management software
    Logo of BPIF a user of Iken’s legal case management software
    Logo of Bromley London Council a user of Iken’s legal case management software
    Logo of Canal and River trust a user of Iken’s legal case management software
    Logo of Canterbury City Council a user of Iken’s legal case management software
    Logo of Cardiff City Council a user of Iken’s legal case management software
    Logo of Charwood a user of Iken’s legal case management software
    Logo of Chelsmford City COuncil a user of Iken’s legal case management software
    Logo of City of Westminster a user of Iken’s legal case management software
    Logo of Costwold district council a user of Iken’s legal case management software
    Log of Dyred powys police a user of Iken’s legal case management software
    Logo of eastlaw a user of Iken’s legal case management software
    Logo of Folkesone and hythe district council a user of Iken’s legal case management software
    Logo of forest of dean district council a user of Iken’s legal case management software
    Logo of greater manachester police a user of Iken’s legal case management software
    Logo of herefordshire council a user of Iken’s legal case management software
    Logo of hertfordshire council a user of Iken’s legal case management software
    Logo of hillingdon council a user of Iken’s legal case management software
    Logo of isle of wight council a user of Iken’s legal case management software
    Logo of lancashire constabulary a user of Iken’s legal case management software
    Logo of enfield council a user of Iken’s legal case management software
    Logo of lincolnshire county council a user of Iken’s legal case management software
    Logo of loughborough university a user of Iken’s legal case management software
    Logo of milton keynes city council a user of Iken’s legal case management software
    Logo of north lincolnshire council a user of Iken’s legal case management software
    Logo of North west leicestershire district council a user of Iken’s legal case management software
    Logo of Royal borough of greenwich a user of Iken’s legal case management software
    Logo of Reading borough council a user of Iken’s legal case management software
    Logo of Rotherham metropolitan borough council a user of Iken’s legal case management software
    Logo of Kensington and chelsea borough council a user of Iken’s legal case management software
    Logo of Rushcliffe borough council a user of Iken’s legal case management software
    Logo of south oxforhsire district council a user of Iken’s legal case management software
    Logo of Southampton city council a user of Iken’s legal case management software
    Logo of staffordshire county council a user of Iken’s legal case management software
    Logo of suffolk county council a user of Iken’s legal case management software
    Logo of surrey heath borough council a user of Iken’s legal case management software
    Logo of thurrock a user of Iken’s legal case management software
    Logo of vale of white horse district council a user of Iken’s legal case management software
    Logo of warwickshire police a user of Iken’s legal case management software
    Logo of west oxfordshire district council a user of Iken’s legal case management software
    Logo of west yorkshire combined authority a user of Iken’s legal case management software
    Logo of West Northamptonshire council a user of Iken’s legal case management software
    Logo of wiltshire council a user of Iken’s legal case management software
Trusted by Local Authorities, Legal Teams & Public Sector Organisations
  • Logo of Ageas a user of Iken’s legal case management software
    Logo of Ashford Borough Council  a user of Iken’s legal case management software
    Logo of Barnsley Borough Council a user of Iken’s legal case management software
    Logo of BANES  a user of Iken’s legal case management software
    Logo of BPIF a user of Iken’s legal case management software
    Logo of Bromley London Council a user of Iken’s legal case management software
    Logo of Canal and River trust a user of Iken’s legal case management software
    Logo of Canterbury City Council a user of Iken’s legal case management software
    Logo of Cardiff City Council a user of Iken’s legal case management software
    Logo of Charwood a user of Iken’s legal case management software
    Logo of Chelsmford City COuncil a user of Iken’s legal case management software
    Logo of City of Westminster a user of Iken’s legal case management software
    Logo of Costwold district council a user of Iken’s legal case management software
    Log of Dyred powys police a user of Iken’s legal case management software
    Logo of eastlaw a user of Iken’s legal case management software
    Logo of Folkesone and hythe district council a user of Iken’s legal case management software
    Logo of forest of dean district council a user of Iken’s legal case management software
    Logo of greater manachester police a user of Iken’s legal case management software
    Logo of herefordshire council a user of Iken’s legal case management software
    Logo of hertfordshire council a user of Iken’s legal case management software
    Logo of hillingdon council a user of Iken’s legal case management software
    Logo of isle of wight council a user of Iken’s legal case management software
    Logo of lancashire constabulary a user of Iken’s legal case management software
    Logo of enfield council a user of Iken’s legal case management software
    Logo of lincolnshire county council a user of Iken’s legal case management software
    Logo of loughborough university a user of Iken’s legal case management software
    Logo of milton keynes city council a user of Iken’s legal case management software
    Logo of north lincolnshire council a user of Iken’s legal case management software
    Logo of North west leicestershire district council a user of Iken’s legal case management software
    Logo of Royal borough of greenwich a user of Iken’s legal case management software
    Logo of Reading borough council a user of Iken’s legal case management software
    Logo of Rotherham metropolitan borough council a user of Iken’s legal case management software
    Logo of Kensington and chelsea borough council a user of Iken’s legal case management software
    Logo of Rushcliffe borough council a user of Iken’s legal case management software
    Logo of south oxforhsire district council a user of Iken’s legal case management software
    Logo of Southampton city council a user of Iken’s legal case management software
    Logo of staffordshire county council a user of Iken’s legal case management software
    Logo of suffolk county council a user of Iken’s legal case management software
    Logo of surrey heath borough council a user of Iken’s legal case management software
    Logo of thurrock a user of Iken’s legal case management software
    Logo of vale of white horse district council a user of Iken’s legal case management software
    Logo of warwickshire police a user of Iken’s legal case management software
    Logo of west oxfordshire district council a user of Iken’s legal case management software
    Logo of west yorkshire combined authority a user of Iken’s legal case management software
    Logo of West Northamptonshire council a user of Iken’s legal case management software
    Logo of wiltshire council a user of Iken’s legal case management software

WORKFLOWS BUILT AROUND YOUR TEAM

See how Employee Relations work moves through Iken

Guide complex HR cases from initial concern through investigation, review and outcome.

Configure workflows around your existing processes, guiding actions, responsibilities and decisions at each stage while keeping the supporting case information connected throughout.

Iken’s interface Screenshot within the legal case management software

Disciplinary Case Workflow

Case info brought together in one place

Configurable workflows built around you

Automated tasks and notifications

Work coordinated through the workflow

Disciplinary case raised

Case opened and key details captured in Iken.

In Iken

Matter information brought together

Investigation

Evidence, correspondence, interviews and actions managed in Iken.

In Iken

Documents, correspondence and key dates connected to the matter

Case to answer?

Does the investigation identify a case to answer?

No - Informal / Close

Outcome recorded

Informal action or no further action required. Case closed.

Case Closed

Yes - Formal action

Prepare disciplinary hearing

Hearing information, documents, actions and key dates coordinated in Iken.

Disciplinary hearing

Hearing held, with outcome and resulting actions recorded and communicated in Iken.

In Iken

Tasks & key dates tracked, with notifications as needed.

Appeal Received?

Has an appeal been submitted following the decision?

Manage Appeal

Manage appeal

Appeal, review and subsequent decision managed within the case.

Appeal outcome recorded

Conclude

Case concluded

Complete disciplinary case history retained in Iken.

WORKFLOWS BUILT AROUND YOUR TEAM

See how Employee Relations work moves through Iken

Guide complex HR cases from initial concern through investigation, review and outcome.

Configure workflows around your existing processes, guiding actions, responsibilities and decisions at each stage while keeping the supporting case information connected throughout.

Iken’s interface Screenshot within the legal case management software

Disciplinary Case Workflow

Aggregation

Configurable

Automation

Workflow

Disciplinary case raised

Case opened and key details captured in Iken.

In Iken

Matter information brought together

Investigation

Evidence, correspondence, interviews and actions managed in Iken.

In Iken

Documents, correspondence and key dates connected to the matter

Case to answer?

Does the investigation identify a case to answer?

No - Informal / Close

Outcome recorded

Informal action or no further action required. Case closed.

Case Closed

Yes - Formal action

Prepare disciplinary hearing

Hearing information, documents, actions and key dates coordinated in Iken.

Disciplinary hearing

Hearing held, with outcome and resulting actions recorded and communicated in Iken.

In Iken

Tasks & key dates tracked, with notifications as needed.

Appeal Received?

Has an appeal been submitted following the decision?

Manage Appeal

Manage appeal

Appeal, review and subsequent decision managed within the case.

Appeal outcome recorded

Conclude

Case concluded

Complete disciplinary case history retained in Iken.

WORKFLOWS

See how Employee Relations work moves through Iken

Guide complex HR cases from initial concern through investigation, review and outcome.

Configure workflows around your existing processes, guiding actions, responsibilities and decisions at each stage while keeping the supporting case information connected throughout.

Iken’s interface Screenshot within the legal case management software

Disciplinary Case Workflow

Aggregation

Configurable

Automation

Workflow

Disciplinary case raised

Case opened and key details captured in Iken.

In Iken

Matter information brought together

Investigation

Evidence, correspondence, interviews and actions managed in Iken.

In Iken

Documents, correspondence and key dates connected to the matter

Case to answer?

Does the investigation identify a case to answer?

No - Informal / Close

Outcome recorded

Informal action or no further action required. Case closed.

Case Closed

Yes - Formal action

Prepare disciplinary hearing

Hearing information, documents, actions and key dates coordinated in Iken.

Disciplinary hearing

Hearing held, with outcome and resulting actions recorded and communicated in Iken.

In Iken

Tasks & key dates tracked, with notifications as needed.

Appeal Received?

Has an appeal been submitted following the decision?

Manage Appeal

Manage appeal

Appeal, review and subsequent decision managed within the case.

Appeal outcome recorded

Conclude

Case concluded

Complete disciplinary case history retained in Iken.

BUILT FOR EMPLOYEE RELATIONS

Greater control across complex Employee Relations work

Iken helps HR and Employee Relations teams manage sensitive, process-driven casework with greater consistency and control, while strengthening governance, reducing manual administration and giving HR leaders clearer oversight of activity and risk.

Case Management

Manage complex casework with confidence

Bring grievances, disciplinaries, capability matters and investigations into structured case records, helping teams manage actions, deadlines and progress consistently across different types of Employee Relations work.

Outcome

Greater Control

Process Consistency

Keep cases moving consistently

Configure workflows around your established processes, using tasks, prompts, deadlines and branching logic to guide case owners through the appropriate stages while retaining flexibility when circumstances require a different route.

Outcome

Consistent Processes

Governance & Audit

Build defensibility into every case

Maintain a clear history of actions and decisions with controlled access and audit trails, helping HR teams demonstrate how cases were managed and reconstruct the record when decisions are reviewed or challenged.

Outcome

Defensible Decisions

Sensitive Information

Keep confidential casework controlled

Protect sensitive employee information with role-based permissions and access restrictions at case, user and team level, helping ensure case information is available to the right people without unnecessary exposure.

Outcome

Controlled Access

Reporting & Insight

See what’s happening across ER

Use configurable dashboards and reporting to understand active cases, caseloads, activity and service performance, giving HR leaders clearer oversight and helping identify trends across Employee Relations work.

Outcome

Clear Oversight

Connected Working

Coordinate everyone around the case

Help HR, managers and other authorised stakeholders contribute to casework through controlled access, document sharing, tasks and updates, reducing fragmented communication and making responsibilities easier to track.

Outcome

Better Coordination

IKEN CONNECT

Keep HR teams and case stakeholders connected

Cases often depend on information, documents and updates from managers and other teams across the organisation. Iken Connect keeps collaboration secure and connected to the case.

Secure document sharing

Share case-related documents securely with the people involved.

Connected communication

Keep updates and communications associated with the case.

Controlled collaboration

Work with authorised internal and external participants while maintaining appropriate access.

Explore Iken Connect

IKEN CLOUD

Employee Relations Case

Documents
& Files

Updates
& Actions

Messages & Communications

IKEN CONNECT

Line Managers

HR Advisers

Legal Teams

Trade Unions

External Advisers

Securely
share case information

VISIBILITY & ACCOUNTABILITY

Keep the complete case history connected

Keep the complete case history connected

Give HR teams a clear, controlled record of activity, information and decisions throughout each case.

Give HR teams a clear, controlled record of activity, information and decisions throughout each case.

Keep documents, emails, evidence, actions and decisions connected to the case, giving authorised teams a clear record of what happened and when.

Keep documents, emails, evidence, actions and decisions connected to the case, giving authorised teams a clear record of what happened and when.

Iken’s interface Screenshot within the legal case management software

5 team members

working on this matter

Secure Access

Only authorised users can access the matter

HR case management, Employee Relations

Activity Recorded

Every action is captured
against the matter

Investigation evidence added

Today 09:15

Manager response received

Today 11.01

Outcome review updated

Today 14.22

Complete audit trail

See who did what, and when

IKEN FOR HR & ER CASEWORK

One system for the breadth of HR casework

Ready to see Iken in practice?

Short, no-obligation conversation

Employee Relations

Manage formal and informal employee relations matters with a clear case history, actions, documentation and outcomes.

Grievances

Disciplinary cases

Workplace disputes

Employee concerns

Formal ER cases

Workplace Investigations

Structure sensitive investigations from initial concern through evidence gathering, meetings, findings and outcome.

Conduct investigations

Workplace complaints

Witness statements

Evidence gathering

Investigation outcomes

Capability & Attendance

Keep actions, reviews, supporting information and decisions connected throughout capability and attendance-related casework.

Capability reviews

Performance concerns

Sickness absence cases

Attendance reviews

Supporting actions

Whistleblowing & Governance

Manage sensitive or higher-risk workforce matters with controlled access and a clear, auditable case record.

Whistleblowing cases

Policy compliance matters

Sensitive disclosures

Governance reviews

Tribunal preparation

FAQs

Frequently Asked Questions

What is HR case management software?

HR case management software helps HR and Employee Relations teams manage complex, case-based work such as grievances, disciplinaries, investigations and capability matters. Iken Cloud brings case information, documents, emails, actions, deadlines and decisions into a structured case record, helping teams manage sensitive Employee Relations work consistently without replacing the organisation’s core HR system.

What types of HR and Employee Relations cases can Iken manage?

Iken can support a range of HR and Employee Relations casework, including grievances, disciplinaries, workplace investigations, capability reviews, workplace disputes, whistleblowing matters and absence-related casework. Different case types can be configured with their own processes and supporting information, allowing teams to manage varied HR casework within the same system.

How does Iken support workplace investigations?

Iken supports workplace investigations by providing a structured case record for the information, actions and decisions generated throughout the investigation. Teams can manage evidence, correspondence, witness statements, documents, tasks and deadlines against the relevant case, while configurable workflows can guide different stages and next actions. This helps maintain a clear history from the initial issue through investigation and outcome.

How does Iken help HR teams maintain an auditable case history?

Iken maintains audit trails across case-related emails and documents and keeps activity associated with the relevant case. HR and Employee Relations teams can retain a clearer history of the information, actions and decisions involved, helping them reconstruct how a case was managed if an outcome is subsequently reviewed or challenged. Access can also be restricted at case, user or team level.

Can HR, managers and other stakeholders collaborate on the same case?

Yes. Iken supports case-based collaboration between authorised internal and external participants while maintaining appropriate access controls. Iken Connect, an optional portal used alongside Iken Cloud, can support secure document sharing, case updates, task assignment and progress tracking. This can help HR teams work with managers and other case participants without relying entirely on separate email chains and manual updates.

Can Iken be configured around our existing HR and Employee Relations processes?

Yes. Iken workflows can be configured around different Employee Relations processes and case types rather than requiring every case to follow one standard route. Teams can use tasks, prompts, document generation and branching logic to reflect different stages and decisions, while tracking progress, status and deadlines. This allows structured processes to be introduced while retaining flexibility for more complex cases.

How does Iken protect sensitive employee and HR case information?

Iken provides role-based security and access restrictions that can be applied at case, user or team level, helping organisations control who can access sensitive casework. Iken Cloud is hosted in Microsoft Azure UK and is certified to ISO/IEC 27001:2022 and Cyber Essentials Plus. Data is encrypted at rest and in transit, and Microsoft Single Sign-On can also be enforced.

What reporting can HR leaders get from Iken?

Iken provides configurable dashboards and reports that give HR leaders visibility across case activity and service performance. This can include active cases, activity analysis, caseload capacity, case volumes and other HR and Employee Relations metrics. Reports can be scheduled for stakeholders, while drill-down views provide further detail to support management oversight and decision-making.

Does Iken integrate with Microsoft 365 and other systems HR teams use?

Yes. Iken Cloud integrates with Microsoft 365, allowing users to file emails and attachments from Outlook, work with Microsoft Office documents, integrate diary and tasks with Outlook Calendar and use SharePoint-based document storage. Iken also supports Google Workspace and integrates with Bundledocs for document bundle creation, with optional integrations with other systems available through APIs.

Does Iken replace our existing HR or HRIS system?

No. Iken is best positioned alongside existing HR systems as a specialist case management environment for complex Employee Relations work and investigations. Core HR systems may already manage employee records, payroll, recruitment and workforce administration; Iken focuses on the case-based work that develops around grievances, disciplinaries, investigations and other sensitive matters requiring structured processes, evidence, actions and auditable decisions.

Security & Compliance

Secure, Reliable, and Built for Public Sector Compliance

Iken Cloud provides secure case management for sensitive HR and Employee Relations work, with controlled access, audit trails and UK-based cloud hosting to support information security and organisational governance.

ISO 27001 icon in Iken Case Management Software for Legal and Public Sector Teams

ISO 27001 Certified

Ensuring a secure, cloud-based management system with robust information security and compliance standards.

Compliance icon in Iken Case Management Software for Legal and Public Sector Teams

UK Government & Public Sector Approved

Designed to meet regulatory and security requirements.

Secure data icon in Iken Case Management Software for Legal and Public Sector Teams

Secure Cloud Hosting & Access Controls

Hosted in UK-based industry-leading data centres for maximum security.

BOOK A DEMO

See how Iken could work for your HR/ER team

Explore how Iken helps HR and Employee Relations teams manage sensitive casework, maintain consistent processes and gain clearer oversight of activity and decisions.

Short, no-obligation conversation

HR case management, Employee Relations
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Icon for Cyber Esentials
Icon for Cyber Esentials
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© 2025 Iken Business Ltd. First Floor, PS21, 21 Prince Street, Bristol, BS1 4PH, UK
Registered in England & Wales | Company Registration Number:- 2776536 | VAT Registration Number: GB 609526041

© 2025 Iken Business Ltd. First Floor, PS21, 21 Prince Street, Bristol, BS1 4PH, UK
Registered in England & Wales | Company Registration Number:- 2776536 | VAT Registration Number: GB 609526041

© 2025 Iken Business Ltd. First Floor, PS21, 21 Prince Street, Bristol, BS1 4PH, UK
Registered in England & Wales | Company Registration Number:- 2776536 | VAT Registration Number: GB 609526041