HR Case Management Free Template

#Human Resources #portals #request tracker #service management

Simplify the way your HR Case Management is done. With this template, HR teams can reap the benefit of consistent and standardized HR processes. From internal transitions, to vacations, benefits adjustments and payroll, empower your team to receive, process and respond to all HR requests on a single platform. Create intuitive forms to build a self-service HR portal and improve the way you engage with your internal audience by providing an error-proof process.

Provide high-level services for your team

The HR Case Management process is an essential step in the employee journey at your company. Gathering vacation, benefits, and other types of requests, is a service your HR team delivers to all employees of the company and it needs to be efficient.

With Pipefy’s template, you’ll be able to provide a seamless, end-to-end service for your employees, from collecting mandatory request information to status updates to approval.

Start processing your HR Case Management with agility and provide a top-notch experience for your internal customers.

All you need to receive and deliver requests with agility

Automate repetitive steps

Automate approval flows and email updates to save time and create the best experience for your employees.

Communicate efficiently

Let employees track the status of each request even without a Pipefy user and centralize the exchange of emails in the tool.

Standardize requests

Build intuitive forms and self-service portals to provide easy access and centralize key information in a single place.

Collect requests with all information necessary

Lack of information and documentation causes errors and delays in your HR approvals and deliveries. By creating intuitive and cohesive forms, you ensure all employees complete their requests with the information you need to process them correctly and efficiently.

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Centralize all request forms in a single place by creating a self-service Portal. Beyond customizing your forms, you can add rules and policies for each type of service request. Avoid missed information and rework that can stall your process.

Easily update employees about their requests

The HR Case Management template is highly customizable so it can meet your company’s needs. Choose what actions or activities need to happen in each step of your process to ensure a smooth and consistent operation.

Creating process standards is the first step to automate manual and repetitive steps. By automating steps you are saving the HR team time and enabling them to deliver faster services for employees.

Pipefy’s template allows you to set automation rules for a variety of manual processes, such as approval flows and sending emails. The Request Tracker allows employees to see open requests and follow their status within your organization even if they aren’t a Pipefy user. Leave the manual work to us!

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Use data to measure and improve your services

Continuously improve the service you provide to your company’s employees by extracting and analyzing data from your workflow.

With Pipefy’s Dashboards, you can review key process data or KPI metrics like the total amount of requests, requests per department, average lead time and more. Use data to improve service quality for your internal customers.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

HR Teams love Pipefy

Now, when hiring managers submit recruitment requests, they have to answer a series of questions, such as salary and job requirements. So when we get the requests, we don’t have to track down missing information.

Renan Souza Lima Strategic Analyst, HR

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HR Case Management Template

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