HR Cases
HR Cases manages disciplinary actions, investigations, suspensions, and
performance cases through a controlled lifecycle with approvals, employee
acknowledgement, sealed documents, and a complete audit trail. Open it from the
sidebar under HR → HR Cases (/hr-cases).
The case queue
The queue lists every case across the org with its state visible at a glance. Filter by type and status.
Case detail and lifecycle
A case runs through a state machine — draft → open → pending approval → approved → closed — with an approval chain, attached documents, and a timestamped audit entry at every transition.
- Multi-step approval routes a case through the configured chain (for example manager then HR) before it can take effect.
- Employee acknowledgement gates closure — the employee signs off that they received the outcome.
- Documents are uploaded and sealed (immutable) once finalised.
- Suspension cases integrate with scheduling to block the agent's shifts.
- Appeals can be raised after closure and reviewed.
- Confidential investigations exclude the subject's manager from visibility.
- Employees see their own cases in a self-service view (
/hr-cases/me).
Case-type catalog
Tenants configure their own case types — verbal warning, written warning,
suspension, investigation, termination — each with its own approval chain and
required fields, at /hr-cases/settings.
Roles
| Permission | Typical role | Lets the user… |
|---|---|---|
hr_cases.case.read.own | Employee | See their own cases |
hr_cases.case.read.team | Manager | See their team's cases |
hr_cases.case.read | HR | See all cases in scope |
hr_cases.case.create / .update / .close | HR | Run the case lifecycle |
hr_cases.approval.review | Manager, HR | Approve or reject at an approval step |
hr_cases.case.investigation.read | HR (restricted) | Access confidential investigation cases |
hr_cases.appeal.create / .review | Employee / HR | Raise and review appeals |
hr_cases.type.manage | HR admin | Configure case types and chains |
What to read next
- Change Requests — the lighter approval flow for record edits
- Offboarding — where a terminal case may lead