Best HR Case Management Software for Microsoft Outlook

Dovetail Software offers an HR Service Delivery Experience that includes HR Case Management and Employee Portal. It also provides reporting & analytics that enables HR to achieve excellence and meet the needs of modern HR teams. These requirements include improving the employee experience and improving the HR Experience of delivering human resources services. Dovetail Software was founded in 1996 as a CRM company (Customer Relationship Manager) based in Austin, Texas. It started out focusing on the customer service and support market and implementing products for large-scale enterprise organizations. We changed our focus in 2008 and created products for global workforces, specifically HR Service Delivery. Our current product line includes Employee Portal, HR Case Management, HR Knowledge Management, Reporting & Analytics, and HR Knowledge Management.

Case IQ makes it easy to manage HR, fraud, compliance investigations, and more from start to finish with i-Sight. i-Sight is a cloud-based solution that helps organizations manage their investigations and analyze the results. The top features include workflow alerts, case review, collaboration, trend reporting, case assignment, and workflow alerts.

Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.

Leena AI is an AI-powered HR Assistant that provides instant responses to employee questions, improving employee experience. Leena AI can be accessed on multiple platforms and communication channels. Leena AI uses a standard platform UI to ensure minimal confusion and the best possible user experience. Leena AI allows multiple employees to communicate simultaneously. Leena AI eliminates the need to wait before asking a question or receiving an answer. Leena AI allows for personalized interactions with each employee. Leena AI uses the best security features to protect your data from prying eyes.