Streamlined case management for better outcomes

Turn concerns into clarity with Ethena’s HR case management system. From multi-channel intake to advanced triaging and reporting, our customizable platform helps you manage sensitive issues with speed, accuracy, and empathy — all while staying audit-ready.

A seamless path from report to resolution

Admins trust our HR case management platform to help their teams capture a wide variety of concerns and manage them with care, guaranteeing every report is addressed and resolved. With flexible intake flows, smart routing, and customizable configurations, every report gets where it needs to go — with no time wasted. 

Customizable intake that meets every organization’s needs

From financial misconduct to discrimination concerns, every organization faces different cultural challenges. Ethena’s flexible intake system lets you create your own categories, build forms with custom questions, and assign multiple owners — so you get the right information from the start and route it to the right people.

Centralized access to case documentation

Our case management system acts as a single source of truth, giving you instant access to case details, progress updates, and the ability to collaborate across teams. Keep investigations on-track, even if team members or stakeholders change.

Build reporter confidence with bi-directional communication

Give employees a system they can trust — one that won’t let their concerns fall through the cracks. Ethena’s secure communications system makes it easy for admins to follow up, ask clarifying questions, and keep reporters informed throughout the resolution process. 

Whether a report is anonymous or named, employees know their voices won’t disappear into a void — building confidence in your investigation process.

Stay audit-ready with an always available paper trail

With Ethena, every case can be tracked with unique IDs, time-stamped logs, and resolution options tailored to your needs — so you can respond quickly, document thoroughly, and stay audit-ready at all times.

This ensures your investigation process remains fully compliant with legal and regulatory requirements, including those outlined in SOC II, SOX, SB 553, The EU Whistleblower Directive, Retail Worker Safety Act, and the DOJ’s ECCP.

Access insights that help mitigate risk

Powerful tagging, intuitive filters, and dynamic dashboards that reveal what matters most. Instantly surface patterns across your organization — from case status and timelines to categories and ownership. With easy exports and shareable reports, Ethena makes it simple to turn raw data into real insight — so you can spot trends early, take action faster, and stay ahead of emerging risks.

HR Case Management: Frequently Asked Questions (FAQs)

What is HR case management?

HR case management is the process of tracking, managing, and resolving employee-related issues in a structured, consistent way. Whether it’s a policy violation, workplace conflict, leave request, or performance concern, HR case management systems provide a centralized, secure way to document cases, assign ownership, and ensure every issue is addressed with care, speed, and compliance in mind.

How does HR case management help organizations?

An effective HR case management system helps organizations respond to employee concerns more effectively and consistently. By centralizing case data and automating workflows, HR/People teams can reduce administrative burden, minimize compliance risk, and ensure every case is handled fairly. It also improves transparency and accountability, making it easier to spot trends, identify recurring issues, and drive better people decisions across the company.

What are some use cases for HR case management?

Common use cases for HR case management include managing workplace investigations (like harassment or discrimination claims), documenting performance or conduct issues, tracking accommodations or leave requests, and responding to employee complaints. HR case management systems can also support DEI initiatives, monitor policy compliance, and serve as an audit trail during internal reviews or legal proceedings.

Ethena’s simplicity and ability to pick up where we needed to start running made all the difference. What once took 20 steps and countless clicks is now streamlined, freeing us to focus on more strategic priorities.

Stephanie Burton, People Operations Director @ Infillion

Ethena's [Case Management] tool helps us streamline and track requests, allowing us to proactively address workplace trends and improve operational efficiency.

Jasmine Francis, Head of People & DEIB @ Pliancy

We initially had another IT compliance vendor, but once Ethena expanded its offerings, our team eagerly switched. We're proud to grow alongside Ethena, utilizing their evolving product lines like the case management tool. It's a secure, right-sized solution for us.

Jen Hecht, VP of People Operations @ Posit

See how Ethena’s HR case manager can work for your team

Our experts are here to walk you through the features that matter most — from flexible intake and smart routing to audit-ready documentation and risk insights. Whether you're building a process from scratch or upgrading an existing one, we’ll show you how to streamline every step from report to resolution. Schedule time with our team to learn more.

Let's build a better workplace together