AI agent for hr business partners
Employee Relations Case Tracker Agent
Every case moves through the policy steps on time with complete documentation.
What it does
An employee relations case stalls because notes are in email, a spreadsheet and a manager's notebook, and a deadline passes. This agent tracks each case and builds the investigation steps from policy. It schedules interviews, checks deadlines and documentation and flags gaps, such as an interview note not signed or a witness not yet contacted. It rechecks the case file for missing items. It never judges the facts or suggests an outcome, and it keeps a dated log of every step so the file stands up to review. Edge case: a case involves a manager from the same HR team, so the agent flags a conflict and suggests another reviewer. HR approves every decision and communication about people.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Case opened
- Read the case details and the relevant policy
- Build the investigation steps and deadlines
- Is there any conflict of interest in the people involved?If not: suggest another reviewer and alert HR. Back to step 2.
- Draft the interview schedule and question outlines
- HR approves the schedule and any communicationsThe agent waits here for your OK.
- Track interviews and documents
- Is every step documented and on time?If not: flag the gap and draft a catch-up plan. Back to step 7.
- Compile a case file summary
- HR approves every decision and communicationThe agent waits here for your OK.
- Complete case file
How it decides
It follows policy steps in order and flags any missing document or approaching deadline, without judging the facts.
- Never suggest an outcome or judgment.
- Flag steps due within 3 working days.
- Interview notes need a signature or confirmation.
- Escalate conflicts of interest immediately.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Policy timelines
- Case types
- Checks per day
- Reviewer rules
- Case file template
What keeps you in control
It always asks you first
- Every message about people
- Every decision
- The final case file
Hard limits
- Do not reach conclusions or recommend discipline.
- Keep all case data restricted.
It stops when
- Done: the case is closed with a complete file
- Stop: the case may involve a legal threat, so the agent stops and alerts HR leadership
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
