Free Employee Relations Case Management Template & Intake Form (2026)
A practical employee relations case management template for small HR teams that need factual intake, timelines, tasks, files, and reviewed updates.
For U.S. employers and small-business HR teams.
Employee relations case management template
An employee relations case template should help HR separate facts from interpretation, capture the first useful details, and create a follow-up path. It should not become an unstructured note where sensitive allegations and opinions blur together.
Core intake fields
Issue category
Date reported
Reporter and involved parties
Immediate safety or retaliation concern
Known facts so far
Documents or messages received
Witnesses or managers to contact
Case owner, priority, next action, and due date
Sources and review notes
This article is written for U.S. small-business HR teams in 2026 and should be checked against your own policy, state requirements, and counsel guidance before use in a contested employment decision. AI SoloHR provides workflow structure, reviewed drafting support, and educational resources; it does not provide legal advice or make final employment decisions.
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