AI Employee Relations Case Management Agent

How Cassidy automates using AI

Step 1: Trigger on new case intake

The Workflow activates when an employee concern arrives through any channel—hotline submission, web portal, email-to-case, manager referral, or anonymous report—and automatically creates a secure case record with a unique ID, category classification, and sensitivity level.

Step 2: Assess risk and triage

Cassidy analyzes the intake details against your policy library and jurisdictional rules, assigns a risk score based on factors like safety concerns, regulatory exposure, or retaliation indicators, and recommends interim measures such as administrative leave or no-contact directives.

Step 3: Route and assign with conflict checks

The Workflow routes the case to an appropriate investigator based on case type, location, and workload, performs automated conflict-of-interest checks, and sets SLA timers and due dates while notifying relevant reviewers.

Step 4: Generate investigation plan and interview prep

Cassidy drafts an investigative plan outlining scope, issues to prove, interview sequence, and evidence sources—plus tailored question banks and advisement templates for reporter, subject, and witness interviews.

Step 5: Compile findings and recommend actions

As evidence and interview notes are added, Cassidy synthesizes the case chronology, maps findings to specific policy elements using your standard of proof, and drafts a findings matrix with substantiated, unsubstantiated, or inconclusive determinations for each allegation.

Step 6: Route for review and close with audit trail

The Workflow sends findings and recommended corrective actions to ER, Legal, or HRBP reviewers for alignment checks, then generates a closure memo, triggers outcome notifications to appropriate parties, and archives the complete case file with retention controls and immutable audit logs.