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Effective Workforce Case Management Helps Maintain Employee Trust

In an ideal world, workplace disputes wouldn’t happen. Unfortunately, that’s not the reality we live in. And with President Biden’s Executive Order (EO) on Diversity, Equity, Inclusion and Accessibility in the Federal Workforce calling for the creation of a governmentwide diversity, equity, inclusion and accessibility (DEIA) plan and agency-specific strategic plans, the order gives workers a clearer path than they had before to lodge complaints.

In fact, increases are already happening. The State Department’s Office of Civil Rights processed 169 new formal complaints of discrimination, up from the previous two years. The fiscal year 2022 Office of Personnel Management (OPM) Federal Employee Viewpoint Survey found that 69% of respondents reported positive perceptions of agency DEIA practices, but that still leaves almost a third of workers who didn’t.

During times of tension, it’s easy for employees to lose trust in their agencies. By being transparent and accountable from the moment a complaint is filed through to its resolution, agencies can maintain that trust. To do it, they need workforce case management.

Workforce case management provides a way for agencies to manage complaints in an organized, secure manner. It allows them to ensure privacy of the individuals involved while granting role-based access to those who need it to make updates and track the case’s progress. It gives everyone a common spot to find all the information they need.

Additionally, workforce case management helps agency staff manage their workloads. Because it can be set up to automatically comply with requirements such as those from the Equal Employment Opportunity Commission, case managers can spend less time checking those boxes and more time on the complexity associated with sensitive complaints.

Six Pillars of Case Management

Workforce case management has applicability in six main areas:

  • Equal employment opportunities
  • Civil rights
  • Reasonable accommodation
  • Anti-harassment
  • Alternative dispute resolution
  • Labor and employee relations

But not all case management solutions are equally effective. The filing of a complaint spurs a flurry of investigations and evidence collection. Ultimately, files could contain a variety of data (e.g., emails, faxes and video and audio recordings), most being of a sensitive nature.

Here are seven capabilities to look for:

  • Receive complaints through an online portal to protect anonymity
  • Manage complaints using business rules and workflows
  • Upload important documents and files to a case record
  • Track timelines, due dates and service levels
  • Capture data from multiple sources
  • Generate standard reports and real-time dashboards

No matter how hard we try, people can say or do the wrong thing. This is why laws have given employees outlets to voice concerns and lodge complaints. As employers, government agencies must show they take each one seriously by using technology to help manage, track and report on those cases as they arise.

Photo by Mimi Thian on Unsplash

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