HR Case Types and Sub Types
Table of Contents
Employee MisconductEmployee RelationsHealth and SafetyHR RequestLabour RelationsWorkers CompensationThe "Case Type" field is an important way to organize cases in i-Sight, as you can sort cases in the Cases Grid, create rules, and manage workflow applicability by case type. This article details some commonly used case types and their sub types. You can manually add case and sub types using the Form Builder (see full guidance in Create a New Form Type). You can also quickly add all of these case and sub types by importing the following configuration file: Custom Forms Configuration. Refer to the Configuration Export and Import article to learn how to import this configuration into your application.
Employee Misconduct
The Employee Misconduct refers to the incident(s) reported, leading to HR Investigation. This can be divided into the following case sub types:
| Employee Misconduct Sub Type | Additional Categorization |
|---|---|
| Assault | |
| Attendance |
|
| Audit Findings |
|
| Code of Conduct |
|
| Conflict of Interest |
|
| Discrimination |
Age |
| Disability | |
| Gender | |
| Gender Expression | |
| Gender Identity | |
| Military/Veteran Status | |
| National Origin | |
| Pregnancy | |
| Race | |
| Religion | |
| Sexual Orientation | |
| Harassment |
Bullying |
| Cyber | |
| Intimidation | |
| Physical | |
| Sexual Harassment | |
| Verbal Harassment | |
| Hostile Work Environment |
|
| Theft |
|
| Unfair Treatment |
Employee Relations
The Employee Relations refers to the organization’s efforts in creating and maintaining a positive relationship with its employees by offering employee benefits, promotion, managing performance, etc. This can be divided into the following case sub types:
| Employee Relations Sub Type | Additional Categorization |
|---|---|
| Benefits and Wellness |
Benefit Enrolment |
| Health and Dental | |
| Lifestyle Benefits | |
| Payroll | |
| Retirement | |
| Vacation | |
| Holidays | |
| Wellness Account | |
| Hiring and Talent Acquisition |
Assess Potential |
| Talent Review | |
| Performance Management |
Absenteeism |
| General Performance | |
| Tardiness |
Health and Safety
All workers are entitled to work in environments where risks to their health and safety are properly controlled. Under certain circumstances, if an employee gets injured during a workplace accident or has safety concerns, it can be recorded under the Health and Safety case type. This can be divided into the following case sub types:
- Safety Concern (non-injury)
- Workplace Injury
- Workplace Accident
HR Request
This case type can be used for record keeping, request processing and visualizing the HR Request Types and trends within the organization. This can be divided into the following case sub types:
| HR Request Sub Type | Additional Categorization |
|---|---|
| Accommodation |
ADA |
| Disability | |
| Scheduling | |
| Travel/Relocation | |
| Ergonomic Evaluation |
Equipment Request |
| Equipment Return | |
| Ergonomic Assessment | |
| Inquiry |
|
| Leave of Absence |
Family Care |
| Long Term Disability | |
| Parental Leave | |
| Maternity Leave | |
| Short Term Disability | |
| Other Paid Leave | |
| Other Unpaid Leave | |
| Organizational Management |
|
| Payroll Inquiries |
Bonus |
| Deduction | |
| General Payroll Inquiries | |
| Pay Statements | |
| Salary/Overtime | |
| Tax Statements | |
| Pension |
Address Change Request |
| Beneficiary Change Request | |
| General Pension Inquiries | |
| Pension Estimate Request |
|
| HR Policy |
Accounting and Financial Reporting |
| Anti-Discrimination | |
| Anti-Harassment | |
| Anti-Theft | |
| Attendance | |
| Code of Conduct/Shared Values | |
| Conflict of Interest | |
| Cyber Security and Acceptable Use | |
| Dress Code | |
| Gifts and Entertainment | |
| Meal and Break | |
| Personal Relationship | |
| Religious Accommodations | |
| Record of Employment |
|
| Training |
Onboarding |
| Professional Development – New Employee | |
| Professional Development – Existing Employee | |
| Professional Development – Team | |
| Security Training |
Labour Relations
Labour Relations is concerned with preventing and resolving problems involving employees which stem out of or effect of work situations. This includes complaints to state agencies, settlement agreements, unfair labour practice hearings, mediation and arbitration, conflict management, grievance and compliant administration, etc.
Worker's Compensation
This case type is used to process a Worker's Compensation Claim as a result of a workplace accident or incident for their employees. This can be divided into the following case sub types:
- Death Benefits
- Medical Care
- Permanent Disability
- Supplemental Job Displacement
- Temporary Disability