Employee Relations Case Management

Develop consistent documentation and coordination routines for employee relations matters.
Employee Relations Case Management - Independent Course Image
  • Description

Proposed five-day professional program. Approximately 25-30 training hours. Final arrangements are confirmed in the written proposal.

Course Overview

Develop consistent documentation and coordination routines for employee relations matters.

This proposed five-day program combines practical case analysis, guided exercises and peer discussion. Participants adapt the course concepts to organizational circumstances and prepare a employee relations case management toolkit.

Learning Outcomes

Assess case intake and issue clarification.

Evaluate evidence records and confidentiality.

Apply a structured approach to conversation planning and internal referrals.

Develop practical recommendations for case tracking and process consistency.

Prepare and present a employee relations case management toolkit.

Who Should Attend

HR practitioners, learning professionals, people managers and organizational development teams.

Relevant work experience is recommended. The participant profile, prerequisite knowledge and case complexity are reviewed during planning.

Training Methodology

Facilitated discussion, worked examples, anonymized case analysis, practical exercises, peer review and an applied final assignment.

Learning assessment may include a baseline discussion, review of exercise outputs and a final presentation. Attendance and completion requirements are confirmed in the proposal.

Course Tools and Templates

Case intake and issue clarification worksheet – proposed exercise document.

Evidence records and confidentiality worksheet – proposed exercise document.

Conversation planning and internal referrals worksheet – proposed exercise document.

Case tracking and process consistency worksheet – proposed exercise document.

Employee relations case management toolkit – proposed exercise document.

Delivery Requirements

Classroom, live online and in-house delivery can be arranged by agreement. The trainer, language, venue or platform, timetable and required materials are confirmed in writing.

A laptop may be needed for analytical or planning activities. Software availability, licenses and access requirements are agreed before delivery.

Course Customization

The indicative five-day sequence can be adapted to participant experience, industry context and agreed learning objectives. Final dates, fees, agenda, certificate details and delivery arrangements are confirmed in the written proposal.

Proposed Five-Day Course Outline

Day 1 – Case intake and issue clarification

Define the business context, assess current practices and clarify the decisions relating to case intake and issue clarification.

Practical output: Case intake and issue clarification worksheet

Day 2 – Evidence records and confidentiality

Interpret representative information and compare practical approaches to evidence records and confidentiality.

Practical output: Evidence records and confidentiality worksheet

Day 3 – Conversation planning and internal referrals

Use the course tools in a realistic case focused on conversation planning and internal referrals, documenting assumptions and recommendations.

Practical output: Conversation planning and internal referrals worksheet

Day 4 – Case tracking and process consistency

Review responsibilities, risks and follow-up measures through a practical exercise on case tracking and process consistency.

Practical output: Case tracking and process consistency worksheet

Day 5 – Employee relations case simulation

Integrate the learning through employee relations case simulation, present the final assignment and propose workplace actions.

Practical output: Employee relations case management toolkit

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