{"id":3323,"date":"2023-03-23T00:00:00","date_gmt":"2023-03-22T23:00:00","guid":{"rendered":"https:\/\/www.rldatix.com\/en-uk\/resources\/three-bugbears-of-spreadsheets-for-er-case-management\/"},"modified":"2026-04-07T14:43:13","modified_gmt":"2026-04-07T13:43:13","slug":"three-bugbears-of-spreadsheets-for-er-case-management","status":"publish","type":"post","link":"https:\/\/www.rldatix.com\/en-uki\/resources\/three-bugbears-of-spreadsheets-for-er-case-management\/","title":{"rendered":"Three Bugbears of Spreadsheets for ER Case Management"},"content":{"rendered":"\n<p><span class=\"TextRun SCXW259604674 BCX0\" lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW259604674 BCX0\">Employee Relations (ER) cases can be complex. Tracking, <\/span><span class=\"NormalTextRun SCXW259604674 BCX0\">recording<\/span><span class=\"NormalTextRun SCXW259604674 BCX0\"> and <\/span><span class=\"NormalTextRun SCXW259604674 BCX0\">monitoring<\/span><span class=\"NormalTextRun SCXW259604674 BCX0\"> all activity relating to an ER Case can be tricky to store and manage effectively within spreadsheets and inboxes.<\/span><span class=\"NormalTextRun SCXW259604674 BCX0\"> Spreadsheets also leave an employer at risk of leaking sensitive data and information being lost <\/span><span class=\"NormalTextRun SCXW259604674 BCX0\">via email inboxes. <\/span><span class=\"NormalTextRun SCXW259604674 BCX0\">In this blog, <\/span><span class=\"NormalTextRun SCXW259604674 BCX0\">we\u2019re<\/span><span class=\"NormalTextRun SCXW259604674 BCX0\"> going to take you through the three key bugbears of using spreadsheets compared to <\/span><span class=\"NormalTextRun SCXW259604674 BCX0\">a<\/span><span class=\"NormalTextRun SCXW259604674 BCX0\"> b<\/span><span class=\"NormalTextRun SCXW259604674 BCX0\">espoke case management system.\u202f<\/span><\/span><span class=\"EOP SCXW259604674 BCX0\" data-ccp-props=\"{\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">The initial referral to HR, to the final steps of an ER case can take time, weeks, sometimes months. It can create a lot of paperwork, admin and require data to track, which can be incredibly difficult if you\u2019re using spreadsheets and inboxes. Having a bespoke ER system can help keep all details, documentation<\/span><span data-contrast=\"auto\">,<\/span><span data-contrast=\"auto\"> and emails associated with a specific case in one place, making it easy to locate as<\/span><span data-contrast=\"auto\">,<\/span><span data-contrast=\"auto\"> and when needed.\u202f<\/span><span data-ccp-props=\"{\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Whilst there is no legal requirement for an organisation to record and keep data on employee relations cases, it is highly recommended that they do so \u2013 should an employee be dismissed and there is no record of the case, companies could be at the mercy of employment tribunals. Keeping all evidence, documentation and communication of each of the stages of the ER case also helps ensure employees are all treated fairly, equally and consistently.<\/span><span data-ccp-props=\"{\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Simply keeping track of all open and closed cases can be a burden, let alone trying to keep pace with what stage each case is at. Spreadsheets are simply not designed to be able to provide alerts and proactive reminders. A bespoke, automated system such as Assure HRCase will help manage cases through each stage with reminders for key dates and when deadlines are approaching. A system like this can help notify managers when cases are breaching the deadlines or close to doing so.\u202f<\/span><span data-ccp-props=\"{\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">An automated system with built in automatic policy reminders can help inform the case handler how long they have for each stage within their company policy \u2013 a breach of timeframes without justification can lead to some cases to collapse if an Employment Tribunal was to take place. Having each step broken down into workflows for every case type and stage within your policy timeframe, provides you confidence that cases are being dealt with in an efficient and compliant way. <\/span><span data-ccp-props=\"{\">&nbsp;<\/span><\/p>\n\n\n\n<p><b><span data-contrast=\"auto\">East Kent Hospital NHS Trust<\/span><\/b><span data-contrast=\"auto\"> used a ticketing software that was also used by the IT Department before implementing Assure HRCase. The team found it challenging to monitor cases and they lacked the level of case visibility and reporting capabilities that they desired. <\/span><b><i><span data-contrast=\"auto\">\u201cBuilt around our HR policies, Assure HRCase is standardising the way we manage our cases. We\u2019ve been able to tailor our workflows and create the visible stages and steps we need,\u201d<\/span><\/i><\/b> <span data-contrast=\"none\">Jamie Disney, Employee Relations Advisor, East Kent Hospital University NHS Foundation Trust.\u00a0\u00a0<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Whilst spreadsheets have their place in many organisations, managing ER cases shouldn\u2019t be one of them. Spreadsheets cannot provide meaningful data to help your team identify common characteristics within cases, typical hold-ups or delays, understand the root cause of why cases are occurring and when to intervene to reduce further cases. This data can also level the playing field for your employees \u2013 ensuring that all employees follow the same stages, steps and procedures and are treated equally.\u202f<\/span><span data-ccp-props=\"{\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Moving beyond spreadsheets can be a straightforward process and one that can be helped using an automated case management system<\/span><span data-contrast=\"auto\">,<\/span><span data-contrast=\"auto\"> like Assure HRCase.\u202f<\/span><span data-ccp-props=\"{\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span class=\"TextRun SCXW236723561 BCX0\" lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW236723561 BCX0\">Lucy Owers, Employee Relations Officer at <\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">East <\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">Suffolk<\/span><span class=\"NormalTextRun SCXW236723561 BCX0\"> and North Essex NHS <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW236723561 BCX0\">Trust <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW236723561 BCX0\">&nbsp;<\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW236723561 BCX0\">explains<\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">:<\/span><\/span><\/strong><\/p>\n\n\n\n<p><span class=\"TextRun SCXW236723561 BCX0\" lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW236723561 BCX0\">\u201cThe biggest problem that the team <\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">encountered<\/span><span class=\"NormalTextRun SCXW236723561 BCX0\"> was that the excel file often became corrupt resulting in loss of data. Using spreadsheets made it complicated to add information <\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">in different formats and particularly <\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">difficult when using mand<\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">atory fields. Fields were often left empty which made it hard to filter and segment data concerning a particular case. During the filtering process it only <\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">came up with<\/span><span class=\"NormalTextRun SCXW236723561 BCX0\"> half of the information<\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">, making the data unreliable with formatting issues. This meant we had to manually generate <\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">reports<\/span><\/span><span class=\"TrackChangeTextInsertion TrackedChange SCXW236723561 BCX0\"><span class=\"TextRun SCXW236723561 BCX0\" lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW236723561 BCX0\">,<\/span><\/span><\/span><span class=\"TextRun SCXW236723561 BCX0\" lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW236723561 BCX0\"> which was a complicated and inefficient process<\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">.&#8221; <\/span><span class=\"NormalTextRun SCXW236723561 BCX0\">&nbsp;<\/span><\/span><span class=\"EOP SCXW236723561 BCX0\" data-ccp-props=\"{\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Assure HRCase turns your case management into collaborative and visible steps to improve compliance, and visibility of caseloads and dramatically reduce the time taken on each case. In addition, with proactive management of cases, Assure HRCase reduces the cost per case and absence rates.\u202f<\/span><span data-ccp-props=\"{\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">The bespoke, cloud-based system is built on your policies and processes, to give you confidence that everything in your case remains compliant and on track, so you can solve cases quicker, reduce the risk of tribunals and have more time to manage relationships.\u202f<\/span><span data-ccp-props=\"{\">&nbsp;<\/span><\/p>\n\n\n\n<p><a href=\"https:\/\/www.rldatix.com\/en-uki\/book-a-demo\/\">Learn More<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employee Relations (ER) cases can be complex. Tracking, recording and monitoring all activity relating to&#8230;<\/p>\n","protected":false},"author":2,"featured_media":3199,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[50],"tags":[],"class_list":["post-3323","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","primary-category-blog"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Three Bugbears of Spreadsheets for ER Case Management | RLDatix<\/title>\n<meta name=\"description\" content=\"Health &amp; care resources from RLDatix: Three Bugbears of Spreadsheets for ER Case Management. 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