Document Generation

You’ll spend less time creating and gathering documents, because Smart Document Generation uses Artificial Intelligence (AI) to detect the details of the employee and the HR process, and automatically create the correct custom documents based on multiple criteria from the employee record, location, position profile and beyond.


 In-line Document Approval

Managers find it easy to receive, review and submit approvals from their smart phones at any time of day.  Robotic Process Automation (RPA) searches for delinquent approvals, and sends reminders and escalations so that HR can focus on more strategic things than chasing down documents.

Electronic Signature

Make document signing fast and easy through electronic signatures. Leverage your organization’s DocuSign or Adobe Sign licenses within any process in Neocase, to improve the employee experience, while reducing HR administrative work.


 Simplify Document Storage

You’ll save time as documents are automatically filed when a process is completed, and stored securely. Uphold confidentiality by defining document access permissions, easily retrieve files through the employee record, or by Advanced Search.

 Stay Compliant

Easily manage retention periods and purge criteria, and stay ahead of the curve on validations, and missing employee documentation. And audit trails give you an extra level of confidence in your compliance.

If you have employees in countries that require an “electronic vault” for employees to access their documents, Neocase also provides a secure E-Vault  to help you stay compliant in those countries.


Get insights on additional capabilities

Employees use portals that make their lives easier.  Like getting personalized answers anytime, from a knowledge base.  That's easier than calling HR. Submitting a new request, or checking the status of an open request.  It's easier when you can do it yourself, anytime, from any device. Managers like the convenience of accessing policies or submitting cases on behalf of their employees, without asking HR.  And everyone can access other applications from the portal, through convenient links. When portals make lives easier, the portals are used more often.  And that creates time for HR to focus on more strategic initiatives!

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Employees love the convenience of Neocase.  They enter the self-service portal from their smart phones, kiosks, or anything with a browser. They can use your company's chat bot to get personalized answers from the Knowledge base, or update a case. And when they're in Skype, Slack or other Instant Messaging apps, they can send a message to a bot to find an answer or send a request to HR. And they can always email or phone the service center. Neocase converts those to cases - so HR doesn't have to - through rules or telephony integration.

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Service center managers want to find potential problem before they become real problems.   Neocase dashboards keep them ahead of the curve, so they can take action.  And they can get answers to other key questions from the 50-plus standard reports designed for HR Service delivery.  They use these interactive tools to drill into the data, and find and fix the root cause to service center issues.

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