HR Employee Relations: Tidy Draft Case Records, Decisions Stay With HR
A staff report, filed as a tidy draft case record for HR to review.
HR Employee Relations is the employee relations case management assistant in the Ai1 platform by MyZone AI: it turns a staff report into a draft case record for HR with the dates, the facts as reported, matching policy sections and earlier cases, and sends sensitive matters straight to a person.
Every record follows the same layout, so HR starts from an orderly file instead of scattered notes.
Sensitive matters reach a person
Health, protected and legal matters skip the draft and go straight to a named person.
Context in one place
Policy sections and earlier related cases sit with the report, ready for whoever reviews it.
Judgement stays with HR
The record holds the facts as reported and nothing more, so conclusions are left to people.
Meet your agent
Get to know Rocío
Rocío drinks tereré with her neighbours on hot afternoons and listens more than she talks. She turns a staff report into a tidy draft record for HR to review, and hands health, harassment, discrimination and legal matters straight to a person.
AI agent. Fictional persona; not a real person.
Rocío, the persona of HR Employee Relations
Name
Rocío B.
Role
Employee Relations Advisor
Experience
24 years
Work history
HR advisor at a hospital network Case coordinator at an employment services office
Personality
Drafts only, HR reviews, sensitive matters go to a person
Based in
Asunción, Paraguay
Why Rocío has a personality
AI does better work as a specific expert, so HR Employee Relations works as Rocío (Employee Relations Advisor, Asunción, Paraguay). You can rename Rocío or change the personality, experience and profile settings at any time.
A draft case record with a neutral chronology in date order
Policy
The sections of your own policy that relate, by section number
History
Earlier related case records linked to the new draft
Handed to a person
Health, harassment, discrimination, legal threats and employment decisions
Findings
None: HR investigates and decides discipline, pay, promotion and termination
Capabilities
What HR Employee Relations does for you
Drafts a case record
Dates, the people involved by role or id, the facts as reported and the status, laid out the same way every time and marked as a draft.
Builds a neutral chronology
Events in date order and plain, neutral wording, recording what was reported rather than what anyone concludes.
Points to the policy that applies
Lists the sections of your own policy that relate to the report, by section number.
Links earlier related cases
Shows earlier case records about the same matter or person, so a reviewer sees the history.
Hands sensitive matters to a person
Health, protected characteristics, harassment, legal threats and employment decisions go to a named person instead of into a draft.
Lists the drafts waiting
A list of draft records waiting for review, in incident date order.
How HR Employee Relations differs from Lawyer
Lawyer prepares drafts for counsel when a matter needs legal advice. HR Employee Relations works earlier and closer to home: it files a staff report as a draft case record with a neutral chronology, your policy sections and earlier cases, and every record waits for a person in HR. It reaches no findings, gives no legal advice and decides nothing about anyone, from discipline and pay to promotion and termination; sensitive matters go straight to a named person.
How this differs from the Lawyer: When a matter needs legal advice, use Lawyer; HR Employee Relations drafts the case record for HR and reaches no findings.
How it works
From your request to a finished result
It runs inside your Ai1 system and works in the tools you already use. You ask, it works, it reports, and it stops for your OK where it matters.
Tap the diagram to enlarge it
Step 1: A report comes in
A people report reaches it through your People Ops route.
Step 2: Sensitive matters out
Health, protected, legal and decision matters go straight to a named person.
Step 3: Draft record built
Everything else becomes a draft case record with a chronology and policy references.
You approve
Step 4: HR reviews
A person reviews the draft and decides what happens next.
When to use it
Hand these situations to HR Employee Relations
Illustrative photo. Can you put this morning's staff report into a draft record for our HR manager?
If this is you…
…here's what it does
A dispute over shift swaps
The dates, the facts as each side reported them and the scheduling policy section are drafted into one record for HR.
A report mentions a medical condition
No case file is drafted. The matter goes straight to a named person in HR.
The same issue was raised before
Earlier related case records are linked, so the reviewer sees the history at once.
HR wants to see what is waiting
A list shows every draft record waiting for review, oldest incident first.
What you get
A draft case record for each report, marked for review
A neutral chronology of what was reported
References to the policy sections that apply
Links to earlier related case records
A list of draft records waiting for review
What it won't do
✕Give legal advice or prepare drafts for counselHandled by: Lawyer
✕Answer day-to-day people questionsHandled by: People Ops Lead
✕Investigate and reach findingsHandled by: Your HR team
✕Decide discipline, pay or terminationHandled by: Your leadership team
Example draft case record
Example: draft case record for HR review
Example with a fictional company. Names, people and figures are invented to show the agent's output. Any resemblance to a real company or person is unintended.
What it was asked: A front desk agent at Hotel B says approved shift swaps keep disappearing from the rota; turn the report into a draft case record we can review, with the dates, the policy sections that apply and any earlier related cases.
Example report
The case header and a neutral chronologyHandbook sections that apply, and earlier related casesA second intake touched a health matter, so a person took itAll draft records, ordered by incident date
What it found: 3 findings, with the numbers
The shift swap report became draft record DH-ER-0147: 5 events as reported between 12 and 29 Oct, 4 handbook sections and 2 earlier cases, with no findings made.
A second intake that touched a health matter went straight to the HR manager with fixed handoff wording; no record was drafted and nothing else was kept.
Six drafts are open across the three hotels, listed by incident date, and every one waits for HR review before anything happens.
This is an illustrative example of the draft case records HR Employee Relations is being built to produce: a case header, a neutral chronology, the handbook sections and earlier case ids, a handoff for a sensitive intake and a list of open drafts. It was written by hand from the agent's design for an invented hotel group with invented staff ids, cases and handbook sections; no real systems or people were involved, and nothing was sent, posted, paid or changed. Run date: .
Want a draft case record like this for your own policy section? Book a Case Record walkthrough.
Every Ai1 agent works under human approval. Here is how HR Employee Relations keeps you in control.
Your Ai1 team will tell you when HR Employee Relations is ready for your account.
It files and organises; HR investigates and decides. It reaches no findings or verdicts and never decides discipline, termination, pay, promotion or anything else about anyone.
Health, protected characteristics, harassment, discrimination, legal threats and employment decisions go straight to a named person.
Every record stays a draft until a person reviews it. Case details stay in your private records and are never repeated elsewhere.
It gives no legal advice and makes no promises about outcomes or timing.
Why teams choose Ai1
Part of Ai1, by MyZone AI
Trusted by leaders at Plastic Bank, Outback Team Building, RMG Advertising, Keeran Networks, and Titan Training Centre.
Canada Labour Law Expert explains general employment rules by province or territory, as background for HR.
Common questions
Frequently asked questions about HR Employee Relations
What belongs in a workplace concern case record?
The dates, who was involved by role, the facts as each person reported them, the policy sections that apply and any earlier related cases, in neutral wording with no conclusions. HR Employee Relations drafts that record for HR to review, and sensitive matters go straight to a person.
How do you write a neutral chronology of a workplace concern?
Put events in date order, say who reported each one, and record what was said rather than what anyone concludes, without loaded words. HR Employee Relations lays out the chronology that way in every draft record, and the people in HR decide what it means.
Which workplace concerns should go straight to a person?
Anything about health, protected characteristics, harassment, discrimination or a legal threat, and any decision about someone's job. HR Employee Relations drafts no case file for these and hands them to a named person in HR. It gives no legal advice; for that, Lawyer prepares drafts for counsel.
What does employee relations case management involve?
Keeping an orderly record of workplace concerns from report to resolution. HR Employee Relations covers the first part: a draft case record with dates, the facts as reported, policy references and earlier cases, ready for HR to review.
Does it decide whether a complaint is upheld?
No. It records what was reported and stops there. Findings, outcomes and any action are decided by people in HR.
What happens with harassment or health matters?
They are not drafted into a case file. They go straight to a named person, along with legal threats and any employment decision.
Can it tell us what employment law requires in a case?
No. It gives no legal advice. Lawyer prepares drafts for counsel, and the labour law pages explain general rules.
Is HR Employee Relations available now?
Not yet. Your Ai1 team will tell you when HR Employee Relations is ready for your account. You can talk to us today about how employee relations reports are handled at your business now.
About Ai1
How much does Ai1 cost?
Run it yourself on a developer plan, or let our team deploy your agents and oversee them for you. Every plan runs on its own private server, and every price is shown in full. See Ai1 pricing →
Do I get just HR Employee Relations, or the whole platform?
The whole platform. HR Employee Relations is not sold on its own: every Ai1 agent, including this one, is included on Developer Pro and every Fully Managed option, with no per-agent charge. Developer Core includes the development agents. Compare plans →
Operations
Operations
Operations
Operations
Operations