# HR Employee Relations: Tidy Draft Case Records, Decisions Stay With HR > 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. Canonical page: https://myzone.ai/pages/agents/ai-employee-relations-agent Part of Ai1, by MyZone AI. Book a Case Record walkthrough: https://calendly.com/d/ct6h-tcy-8qf/ai1-demo?a1=HR%20Employee%20Relations&utm_source=myzone.ai&utm_medium=agent-page&utm_content=ai-employee-relations-agent-final Last updated: 2026-11-01. Reviewed by the MyZone AI team. A staff report, filed as a tidy draft case record for HR to review. ## At a glance - **What comes in:** A people report through your People Ops route - **What HR receives:** 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 ## What HR Employee Relations does - **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 (https://myzone.ai/pages/agents/ai-legal-agent): When a matter needs legal advice, use Lawyer; HR Employee Relations drafts the case record for HR and reaches no findings. ## How it works 1. **A report comes in** (When someone raises a concern): A people report reaches it through your People Ops route. 2. **Sensitive matters out** (Before any drafting starts): Health, protected, legal and decision matters go straight to a named person. 3. **Draft record built** (Once the sensitive check is clear): Everything else becomes a draft case record with a chronology and policy references. 4. **HR reviews** (you approve) (Whenever HR picks it up): A person reviews the draft and decides what happens next. ## When to use it - **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 ## 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. 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: 1 November 2026. ### What it found - 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. ## Guardrails - 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. ## Frequently asked questions ### 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 Ai1 is the AI operations platform by MyZone AI, where each client runs on its own private server. 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. Pricing: https://myzone.ai/pages/services/ai1-pricing. Security: https://myzone.ai/pages/security.