Blog | Workpro Casework

Case Management: HR Software vs. Spreadsheets

Written by Emma Laxton | June 1, 2023

 

If you or your team are responsible for managing HR cases in your organisation and you are currently using spreadsheets to do this, you may be wondering if there is a better way! You may be experiencing some frustrations around visibility and control of the caseload and especially reporting.

Most HR teams start tracking HR cases on Excel spreadsheets, often with a shared library to store documents. However, in our experience, as cases start to increase in volume and/or complexity – typically as businesses grow to around 500-1000 employees or more – the spreadsheet system for HR case management starts to become problematic. This is when specialist HR case management software that can match your process and reporting needs more effectively becomes a consideration.

In this blog we look at the best way to compare HR software vs. spreadsheets to help you determine if the move to a more tailored solution is right for your business.

There are 5 main components that you need to think about when you're deciding how best to manage your HR cases: