HR Case Management For The Education Sector
Protect your organisation, while nurturing your staff
Our cloud-based case management software provides an all-in-one solution for HR departments operating in the education sector.
Designed to streamline and simplify HR case management, it enables you to deliver consistent, timely and fair outcomes for employees, and protect the wider institution from harm.
- Secure
- User Friendly
- Cost Effective

Used and Trusted by:




Take Control Of Your HR case management
School, college and university HR departments walk a tightrope: balancing the need to support employees with the need to protect your institution from legal risk. Ensuring all cases are handled in a fair and consistent fashion is vital.
Add staff shortages, retention issues, strikes and budget cuts to the mix, and it’s easy to see why HR leaders in the education sector say that they’re overworked and overstretched.
Workpro can provide much-needed clarity and support. It’s an all-in-one case management solution with a rich toolset that’s designed to help you manage everything from wellbeing issues to absences or disciplinary actions.
It’s designed with regulatory compliance in mind, and features detailed tracking and analytics tools that ensure you always have full visibility of both emergent trends, and your immediate HR caseload.
"The team members are absolutely delighted with Workpro. They have picked up using the system brilliantly. It is intuitive and user friendly and you can easily work through the steps."
"The Workpro team supported us to make our system as straightforward and simple to use as it can be, yet flexible enough to adapt to our changing business needs."
"Compared to the emails and spreadsheets we had before, Workpro provides us with the order that we need and the focus on enquiries. Ultimately it helps us provide support to our colleagues in the business which is what we are here to do."
"Workpro empowers us to do the things we need to do as an organisation and as individuals. It mirrors our approach to casework."
"Workpro is easy for our team to navigate. The product is also highly customizable, allowing us to reflect how we want our workflows to operate within the system."
The intelligent way to manage your caseload
Protect your organisation and improve outcomes for staff
Efficiency is key, but ‘quick’ can’t come at the expense of accurate, consistent or fair. Operational resilience is important too: Now more than ever, HR departments need to shield educational institutions from legal and financial risks.
Spreadsheets and generalist systems simply cannot meet the demands placed on school, college or university HR departments. All too often, teams operating in this space find themselves struggling to locate supporting evidence, connect related cases, or report on emerging trends.
Not to mention recording and progressing disciplinary procedures in a manner that’s fully compliant with government guidance for the education sector – or properly supporting staff members involved in strike action.
Unfortunately, failure to meet these challenges has an immediate impact on the outcome of important cases. And a more far-reaching impact on your ability to cultivate the inclusive, fair and nurturing environment required to deliver successful outcomes for staff – and the students that rely on their engagement.
A specialised case management tool like Workpro enables you to stay on top of your caseload: providing a secure and centralised platform that takes the hard work out of managing part and full time staff across a range of disciplines, and student staff on temporary or otherwise irregular contracts.
With over 20 different case types, automation and tracking tools, you can use it to keep on top of everything from simple absence management, through to the complex and nuanced case types that could easily end up in an employee tribunal.
Workpro also encourages collaboration, and comes with an optional module called Workpro Connect that allows you to delegate some aspects of your workload to line managers – without losing oversight of important cases.
HR case management software
Benefits at a glance
- Eliminate inefficiencies in the handling of HR cases
- Track every case and ensure consistent handling
- Highlight risks before they become problems
- Organise important evidence and keep information secure
- Identify trends and analyse root causes for improvement initiatives.
An all-in-one solution
Get up and running quickly
- 20 configurable HR case types
- User dashboards
- Alerts and reminders
- Letter and email templates
- Standard reports library

See our software in action
Book a quick product overview
Book a product overview and find out why HR professionals love our cloud-based HR case management software.
Designed for HR Professionals
Clear and intuitive case tracking
With a built-in standard reports library and flexible report writing tools. Well categorised data ensures accurate, meaningful reporting.
Key features
Log & track all casework
Case Capture
Quickly record all case details, however they come in - email, letter, web, phone, text or via our optional Workpro Connect portal.
20 Configurable HR Case Types
'Ready to go’ HR workflows guide users through the correct process. Configurable to match your policies.
Document Management
Store all documentation in the case record and easily bundle it for sharing. Optional PDF editing and redaction.
Respond &
resolve
Alerts & Reminders
Highly visible alerts, reminders and tasks drive action, while any vulnerabilities or risks are flagged.
Auto-populated Templates
Email and letter templates are auto-populated with case data, with seamless MS Word integration.
Case & Task Ownership
Allocate and reassign case owners for full accountability. Tasks can be manually or system-generated.
Management information
Reporting & Analysis
Built-in standard reports library and flexible report writing tools. Well categorised data ensures accurate, meaningful reporting.
Performance Monitoring
Track casework using comprehensive dashboards, case and task views, with any issues highlighted.
Quick and Advanced Search
Everything is searchable, down to document level, with flexible filtering. Linked Case or Precedent Case tags.
Security & maintenance
Access & Audit
Authorised access only, with case-level restrictions. Full audit trail. Data encryption. Single sign-on option. UK based, ISO 27001 data centres.
User Admin Tools
Key system elements are maintainable by authorised administrators. e.g. lookup lists, fields, user permissions.
Data Protection
The integral file management utility lets you manage data and records according to data protection policies.
Used and trusted globally
What our customers say
"It has been such a smooth transition from scoping, through training to launch. The system has been so well received by our case handlers. And any snagging, which there inevitably is, has been dealt with in a timely manner. It’s a big thumbs up from me!"
Stephanie Dunn, HR People Services Manager, TSB Bank.
