Create a case
How to open a structured HR case and capture the first useful details.
Built for U.S. employers and small-business HR teams.
Key takeaways
- Choose type
- Add person
- Set risk
- Save next action
Create the case with the minimum useful details
Create a new case from the dashboard and fill in enough context for your future self.
Core setup steps
Start with the information that makes the case actionable.
Do not wait for perfect information
If all details are not available yet, create the case anyway and record the next action so the follow-up stays visible.
What to add right after case creation
After the case is created, add any known files, notes, and the first task so the record is ready for real follow-up.
How to Name a Case Clearly
Use a Person Plus Scenario Format
Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.
Avoid Titles That Are Too Vague
Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.
Keep Similar Cases Consistent Across the Team
Sensitive workplace concerns require objective, factual documentation rather than subjective notes.
What the System Creates After Save
Initial Tasks and Checklist Items
Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.
Timeline and Documentation Shell
Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.
What Still Needs to Be Added by HR
Record factual check-in notes, upload signed witness statements, and document the final corrective action.
Examples of Strong Next Actions
Time-Bound Follow-Up Actions
Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.
Fact-Finding Actions
Record factual check-in notes, upload signed witness statements, and document the final corrective action.
Examples by Workflow Type
Record factual check-in notes, upload signed witness statements, and document the final corrective action.
What to do before and after this step
Most product help actions are easier when the right context is already in place. Before taking the step on this page, make sure the related case, facts, and people are clear. After finishing it, the next move is usually another workflow step such as checking documents, assigning follow-up, or reviewing a draft.
- Use the help article while working inside a real case or workflow
- Keep the surrounding facts, dates, and documents organized first
- If the result affects sensitive communication, review it before sending or sharing it
Support boundary
This help content explains publicly available product workflows. It does not promise hidden features, custom integrations, legal review, or automated compliance outcomes beyond what the product already does today.
AI SoloHR is designed to support case records, tasks, documents, timelines, and reviewed AI drafts inside one workflow. It is not a substitute for legal, medical, benefits, or policy review where those are needed.
Keep Exploring
Frequently asked questions
What information do I need to create a case?
You need the case type, a short summary, the primary person if relevant, a due date if known, and a clear next action.
Should I wait until I have all the details before creating a case?
No. It is usually better to create the case early and update it as more information arrives.
Related Interactive Calculators & Tools
Related Compliance Articles & Guides
WH-385-V Instructions: Complete FMLA Veteran Caregiver Leave Certification Guide (2026)
A section-by-section guide to completing DOL Form WH-385-V for veteran military caregiver leave. Master the 5-year post-discharge rule, DD-214 verification, bad vs. good certification examples, and 26-week entitlement limits.
WH-385 Instructions: FMLA Military Caregiver Leave Certification Guide (2026)
A section-by-section HR guide to completing DOL Form WH-385 for active duty military caregiver leave. Master 26 workweeks entitlement, Next of Kin relationship rules, DOD medical certifications, and real-world case examples.
WH-384 Instructions: FMLA Qualifying Exigency Leave Certification Guide (2026)
A section-by-section HR guide to completing DOL Form WH-384 for military exigency leave. Master the 8 statutory exigency categories, active duty order verification, bad vs. good certification examples, and 12-week entitlement rules.
Wrongful Termination & Retaliation Risk
Separating an employee with a recent FMLA/ADA request or protective complaint carries massive retaliation exposure. Inconsistent warning notes, opinion-heavy investigation files, and undocumented comparator benchmarks are the leading causes of lost wrongful termination claims.
Put this guidance into action
AI SoloHR helps U.S. small-business HR teams turn manual compliance steps into tracked tasks, defensible timelines, secure document records, and reviewed AI drafts.
- 14-day full platform access
- Up to 3 active cases
- Up to 30 employee records
- All 7 U.S. case types unlocked
This resource is intended for U.S. HR operations and educational purposes only, and does not constitute legal advice. Consult a qualified professional or employment attorney regarding your specific federal and state compliance obligations.