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Create a case

How to open a structured HR case and capture the first useful details.

Cases 3 min read time

Key takeaways

Choose type
Add person
Set risk
Save next action

Steps

Create a new case from the dashboard and fill in enough context for your future self.

Open Dashboard > Cases
Choose New case
Select case type
Add summary and due date
Save

Put this guidance into action

AI SoloHR helps solo HR leaders seamlessly turn manual regulatory instructions into automated task checklists, defensible timelines, secure clouds, and AI Drafts.

Read case management guide

This documentation is intended for general operational and educational purposes only, and does not constitute official legal counsel. Consult a qualified professional or attorney regarding your specific state compliance obligations.