Employee Relationship Management
Employee Relationship Management
From counseling conversations to performance improvement plans to workplace investigations, Pulpstream helps your HR team get the job done. Reduce manual work, improve productivity, and manage employee relations from one centralized system.

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Manage Complex Situations Faster With Better Outcomes
Managing employee relations with scattered documentation creates inefficiency for HR teams and frustration for managers. Information gets lost in email threads, processes vary by department, and managers don't know what to do next. Pulpstream centralizes case management, automates workflows, and makes complex processes manageable.
Streamline
Employee Processes
Ensuring
Compliance
Document
Generation
Case
Management
Suited for All Types of Processes
• Disciplinary Processes
• Performance Improvement Processes
• Complaints & Investigations
• Employee Issues Tracking
• Employee Case Management
Improve Operational Efficiency
• End-to-End Process Automation• Document Generation
• Fully Customizable, No-Code Platform
• Easily Integrate with HRIS
• Integrated In-Channels: Email, Fax, Web
All Employee Relations
Cases in One Place
Track counseling, performance issues, investigations, and disciplinary actions in a single, organized system. Gain a 360-degree view of every case with one click—complete history with documentation, communication records, and progress tracking. No more searching through email threads and file folders.
01
Digitize Your
Disciplinary Process
A digitized, automated disciplinary process keeps everything on track and visible. Guide managers through required steps with automated workflows that prompt for documentation, provide template language, and route approvals to HR. Reduce administrative work and improve process consistency.
02
Help Managers Navigate
Difficult Situations
Managers get step-by-step guidance when addressing employee issues. Built-in templates, workflow prompts, and HR oversight help supervisors handle conversations confidently—without HR answering the same questions repeatedly. Reduce manager confusion and HR interruptions.
03
Everything You Need to Manage Employee Relations
Pulpstream provides end-to-end employee relations case management—from complaint intake through workplace investigations and disciplinary resolution. Our platform centralizes all cases, communications, and documentation in one secure system that makes complex processes manageable.
Core Feature
Complaint & Investigation Case Management
Manage every workplace complaint and investigation from intake through resolution with comprehensive case management capabilities. Whether employees submit concerns through phone hotlines, web forms, email, or in-person conversations, Pulpstream captures, tracks, and centralizes all case information—including anonymous complaints—in one secure system. Every email, note, witness statement, and piece of evidence is linked to the case, creating a complete investigation trail accessible to authorized team members.

Advanced Case Management Includes:
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Multi-channel complaint intake: Phone hotline, web portal, email, and mobile app for reporting concerns
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Anonymous complaint handling: Secure submission and tracking of anonymous reports while maintaining confidentiality
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Structured investigation workflows: Step-by-step guidance from initial complaint through findings and resolution
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Evidence tracking: Secure attachment storage for photos, videos, emails, documents, and other investigation materials
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Multi-investigator coordination: Assign cases to investigation teams with clear role definitions and task management
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Centralized case documentation: All emails, notes, witness statements, and evidence stored in one location
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Cross-case referencing: Connect related cases to identify patterns and repeat behaviors across the organization
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Interview management: Schedule interviews, document responses, and maintain detailed interview notes within each case
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Timeline reconstruction: Automatic timeline generation showing all case activities, communications, and status changes
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Stakeholder notifications: Automated alerts keep HR, managers, legal, and other stakeholders informed of case progress
Real-Time Visibility Features:
Case Status
Dashboards
See all open investigations, pending actions, and approaching deadlines in one view.
Pattern
Identification
Identify repeat complainants, subjects of multiple complaints, or departmental hotspots
Investigation
Metrics
Track average time-to-resolution, case volume by type, and investigator workload
Secure Access
Controls
Role-based permissions ensure only authorized personnel access sensitive case details
Why Comprehensive Case Management Matters:
When HR teams manage investigations through scattered emails and documents, critical information gets lost, inconsistencies emerge, and organizations struggle during audits or inquiries. Pulpstream's centralized case management ensures nothing falls through the cracks—from initial complaint through final documentation.

Core Feature
Employee Counseling & Disciplinary Processes
Document counseling conversations, verbal warnings, written warnings, and performance improvement plans with consistent templates and guided workflows. Automated processes ensure every manager follows the same steps, reducing confusion and improving efficiency.
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Track counseling conversations: Document informal discussions and coaching sessions
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Automate disciplinary steps: Guided workflows for verbal warnings, written warnings, PIPs
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Provide manager templates: Pre-built language for common situations
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Route for HR approval: Ensure oversight before managers deliver documentation
Core Feature
Performance
Improvement Planning
Documenting the needs and goals of your employees is complex and dynamic. Underneath these important aspects are tasks, measures, and data that can be digitized to help ensure the right information is captured, reviewed, and processed at the right time.
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PIP template library: Standardized formats for different performance issues
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Goal tracking: Monitor progress against improvement objectives
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Check-in scheduling: Automated reminders for manager-employee meetings
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Outcome documentation: Track successful completion or next steps

Streamline Employee Processes With Advanced Automation
Pulpstream transforms employee relations from an hours-long manual task to an efficient, automated workflow. Features natively built into Pulpstream keep your disciplinary and investigation processes on track and visible.
Advanced Case Management Includes:
1
Issue Identified
Manager notes concern
2
Case Created
System creates file, prompts for documentation
3
Workflow Guides Process
Automated steps based on your procedures
4
HR Reviews
Centralized approval and oversight
5
Action Taken
Communication sent, next steps tracked
6
Case History
Complete documentation maintained
Pulpstream Automates Routine Work
Free up your staff to focus on what really matters: your employees' well-being. Manual employee relations management means HR spends hours on administrative tasks. Pulpstream automates routine work so your team can focus on supporting people, not pushing paper.

How Automation Improves Productivity:
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Improve productivity with streamlined processes and easy data sharing
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Track key milestones, tasks, and actions throughout the process
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Generate the reports you need to make faster, more comprehensive decisions
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Reduce manual work-arounds and paper-based document processing
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Increase collaboration across business units to produce better outcomes
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Improve document retention and security with account management and cloud storage
Core Feature
Integrates Seamlessly With Your HRIS
Connect Pulpstream with your existing HRIS platform. Employee data, organizational structure, and role information flow automatically—no duplicate data entry, no manual updates, no synchronization issues.
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Works with the tools you already use—from HRIS platforms to performance management systems.
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If it's not listed here, we can build the integration.
Connect Pulpstream with:
Get a Demo
Customizable Dashboards & Comprehensive Reporting
Understand what's happening across your organization with real-time dashboards and analytics. See case volume by department, identify trends, track manager activity, and monitor resolution times. Our no-code platform provides customizable dashboards that show what matters most to your team.
Dashboard features:
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Case volume and status tracking by department
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Open investigations and pending manager actions
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Resolution timeframes and aging reports
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Manager activity, process adherence, & multi-trend year analysis
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See What Our Customers Are Saying About Pulpstream
“Anyone looking to bring their leave management process in-house needs more than just software; they need a partner that can execute quickly, remain flexible post-launch, and prioritize their success over rigid implementation timelines.”
Claire Garver
Leave and Benefits Specialist, Arrive Logistics“I've recommended it quite a bit. It's flexible, it's intuitive, it's built with compliance in mind. And especially with organizations that have complexities like mine and high volume LOA populations, I think it's a must have.”
Stephanie Brazil
Benefits and Workforce Support Services Director, TAG – The Aspen Group“I absolutely love Pulpstream, so I cannot say enough. The system has been awesome. If any implementation team or customer support team could take on what Pulpstream does, oh my gosh, there would be no complaints across the board.”
Jennifer Fortier
ETNA SupplyDiscover How Pulpstream Can Help Your Organization
Automating your HR processes delivers a vital way for your organization to be there for your most important assets: your people. Our no-code platform, packed with a component library, logic-driven taskings, reports, notifications, and customizable dashboards—all paired with white-glove customer support—is ready to deliver.
Improve Productivity With Streamlined Processes
Reduce manual workarounds and paper-based document processing. Free up your staff to focus on the things that really matter: your employees' well-being and organizational success. Automated workflows handle routine tasks, letting HR focus on complex cases requiring human judgment.
Easy Data Sharing &
Collaboration
Increase collaboration across business units to produce better outcomes. All case information, documentation, and communication history stays centralized and accessible—improving team coordination and decision-making. No more emailing files back and forth or tracking down status updates.
Track Key Milestones &
Improve Process Consistency
Track key milestones, tasks, and actions throughout the employee relations process. Built-in workflows ensure every manager follows the same steps while dashboards provide visibility into process adherence across departments. Reduce variation and improve organizational consistency.
Make Faster, More
Comprehensive Decisions
Generate the reports you need to make faster, more comprehensive decisions. Real-time dashboards show case volume, resolution times, and patterns—helping HR leaders allocate resources effectively and identify where support is most needed.
See the Pulpstream Process Automation Platform in Action
top managing employee relations through scattered emails, spreadsheets, and file folders. Pulpstream centralizes tracking, automates workflows, and improves HR team productivity—so you can focus on supporting your people.]
Learn more about the white-glove service our customers love.
