HR & Employee Relations Case Management Software for Education
Create a Safer Workplace and Educational Environment
When an HR or Employee Relations case comes in, how your team responds and documents it matters. Guardian is case management software built specifically for K–12 districts, colleges, and universities. It brings every report, investigation, and resolution into one secure platform, helping you create a safer workplace where faculty and staff feel supported.
All Your HR Cases Managed in One Place
From formal employee investigations to district or campus policy matters, you deal with a wide range of case types. Each has its own process and documentation requirements. Guardian is built to handle all your Human Resources and Employee Relations cases, their investigative workflows, and documentation.
HR and ER teams use Guardian to manage:

Employee misconduct and disciplinary investigations

Employee grievances and workplace conflicts

Policy violations and other employee conduct matters

Harassment, discrimination, and retaliation complaints

ADA and workplace accommodation requests
A Case Management Process That Promotes a Safer Workplace
A safer workplace happens when school stakeholders trust that their reports are taken seriously, investigations are handled quickly, and cases are documented properly in one dedicated platform. Guardian supports this at every step. With Guardian, your consistent documentation and timely responses send a clear message that employee misconduct won’t go unaddressed.
Configure for Your HR Policies and Procedures
HR departments don’t all run the same way. Guardian lets you design workflows that match your specific district or campus policies, procedures, and case types. Do you need different processes for employee discipline versus discrimination or harassment complaints? Guardian supports as many distinct workflows as your team needs. This ensures every case follows the appropriate process, helping your team maintain consistency, accountability, and proper documentation.
Reports Go to the Right People Automatically
When a report comes in, Guardian’s intelligent routing ensures it reaches the right department immediately. HR reports go directly to the HR department, while Title IX reports route to the Title IX Coordinator automatically. Assigned staff members receive instant notifications when a new case is submitted, helping your team respond quickly without relying on manual paperwork or scattered emails.
Access Controls That Protect Confidentiality
HR and Employee Relations cases require strict confidentiality. Guardian’s configurable controls ensure that sensitive employee matters are visible only to authorized personnel. Multiple departments can operate within Guardian without having access to one another’s cases. If someone shouldn’t have access to an HR case, Guardian ensures they won’t.
A Secure Portal for Sharing Sensitive Information
When you need to share documents, evidence, or case information with an involved party, an outside investigator, or legal counsel, Guardian makes it easy to share information safely. Case managers control exactly what information is shared, with whom, and for how long. Guardian logs when someone accesses information, and access can be set to auto-expire at a specific time. Downloading and printing can also be restricted, helping protect sensitive information even when it is shared externally.
Reporting and Analytics That Help You Spot Patterns
Guardian’s advanced reporting lets you create, save, and schedule configurable reports. Whether you’re preparing reports for an administrator or analyzing trends across case types, Guardian gives you the analytics you need without needing to sift through files or emails. When you can see patterns across case types, departments, or time periods, you can identify growing issues. This allows you to direct support and build a safer workplace.
Seamlessly Integrates with Your District and Campus Systems
Guardian integrates with student information systems (SIS), ERPs, and Single Sign-On (SSO) providers. Because Guardian connects with the systems you already use, your team can spend less time on setup and more time on cases that deserve attention.

