Free Employee Relations Case Tracker (Excel)
What's in the employee relations case tracker
Case Log holds up to 100 cases: case number, case type (harassment, discrimination, performance, conduct, grievance, workplace safety, or other), employee name, date opened, and status (Open, Under Investigation, Resolved, Closed).
Days open calculates automatically for any case marked Open or Under Investigation, and goes blank the instant you mark it Resolved or Closed - it stops counting instead of showing a stale, meaningless number for a case that's already handled.
An overdue flag fires automatically once a case has been open more than 30 days, and Case Type Rollup summarizes cases logged and still-open counts per case type - the multi-case view most templates in this niche don't offer.
Multi-case tracker versus the single-report and generic HR templates
The most structured free alternative found in search results is a single-case report template from an HR SaaS vendor - useful for documenting one incident in depth, but it explicitly pushes toward the vendor's paid case-management platform the moment you need to track multiple cases at once.
The other common alternative is a generic HR tracker (compensation, hours worked) with no case-specific fields at all - no severity, no SLA, no confidentiality framing.
This tracker is purpose-built for the multi-case view: log every case in one running table, get automatic day-count and overdue tracking, and see rollups by type - without a platform subscription.
Confidentiality and how to use this tracker responsibly
This file contains sensitive personnel information by design - case type, status, and how long a case has been open. Store it in a restricted, access-controlled location (not a shared drive open to the whole company) and password-protect the file before sharing it with anyone.
This tracker organizes case status, timelines, and volume - it doesn't replace your organization's documented ER investigation procedures, your legal team's review of individual cases, or your state and federal employment law obligations.
How to use it
- Log every ER case on Case Log: case number, type, employee name, date opened, and status.
- Days open and the overdue flag (past 30 days) calculate automatically while a case is Open or Under Investigation.
- Check Case Type Rollup for cases logged and still-open counts per case type.
Download the free Free Employee Relations Case Tracker (Excel)
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Frequently asked questions
Does days open keep counting after a case is closed?
No. Days open goes blank the moment you mark a case Resolved or Closed - it stops counting instead of showing a stale number for a case that's already been handled.
Can I use this in Google Sheets?
Yes. Upload the downloaded file to Google Drive, then open it and choose File > Save as Google Sheets. Both tabs and every formula keep working.
How many cases does it support?
Up to 100 cases on Case Log and up to 10 case types on Case Type Rollup - add more rows if you need additional capacity.
How is a case flagged overdue?
Any case with more than 30 days open (and still Open or Under Investigation) is flagged OVERDUE automatically in the Overdue column.
Should I restrict access to this file?
Yes. This tracker contains sensitive personnel information - store it in a restricted, access-controlled location and password-protect it before sharing with anyone.
What's the usage license?
Personal use or use within one business. It's not meant to be resold or redistributed as a template product.