How to track employee immigration cases without spreadsheet chaos.
A practical guide to designing case stages, milestones, SLAs and reporting — so HR, employees and counsel always see the same status. Built around immigration case management software.
When immigration runs on email and spreadsheets, status updates arrive late and audit trails are thin. The fix isn't more meetings — it's a shared case workflow that everyone (HR, the employee and counsel) can see live.
1. Define case stages
Eligibility check, documentation, filing, decision, post-arrival, renewal — the same stages for every case so reporting is comparable.
2. Set milestone SLAs
Per-stage SLAs make slippage visible early. Overdue tasks surface on the case timeline, not in someone's inbox.
3. Centralise documents
One document hub per case with versioning and access controls — no chasing files across drives.
4. Give the employee a portal
An assignee portal lets the employee see status, upload documents and chat with counsel — reducing HR's load.
5. Report by population
Slice cases by country, business unit, route or vendor for QBRs and audit.
6. Plan renewals proactively
A renewal calendar prevents lapses. Compliance alerts warn HR before deadlines.
Built for HR and mobility teams.
- One shared status across HR, employee and counsel
- Per-case timeline of every action
- Document hub with version control
- Assignee portal reduces HR's inbox
- Programme reporting on demand
- Audit-ready trail for compliance
Common questions.
Do we need our own immigration counsel to use this?+
You can use our in-country immigration network, your existing counsel, or a mix. The workflow is the same.
How does the assignee see their case?+
Through a dedicated assignee portal — status, documents and chat in one place, with mobile access.
Can we get a single dashboard across countries?+
Yes. Reports slice cases by country, BU, route, vendor and SLA status for one global view.
See immigration case management in action.
Walk through the platform with our team.