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Feature overview

Case & Compliance Management

Keep investigations, grievances, disciplinary records, probation, right-to-work and compliance profiles under control.

HR Compliance Managers Casework

Overview

Formal people and compliance work needs a better home than email threads and ad hoc folders. Luminar Portal gives HR and managers a structured way to manage investigations, grievances, disciplinary records, improvement plans, probation and compliance status.

This keeps sensitive work more consistent, easier to evidence and easier to separate from day-to-day people admin.

What it helps with

  • Sensitive case structure: grievance, disciplinary and investigation records can follow a clearer process.
  • Compliance visibility: right-to-work, visas and compliance profile information stay easier to review.
  • Cleaner improvement tracking: PIP and probation records can sit alongside the wider employee lifecycle.
  • Reduced evidence gaps: formal records are easier to find and review later.

Screenshots

These screenshots use demo data and are intended to show the shape of the workflow rather than a live customer environment.

Structured reporting captures the right detail early.
Incident and case records can be tracked from report to close.
Investigations keep follow-up visible and auditable.
Formal case records keep sensitive information structured.

Want to see how this fits your operation?

Luminar Portal can be configured around the modules, roles and workflows your business actually needs.

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