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Integrations Dovetail HR Case Management

Integration · HR and people

Dovetail HR Case Management + Finn.

Dovetail HR Case Management integration with Finn. Dovetail HR Case Management organizes employee support cases and human resources knowledge.

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The work behind the connection

What you can do with Dovetail HR Case Management.

Dovetail HR Case Management organizes employee support cases and human resources knowledge.

Resolve an employee's routine HR request

Finn turns an employee question into an answered, documented HR service case.

Typically handled byHR shared-services representative

Starts when

An employee asks a supported HR question through the company portal.

What Finn handles

  1. Identify the employee's permitted context and open the appropriate Dovetail case without exposing unrelated private records.
  2. Find the current approved knowledge article and collect the specific details needed to apply its procedure.
  3. Deliver the supported answer and complete any permitted administrative step in the named HR system.
  4. Confirm the employee received the result, record the source and action, and resolve the Dovetail case.

The result

The employee receives a completed service outcome and HR retains a reusable case record.

Complete an employee-record correction

Finn coordinates a requested correction from employee intake to the saved HR record.

Typically handled byHR data administrator

Starts when

An employee reports incorrect supported personal or organizational information.

What Finn handles

  1. Collect the affected field and correction evidence in the restricted Dovetail case.
  2. Read the corresponding Workday record and distinguish a routine correction from an employment decision.
  3. Apply the permitted correction after any required HR approval, then read back the saved result.
  4. Notify the employee, attach the appropriate evidence and close the case with any remaining downstream action identified.

The result

The HR record contains the approved correction and the employee's support request is resolved.

Deliver an approved employment verification letter

Finn completes standard document requests using the employer's approved template and employee data.

Typically handled byHR document services coordinator

Starts when

An eligible employee requests a standard employment verification letter.

What Finn handles

  1. Collect the purpose, recipient and permitted delivery channel in Dovetail.
  2. Read the authorized employment fields from Workday and populate the HR-approved letter template in Microsoft Word.
  3. Route any nonstandard wording or required signature to the authorized HR owner through Docusign.
  4. Deliver the completed approved document, save it in the restricted SharePoint location and resolve the request.

The result

The employee receives the approved verification document and the case records its version and delivery.

Carry a leave case through its administrative outcome

Finn handles documents and communication around an HR-controlled leave decision.

Typically handled byLeave administration coordinator

Starts when

An employee opens a leave-related HR case.

What Finn handles

  1. Collect only the information required by the employer's leave process and keep sensitive attachments appropriately restricted.
  2. Read relevant Dayforce leave records and request any missing administrative documents.
  3. Have the authorized leave specialist decide eligibility or accommodation questions, then apply the approved administrative instructions.
  4. Confirm the recorded leave outcome and approved employee communication, and close or schedule the case's documented next review.

The result

The leave case has a recorded decision, completed administration and a clear next review when one is required.

Resolve a payroll or benefits service case

Finn coordinates the evidence, specialist decision and employee response around a pay or benefits issue.

Typically handled byHR service-center case coordinator

Starts when

An employee reports a pay or benefits discrepancy.

What Finn handles

  1. Read the Dovetail case and the permitted source record in Dayforce, asking for missing period or enrollment details.
  2. Prepare the precise discrepancy and evidence for the payroll or benefits owner instead of sending a generic escalation.
  3. Follow the owner's approved correction through the source system and collect its recorded result.
  4. Explain the approved outcome to the employee and close the case with the correction or decision attached.

The result

The employee receives a specific answer or confirmed correction supported by the system that owns the record.

Turn resolved cases into approved HR knowledge

Finn completes the publishing cycle for a recurring support issue.

Typically handled byHR knowledge manager

Starts when

A group of resolved cases reveals a repeatable procedure that lacks clear guidance.

What Finn handles

  1. Review the authorized cases and existing Dovetail articles, removing personal or sensitive employee details from the proposed guidance.
  2. Prepare a reusable procedure with the actual prerequisites, steps and escalation owner.
  3. Route policy interpretation and publication to the HR knowledge owner, then apply the approved revisions.
  4. Publish the approved article, link it to relevant case categories and notify the service team of the usable procedure.

The result

The repeated issue has an approved, published answer that the service team can use on future cases.

Clear a backlog of routine HR administration

Finn works a defined support queue through completed actions and an accountable exception report.

Typically handled byHR service delivery lead

Starts when

The team assigns a set of aged or waiting cases for follow-up.

What Finn handles

  1. Read each Dovetail case's actual waiting reason, current owner and permitted employee context.
  2. Request missing information and complete routine actions in Workday or SharePoint when the established procedure allows them.
  3. Send decision-dependent cases to the correct specialist with the exact evidence and question needed.
  4. Resolve cases with recorded outcomes and publish a restricted report of genuinely incomplete work and its next owner.

The result

The queue contains fewer unresolved administrative cases and a precise explanation of what still needs a decision.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Dovetail HR Case Management.

The Finn platform

Finn Agents

Help customers. Work with your team. Finish the job.

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Finn Systems

Business apps for the work behind the conversation.

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Finn AI Gateway

Control connected AI apps, models, access, and spending.

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Meet Finn

Put your Dovetail HR Case Management integration to work.

Tell us which records, actions, and teams the connection needs to support.

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