Spot Features

Features

Spot has everything your HR team needs to implement an investigations process and encourage employees to speak up.

Interviews and Case Management

Brief and in-depth interviews

Customize quick interviews for smaller issues or thorough ones for formal grievances. We also offer interviews for COVID concerns, whistleblowing, and more. Requests welcome!

Chatbot or forms

Have Spot deliver interviews via bot or well-designed forms. You choose the interface that works best for your culture.

End-to-end case management

Your HR team can easily take the appropriate investigation steps, communicate with anonymous reporters, and get follow-up engagement to close cases in a timely manner.

Report routing

Spot can route reports based on content, location, and more. Display a list of admins, allowing employees to opt out of granting report access to a particular person.

Assigning

Assign reports to specific admins so that it’s clear who’s responsible for managing cases, from report acknowledgment to case closure.

Internal notes

Leave notes for other admins. These timestamped remarks become part of an investigation’s paper trail and case documentation.

Upload case documents

Upload additional documentation—including notes, images, or other relevant non-Spot files—to reports in the dashboard.

Add new cases in the dashboard

Did an employee approach you directly about an issue? Add new cases for incidents reported in person, on paper, or through other channels so they're in the same place as your Spot reports.

Custom report data fields

Add fields in the dashboard to collect more data from admins who manage cases—for example, Report Label or Incident Resolution or HR Classification.

Process automation

Stick to unbiased communications and a consistent investigations workflow. Spot guides admins according to best practices for dealing with incidents. Every step is documented.

Full case download

Be prepared for audits. Download entire cases—the original report plus additional incidents, files, documents, activity, internal notes, and follow-ups—as a single PDF.

Implementation and Customer Support

Integrations

Ask about custom integrations for funneling Spot reports and syncing employee data with the tools your team already uses. Spot offers custom API development, as well as Slack, Workday, Okta, OneLogin, and Zenefits integrations.

Guidance for rollout and investigations

Spot provides templates and guides for communicating with your employees. We can also advise on handling reports, from submission to follow-up to closing cases.

Exportable data

Get the stats to understand where you need to take action. High-level incident data and usage stats can be exported as separate CSVs in the dashboard. We can also set up custom canned reporting via PDF or Excel.

Your data is your data

We’re agnostic about where you store your reports, and Spot will never charge you for access to that data. Export full case documentation as PDFs or high-level incident data via CSV.

24/7 support

Our globally distributed team responds much faster than the industry average. We're always here to help.

Security and Compliance

Robust security

Spot uses industry-standard encryption to protect your organization’s data. Learn more about Spot’s security and data privacy.

GDPR and CCPA compliant

We are GDPR and CCPA compliant. Spot is trusted by customers in many highly regulated industries, including healthcare, financial services, and government.

SOX compliant

Yes, you can use Spot to fulfill requirements of the Sarbanes-Oxley Act, which mandates a procedure for “confidential, anonymous submission by employees of the issuer of concerns regarding questionable accounting or auditing matters.”

EU Whistleblower Directive compliant

Rest assured that you’ve checked the box for a reporting channel and whistleblowing solution that fulfills an important requirement of the EU Whistleblower Protection Directive.

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Customize and implement Spot fast, online, today. No calls required.

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