Monitoring ongoing cases with a Tracking case Monitoring ongoing cases with a Tracking case

Monitoring ongoing cases with a Tracking case

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Tracking cases are used to monitor updates received from the government for cases filed by a previous legal counsel. The tracking case helps the legal team keep track of related expiration dates and when a new extension case needs to be opened for an employee. 

If a tracking case is currently pending adjudication, the case will be updated to 'Complete' once the Decision Notice has been received. When a tracking case is marked as Complete in Envoy Global, company users will be able to view the copy of the Decision Notice. 

The Envoy Global Onboarding team will open these cases on behalf of the company as needed. However, if a company user needs to open a tracking case, then they can follow the instructions below. 

Account Permissions: Company users (Company Administrators, Division Administrators, and Case Managers)

Create a new tracking case

  1. Click on the Workforce Planner tile and select Employee Directory.
  2. Select the employee profile that requires a tracking case to be opened. If you do not see the employee, then follow the instructions on adding a new employee before proceeding.
  3. From the Create New Case dropdown, select Track Existing Casework.
  4. Enter the destination country, visa type, the date that the case was originally opened, and the case status. Depending on the case status selected, additional information may be requested before you can proceed.
  5. Click Save. Once saved, then the tracking case will be added to the employee's profile and will now be tracked in Envoy Global.

If the employee has access to their Envoy Global account, then they will be able to view the tracking case. If you need to remove the case from the employee profile, click Archive to the right of the case.