Every module, in plain language
Crestlio covers the full arc of an employment record: expectations, coaching, formal plans, separations, and the evidence that makes all of it defensible years later.
- 8
- Role-based dashboards
- 9
- Termination lifecycle stages
- 100%
- Append-only audit coverage
- 25k
- Employees per tenant
Development
Performance development and coaching
The daily surface for managers and employees: expectations that are measurable, coaching that is consistent, and a record that fills itself in as work happens.
Development plans
Guided four step wizard, measurable expectations, named support, review dates, and a permanent reference number on every plan.
Structured meetings
Weekly reviews and one-on-ones captured in one consistent form: progress, obstacles, support provided, and agreed next steps.
Employee voice and acknowledgment
Employees comment, add context, and acknowledge receipt. Their responses are permanent and can never be deleted.
Goals, observations, and action items
SMART goals, dated observations, and owned action items with due dates sit alongside formal plans, so growth is documented too.
Role-based dashboards and work queue
Eight dashboards from employee to platform operator, each with a Needs you today queue, search, filters, and saved views.
Onboarding checklists and coach tips
Role-aware checklists with deep links walk a new manager or reviewer through their first real task, not a tutorial video.
Governance
Terminations and legal governance
A separation is the moment documentation is tested. Crestlio runs it as a case file with a fixed lifecycle, ordered approvals, and evidence that stays verifiable.
Nine-stage case file
Intake to closure with chronology, participants, policy references, offboarding checklist, and employee acknowledgment on one record.
Approval SLA clocks
People and Culture, then legal, then executive. Per-tenant targets start a clock at each step, with reminders and escalation on delay.
Evidence locker
Versioned uploads to private storage with SHA-256 hashing, duplicate detection, and withdraw-with-reason instead of delete.
Redacted disclosure views
Employee-safe and legal-only field sets, configurable per tenant, with every disclosure decision written to the audit trail.
Litigation hold
Freeze retention on a case until a legal release is approved. Automated purge jobs skip anything under hold.
Discovery packs
One click bundles timeline, approvals, acknowledgments, and attachment hashes with a chain-of-custody summary.
Records
Exports, audit history, and verification
Everything leaves the platform carrying proof of where it came from, and everything that happens inside it is written once and never edited.
Signed, watermarked exports
Plan PDFs and audit CSVs carry a tenant and user watermark, an EPC fingerprint, a SHA-256 hash, and an HMAC signature.
Public verification
Recipients confirm a document fingerprint, tenant, and exporting user at /verify, so tamper evidence does not rely on trust.
Export approvals and rate limits
Audit-log exports run request, approve, consume, with per-tenant rate limits and anomaly flags on repeated denials.
Append-only audit history
Every view, change, approval, acknowledgment, and export is recorded with actor, timestamp, and IP, and cannot be rewritten.
Retention and data requests
Per-tenant retention policies with a change timeline, plus self-service access, export, and deletion request workflows.
Traceable delivery
Outcome notifications respect quiet hours and holiday calendars, bundle to reduce noise, and log provider acknowledgments.
Trust
Identity, tenancy, and communications
Multi-tenant separation at the database level, identity controls your security team can sign off on, and email that looks like it came from you.
Multi-tenant isolation
Row-level security scopes every query to one organization. Managers see only their authorized reporting structure.
MFA with policy control
TOTP enrollment, recovery codes, trusted browsers, lockout after repeated failures, and per-role required, optional, or step-up policy.
Step-up on sensitive actions
Changing an email, exporting a report, or opening a legal view prompts a fresh challenge, recorded in the audit history.
Branded tenant email
A catalog of templates across performance, terminations, compliance, security, and workflow, themed per tenant with live preview.
Tenant administration
Seats, subscription tier, module entitlements, suspension, and fully audited impersonation for support.
AI help and writing guardrails
A help agent answers questions scoped to your role, and form guardrails keep language factual and measurable without ghostwriting.
See it on your own cases
A 30 minute walkthrough using scenarios from your sector, with a security review pack available on request.