BUSINESS PROCESS MANAGEMENT

E-Form and Workflow Examples

Get inspired with our e-forms and workflows examples

Our Business Process Management software provides your teams with endless opportunities for creating bespoke e-forms and workflows that will eliminate paperwork, save time from repetitive tasks, and improve accuracy. Here’s a collection of e-form and workflow examples for inspiration.

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E-Form and Workflow Examples for Human Resources


Return to work

A return to work e-form allows staff to submit an accurate record about their absence, allowing your HR team to efficiently manage the entire employee absence process. The e-form data can be automatically assigned to the relevant team members to ensure that adequate adjustments are made to support employees who are returning to work, and you can also create a workflow to automate your organisation’s sickness policy.

Performance reviews

Using our e-forms and workflow software, you can create an automated and paperless process for employee performance reviews that accurately captures, manages, and routes information to the relevant managers. In-built SLA timers and notifications ensure that management feedback is shared with employees within a predefined timeframe.



Exit interview

Exit interviews are a valuable part of the employee experience, giving staff an opportunity to share feedback and managers a chance to learn and improve areas of the business. Using our e-forms and workflows software, managers can build a form that captures this vital feedback from departing employees.

Employee of the month

Recognise your high achievers with an ’employee of the month’ e-form. Employees can submit nominations along with the reasons why they’ve chosen a certain team member for the award.



Employee onboarding

Streamline your employee onboarding process with an e-form that captures essential information from your new starter, such as department, manager, and orientation date. You can also create automatic notifications that send relevant data to HR team members, and enable two-way conversations within the e-form itself so that HR can clarify any details with new recruits.


 

E-Form and Workflow Examples for Finance Teams

Purchase order request

Finance teams can create an automated workflow to process purchase order requests, which will allow employees to choose from a pre-defined list of available products. Employees simply need to select a product, enter a quantity, and the workflow will automatically calculate the total cost of purchase.



Internal company store

Promote your internal brand by using our e-forms and workflows software to build an online store for your teams, where they can order company merchandise such as t-shirts, stationery, and accessories. Use our automated workflow technology to automatically send orders to the relevant finance team members, who can approve and process the order.

Invoice request

Create a fully-featured invoice request workflow that allows finance teams to save time by automating the manual and often repetitive task of invoicing. Combined with our custom plugins, you can automatically schedule regular invoices to run every day, week, or month, with no human input needed.



 

E-Form and Workflow Examples for Marketing Teams


Blog ideas

Increase team collaboration by creating an e-form for generating blog ideas, where staff from across your organisation can share ideas and contribute to your content marketing strategy. Notifications can be sent out automatically whenever a new idea is submitted, and teams can communicate via the e-form to plan the content.

Customer testimonials

Create a searchable database of your customer testimonials with a dedicated e-form that will provide your marketing teams with a hub of knowledge for promoting your company to new prospects.



Event management

Your events coordinators can build a dedicated workflow to plan virtual and in-person events, keeping track of budgets, locations, invitations, and attendees. Staff can also use an e-form to request resources for the day, such as AV equipment, hospitality, or event spaces.


 

E-Form and Workflow Examples for Customer Support Teams

Customer support help desk

Build a self-service customer support help desk with our e-forms and workflows software, where people can raise tickets, keep track of progress, and get their support queries resolved. Smart workflow features such as automatic status changes and escalation points reduce manual admin, helping your teams work more efficiently, whilst SLA timers and notifications speed up resolution times.

We run our own customer support help desk using our e-forms and workflows software. Check it out here >>



Product feedback

Build a product feedback survey that captures valuable customer comments and automatically sends this to your teams for review. By proactively collecting customer insights you can improve your products and services for existing clients, as well as attract new ones.

Bug tracking

Create a bug tracking e-form and workflow that captures all the essential information your teams need to investigate, replicate, and fix bugs. Use smart features such as automatic status changes to escalate issues to staff in your development team, and use the in-built history log to see a complete audit of updates.