Get inspired with our e-forms and workflows examples
Our e-forms and workflows software provides your teams with endless opportunities for creating bespoke business processes that will eliminate paperwork, save time from repetitive projects and tasks, and improve accuracy. Here’s a collection of e-form and workflow examples for inspiration.Try our software
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 business workflow to automate your organisation’s sickness policy.
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 workflow management software, managers can build a form that captures this vital feedback from departing employees.
Streamline your employee onboarding process with an e-form that captures essential information from your new starter, such as department, manager, orientation date, and initial vacation requests. 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 workflow management system to build an online store for your teams, where they can order company merchandise such as t-shirts, stationery, and accessories. Use our workflow automation technology to automatically send orders to the relevant finance team members, who can approve and process the order.
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. You can also build a similar approval workflow for expense claims.
E-Form and Workflow Examples for Marketing Teams
Increase team collaboration by creating an e-form for generating blog post ideas, where staff from across your organisation can share ideas and contribute to your content marketing strategy. Notifications can be sent out in real time whenever a new idea is submitted, and teams can communicate via the e-form to plan the content.
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.
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 >>
Build a product feedback survey that captures valuable customer comments and automatically sends this to your teams for review. By proactively collecting customer insights using our workflow analysis tools, you can improve your products and services for existing clients, as well as attract new ones.
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 and workflow diagram to see a complete audit of updates.