Online forms and automated workflows are powerful tools built into our intranet platform. These advanced features help move paper-based processes online. By creating a form, you can simplify, streamline, and automate many of the business processes within your organization.
The incredible benefits of online forms are not just limited to improved business productivity—they also reduce unwanted errors and frustration. They can help in drawing employees toward your intranet and increase long-term engagement.
By moving your paper forms into the online realm, we also give you powerful tools to easily customize the forms, all through a simple interface. You can use conditional triggers, formula calculations, GPS mapping for mileage, and other tools to make your online forms work best for you.
Below are 3 examples of online forms you can quickly build on your intranet site to save time and money:
Top 3 helpful online forms to try on your company intranet
1. Timesheets
Here’s your chance to create an online form that is perfectly simple. Timesheets can be set up in many different ways and customized to meet your company’s needs. Consider the must-have form fields you would require.
For example, we have a timesheet with two sections. The first section is a summary that includes the employee’s name by pulling user data, a date field to select the pay period, and a formula field to calculate the total hours. The second section is a breakdown of acceptable submission types, which uses a number field for the user to input hours into the appropriate category. We include hours of input for regular hours, vacation, stat, sick, or bonus time-off.
In addition, we include a text field for employees to fill out if their timesheet needs further explanation. For example, if an employee is unwell, they can specify the date they were feeling sick.
2. Employee Onboarding Checklist
Streamlining the employee onboarding experience through an online checklist is a great way to help a new hire get acquainted with your intranet. Although this is really a simple form, the day one checklist can ease any first-day jitters. Create form templates and sections for different task types to clearly identify what your new hire needs to complete. For example:
- Administrative tasks could include the initial paperwork that is required, including confirmation of signed contracts, tax forms, and payroll forms.
- Workstation set-up could help confirm they have all the appropriate communication tools set up for their jobs, such as email, phone, and voicemail.
- Employee profiles could encourage new hires to share information about themselves with the organization. This can include uploading a photo, adding a hire date, birth date, and any other details about their job or themselves.
Don’t forget, you can use a Featured Employee Feed to promote new hires on your intranet home page!
3. Expense Forms
Most organizations have basic expense forms on their websites that can be easily created using intranet online forms. Always start with general employee information, which can be pulled using user data, then break down the types of expenses your employees can claim into groups. Some examples include:
- General Expenses
- Mileage Expenses
General expenses can use a date field, a text box for a description, a file upload for the receipt, and a number field for the total cost. You can continue to add general expenses as needed.
Mileage expenses follow a similar layout, but if you have in-town versus out-of-town costs, you can specify, so it calculates the reimbursement at the right rate. Add a mileage field that can calculate distance based on GPS mapping.
Always include a section that will calculate the totals for all the claims. You can even have a trigger that asks an employee to explain a reason for a claim if it is in excess of a particular dollar value.
TIP: If you aren’t currently using our online forms, consider picking your top 5 paper-based forms and building them online to get you started!
Secure Online Forms
An added benefit to using online forms on your intranet is that they are more secure than paper-based forms. You can set permissions for each of your online forms to determine who can and can’t view them, who can build them, and who can see submitted responses. In addition to that, automated workflows can be added to ensure the appropriate approval managers are reviewing form submissions before they are processed.
There are plenty of ways to integrate online forms into your intranet site—so get creative! Want to see more online form examples? Request a free demo with one of our product specialists.
