How to Get Your New Employees Set Up and Ready to Work Faster

Monday, June 1st, 2015 by aanzelc@perfectforms.com

The first day for a new hire probably feels similar to school orientation. New employees have a lot on their minds and a lot to accomplish, and they’re probably concerned about making a positive first impression. Perhaps you as a supervisor or HR worker are anxious to make a great first impression as well.

 

Employees

The sooner new hires can get down to work, the happier everyone is.

 

How Day One goes can set the tone for an employee’s career with your company, and it’s important to not only make the new person feel welcome, but to ensure that all legal requirements are taken care of so that neither the employee nor the company has to deal with consequences of, for example, incorrect tax withholding. Following are some ways to help your new people get set up and ready to work as expediently as possible.

 

Take Care of Legal Employment Obligations

Correct contact, wage, and tax information is absolutely essential. Your employee wants his or her paycheck to be accurate, and you definitely don’t want the company to get in trouble with the IRS. If new hires can complete forms online, and if the data they enter can be used to populate multiple forms, everyone saves time, and there are fewer chances for mistakes. Plus, electronic forms won’t get lost in the blizzard of paper that often waits on new employee desks.

 

Getting Your New Employee the Gear They Need

Typically, new employees will need to have a phone, computer, and office supplies. In addition to providing a starter pack of office supplies, you can make it easier for your new employee to requisition a computer, phone, and other electronic gear they need if it’s done via electronic form. Not only can electronic forms eliminate confusion caused by misunderstood instructions or unclear handwriting, they won’t get lost, and are submitted to the person who needs to act on them immediately upon completion.

 

Make Sure They Can Get Into the Building

You’ll also need to make sure your new employee can get to where he or she needs to be. On the first day, new employees may need to apply for a parking permit, request keys if necessary, and have a photo ID made. Some employees may need a nameplate for their desks or doors, and they may need business cards and company stationery also. When requests for these items are linked together online in a logical workflow, you can be confident that new employees will get what they need without delay.

 

Employees

Granting building access to new employees should be a top priority.

 

Ease the Process of Signing Up for Fringe Benefits

New people usually have a set window of time in which they must sign up for benefits like health insurance or savings plans. Signing up with online forms ensures accuracy and speed, and you can help ensure new people don’t forget to sign up for benefits by sending out regular email reminders beforehand. You can also automatically send out confirmation emails after employees submit benefits forms so they know their requests went through. Doing all this on paper is asking for problems in the form of hard-to-read entries, or forms that are misplaced at any number of points of handoff.

 

Eliminate Pen and Paper from as Many Steps as Possible

The more you can eliminate pen and paper from new employee on-boarding processes, the better. And you can create the online forms you need with a solution like PerfectForms. With PerfectForms, you can use a number of pre-made templates or create forms all on your own. Because you drag and drop form fields into place and have powerful customization options, you can make online forms that look exactly like your paper forms, so people intuitively understand how to complete them. Then you can connect forms into workflows that allow both new employees and HR to complete their tasks quickly, and with minimum hassle.

 

Conclusion

With PerfectForms, you won’t have to ask the IT team to create custom online forms, because you can do it yourself without having to write any programming code. Drag-and-drop functionality makes creating forms and workflows intuitive, fast, and amazingly cost effective. And you’ll cut down on use of resources while reducing your company’s environmental footprint. Why not try out PerfectForms for free? It’s easy to see how much better PerfectForms can make on-boarding and countless other business processes.

6 Ways to Expedite Your Hiring Process

Thursday, May 28th, 2015 by aanzelc@perfectforms.com

The hiring process is one of the most strategically important processes your business accomplishes. Every new employee, on some level, will improve your business or harm it, and you want to maximize chances of the former by having a hiring process that is thorough and well-documented.

 

Hiring

Hiring well is critically important to your company’s continued success.

 

While much of making a hiring decision is qualitative and has to do with who will fit best with your company’s culture, there’s an awful lot of the hiring process that is standardized and needs to be accounted for. Creating custom electronic forms for these objective aspects of hiring can speed up the hiring process by reducing errors and ensuring that all necessary steps have been followed. Here are 6 ways to expedite your company’s hiring process.

 

1. Make It Easy to Create a Performance-Based Job Description

The people in each department who are responsible for determining when someone new needs to be hired should have a standardized way to create a job description so that HR has all the information it needs and to help keep the process on track. An electronic form spelling out estimated costs and the key accountabilities of the job help ensure hiring resources are used optimally.

 

2. Create a Hiring Scorecard

Each candidate should have an associated hiring scorecard. This is a simple form that ensures that he or she meets requirements for education, certifications, and experience and makes it easier to compare these elements amongst candidates. If you use valid, EEOC-compliant pre-employment personality assessments, the results of those can be included in your hiring scorecard.

 

3. Develop a Hiring Checklist

Developing a custom hiring checklist (similar to this one) helps ensure that every necessary step in the hiring process is completed. Steps included on your hiring checklist might include:

• Obtaining hiring authority approval

• Posting advertisements for the position

• Creating an interview committee

• Developing interview questions

• Checking references

• Performing a background check

• Scheduling new employee orientation for those hired

 

4. If You Test Candidates, Create a Standard Test Evaluation Method

 

Hiring

If you do pre-employment testing, make sure you have a standard way of evaluating the results.

 

If you test job candidates, whether using written tests, role-playing, problem solving, or simulations, you should create a standard method for evaluating the results. A custom electronic form with fields for results of pre-employment tests can help hiring managers differentiate candidates with the necessary skills and rank them based on test results and other parts of the application and interview process.

 

5. Collect Input from Others Involved in the Hiring Process

More than one person should be involved in the hiring process. One person’s opinion is just that, and chances are the person you hire will interact with more than one person. You can create a custom electronic form for the position you’re hiring for where those involved in evaluating the candidates can record their input on important factors, like how familiar applicants are with tasks, and how well they mesh with company culture.

 

6. Implement an Employee Referral Program

An employee referral program can be a terrific resource for companies in competitive fields. Make it easy for your existing employees to refer potential job candidates by creating an employee referral form that is automatically forwarded to the appropriate hiring authority, whether a department head or someone in HR. Collect standard information like the person’s contact data and which job in your organization they would be well suited for.

 

Conclusion

Many parts of the hiring process are qualitative in nature, but there are numerous steps involved that must be documented, and there are ways to standardize parts of the hiring process so you can make the fairest comparison among applicants. Many of these standardized steps can be implemented via electronic forms and workflows for consistency, low error rates, and speed.

 

PerfectForms lets you create beautiful custom electronic survey forms without having to write programming code.
You simply drag and drop elements into place on a “canvas” interface. Once forms are made, they can be connected into efficient workflows, complete with automatic notifications of all interested parties. Creating custom forms online for the hiring process helps ensure no steps are missed and that hiring managers can access all the data they need to make the most responsible hiring choices. If you have questions or would like to learn more, please contact us at any time. We would be happy to answer all your questions about custom electronic forms and workflows.

Benefits of HR Automation: Let Us Count the Ways

Wednesday, April 29th, 2015 by aanzelc@perfectforms.com

Human Resources (HR) workflows cross multiple departments due to the all-encompassing nature of HR work. Accelerating HR processes is a worthy goal, particularly if you can do so without sacrificing accuracy and while laying down an audit trail for future reference.

 

HR automation

HR processes affect every employee in every department.

 

Automating HR processes does not have to involve a major IT initiative, because today there are user-friendly software packages that allow the non-programmer to turn paper processes in to faster, more accurate electronic processes and link them together into efficient workflows. The benefits are significant!

 

You’ll Save Time Over Processing Paper Forms

Paper forms were revolutionary in their way, by standardizing processes and the information collected during them. But today there are much better ways to complete HR processes than by shuffling stacks of paper forms. Paper forms can be lost, damaged, or indecipherable, and much time can be wasted tracking them down, making sure they’re filled in correctly, and in many cases, entering handwritten information into databases or spreadsheets. Electronic forms do away with most of these problems from day one. No more lost or unreadable forms, and they can be transmitted to the recipient instantaneously.

 

Communication Across Departments Will Improve
Electronic survey forms allow people in all departments to take care of necessary HR tasks without having to know who gets a particular form and where their office is. People simply fill in the forms online and submit them once they’re completed. They automatically go where they’re supposed to, and can even be set up to trigger email alerts to the recipient. The recipient can know a form has arrived instantly, without phone calls, memos, or waiting on intra-company mail delivery.

 

You’ll Have Faster and Easier Access to Data

Once data has been entered into electronic forms, it’s available for immediate access by authorized parties. What’s more, workflows can be set up so that information entered one time (such as an employee’s name, employee number, phone extension, etc.) can populate more than one form. This saves tremendous amounts of time for everyone and makes important data available immediately to those who use it. Getting a new employee enrolled in health insurance or a 401(k) is considerably faster than when these processes are done manually using paper forms.

 

Automation Produces a Clear Audit Trail

 

HR automation

In many industries, creation of an audit trail is required, and automation allows you to do so.

 

When you create custom electronic survey forms and link them into workflows, you can trace data entry and its progress through the system at any time. The ability to do this can be critical in businesses that are bound by industry or government regulations that require careful tracking of data. You can create an audit trail with paper forms, but it’s harder, more prone to error, and less secure. Taking paper forms and processes electronic makes them “cleaner” and more accurate – a real benefit should you be required to account for data later on.

 

HR Processes That Can Be Improved Through Automation

Any number of HR processes can be improved through automation. On-boarding new employees is typically form-intensive and can take an unreasonable amount of time when it’s done on paper. With electronic forms and automated workflows, data entered once can be used to populate multiple on-boarding forms, saving both HR and the new employee time and effort. Employee reviews are another process that benefits from automation by being faster, clearer, and easier to trace from beginning to end. And it isn’t just HR processes that can benefit. Other business processes like expense reporting, maintenance requests, or transportation pool management benefit from electronic forms and workflows too.

 

A Compelling Case Study

The Ogden Clinic, a Utah healthcare provider solved its workflow challenges using PerfectForms. They streamlined workflows while providing automatic audit trails of each process to conform with industry regulations. After their pilot program, which was “a huge success,” the clinic saw the benefits of automating HR tasks and continued to develop several more automated workflows using PerfectForms, including the employee review process. Results included significant time savings, greater accuracy, and automatic creation of audit trails.

 

Conclusion

PerfectForms has an intuitive, drag-and-drop interface that allows creation of electronic survey forms and workflows without programming. It’s flexible enough to allow custom form creation in HR or any other department, allowing companies to save time, money, paper, and storage space. And you can try it yourself for free. Automating forms and workflows doesn’t have to be a major initiative, yet it can offer major benefits right away.

5 Ways to Easy-Button the Employee Onboarding Process

Wednesday, February 18th, 2015 by aanzelc@perfectforms.com

New employee

 

Bringing a new employee into the company is an exciting scenario for all concerned. The employee is starting a new career chapter, and the company is bringing in new talent to help get business done more effectively. It would be great if a new employee could simply show up on day one and get down to business, but every company has some degree of onboarding that must be done to ensure all paperwork is correct, tax forms are filled in properly, and the company has the information it needs to administer payroll and benefits.

Making the onboarding process a positive one benefits both the new employee and the company. A great first-day experience can set the stage for a long term, satisfied employee. In fact, more than half of participants in a US-based study of 1,000 employees said they consider an organized orientation process with relevant training as a factor in their employment decision. Following are 5 ways you can “easy-button” the employee onboarding process.

 

1. Identify Weaknesses in Your Current Onboarding Process

You have to know where you are before you can know where you’re going. Take a look at your current onboarding process. Have there been complaints from either HR or new hires about certain aspects of the process? Are there breakdowns in communication among interested parties? What seems to take too long or be harder than it should be? Knowing where there’s opportunity for improvement is step one toward making things better and avoiding wasted or misapplied effort.

 

2. Consider Implementing Interactive Online Employee Orientation

Some first-day tasks need to take place in person, like showing the new person where their desk is and introducing co-workers. But many aspects of orientation can take place through self-guided interactive online programs. Baylor College of Medicine implemented a self-guided orientation program for informing new hires about benefits and found it to be a tremendous success and far less draining on HR resources. Moreover, new employees liked the flexibility and knowing they could revisit benefit information online at any time.

 

3. Provide Paperwork Electronically Before Employees’ Start Date

Providing paperwork electronically is less messy, environmentally friendlier, and eliminates problems like lost pages. Providing new employee paperwork via web portal before the employee’s start date gives new hires plenty of time and flexibility to fill out forms completely without feeling rushed. The result is that new employees won’t have to spend their first day filling out paperwork, and HR can be confident they have new employee information ready to go first thing.

 

4. Use Electronic Forms and Automated Processes Whenever Possible

When electronic paperwork created with an online form builder is part of the onboarding process, you already save time, hassle, and paper. When you integrate electronic forms into work processes, you accelerate onboarding even more. Choosing an electronic forms solution that automates certain processes, like automatically submitting a completed form to the appropriate HR staff member, eliminates lost paperwork, keeps forms secure, and minimizes time spent on administration before your new hire can get to work.

 

5. Integrate Electronic New Hire Data With Your Current HR Systems

Electronic survey forms that integrate with your existing databases and systems greatly reduce duplication of effort. Once information is captured in a form, that information can be used by workflow software to feed other forms and trigger other processes. And when you take advantage of technologies like secure online form signing, you can get a new employee on board and ready to work much more quickly. There is simply no comparison to the old ways of signing stacks of paper and hoping none of it gets lost.

 

Conclusion

Onboarding new employees is a fact of life, but it doesn’t have to be tedious and time-consuming. By using an online form builder like PerfectForms, you can turn cumbersome paper processes into efficient electronic processes, and with PerfectForms you can combine electronic forms into highly efficient workflows. Best of all, you can do all this with drag-and-drop convenience and never have to write a single line of code. The result is an employee onboarding process that doesn’t drain resources and allows your new talent to get down to work as soon as possible. If you’d like to know more about how PerfectForms can streamline your operations, contact us at any time. We would be happy to answer any questions you may have.

5 Ways to Take the Ugh Out of Your Company’s Time-Off Request Process

Sunday, February 15th, 2015 by aanzelc@perfectforms.com

Time-off request process

 

Vacation requests based on manual paper processes or an ad hoc email request system can be fraught with potential for problems. The office manager or HR person responsible for processing leave requests can end up spending massive amounts of time ensuring that staffing won’t suffer during planned absences. And when multiple people request vacation days that overlap, employee frustration can mount also.

 

Scheduling conflicts inevitably occur with vacation requests, and handling vacation scheduling can be complex and demanding if you want to ensure business continuity while employees are absent. But there are a number of things you can do to take the “Ugh” out of time-off requests. Here are 5 tips for making vacation scheduling more effective and less disruptive.

 

1. Define and Effectively Communicate Your Vacation Policy

You should discuss your vacation policy during the hiring and on-boarding process and ensure that all employees have written copies of the policy. If there are specific periods during which vacations will be restricted or not allowed (such as in the lead-up to Christmas), ensure these periods are highlighted in the policy. Explain the procedure for determining which request receives priority should vacation requests coincide.

 

2. Set a Deadline for Vacation Requests

In your vacation policy, specify how far in advance employees must request vacation days and enforce it consistently. This will help ensure that your office manager or HR person has sufficient time to evaluate how the absence might affect production or delivery schedules. It also allows plenty of time for steps to be taken to ensure minimal disruption during employee absences.

 

3. Create an Online Vacation Request Form for Employees

Using a clear, user friendly online form for requesting vacation days is far preferable to using paper forms, which take longer, risk being lost, and needlessly prolong the request / approval cycle. The form should include spaces for relevant employee information, number of days off requested, and specific dates. Completed forms can be automatically submitted to the employee’s direct supervisor, and then to the office manager or whoever is responsible for scheduling.

With a capable online form system, users can be automatically notified by email at each step of the approval process so that there are no surprises and all relevant people can be kept informed at all times.

 

4. Enter Leave Data Into an Internally Shared Time-Off Calendar

Many companies use shared time-off calendars into which all vacation information is entered. Vacation requests entered into the calendar can be color coded based on where in the approval process requests are at any given time. With a time-off calendar available to all pertinent staff members, employees know what to expect when they request time off, and managers know ahead of time of the potential for scheduling conflicts so they can be avoided.

 

5. Prepare for Scheduled Absences

If co-workers will be covering the tasks of vacationing staff members, give them sufficient notice so they can prepare. Additionally, ask those taking time off to provide relevant co-workers with information on works in progress, specific responsibilities, key contacts, and how to access required files and other information to complete daily tasks. If possible, it’s best to distribute the absent person’s duties among multiple co-workers so that one person isn’t faced with having to do the work of two.

 

Conclusion

Scheduling time off is a challenge, and PerfectForms can help. PerfectForms is an automation and electronic forms solution that anyone can use to create custom electronic survey forms with a convenient drag-and-drop interface. PerfectForms lets you create your own custom forms from scratch or use a number of customizable templates, with no programming required. PerfectForms offers you the ideal tool for creating a vacation request process that will help prevent staff shortages and reduce scheduling conflicts. To learn more, watch our product demo, and see for yourself how easy it is to create custom electronic forms and integrate them into your workflows.

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Does your HR department need a helping hand?

Thursday, January 29th, 2015 by aanzelc@perfectforms.com

The business climate for the past several years has been challenging, to say the least. In an effort to control costs, many companies have stripped staff to the bone. The problem is, employees are the most vital business asset in any organization, and effectively managing employees should be a top priority in these complex times.

 

Human resource professionals are particularly under the gun. They’re the ones responsible for putting in place the systems and processes needed to keep current employees happy while recruiting and retaining the talent that is crucial to every business’ success and future growth. It takes a combination of thought leadership and execution on behalf of HR personnel to bolster retention while strengthening recruitment, so it’s time to consider providing the tools to make their daily tasks more manageable.
Automate to Empower
There are options available to help improve the efficiency of your HR department. Automation allows HR to standardize certain critical processes, facilitating a shift of focus toward mission-critical tasks like business development strategy and employee development and retention.

 

HR applications and workflow automation solutions can be customized to handle tasks like:

 

• Employee applications and feedback

• Performance evaluations

• Recruitment

• Time and attendance tracking

• Vacation requests

 

Key Features to Look For

 

Automating these tasks can reduce data entry errors, streamline operations, eliminate redundancy and make the process more transparent to other staff members. As we all strive to become more sustainable in our day-to-day business practices, automation can reduce or even eliminate the need for a paper trail. This makes communication easier and will contribute toward improving employee satisfaction, which will enhance retention and keep the business growing.

 

Each business has its own specific HR needs and customization is crucial to a successful automation process. It’s important to integrate existing data and practices into any solution.  Reporting is also crucial to any HR effort. Quick analysis of data can help management steer the proverbial ship when it comes time to add employees and fuel growth.

 

As companies continue to ask more from their HR employees, utilizing workflow solutions is the most efficient way to streamline repetitive tasks and improve office workflows. Automating your HR tasks using PerfectForms means allowing a customizable solution to fully integrate and automate employee lifecycle management. If your goal is to improve HR’s workflow, consider PerfectForms.

 

 

 

 

Triple HR efficiency with these 3 process automations

Monday, December 22nd, 2014 by aanzelc@perfectforms.com

Increased compliance requirements for employees, high turnover rates in many industries and the need for rapid integration of new employees make automation one of the most effective means of increasing the efficiency of a company’s hiring and training process. Three key areas for any industry are employee onboarding, employee feedback and employment contract forms.

 

Employee Onboarding

 

Every human resources director understands the complications of working with new, well, human resources. There are endless paper packets to prepare and send, and tedious hours to be spent filling out the same information on multiple forms. Human resources personnel waste precious time entering the same data over and over, with frequent room for mistakes. Added to that, multiple government programs require the same data be re-entered, and staff must follow up with each new hire to make sure every “I” is dotted and every “T” is crossed.

 

Virtual employee onboarding solutions make the days of paper packets and data entry a thing of the past. From start to finish, PerfectForms automates the entire process, increasing productivity, saving money and improving accuracy. Integrated forms mean new employees fill out each piece of information one time, then the program does the rest. One set of hands means fewer mistakes and frees up HR personnel to do other things. The automated system even sends out reminders and notifications to employees, helping make sure all their information is submitted on time. In-system tools are a one-stop shop for companies to keep track of employee progress and integrate information across their databases and even government programs like E-Verify. Eliminating the paperwork headache frees HR personnel to focus on what the Society for Human Resource Management identifies as a critical onboarding component, the company culture.

 

Employee Feedback

 

Keeping employees long-term is always preferable to the expense that high turnover creates. Every year, nearly one-quarter of the labor force undergoes a career transition, according to SHRM. If a company wants to keep its top workers and develop new talent, it needs to keep its people happy. The trouble with feedback forms of the past was three-fold: paper limits the amount of information that can be collected, employees don’t always remember to turn in surveys and they worry about being honest. The information then needs to go from a written form to some kind of useable data to do any good. There is a better way to collect actionable insight from the workforce.

 

PerfectForms workflow software solutions help design web-based, user friendly forms that allow a company to organize questions in easy-to-digest segments. They can be set up so the results remain anonymous but show if a form was submitted by each employee. Best of all, there is no need for additional money to spend, nor is there the risk of possible errors with data entry. The output from the forms can be integrated directly with the company’s SQL or other database.

 

Employee Contract Forms

 

Last but not least, employee contract forms can take up huge amounts of time and paper. Each position is unique, each package is unique and each employee is unique. Plug-and-play forms provide the template for the basic contract information most companies need and leave the flexibility to customize the information accordingly.

 

Business is all about effectiveness and efficiency. Automating these three HR processes saves time and money while giving employees and employers a better work experience. PerfectForms has ideal workflow software solutions that cover every aspect of HR and workflow needs.

Create your online employee application form in 10 minutes or less!

Thursday, November 13th, 2014 by aanzelc@perfectforms.com

Few factors impact your performance as a company more than the quality of your employees. Hiring the right workers isn’t an easy task in the modern world—a generic resume can only tell you so much about the person writing it, and two individuals with identical qualifications may be very different employees. Figuring out which applicants will make the best members of the workforce requires companies to collect the right data during the hiring process, and in order to do this, firms must develop the right forms. Fortunately, putting together an application form that gathers the data you need in the format you need it takes very little time with the proper preparation and software.

 

Preparation

 

Before you lay your hands on any form-builder or business management software, you need to have a firmly established idea of what you want from potential employees. What skills matter to you? What factors will make for uniquely qualified hires at your company? How you phrase your questions and what details you look for can greatly affect the information you collect.

Of course, the more opportunities you give applicants to fill in boxes on their own with nonstandard entries, the more difficult the application becomes to parse with management software and implement into general workflow solutions.

With that in mind, here are the questions you should ask as you make your form:

  • What do you need to know about the hire?
  • What do you want to know about the hire?
  • How quickly do you need to be able to go through applications?

Honestly, this is the hardest part. Creating your actual online application will be the easy bit!

 

Making Your Form

 

So, you’re sitting down to start your form. Begin with a strong piece of form creation software, ideally something that integrates with other business management software. Then, you’ll want to start with a template—all these programs will have this option available—and work from there.

The basics will already be in place, but it’s up to you to decide the details. With the questions above in mind, you can add and adjust questions as needed. Modern workflow software makes it easy to change and add blank spaces, checklists, multiple-choice questions, and any other data entry styling you need. Base the entry style on how you value the information.

Don’t get distracted by questions of font, fancy headers, and backgrounds. If someone has your online application open in front of them, he or she doesn’t care about the window dressing.

 

Needs vs. Wants

 

Needs: The easier it is to sort out unqualified applicants and find the ones with your basic mandatory skills, the better. That means implementing a few questions using formats that you can sort by—multiple choice, checklists, limited-length forms. These are answer types that a machine or a person in a hurry can quickly sort through.

Wants: Your wants offer more flexibility. After you sort by your needs, you can take the time to read a paragraph of free writing on what an applicant expects to offer the team culture, what unique skills he or she would bring to the table, his or her favorite Ninja Turtle, whatever. Make wants free-form and use them to get a read on the potential hires.

For example, say that you need an employee with four years of experience. With a dropdown box “Years of Experience,” you can easily remove people with too few years from the pile. In no time, you’ll have the perfect form in front of you, ready for applicants to submit–in fact, it probably took you longer to read this article than it will to create your online employee application form.

Breeze your way through vacation request forms

Tuesday, November 11th, 2014 by aanzelc@perfectforms.com

As a proactive and solution-focused manager, you’re constantly bombarded with people vying for your time, attention, and approval on decisions, projects, and Workflow Processes. While that’s to be expected in a leadership role, there are ways to streamline and improve some procedures that not only make your operation run more efficiently, but also save you time that can be better spent on activities that increase business and ensure exceptional customer service. One such time-intensive, and often stress-inducing, undertaking is wrangling your company’s employee vacation request process.

User-friendly and uncomplicated vacation request forms

There’s no 10-page, quadruple-copied form needed here. Simplifying a vacation request form expedites the whole process for both you and your staff. A streamlined form makes it easier for your employees to put their requests in writing and also makes it a breeze for you to see exactly which days they’re asking to take off, including the start date and the return date. An effective vacation form should include these essentials:

  • The employee’s name
  • The employee’s email address
  • The employee’s department
  • A section that clearly shows the day the holiday will start for the employee, the day he/she will return, the total number of requested days, and an area for comments by the employee and/or you.

Depending on how your particular company operates, there needs to be different sections on these simplified HR applications for each person who must review and approve, or deny, the requested vacation time. For example, if a team leader must first receive the form, there should be a section that shows whether he or she approved, rejected, or returned the request for amendments, and a comment area for further information. If the form then needs to go to the HR department, there should be another space that shows whether HR personnel acknowledged the request, returned it for amendment, and/or made any comments. If you are the only person who needs to see the vacation request form in order to approve or deny the dates, then you can easily customize the document with just a manager section on it.

Use vacation request forms that are online, automated, and eco-friendly.

As organized as you are, it’s not easy keeping track of countless papers, forms, receipts, memos, and everything else that seems to find its way onto your desk. Paperless, automated vacation request forms still get all the details in writing but can be easily and immediately accessed for confirmation 24/7, eliminating the nightmare of papers gone missing. Not only are you saving time and money with this approach, but you’re also saving trees. By managing your vacation request forms online, there’s no longer any need to order the paper to print them on – or, indeed, to use the printer.

Implement vacation request forms that are centralized

A benefit of using vacation request forms online is that they are centrally located in your computer system, making them easily accessible and organized. Instead of duplicate files that get tossed, lost, or placed in a manila folder, online forms streamline this process for human resources.

Vacation forms were once overly complicated, took the lives of too many trees, and were simply unnecessary. Making your operation more efficient, stress-free, and easy significantly improves the atmosphere throughout your company. Vacation request forms ought to be a breeze for both your employees to access and fill out, and for you to view and approve. With automated, customized vacation request forms, you can even approve a request while you’re lounging like a lizard on that tropical beach!

See How Feedback Forms Can Improve Your Business

Wednesday, May 7th, 2014 by aanzelc@perfectforms.com

The best way to find out what employees are thinking is to ask them. There are several human resources management tools available that will help a company to gauge the attitudes and opinions of employees, but few of those human resources management tools are as effective as feedback forms. When employees are able to submit their true opinions in an anonymous format, it can do wonders to improve the efficiency and productivity of your business.

Feedback Forms Can Integrate With Your Other Human Resources Management Tools

The information compiled through the use of feedback forms can be integrated with other tools to make a company more productive. When employees can express concerns with the processes they are using or the way in which information is processed in the company, then that can be used by the company workflow automation software to improve efficiency.

For example, consider a document that has to be routed to several people for approval before action can be taken. The results of an employee feedback survey could indicate that a few of those steps are unnecessary and slow down the process. This information can be utilized to speed up the process and improve workflow.

Employee Feedback Improves Job Performance

If the human resources department never seeks out feedback from employees, then the human resources professionals may never learn that many of the employees are still not clear on what their job functions are supposed to be. Many employees perform several jobs at minimal productivity because they are not given clear direction on their true job functions. Employee feedback forms allow human resources professionals to identify these issues and take the necessary steps to correct them.

It Is Easier To Maintain Staffing When Employees Have Input

One of the primary goals of a company’s human resources management tools is to make sure that the company is always properly staffed. But it can be difficult for even the most accomplished human resources professional to understand all of the staffing issues when that professional is not working each day in every department in the company.

By using employee feedback forms, a human resources professional can easily identify the employees who are overworked and make staffing adjustments. Employee feedback can also help to identify employees who have the kind of skill set the company needs in order to grow. A company would rather utilize its current resources to sustain growth than have to invest in more employees.

Feedback Forms Create Accountability

Human resources management tools are used regularly to identify areas of inefficiency throughout the company. But sometimes inefficiency can be disguised by crafty employees or managers who abuse their positions. When employees are allowed to give anonymous feedback about important company issues, everyone suddenly becomes accountable for their actions and that can do a great deal to help human resources experts to weed out bad employees and managers.

Feedback forms are great tools for human resources departments to use for many different reasons. When a company reaches out and asks for the opinions of its employees, it will get the kind of responses necessary to maintain productivity and improve overall efficiency. Remember to keep feedback forms anonymous and encourage each employee to submit feedback forms on a regular basis to keep updated and accurate information flowing into the human resources department.