The application module allows you to create different types of forms for submitting applications (request for a course, compensatory time off, work aids, finances, etc.) and set up the process of their approval (within one or more rounds) in electronic form according to the specific needs of the company.
Build the application form your own way: pick the fields you need (text, number, date range, drop-down list, file, company from CRM) and mark what must be filled in. A request for a course, compensatory time off or new work tools then looks exactly how you want it.
Set up everything from a single sign-off to a multi-step chain. Alternate form rounds with approval rounds, decide who rules in each round, and let the applicant pick a specific approver.
As soon as an application moves to the next step, the approver gets an e-mail. The applicant is notified about approval, rejection and returns for completion. Latecomers can be nudged every few days by e-mail or SMS.
For each application you see who did what and when: filling in, approval, rejection or a return with a reason. No more guessing where the paperwork got stuck.
A visual diagram lays out every round in order and colour-codes forms against approvals. Everyone immediately sees where an application is heading and where it currently sits.
Tick several applications at once and clear them with a single click. Managers save plenty of time on recurring agendas.
Missing an attachment or a detail? Send the application back to a specific round with a note. The applicant fills in the gap and the process keeps running without starting over.
Create recurring requests by copying a previous one. The values are pre-filled and you only adjust what needs changing.
Decide who sees a form and who may decide, per individual user or whole position. Applicants, by default, only see their own requests.
Filter by applicant, approver and the date of submission or decision. Download the resulting overview to Excel or prepare it for print.
Drop a user picker or a CRM company into the form and let attachments land in file management. Each application then carries everything the approver needs.
The approval programme in eIntranet brings clear order to your processes. Design your own forms, define the approval rounds and keep the history of every application close at hand.
Paperless request solutions in eIntranet.net provide a complete electronic system for creating, submitting, and approving corporate requests. It enables companies to replace paper processes with a fast and transparent workflow that saves time and costs.
Simplify internal processes, increase productivity, and reduce error risk. Try paperless requests in eIntranet.net today and see the difference!