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Andrew submits his annual self-review.
He sends his evaluation through a form, which is automatically routed to his manager for review.
Andrew's manager reviews and edits the form.
Sara fills out her own review of Andrew on the same form and adds notes on compensation changes.
The reviews are sent to HR for approval.
Jeff, the HR manager, looks at the reviews and approves Sara's compensation suggestions.
The finance team adjusts Andrew's compensation.
The form is routed to the payroll manager so she can make Andrew's new compensation official.
A confirmation email is sent to Andrew.
The payroll manager notes the change has been made and sends a confirmation email to Andrew.
Formstack's Workflows add-on works great for:
"Formstack allows me to take any offline, manual process, bring it online, and apply a workflow to the forms in order to automate once laborious processes. I can drag and drop or dive into the API integrations to get what I need accomplished."
Dan Tushinski, Ecommerce, Search, and Analytics Consultant