Customers use a
new hire onboarding process
to digitally collect information such as name, address, social
security number, Federal and State tax withholding information,
employment eligibility etc. With electronic forms, new hires
need to enter each unique piece of data once, they sign
electronically without printing. New hires can also fill out
most of the paperwork before they come into the office on their
The electronic process automatically generates required
documents such as a Federal W-4 and I-9 as well as state-specific
documents depending on location. After the new hire reviews
the generated PDFs, the process automatically routes to the HR
department for review. Upon completion, it emails copies to the new
hire for their records.
Compare it to using paper or Word/Excel. New hires have to enter
the same data and sign multiple times. The documents are routed
manually for review and approval, mistakes have to be corrected
inevitably causing delays.
With an electronic process, a set of new hire onboarding forms
that would take hours can now be completed in minutes without
errors. It's also environmentally friendly since there's
no need to print the forms for signatures or record keeping.
This is a monthly record of time off that all staff must
submit to the administrative office. It fills in employee
information automatically using the currently logged-in
user's credentials. It also integrates with a Google
Sheet, dynamically populates a pick list and auto-fills
approver information based on location.
The form also demonstrates dynamic behavior with frevvo. It
has conditionally visible sections and performs calculations
automatically. As a result, it's easier to fill in,
employees have to enter less data by hand and they spend
less time correcting errors.
Based on location, the process automatically selects the
list of required approvals using the Google Sheets integration.
It routes the absence record electronically, sends notifications
and reminders so employees don't have to worry about
chasing down paperwork.
If you're using Word, Excel or paper for this process,
your employees are wasting time. They have to enter more data,
fix more mistakes, and spend more of their time emailing
supervisors for signatures.
Employees often drive between locations to perform their daily
jobs. Finance departments handle mileage reimbursement claims on
a daily basis. This
dynamic mileage request form and process template
is used to reimburse employees for actual miles driven. Instead
of entering miles between locations manually, it uses Google
Maps and its Distance API to automatically calculate mileage
between city pairs. It then automatically calculates the
actual reimbursement amounts and totals using a visual business
rule and the current rate. It's easier for employees to
complete, faster, and it eliminates errors.
It employs digital signatures which verify the user's
identity and guarantee that the signed data cannot be
tampered with. Digital signatures are also environmentally
friendly since they reduce printing and paper usage.
Using Excel is unnecessarily cumbersome
and time consuming since everything is entered manually. This
powerful, dynamic functionality is simply not possible. An
online mileage reimbursement form and process is vastly more
This Purchase Order process performs SQL integration as well
as conditional routing.
The PO form dynamically populates product pick lists from
SQL and also automatically gets the MSRP for a product from
the database. It also calculates subtotals and totals,
pre-populates first and last names and supports signatures
As before, the form is routed from the employee to the manager.
If the amount is greater than $10,000, it will route to the VP
otherwise VP approval will be skipped.
After everyone has approved, the workflow emails a PDF of the
purchase order to the employee.
The automated process is easy to use and saves employees
time compared to Excel or PDF. Consider dynamic routing.
With Excel, the manager must manually follow instructions
and email the document to the VP if the amount is high
otherwise skip VP approval. It's guaranteed to be
error prone and costly.
How to easily create Dynamic Database Forms
Consent / Permission Forms
Consent forms provide clear communication, risk acknowledgement
and legal protection for students, parents and institutions.
They ensure that everyone is aware of any risks associated
with participating in things like sports or digital media
release. Electronic forms available on any device in any
language make it easier for parents to understand the consent
they are granting and provide clarity in communication.
Permission form to use Google Apps
Technology use in U.S. school districts is governed by several
Federal laws such as COPPA, FERPA etc. As a result, schools
must obtain parental consent before assigning a child a
Google Apps for Education account. Using this consent form,
a parent/guardian can fill in and sign electronically on
any device to give permission.
This is a general consent form for a K-12 school district
in multiple languages. A parent or guardian can provide
consent for media, directory listing, and health screenings
by signing the form electronically. Parents can choose either
to provide information. frevvo supports
all languages worldwide.
Consent Form for participation in sports activities
This is a risk acknowledgement and consent form that
parents can electronically sign
to allow their children to participate in
sports activities. Parents and athletes must
acknowledge that they have read athletic rules, understand
the associated risks and give
consent for emergency medical treatment.
In an emergency situation, it's absolutely crucial
for administrators and emergency workers to have the
information they need to take appropriate action and
to contact parents or guardians. Institutions collect
this information using a variety of emergency contact
forms. Electronic forms in multiple languages are easy
to use and ensure
accuracy of the collected information.
School Emergency Contact and Release Form
This is an emergency contact form for a school. It can be
used to collect parent/guardian contact information, release
authorization to specific individuals, as well as doctor and medical
information. Repeating elements keep the form short
and users can dynamically add more contacts as required. E-signatures
eliminate paper and the form is emailed to the school with a copy
This example takes the previous form and breaks it
up into multiple pages so that it's easier to
complete. It walks parents/guardians step by step through
multiple screens collecting needed emergency contact
information along the way.
As before, repeating sections and digital signatures keep
the form short and eliminate any need to print. When completed,
a copy of the PDFs is sent by email.
Organizations such as a large school district often have
constituents whose native language is not English. If forms
are available in multiple languages, they're easier
for parents to fill out and you're more likely to
end up with accurate emergency contact information.
PDF generation in multiple languages ensures that staff
can also choose any language.
These are other examples of forms or workflows commonly used
in schools and Universities for routine things like requesting
use of facilities.
Request Form for use of School Facilities
This is a simple form that's very common in most K-12
school districts. It allows community members to request use of
their facilities for events. The form shows dynamic behavior
such as fields only being displayed if they are required.
In addition, requestors sign the form electronically eliminating
the need to print. When the request is submitted, it is sent
by email to the Facilities Department for review & approval
again eliminating unnecessary paper usage.
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