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Basic Time Off Request Process
This is a very common time off request process. The
requesting employee fills out a form online. The e-form
is dynamic, pre-populates fields, validates information and
is signed electronically.
Once the form is submitted, the system automatically
routes it to the correct manager for approval. There's
no need for the employee to email it manually thus avoiding
errors like emailing to the wrong person. The manager is
notified and reminders can also be setup if necessary.
The manager can reject the request back to the employee for
corrections, deny the vacation or approve it and forward
to HR for processing and finalization.
Finally, an email is sent to the employee with the relevant
Compare it to the Word document. It isn't dynamic,
cannot pre-fill anything, does not validate information
and must be printed for signature. Further, it has to
be e-mailed back and forth for approval. The online
version is significantly better.
Google Sheets Vacation Request Form
This vacation request form template connects to a Google Sheet.
For demo purposes, it initializes a pick list with a list
of valid users from the sheet. When you pick a user, it
pulls the number of available annual, floating and sick
days and dynamically sets up the relevant pick lists so
the user cannot take more days of any given type then
are available. The requesting employee signs the form
electronically. The pick lists are enabled and disabled
dynamically and the signature date is also auto-filled.
In contrast, the Word document provides
none of this behavior. It cannot
autofill user information, integrate with business data to
pull available days or dynamically set up pick lists. To sign
the form, it must be printed. It's far more error-prone,
Conditional Time Off Request Approval Process
This is another very typical vacation request process. The
online form pre-fills information, validates automatically,
has dynamic behavior and is signed digitally.
The system automatically
routes it to the correct manager but, this time, if the number
of vacation days is more than 5, it is routed to a VP for
additional approval. All this happens automatically without
the employee needing to manually email, track or chase down
Once completed, the relevant
documents are e-mailed to the requesting employee.
Compare with the Excel version. The employee or manager
must remember that a longer vacation requires additional
approval and must manually e-mail it to the VP. Then, they
have to chase down the VP to ensure that it gets signed on
time, track it, file it away etc. It's unnecessary
Dynamic Absence Records with Google Sheets
This form is an administrative form that employees use
to record absences during any given month. They fill
it out once a month. The form demonstrates integration
with Google Sheets by dynamically retrieving choices for a pick
list and to fill out some fields. It also shows how frevvo
forms allow you to show/hide sections, perform calculations
and other dynamic behavior. As a result, the form is easier
and faster to complete without mistakes. This form of integration
is not possible with Excel or Word documents and certainly
not with paper.
School Vacation Request Process
This is a vacation request form for a school.
It contains a single form that's routed to
various people for approval. The form is
dynamic - it pre-fills employee info, department,
manager and available PTO days. It
calculates the number of requested days and validates
all fields automatically. The employee signs the form
electronically on any device. The workflow then routes
to the manager for e-signature and finally to HR. Employees
don't need to chase down approvals and can track
their request. Notifications and
reminders are built-in. When completed, the process
emails a PDF to the employee.
The Excel version has almost none of this functionality.
It must be filled in manually, signed on paper and
routed by email. Employees must chase down signatures
and track by phone or email. It's slow,
unnecessarily error-prone and inefficient.
Simple Vacation / Time Off Request Form
This time off request template collects employee information,
time off request dates, optional comments and an online
signature. If desired, additional documents can be
attached e.g. a jury duty confirmation letter.
After you submit the form, it will generate a PDF of the vacation
request and send to your email address.
This is just a basic online form but compare it with any of
the Excel or Word versions above and it already has significant
benefits including validation, auto-completion of fields, and
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