All posts tagged: creating a workflow

5 Reasons to Organize Professional Development Approvals with a Google Form Workflow

No comments

The hallmark of a healthy work environment is when a company invests in the professional development of its employees. This is an important aspect of the HR Manager’s role as they need to have a pool of talents that is responsive to the ever changing challenges companies face.

With the COVID-19 pandemic, organizing trainings and seminars has been particularly challenging due to physical distancing measures and reduced mobility of the public. Fortunately, training sessions are no longer confined in physical halls. The move towards online solutions also made it possible to hold conferences via cloud-based communication tools like Google Meet, Zoom, or Microsoft Teams.

The past six months saw events normally held in big stadiums move towards virtual gatherings. Jen, an HR Manager, saw enough opportunities for her remote employees to attend symposia and conferences to further develop their skills. Suddenly, IT companies offered certification programs that can be completed at home.

Jen needed a way to organize and track the professional development programs employees were enrolled in. This is why she was ecstatic when she stumbled upon Form Workflow Plus in the G Suite Marketplace. It’s an add-on and web app for automating approval workflows. Here are 5 ways Jen managed her HR tasks using a Google Form workflow:

A Google Form workflow linked to a Google Sheet are powerful organizational tools

Besides tracking the online courses and certification programs, Jen also needed an approval process so line managers also have visibility on the progress of their employees. She designed a Google Form to capture these details then channeled each entry into a Google Sheet. This provided better organization as the important information was gathered in a single place.

All Jen needed to do was share the Google Sheet to line managers for easy collaboration. As the team scaled up, though, Jen realized she needed a better solution to automate the workflow.

Use a third party workflow app to automate approval processes

Form Workflow Plus is designed to run with G Suite apps to bring the workflow automation process to a whole new level. It sports a modern UI and with 3 steps, a basic workflow can be up and running.

The beauty of using this add-on is that it can be run on a sheet collecting Google Form responses. Each form entry triggers the workflow automation. Talk about seamless integration!

Built in conditional approvals for routing requests

Form Workflow Plus is feature packed to make sure it can accommodate a variety of use cases. A professional development approval workflow, for example, would need requests routed to line managers or to a group of reviewers based on registration fees. This can be easily set up on the add-on with a few clicks!

A powerful web app for admins and workflow creators

Jen loved the web app included in Form Workflow Plus. This gave her a one-stop shop for managing workflows, users, as well as the billing aspect of their subscription! It uses Google’s authentication process so she’s confident that company information is securely protected.

Best of all, the web app gave her an easy way to track request status. It has a dashboard showing how many requests were approved or awaiting reviewer action.

Form Workflow Plus requires no coding skills with a robust support system

Form Workflow Plus is actively developed with updates pushed automatically and readily available. Designed for ease of setup, it requires no coding skills.

It has a well curated Help Center and for urgent questions, a team of responsive Customer Success Managers can be reached at support@wizy.io. Form Workflow Plus is available for a 14-day free trial here.

Marko Arcega5 Reasons to Organize Professional Development Approvals with a Google Form Workflow
Read more