All posts tagged: google forms workflow

Easy Approvals with the Line Manager Feature of Form Workflow Plus

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Without a doubt, well-defined workflows help improve team efficiency. Validation approvals for leave requests, procurement, or budget proposals need to be properly documented. This establishes a pool of information essential for organizational upkeep such as accounting, staffing, and budget management.

This is why workflow apps have been key partners in automating validation processes. Oftentimes, an employee who lodges a request needs their immediate supervisor to be onboard for the request to progress. This can be addressed by simply asking the requester for their line manager’s information. However as teams scale up, this can be a major hurdle.

Drew, an IT Manager for a construction company, was faced with this very dilemma. He needed to set up a purchase approval process for teams working on remote sites. The requester’s line manager needed to be the first approver as per company policy.

Fortunately for Drew, he stumbled upon Form Workflow Plus via Google search. The Google Sheet add-on recently had an update that allowed line managers to be set as reviewers. Here are 5 reasons why Drew chose Form Workflow Plus:

Assign Line Managers per User via the Web App

A major problem with asking requesters for their line manager details is they can put in mistyped email addresses. Limiting choices to a predefined list can address this but then becomes another issue when working with a huge organization.

Form Workflow Plus resolved this by defining the line manager for each user within the system. As the account administrator, Drew was able to easily set the email address for each user using the Manager Users view on the web app.

Bulk Add Users with Line Manager Information on a CSV list

For a construction company with 500 engineers and contractors, adding user details manually is not a good use of Drew’s time. Form Workflow Plus makes this task easy by enabling admins to upload a CSV list!

The list includes the employees name, line manager email address, and even the intended role for the Form Workflow Plus account. Once the list was prepared, it only took Drew a few clicks for the web app to import the employee details.

Easy and Fast Workflow Setup

With the employee details and their respective line managers established in the system, setting up the purchase approval workflow was a breeze. Drew especially liked the user-friendly interface of the Form Workflow Plus add-on.

The Line Manager as reviewer feature made his job a lot easier. On top of that, the workflow app allowed him to:

  • Add as many approval steps as needed
  • Use conditions to automatically route requests
  • Setup parallel approvals
  • Bypass reviewer response (on the rare occasions the reviewer is on extended leave)
  • Use their company logo on the web app

A well curated Help Center for Comprehensive Guides

Drew found the Support Pages for Form Workflow Plus extremely helpful. There are step-by-step guides and video tutorials to help him set up his workflow. In case you’re interested to learn more about these features, here are some helpful links:

Easy to reach Support and Demo Request

For anything not covered by the Help Center, Drew was able to get assistance by emailing support@wizy.io. Form Workflow Plus is available for a 14-day free trial here. Feel free to book a demo here:

Marko ArcegaEasy Approvals with the Line Manager Feature of Form Workflow Plus
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Year End Treats from Form Workflow Plus: New Features!

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The end of year celebrations are starting early for our Form Workflow Plus subscribers! Our hard working elves have been busy and we’re excited to showcase a handful of features to further enhance your workflow automation. Without further ado, here are the exciting new things you can do with our add-on:

Route to several departments with parallel approvals

You can now add parallel approvals when setting up a workflow step. This is particularly handy when you need several departments to stamp their approval before the process moves on to the next step.

Customizable reviewer action items

Reviewers were limited to Approve/Decline as the default decision labels. This proved inappropriate for workflows such as employee onboarding, task list workflow, among others. To make sure Form Workflow Plus can accommodate several use cases, you can now change the labels for positive and negative actions.

Positive actions (default is Approve) can be relabelled as:

  • Accept
  • Yes
  • Done
  • Allow

For the negative action (default is Decline), you can choose from the following:

  • Reject
  • No
  • Not done
  • Deny

Specify Line Managers and set them as reviewers

A lot of workflow use cases need the requester’s direct supervisor as the first reviewer. It’s now easier than ever to set this up with Form Workflow Plus. Using the web app, account administrators can now indicate a user’s line manager. You can even bulk upload a CSV list!

Once set, you can add conditional approvals to route the request to the Line Manager. Your workflow automation has never been easier.

Bypass response for when your reviewers are on extended vacations

Every so often, an entire approval process grinds to a halt because the reviewer for a particular step is on leave or generally unavailable. Workflow creators can now set a decision on behalf of the reviewer.

Customize the web app with your own logo

You can now make the Form Workflow Plus web app your own with customizable logos. Simply set a web-hosted URL and our web app will take care of the rest.

These are early presents fresh from our developers labs. If you haven’t signed up yet, Form Workflow Plus is available for a 14-day free trial here.

Better yet, schedule a demo with our friendly Customer Success Managers to see how our add-on can help automate your approval processes! Click here.

Marko ArcegaYear End Treats from Form Workflow Plus: New Features!
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5 Reasons to Organize Professional Development Approvals with a Google Form Workflow

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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
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