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:
- How can I add a Line Manager to my workflow?
- How to set Line Managers as reviewers on Form Workflow Plus
- How to use Bypass Response in Form Workflow Plus