Audience
Companies searching for a solution to create forms and approval workflow to get organized
About WorkflowFirst
A workflow software for everyone. Assign and track a database of forms. Get Control. Get The Big Picture. The CRM custom sample form lets you create deals, log deal activity, view deal status with a drag-and-drop kanban chart, calendar for viewing activity and much more! Submit employee details, then route the form in parallel to HR, accounting, IT, the office manager for processing. Submit the purchase req, have it send to a manager for review where they can approve or reject the request. With forms for HR to set employee leave allowances and employees to put in leave requests, management approval and more. With WorkflowFirst you get a customizable forms package, database and workflow management software in one simple-to-use interface that anyone can easily setup without programming. Configure forms to automatically be sent to 1 or more users or a group such as a specific role, optionally with conditions or scripting. With a dashboard to make sure nothing is ever forgotten.
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Fluida is the cloud mobile HR platform that saves businesses time and money by turning clunky processes into tasks that can be completed in just a few taps.
ATTENDANCE & SHIFTS
>create and assign shift templates with a tap
>check shifts on the company calendar
>assign custom shifts
>easy shift change requests
>assign flexible shifts
>create custom rules:
-rounding adjustments
-deferred shifts
-break management
-overtime
CLOCKING IN&OUT
>on site or remotely
>GPS
>Bluetooth
>NFC badges
LEAVE & TIME OFF
>rich request forms
>easy approval/denial of requests
>approved requests are added to the company calendar
>employe summary of all requests sent
>manager summary of all requests received
EXPENSE REPORTS
>rich request forms
>fast sending and approval
>all information is saved
>expense categories for automatic calculations
>receipt pictures
MORE FEATURES:
ACTIVITY SUMMARY
DOCUMENT SENDING & ARCHIVING
CORPORATE COMMUNICATIONS
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onPhase
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction.
AP Automation and Vendor Payments Solutions:
Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice.
Document Management Solution:
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders.
Forms and Workflow Automation:
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.
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Formplus
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Formplus currently serves customers across various industries such as Education, Logistics, Event planning, Non-Profits, E-commerce and so much more. The app is packed with powerful features such as; document merge, digital signatures, file uploads, repeating data sections, save & resume, on-form payments, and conditional logic.
With numerous sharing options such as Website and WordPress embed, Formplus forms can be easily shared across social media channels, via QR codes, and via customized Email Invitation with prefilled data. The tool also integrates with third-party storage apps like Google Drive, Dropbox, Microsoft OneDrive, and third-party integrations like Zapier.
Sign up for free today.
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Approval Donkey
Approval requests using email, online forms, or your favorite app. Turn submissions into tracked and automated workflows. Manage team approval requests in one place. Customize exactly who needs to action an approval for a more efficient business. Setup approval workflows to get requests in the hands of the right people at the right time. Add accountability with streamlined approval processes. Stay in the know and up to date with a full range of status updates that can be sent to your email or use our Zapier integration to get status updates sent to your favorite app like Slack, Trello or Google Sheet's etc. Automate any process requiring approval like purchases, time off requests, expense claims plus loads more so you can get on with less mundane tasks that are more likely to add real value. Automate processes and increase efficiencies across your organization whenever your online form is submitted or an approval request is made without changing the look and feel of your form.
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Pricing
Starting Price:
$99 one-time payment
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
RiaForm Technology
Founded: 2004
United States
workflowfirst.com
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Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
WorkflowFirst Frequently Asked Questions
WorkflowFirst Product Features
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration
No-Code
