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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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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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
