year with FormAssembly
forms built with FormAssembly
week of tech work saved per form (estimated)
An exit checklist helps a human resources department replace outdated manual data entry
One of Nick’s primary FormAssembly use cases involved replacing a manual HR checklist procedure that involved shared Word documents and manual updating. The process was messy, and it didn’t offer an ideal method of collecting important data.
To replace this outdated process, Nick leveraged FormAssembly and the Salesforce connector to build a form that was powered by an object within Salesforce. Now, an HR employee can go into Salesforce and directly create a new job order for whichever employee requires it.
An annual check-in form for teachers and educators
Professional Development Form
Nick is currently working on a new form that will be used once per year, or when needed. This form will allow teachers to update their annual professional development opportunities. It will include a unique link that prefills the form with personal data directly from Salesforce. This project allows OES to implement an in-house solution as a way to meet an external need that partner organizations have in the education industry.
“That’s one of the things about FormAssembly—the agility that [we] have to build out a form instead of scoping with external vendors. [We] can have a look at it in house and make a quick decision whether it’s possible with FormAssembly,” Nick said.
Curious to learn more about how the flexibility of FormAssembly can help solve a variety of data needs at your own organization?
We are too! If you’d like to learn even more practical solutions, grab a free copy of the 100 Ways to Use FormAssembly eBook at the link below.