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Posts Tagged ‘Form Builder’

Does Your Intranet Save Trees?

Tuesday, August 24th, 2010

While enterprise social tools are the hot topic of late and certainly add value to a social intranet, it’s important to remember that your intranet should also contain core tools to help employees do their jobs. A key task-based application for the intranet is an online form builder.

“A form builder is hardly the sexiest tool out there. But think about it….how many forms do your employees fill out each day? New employee forms, pay change forms, benefits enrollment forms, password change request forms, time off request forms…the list goes on and on. The amount of time and energy (not to mention trees) that can be saved by converting paper forms to electronic forms is staggering.” writes intranet blogger, Sean Nicholson.

A Form Builder delivers huge potential for an intranet site. Does your intranet include an integrated form builder?

Check out Sean’s post

A Day in the Life of an Intranet (Part 5 of 5)

Wednesday, June 23rd, 2010

2:40pm

Brad Walton is the Training and Recruitment Specialist at West Coast Savings Credit Union. He works with the department and branch managers to recruit and fulfill staff needs within the credit union. Over the past few weeks Brad has been working with Helen Whithall, the manager of their Main Street branch, to hire a new teller.

Brad has just finished adding a new training course to the Career, Health and Wellness area of The Buzz Intranet when he receives an intranet chat message from Helen letting him know that she has selected Steve Birk to fill the teller position out of all the candidates they interviewed. Brad has all of the applicants’ resumes on file so Helen leaves him to complete the rest of hiring process.

Brad pulls out Steve’s resume, calls him to offer him the position and firm up his start date. That task out of the way, Brad opens up the E-Forms area in The Buzz where all the corporate forms for the credit union are stored. He navigates to the Employee Forms area so he can fill out the ‘New Employee Form’ that is set up to help streamline the internal processes associated with hiring a new staff member.

He starts by filling in Steve’s first and last name then selects Steve’s department. The department field is a SQL query that pulls in the list of departments from the Employee Directory on the intranet. If a new department is added, or changes, within the Employee Directory, the New Employee Form will automatically see it. Brad types in Steve’s title, selects the agreed upon start date from the calendar date tool and checks the following options for IT to create a user account in Steve’s name:

Add to Active Directory
Create an email in Exchange
Create User in Payroll System
Set up HUB in The Buzz
Send out Welcome Package

Referring to the Activities and Interests section on Steve’s resume, Brad types in a quick blurb about the new employee. This information will be used in Steve’s profile on The Buzz intranet and Steve can modify it once he starts. Brad leaves the upload field for Steve’s photo blank as it will be added to the intranet after Steve gets his photo taken for his security card on his first day.

In the Approvals section of the form, Brad selects Helen’s name from the pre-populated list of managers. Helen will be Steve’s manager, and she needs to approve the information on the form first. Then it will be routed to Heather Jenkins, the HR manager, and then Karen Parson, the IT manager. By signing off on the form Helen acknowledges that she approved the new hire and both the HR and IT managers agree to their departments completing the tasks associated on the form. Lastly, Greg Tolsten, the Network Administrator, is notified of the form response so that he can take care of all the necessary action tasks and create the user accounts.

Brad clicks on the submit button to send the form on its way, knowing that he will be notified once it has moved through all the approval stages.

“A Day in the Life of an Intranet” is a blog post series by Rachel Lai of Intranet Connections that explores how employees at the fictional company West Coast Savings Credit Union interact with their intranet, The Buzz, during the course of a day at the office


A Day in the Life of an Intranet – Introduction
A Day in the Life of an Intranet – Part 1 of 5
A Day in the Life of an Intranet – Part 2 of 5
A Day in the Life of an Intranet – Part 3 of 5
A Day in the Life of an Intranet – Part 4 of 5


Don’t Forget the Bread With Your Butter!
Form Builder an Intranet Must-Have

Monday, August 24th, 2009

The title of this blog post is kind of cheeky, but with 2.0 moving into the enterprise, it’s easy to get caught up in the hype  and forget that while these new social tools are no doubt valuable on an intranet, you can’t dismiss the core intranet functions that help employees to do their jobs.

One of the key applications (and one of the more powerful) is a Form Builder, or an online forms application.  With all the publicity and blog posts relating to new web 2.0 intranets, the power of applications like Form Builder are often ignored and are a must-have for any intranet.

Let’s take a minute to dive into what Form Builder can do for you and your intranet.  An easy to use and interactive Form Builder can give you endless flexibility – you can quickly and easily create leave request forms, vacation requests, employee self evaluations, annual expense reports, online surveys, and just about any type of company form where  you need to collect, store, and archive online data.

By building customized electronic forms, all within a point-and-click interface, anyone can be a form builder in the company.  Your Form Builder should be integrated with your intranet security, and allow for approval workflows on submissions.  If you have a leave request form that needs to be approved by the employee’s supervisor, the department head, and the CFO – you want to do this seamlessly, effortlessly and online within your intranet.  A Form Builder application goes a long way in reducing paper costs and the overhead of processing results, not to mention the benefits of having all your forms in one central location – searchable – and where employees can fill them out and submit them online. 

When considering a Form Builder application, integration to your intranet site is paramount.  A consolidated intranet where electronic forms can be found, results stored, security applied, and approval enabled is crucial versus using disconnected third party software. 

Jakob Nielsen of NNG, known as the “King of Usability” and a popular web usability author nailed it in a recent Alertbox post:

 A bunch of stand-alone tools will provide a disconnected user experience, causing employees to waste inordinate amounts of time moving between environments.  For more than a decade, we’ve talked about the need for a unified intranet user experience, consistent design and features organized around humans rather than technology.

A Form Builder application delivers huge potential for an intranet site and it’s an application that needs to be integrated within your intranet.  When thinking about designing or purchasing an intranet software solution, keep in mind the functionality and flexibility that a robust integrated Form Builder can achieve, along with the time and money that it can save.

Visit the Jakob Nielsen Alertbox article:  Social Networking on Intranets