Human Resources, Onboarding

Tips for Hacking Your HR Forms

No doubt about it—if you’re in HR, you’re dealing with a lot of paperwork. Even the most detail-oriented professional can have trouble staying organized, but there are several HR form “hacks” that can help manage it all. Miranda Nicholson, talent department manager for Formstack, has tips to help you implement these hacks with your HR forms.

HR professionals seem like they’re constantly in motion. From running around the office fetching signatures to distributing benefits information amongst employees to onboarding new hires, HR teams arguably juggle more documents, data, and paperwork than anyone else in business.

Managing so many moving parts can quickly become chaotic, even if you’re extremely diligent and organized in keeping it all straight. That’s why more and more HR professionals are turning to online form builders to help manage their workflow processes and save time in their everyday administrative tasks. Take a look at the following form hacks that will help you and your HR professional colleagues do your jobs with greater speed, accuracy, and efficiency.

#1: Employee Welcome E-Mails

Many online form options allow for e-mail integration, which have the power to totally transform and automate the way HR professionals communicate with employees across their company. Instead of having new employees fill out all their new paperwork by hand, use online forms to make it a less time-consuming process for everyone. Plus, once new employees submit their onboarding forms, you can send a customized welcome e-mail with all the information they need to get settled into their new job.

#2: Contracts

One of the most frustrating parts of finalizing contracts is all the different signatures you have to obtain. Gone are the days of scanning physical documents to turn them into signed PDFs. Instead, use an online form builder to obtain electronic signatures from all parties, and make finalizing contracts easy for everyone. Involved parties don’t even have to leave their desks!

#3: Performance Reviews

Many companies are still wasting a lot of paper on annual or quarterly performance reviews. Instead of formatting a text document to print out and distribute, send performance reviews electronically for employees and managers to fill out at the same time from their individual computers. For example, send out two forms—one for self-assessment, and one for managers to use to evaluate their team members. This practice streamlines the process and saves a lot of paper along the way.

In tomorrow’s Advisor, Nicholson provides four additional hacks for your HR forms.