<h2><span style="color:#2c3e50">Create a universal form for capturing time off requests</span></h2> 
 
<p><span style="color:#2c3e50">Use this template to make managing and approving employee time off requests easier. This simple time off request form template allows you to capture your employee&rsquo;s requests in a standardized way, collecting all the information you need, removing that annoying email back-and-forth.</span></p> 
 
<h3><span style="color:#2c3e50">Who can use this template?</span></h3> 
 
<p><span style="color:#2c3e50">This template is ideal for:</span></p> 
 
<ul> 
 <li><a href="https://www.formaloo.com/formaloo-for-hr"><span style="color:#2c3e50">HR departments</span></a><span style="color:#2c3e50"> looking for a centralized system to handle time-off requests</span></li> 
 <li><span style="color:#2c3e50">Small to medium businesses that need a scalable solution</span></li> 
 <li><span style="color:#2c3e50">HR </span><a href="https://www.formaloo.com/agencyos"><span style="color:#2c3e50">agencies</span></a><span style="color:#2c3e50"> managing multiple clients and their employees&#39; time-off schedules</span></li> 
</ul> 
 
<p><span style="color:#2c3e50">Whether you&#39;re an HR manager or a business owner, this tool adapts to your needs, making it easier to track and approve requests in real time.</span></p> 
 
<h3><span style="color:#2c3e50">What features make this time off request form stand out?</span></h3> 
 
<p><span style="color:#2c3e50">This template includes powerful features to make managing time-off requests a breeze:</span></p> 
 
<ul> 
 <li><a href="https://www.formaloo.com/blog/how-to-create-custom-email-notifications"><span style="color:#2c3e50"><strong>Email notifications</strong></span></a><span style="color:#2c3e50">: instantly notify managers and employees when requests are submitted or approved, keeping everyone in the loop.</span></li> 
 <li><a href="https://www.formaloo.com/blog/how-to-create-a-kanban-board-in-formaloo"><span style="color:#2c3e50"><strong>Kanban view</strong></span></a><span style="color:#2c3e50">: visualize the status of all requests on a Kanban board for efficient task tracking.</span></li> 
 <li><a href="https://help.formaloo.com/en/articles/8190429-how-to-add-a-table-data-block-in-formaloo"><span style="color:#2c3e50"><strong>Table view</strong></span></a><span style="color:#2c3e50">: organize and analyze requests in a structured format, with options to filter and sort by dates, types, or employees.</span></li> 
 <li><strong><a href="https://www.formaloo.com/blog/what-are-linked-rows"><span style="color:#2c3e50">Linked rows</span></a><span style="color:#2c3e50"> and lookup fields</span></strong><span style="color:#2c3e50">: connect employee data from other databases to ensure all required information is centralized.</span></li> 
 <li><a href="https://www.formaloo.com/blog/how-to-use-formaloo-logic"><span style="color:#2c3e50"><strong>Conditional logic</strong></span></a><span style="color:#2c3e50">: customize fields dynamically based on the type of request, such as requiring medical documentation for sick leave.</span></li> 
</ul> 
 
<h3><span style="color:#2c3e50">How to customize it with formaloo</span></h3> 
 
<p><span style="color:#2c3e50">Using Formaloo&#39;s no-code platform, you can easily customize this template:</span></p> 
 
<ol> 
 <li><span style="color:#2c3e50"><strong>Personalize the fields</strong>: Add, remove, or modify fields to fit your company&#39;s policies.</span></li> 
 <li><span style="color:#2c3e50"><strong>Set user roles and permissions</strong>: Limit access to sensitive data by defining user roles for employees, managers, and HR teams.</span></li> 
 <li><span style="color:#2c3e50"><strong>Enable automated workflows</strong>: Configure approval hierarchies to route requests to the right people automatically.</span></li> 
 <li><span style="color:#2c3e50"><strong>Embed in your platform</strong>: Integrate this form into your intranet or HR software for seamless use.</span></li> 
</ol> 
 
<h3><span style="color:#2c3e50">Additional tips for better time-off management</span></h3> 
 
<ul> 
 <li><span style="color:#2c3e50">Use color-coded labels in the kanban view to differentiate between leave types.</span></li> 
 <li><span style="color:#2c3e50">Set up reminders to follow up on pending requests.</span></li> 
 <li><span style="color:#2c3e50">Analyze trends in employee time-off patterns using the template&#39;s built-in reporting features.</span></li> 
</ul> 
 
<h2><span style="color:#2c3e50">FAQs</span></h2> 
 
<h3><span style="color:#2c3e50">How will this make managing time-off requests easier?</span></h3> 
 
<p><span style="color:#2c3e50">By automating the process, you eliminate manual errors, reduce response times, and maintain accurate records. Employees and managers have real-time access to the status of their requests, improving transparency and satisfaction.</span></p> 
 
<h3><span style="color:#2c3e50">What are the benefits of using a vacation time-off request form?</span></h3> 
 
<p><span style="color:#2c3e50">This form standardizes the process, allowing you to collect all necessary details efficiently. It saves time by reducing back-and-forth emails and ensures you have all the information you need to make informed decisions.</span></p> 
 
<p><a href="https://id.formaloo.com/profiles/signup/"><span style="color:#2c3e50">Get started with the employee time-off request template today</span></a><span style="color:#2c3e50"> and transform how you manage time-off approvals!</span></p>

Employee time-off request

<h2>Document review and sign-off</h2> 
 
<p>The Document Review and Sign-Off app is a powerful tool designed to streamline the document approval workflow, making it more efficient and transparent for businesses of all sizes. It automates reviewing, approving, and signing documents, reducing delays, ensuring accountability, and enhancing team collaboration.</p> 
 
<h3>Who it’s for:</h3> 
 
<p>The <strong>document review and sign-off</strong> app is ideal for any business or organization that handles critical documents requiring approval, such as contracts, legal agreements, policy documents, and project proposals. It’s precious for<strong> HR, legal, procurement, project management, and finance teams</strong>. Whether you're a<strong> small business</strong> or a <strong>large enterprise</strong>, this app ensures that document reviews are conducted quickly and efficiently.</p> 
 
<h3>Key features:</h3> 
 
<p><strong>Signature field: </strong>Capture digital signatures to finalize document approvals securely.<br> 
<strong>Upload field: </strong>Allows users to upload necessary documents for review.<br> 
<strong>Status and Kanban view:</strong> Organize and track document approvals visually by stage.<br> 
<strong>Table view:</strong> Sort and filter document requests for a detailed, data-driven approach.<br> 
<strong>Assignee:</strong> Assign responsibility for reviews and approvals, ensuring clarity and accountability.<br> 
<strong>Email notification: </strong>Automatic email notifications keep stakeholders informed at every step, reducing the need for manual follow-ups.</p> 
 
<p> </p>

Document Review and Sign-Off

<div> 
<h2 style="margin-left:0; margin-right:0">Transform your performance reviews with automated scoring</h2> 
</div> 
 
<div> 
<p style="margin-left:0; margin-right:0">Streamline your performance evaluation process with our Employee Evaluation Scoring Form Template. This powerful tool is designed for HR professionals, managers, and business owners who want to bring objectivity and efficiency to their employee assessments.</p> 
</div> 
 
<div> 
<h3 style="margin-left:0; margin-right:0">Who is this template for?</h3> 
</div> 
 
<div> 
<ul style="margin-left:0; margin-right:0"> 
 <li>Human Resources departments looking to standardize their evaluation process</li> 
 <li>Managers seeking a fair and consistent way to assess team performance</li> 
 <li>Small business owners aiming to implement professional-grade performance reviews</li> 
 <li>Organizations of any size wanting to digitize and automate their evaluation scoring</li> 
</ul> 
</div> 
 
<div> 
<h3 style="margin-left:0; margin-right:0">How It works</h3> 
</div> 
 
<div> 
<p style="margin-left:0; margin-right:0">Our template automatically calculates an overall performance score based on the ratings input for various criteria. Here&rsquo;s how the scoring system functions:</p> 
</div> 
 
<div> 
<ol style="margin-left:0; margin-right:0"> 
 <li><strong>Performance ratings (80 points max)</strong>: 
 
 <ul style="margin-left:0; margin-right:0"> 
 <li>Eight key performance areas are rated on a scale of 1-5</li> 
 <li>Each rating is converted to points (1=1 point, 5=5 points)</li> 
 <li>The total is weighted to account for 80% of the overall score</li> 
 </ul> 
 </li> 
 <li><strong>Goals achievement (10 points)</strong>: 
 <ul style="margin-left:0; margin-right:0"> 
 <li>Evaluators rate goal completion (Yes=10 points, Partially=5 points, No=0 points)</li> 
 </ul> 
 </li> 
 <li><strong>Overall performance rating (10 points)</strong>: 
 <ul style="margin-left:0; margin-right:0"> 
 <li>A final overall rating contributes up to 10 points</li> 
 </ul> 
 </li> 
</ol> 
</div> 
 
<div> 
<p style="margin-left:0; margin-right:0">The system then sums these scores for a total out of 100 points, categorizing employees into performance tiers:</p> 
</div> 
 
<div> 
<ul style="margin-left:0; margin-right:0"> 
 <li>90-100: Outstanding Performance</li> 
 <li>80-89: Exceeds Expectations</li> 
 <li>70-79: Meets Expectations</li> 
 <li>60-69: Needs Improvement</li> 
 <li>Below 60: Unsatisfactory Performance</li> 
</ul> 
</div> 
 
<div> 
<h3 style="margin-left:0; margin-right:0">How to use</h3> 
</div> 
 
<div> 
<ol style="margin-left:0; margin-right:0"> 
 <li><strong>Select the template</strong> from our form library</li> 
 <li><strong>Customize the form</strong> fields if needed (see customization options below)</li> 
 <li><strong>Share the form</strong> with evaluators through a link or embed it on your internal site</li> 
 <li><strong>Evaluators complete</strong> the form for each employee</li> 
 <li><strong>View results</strong> instantly, with automated scoring and performance categorization</li> 
 <li><strong>Export data</strong> for further analysis or integration with your HRIS</li> 
</ol> 
</div> 
 
<div> 
<h3 style="margin-left:0; margin-right:0">Customization options</h3> 
</div> 
 
<div> 
<p style="margin-left:0; margin-right:0">Make this template your own with these customization features:</p> 
</div> 
 
<div> 
<ul style="margin-left:0; margin-right:0"> 
 <li><strong>Adjust criteria</strong>: Add, remove, or modify the performance criteria to match your organization&rsquo;s values</li> 
 <li><strong>Weight importance</strong>: Assign different weights to various criteria based on their importance to your company</li> 
 <li><strong>Modify scoring</strong>: Alter the point system or performance categories to align with your standards</li> 
 <li><strong>Add branding</strong>: Incorporate your company logo and colors for a personalized touch</li> 
 <li><strong>Integrate questions</strong>: Include open-ended questions or additional rating scales</li> 
 <li><strong>Set up notifications</strong>: Configure email alerts for form submissions or specific score thresholds</li> 
 <li><strong>Enable logic</strong>: Add conditional logic to show/hide questions based on previous answers</li> 
</ul> 
</div> 
 
<div> 
<h3 style="margin-left:0; margin-right:0">Benefits of using this template</h3> 
</div> 
 
<div> 
<ul style="margin-left:0; margin-right:0"> 
 <li><strong>Save time</strong>: Automate calculations and eliminate manual scoring errors</li> 
 <li><strong>Ensure consistency</strong>: Standardize the evaluation process across your organization</li> 
 <li><strong>Gain insights</strong>: Easily analyze performance trends with aggregated data</li> 
 <li><strong>Improve transparency</strong>: Provide clear, objective feedback to employees</li> 
 <li><strong>Enhance decision-making</strong>: Use quantifiable data for promotion and development decisions</li> 
</ul> 
</div> 
 
<div> 
<p style="margin-left:0; margin-right:0">Start transforming your performance review process today with our Employee Evaluation Scoring Form Template. Experience the power of automated, objective employee assessments that drive your organization forward.</p> 
</div> 
 
<div> 
<p style="margin-left:0; margin-right:0">Need help customizing this template for your unique needs? Our support team is here to assist you every step of the way!</p> 
</div>

Employee evaluation scoring form

<h2>Job application workflow in a few steps 🍃</h2> 
 
<p>Hiring made simple. This ready-to-use job application workflow helps HR teams manage the entire process &mdash; from first submission to final offer &mdash; with automation, personalized emails, and task tracking.</p> 
 
<p>Perfect for HR teams, startups, and marketing departments looking to streamline hiring.</p> 
 
<p><strong>Steps of the workflow:</strong></p> 
 
<ul> 
 <li>Step 1: Candidate submits the application form. 
 <ul> 
 <li>📩 HR gets an email notification right after the submission is made.<br> 
 &nbsp;</li> 
 </ul> 
 </li> 
 <li>Step 2: HR checks the application, updating&nbsp;the application status: 
 <ul> 
 <li>✅ Candidate receives interview invitation link with the CMO.</li> 
 <li>🚫 A kind rejection email.<br> 
 &nbsp;</li> 
 </ul> 
 </li> 
 <li>Step 3:&nbsp;CMO makes notes on the meeting, decides if task assignment should be sent: 
 <ul> 
 <li>✅ Applicant receives a custom email with a task assignment form.</li> 
 <li>🚫Applicant gets a rejection email, thanking them for the interview.&nbsp;<br> 
 &nbsp;</li> 
 </ul> 
 </li> 
 <li>Step 4:&nbsp;CMO checks the task, updating the status: 
 <ul> 
 <li>✅ Candidate gets an email with the invitation of an&nbsp;interview with the CEO.</li> 
 <li>🚫 Applicant gets a rejection email, thanking them for the task submission.<br> 
 &nbsp;</li> 
 </ul> 
 </li> 
 <li>Step 5: The CEO makes notes during the meeting, deciding on the final status: 
 <ul> 
 <li>✅ Candidate gets an email with a proposal.</li> 
 <li>🚫 Candidate gets a&nbsp;personalized email thanking them for taking the time to apply.</li> 
 </ul> 
 </li> 
</ul> 
 
<p><img alt="" src="https://s3.amazonaws.com/formaloo-en/s/2025/4/16/LeMXoikle690746c-ce2a-42ba-bd35-a64952cb0209.jpg" style="height:398px; width:700px"></p> 
 
<p><em>NB: The workflow can be adjusted - adding or removing steps.&nbsp;Feel free to make adjustments that fit your specific use case. </em></p> 
 
<h3><strong>Dashboard pages and what you can do with them</strong></h3> 
 
<ul> 
 <li><strong>Applicants</strong> -&nbsp;Track applicants and update their status.</li> 
 <li><strong>Assignments</strong> - The CMO can see, review, and update the status of applicants based on task assignments &amp;&nbsp;use AI to analyse submissions.</li> 
 <li><strong>2nd interview</strong>: Final stage where the CEO makes notes during the interview, deciding on the status of the application.</li> 
 <li><strong>Marketing team &rarr; Marketing Executive:&nbsp;</strong>CMO can make notes during the interview, deciding on the status of the application.</li> 
</ul> 
 
<p>⚙️ <strong>Stages would go as follow:</strong> Applicants&nbsp;&rarr;&nbsp;Marketing Executive&nbsp;&rarr;&nbsp; Assignments&nbsp;&rarr; 2nd interview&nbsp;</p> 
 
<p>&nbsp;</p> 
 
<h3><strong>🧩 Features included in the template</strong></h3> 
 
<ul> 
 <li>3 Forms - 1 Job application form;</li> 
 <li>AI analyze&nbsp;block - Giving an unbiased analysis of tasks;</li> 
 <li>Custom email templates for every step of the workflow;</li> 
 <li>Conditional logic&nbsp;- &quot;On update&quot; logic ensures the flow runs as expected.<br> 
 &nbsp;</li> 
</ul> 
 
<h2><strong>What you can do with the template </strong></h2> 
 
<p>Now that you have the template on your workspace, it&#39;s time to make it your own truly. Here are some recommendations:</p> 
 
<h3><strong>📨 1. Update email templates</strong></h3> 
 
<p>Even though the template includes email templates, they don&#39;t have your personal information. For example, Calendly meeting links, deadlines, emails, and so on.&nbsp;</p> 
 
<p>Make sure to edit those templates so they&#39;re relevant to your case. You can add logos, photos, links, and other media, matching your brand image and requirements.</p> 
 
<p><a href="https://help.formaloo.com/en/articles/8147758-how-to-send-custom-email-templates">&rarr;&nbsp;Click here to learn how to edit email templates</a></p> 
 
<p>You can also configure your own SMTP&nbsp;to send personalized emails from your address, enhancing brand consistency and deliverability.</p> 
 
<h3><strong>✨ 2. Give an AI prompt to analyze tasks</strong></h3> 
 
<p>On the assignments page, you&#39;ll find the AI analyze block, which will help you get an unbiased analysis of the task submissions.&nbsp;</p> 
 
<p>The prompt can look something like this:<br> 
<br> 
<em>💬 &quot;Review the following task submission for a Marketing Executive role. Evaluate the candidate&rsquo;s work in terms of strategic thinking, creativity, understanding of marketing channels, clarity, and practicality. Identify: Key strengths, Potential red flags or weak areas, Questions the CMO should ask during the interview based on this submission, An overall fit score (1&ndash;10) with a brief explanation.&quot;</em></p> 
 
<p><a href="https://help.formaloo.com/en/articles/8147758-how-to-send-custom-email-templates">&rarr;</a>&nbsp;<a href="http://How%20to%20write%20effective%20AI%20prompts">Click here to learn how to write effective AI prompts</a></p> 
 
<h3><strong>🖌️ 3. Personalize with your brand&nbsp; </strong></h3> 
 
<p>With Formaloo, you can customize everything - starting from logos, to font, to colors and custom domains. Not to mention 100% white label option - You can remove our branding and add your own.&nbsp;</p> 
 
<p>So you can:</p> 
 
<ul> 
 <li>Set up unlimited&nbsp;custom domains</li> 
 <li>Customize&nbsp;emails to remove Formaloo&#39;s branding</li> 
 <li>Add&nbsp;your logo and cover image</li> 
 <li>Choose&nbsp;your brand&rsquo;s color palette</li> 
 <li>Select&nbsp;a custom font from Google Fonts</li> 
 <li>Change&nbsp;button style, background, and more</li> 
</ul> 
 
<p>If you&rsquo;re on an <strong>Enterprise plan</strong>, you can request <strong>complete customization</strong> of the Formaloo dashboard, including:</p> 
 
<ul> 
 <li>Replacing the Formaloo brand with yours</li> 
 <li>Adjusting the interface styling</li> 
 <li>Adding team-wide custom domains, SSO, and more</li> 
</ul> 
 
<h3>🧩 On-Premise / Self-Hosted option</h3> 
 
<p>Need full control over your data and infrastructure? Formaloo also offers a <strong>self-hosted solution</strong>.</p> 
 
<p>🔗 Learn more about our advanced white-labeling options:</p> 
 
<ul> 
 <li>👉 <a href="https://www.formaloo.com/enterprise" rel="nofollow noopener noreferrer" target="_blank">Enterprise solution</a></li> 
 <li>👉 <a href="https://www.formaloo.com/self-hosted" rel="nofollow noopener noreferrer" target="_blank">Self-hosted (On-Premise) solution</a></li> 
</ul> 
 
<h3><strong>🔐 5. Turn it into a portal </strong></h3> 
 
<p>You can have a portal with secure login and sign-up options, where you decide who has access to what data.&nbsp;</p> 
 
<p><a href="https://help.formaloo.com/en/articles/9374925-how-to-create-a-portal-and-manage-users-access">&rarr;&nbsp;Learn how to&nbsp;create a portal and manage users&#39; access</a></p> 
 
<h2><strong>🚀 Start using the template today!&nbsp;</strong></h2> 
 
<p>It&#39;s this simple! Just click on&nbsp;Use template&nbsp;to start using the workflow.&nbsp;If you don&#39;t have a Formaloo account, <a href="https://admin.formaloo.com/w/">sign up for free</a> and get started with this template today to collect structured and detailed applications effortlessly!</p>

Job applicant tracking approval workflow

<p>Track employee satisfaction and performance with auto-filled profiles and ready-made reports.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Keep your employees engaged and your HR records consistent with this powerful memory form. Instead of asking staff to re-enter their details every time, employees create a&nbsp;<strong>Profile once</strong>&nbsp;(with information like name, email, department, and manager). Every future review or survey form then&nbsp;<strong>auto-fills these details automatically</strong>, saving time and reducing errors.</p> 
 
<h3>Why use this template?</h3> 
 
<p>Are you tired of messy spreadsheets or inconsistent employee feedback? This template makes it easy to run regular reviews, track employee wellbeing, and spot trends across your organization.</p> 
 
<ul> 
 <li>Employees only fill their personal details once &mdash; no more duplicate data.</li> 
 <li>HR and managers see all reviews in one place, with clear tables and kanbans.</li> 
 <li>Automatic alerts and summaries help you act fast when satisfaction is low.</li> 
 <li>Clean, ready-made PDF reports make sharing insights effortless.</li> 
</ul> 
 
<h3>What&rsquo;s included?</h3> 
 
<ul> 
 <li><strong>Employee Profile Form (Memory Form):</strong>&nbsp;One profile, reusable across all HR processes.</li> 
 <li><strong>Satisfaction &amp; Review Form:</strong>&nbsp;Tracks role satisfaction, challenges, skill growth, and feedback.</li> 
 <li><strong>Data Blocks:</strong>&nbsp;Easy dashboards for Review Status, Follow-up Status, High Satisfaction (&ge;4), and Low Satisfaction (&le;3).</li> 
 <li><strong>Email Templates:</strong>&nbsp;Auto-notify employees, HR, and managers based on results.</li> 
 <li><strong>PDF Template:</strong>&nbsp;Professional summaries of each review, ready to share or archive.</li> 
</ul> 
 
<h3>Who is this for?</h3> 
 
<p>This template is perfect for:</p> 
 
<ul> 
 <li><strong>HR Teams</strong>&nbsp;who need consistent records and easy-to-analyze data.</li> 
 <li><strong>Managers</strong>&nbsp;who want clear insights into their team&rsquo;s satisfaction.</li> 
 <li><strong>Organizations</strong>&nbsp;aiming to build a culture of feedback and continuous improvement.</li> 
</ul> 
 
<h3>Learn more</h3> 
 
<ul> 
 <li>Want to build your own surveys? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/8821965-how-to-create-an-employee-engagement-survey" rel="noopener" target="_new">How to create an employee engagement survey</a></li> 
 <li>Need structured performance reviews? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/8855862-how-to-create-an-employee-performance-evaluation-survey" rel="noopener" target="_new">How to create an employee performance evaluation survey</a></li> 
 <li>Want to turn submissions into reports? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/12035445-how-to-create-pdf-templates-to-turn-responses-into-documents" rel="noopener" target="_new">How to create PDF templates to turn responses into documents</a></li> 
</ul> 
 
<p>&nbsp;</p>

Employee satisfaction & performance review with memory form

<p>Gather job applications quickly with auto-filled candidate profiles.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for HR teams, recruiters, and hiring managers who want to streamline their hiring process. It works best for organizations that handle multiple applicants across different roles and need consistent candidate records without asking for the same details every time. By using reusable candidate profiles, applications stay structured, professional, and easy to manage.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with ready-to-use hiring workflows. Candidates fill their profile once, and every job application form auto-fills their details to save time. Linked records and customizable templates keep all applications centralized and organized.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Candidate Profile form</strong>&nbsp;where applicants provide their contact info, education, CV, seniority level, and a short work history once (learn more about Memory Forms)</li> 
 <li>A&nbsp; <strong>Job Application form</strong>&nbsp;that auto-fills candidate details and collects role-specific information like motivation, experience, skills, salary expectation, and start date (see how to auto-fill with Memory Forms)</li> 
 <li>An&nbsp; <strong>All Candidates Directory</strong>&nbsp;storing every profile in one secure place (how to add and edit fields in your User Directory)</li> 
 <li>An&nbsp; <strong>Application Records table</strong>&nbsp;linking each job application to the candidate&rsquo;s profile, making it easy to track applicants across multiple openings (learn how to track responses with linked rows)</li> 
 <li>Admin-only fields to record hiring outcomes, reviewer notes, and status updates without exposing them to candidates</li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps HR teams handle hiring faster while ensuring accuracy and fairness. Applications are consistent, connected to a candidate profile, and easy to review at scale.</p> 
 
<ul> 
 <li>Eliminate repetitive data entry &mdash; candidates create one profile used across all roles</li> 
 <li>Save time reviewing applications with structured, comparable data</li> 
 <li>Track hiring decisions with admin-only fields for status and reviewer notes</li> 
 <li>Keep all applications centralized, searchable, and linked to candidate records</li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You&rsquo;re free to tailor the template to match your hiring process. From adjusting application questions to branding notifications and reports, everything can be customized to fit your recruitment needs.</p> 
 
<ul> 
 <li>Fully customize candidate profile fields (e.g., add LinkedIn link, portfolio website, or certifications)</li> 
 <li>Edit admin-only fields to fit your workflow (e.g., &ldquo;Interview Stage&rdquo; or &ldquo;Decision Made By&rdquo;)</li> 
 <li>Add role-specific application questions depending on the job opening</li> 
 <li>Customize the look, notifications, and PDF exports with your company&rsquo;s branding</li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes job applications seamless for candidates and efficient for recruiters. Candidates provide their details once, and every application is focused on role-specific insights. HR saves time, reduces admin work, and makes better hiring decisions with consistent data and automated workflows.</p>

Job application & interview feedback with memory forms

<p>Submit leave requests quickly with auto-filled employee profiles.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for companies, HR teams, and managers who want to simplify leave and vacation tracking. It works best for HR coordinators, people managers, and team leads who need consistent employee records without asking staff to re-enter the same details every time they request time off. By using reusable employee profiles, leave requests stay organized, approvals are faster, and every request is always linked to the right employee.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with ready-to-use HR workflows. Employees create their profile once, and every leave request form auto-fills their details to save time. Linked records and customizable templates keep requests structured and approval workflows efficient.</p> 
 
<ul> 
 <li> 
 An&nbsp; <strong>Employee Profile form</strong>&nbsp;where name, employee ID, department, manager, and contact info are entered once and reused across all requests (learn more about Memory Forms) 
 </li> 
 <li> 
 A&nbsp; <strong>Leave Request form</strong>&nbsp;that auto-fills employee details and collects leave type, dates, reason, and supporting documents (see how to auto-fill with Memory Forms) 
 </li> 
 <li> 
 An&nbsp; <strong>All Employees Directory</strong>&nbsp;storing all employee profiles in one secure place (how to add and edit fields in your User Directory) 
 </li> 
 <li> 
 A&nbsp; <strong>Leave Records table</strong>&nbsp;linking each request to the employee&rsquo;s profile, making approvals and tracking simple (learn how to track responses with linked rows) 
 </li> 
 <li> 
 Instructions for customizing&nbsp; <strong>email and PDF templates</strong>&nbsp;to notify employees instantly and generate professional leave summaries for managers and HR 
 </li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps HR teams manage leave requests without messy spreadsheets or duplicate data. Profiles stay consistent, requests are easier to approve, and employees always know their request status.</p> 
 
<ul> 
 <li> 
 Eliminate duplicate data entry &mdash; employee profiles are created once and reused for every request 
 </li> 
 <li> 
 Track approval workflow with admin-only fields like Request Status and HR Notes 
 </li> 
 <li> 
 Automate employee confirmations and manager notifications with customizable emails and PDFs 
 </li> 
 <li> 
 Keep all employee records centralized, structured, and linked across every submission 
 </li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You can tailor the template to fit your company&rsquo;s HR process. From adjusting profile fields to setting up approval statuses, everything can align with your workflow.</p> 
 
<ul> 
 <li> 
 Fully customize employee profile fields (e.g., add Job Title, Location, or Employment Type) 
 </li> 
 <li> 
 Edit admin-only fields to match your approval process (e.g., &ldquo;Pending,&rdquo; &ldquo;Approved,&rdquo; &ldquo;Rejected&rdquo;) 
 </li> 
 <li> 
 Adjust logic to trigger reminders when conditions are met (e.g., overdue request, missing documents) 
 </li> 
 <li> 
 Brand the design, emails, and PDFs with your company&rsquo;s identity 
 </li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes leave management effortless. Employees provide their details once, requests focus only on leave specifics, and your HR team gains a structured, automated system for approvals and record-keeping. Companies save time, reduce admin effort, and ensure transparent, consistent communication with every employee.</p>

Leave & vacation requests with memory forms

<p>A complete, ready-to-use voting workflow designed to help teams, organizations, and communities manage decisions efficiently and transparently. With this template, you can easily create resolutions, share them for voting, and track results in one organized space,&nbsp;no coding or manual setup required.</p> 
 
<h3>How It Works</h3> 
 
<p>This template includes two connected forms that automate the entire voting process from start to finish:</p> 
 
<ul> 
 <li><strong>Form 1: Create a Resolution</strong><br> 
 Used by admins or organizers to submit new resolutions. Each submission includes a title, short explanation, file upload, and a resolution status (default set to&nbsp;<em>Open for Voting</em>). Once submitted, the resolution automatically appears in the public voting form, allowing participants to view and vote on it instantly.</li> 
 <li><strong>Form 2: Vote on a Resolution</strong><br> 
 Used by members or participants to browse all open resolutions and cast their vote (<em>Yes</em>,&nbsp;<em>No</em>, or&nbsp;<em>Maybe</em>). Each vote is linked directly to the related resolution, making it easy to review results, calculate response rates, and identify overall agreement or disagreement.</li> 
</ul> 
 
<p>All data is synced in a shared database that can be viewed as a&nbsp;<strong>table</strong>,&nbsp;<strong>kanban board</strong>, or&nbsp;<strong>chart</strong>&nbsp;&mdash; helping you visualize progress, monitor participation, and analyze results without leaving your workspace.</p> 
 
<h3>Who Should Use This Template</h3> 
 
<p>This template is ideal for:</p> 
 
<ul> 
 <li><strong>Agencies or internal teams</strong>&nbsp;that make strategic, operational, or policy decisions together.</li> 
 <li><strong>Nonprofits, clubs, and associations</strong>&nbsp;that hold member votes on proposals, budgets, or rule changes.</li> 
 <li><strong>Boards, committees, and councils</strong>&nbsp;that need a transparent and organized way to collect and review votes.</li> 
 <li><strong>Educational institutions</strong>&nbsp;that want to gather votes from students, staff, or parent groups on important topics.</li> 
</ul> 
 
<p>Whether you&rsquo;re running a formal board vote or a quick internal decision poll, this system helps you keep everything structured and auditable.</p> 
 
<h3>Benefits</h3> 
 
<ul> 
 <li><strong>Full transparency:</strong>&nbsp;Everyone can see which resolutions are open, closed, or under review.</li> 
 <li><strong>Centralized data:</strong>&nbsp;All resolutions and votes are stored in one workspace for easy tracking and reporting.</li> 
 <li><strong>Automation-ready:</strong>&nbsp;As soon as a resolution&rsquo;s status changes, the linked voting form updates automatically.</li> 
 <li><strong>No confusion or duplicates:</strong>&nbsp;Each voter&rsquo;s submission is linked to a single resolution, ensuring clarity and fairness.</li> 
 <li><strong>Flexible visual views:</strong>&nbsp;Switch between table, kanban, or chart views to monitor voting activity and trends.</li> 
</ul> 
 
<h3>Why It Matters</h3> 
 
<p>Decision-making can easily become chaotic when managed through emails or spreadsheets. This template turns that process into a structured, interactive system. It ensures every vote is recorded, every resolution is clear, and every decision is backed by data &mdash; giving teams confidence and accountability in how outcomes are reached.</p> 
 
<p>You can customize this template to fit your organization&rsquo;s workflow, add custom statuses (like&nbsp;<em>In Review</em>&nbsp;or&nbsp;<em>Approved</em>), or connect it with dashboards for live vote tracking.</p>

HR & People