Paperless Workflows: State Forms
All of our paperless workflows are integrated with state software (USPS, USAS, DASL/ESIS) and provide these capabilities:
- Slash paper and copying costs because the forms are online.
- Eliminate secretaries fixing forms with errors because the software checks forms against your union and business rules when the form is filled out. .
- Eliminate secretaries looking up balances or vendors because the forms are integrated real time with USPS, USAS, and DASL/ESIS when being filled out..
- Your personal dashboard shows the location and status of your submitted forms.
- Approver dashboard shows all the forms needing their approval in one place.
- Respond to policy and personnel changes quickly and district wide by changing system "rules"
- Audit history shows every person who views, approves, denies, etc. a form. .
Paperless Workflow Descriptions
| Leave Request |
14 different leave types.
Balances validated real time against USPS.
Union rules and business rules checked before submission.
Forms uploaded to USPS when Payroll approves.
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| Requisition Request |
Processes requisition requests from end to end.
Vendors imported automatically from USAS.
Account codes imported automatically and are searchable.
Novice users can have account codes hidden until later in the workflow.
Configure the form to your exact needs.
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| Field Trip Request |
Processes a teacher's request for a field trip.
Optionally, the Field Trip Request can generate a Requisition based on the estimated costs.
Once submitted, data is routed through a district specific workflow for approval.
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| Transportation Request |
Allows a district employee to request use of a district vehicle.
Coordinates all aspects of a transportation need.
Can be used in combination with Field Trip Request and Leave Request.
Once the employee accesses and completes the form it is routed through a district specific workflow for approval and system updates.
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| Student Emergency Medical |
Allows parents/guardians to access and update required information.
Administrators can track and follow up on incomplete forms.
Pre-populated printed forms can be sent to those parents without Internet access.
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| Discipline Submission |
Permits teachers to submit an accurate disciplinary action online instead of requiring the student to walk it to the office.
Once the data has been submitted by the user it is routed through a district specific workflow for processing.
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| Internal Reimbursement |
Forms are available for any FormShare user.
Employee self-completes required fields before submitting to district-specific routing for approval.
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| Tuition Reimbursement |
Requests submitted for the following fiscal year are marked to be paid the next fiscal year.
Accounts Payable runs requests that have been held for processing at the beginning of the new fiscal year.
Email reminders are sent to the user reminding them to submit grade and receipt information based on the course end date.
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| New Hire Information Package |
Administrator initiates the form with basic information and sends to employee for completion.
Includes information for tax, benefits, licensure, medical, and more.
Automatically updates online phone book available to any FormShare user.
Information is routed back to HR Benefits and payroll for further processing before automatic transfer to USPS.
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| Receipts Submission |
Processes receipts from activities such as bake sales or concessions.
Once entered, the form is routed through a district specific workflow for approval and system updates.
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| Mileage Reimbursement |
Reimburses employees for mileage specific expenses.
Employee enters own data.
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| Time Sheet Submission |
Allows a district employee to maintain their timesheet online including different rates for different tasks.
Based on the district’s payroll schedule the employee submits the time sheet and it is routed through a district specific workflow for approval and system updates.
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| Separation from Service |
Information prepared by administrators is routed to the employee for completion.
Electronic forms are routed through a district-specific workflow for approval.
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