Advanced Forms

TemplaCMS Advanced Forms will simplify your administration and make it easier for your field managers to complete simple admin tasks.

It enables you to design routine forms such as new starter or training records to your company’s precise specification, including images and signature boxes. It contains intelligent fields where data entered remotely on a form automatically creates or updates the appropriate record on your central database when synchronised online.

It allows you to centrally manage the collection and distribution of forms around the business for processing, approval using TemplaCMS Workflow and automatic storage behind staff or contract records.

Typical challenges faced by contractors

Contract cleaning is an admin heavy business in which field managers spend a lot of time filling out forms, after which administration teams spend further time loading the content up to different data repositories in your system. This duplication of effort is time-consuming, costly and puts your organisation under particular pressure during new contract mobilisations. It is further exacerbated by the high staff turnover associated with the contract cleaning industry.

how your business benefits

  • You will save on the considerable time spent by your admin team receiving, processing and storing paper forms.
  • Your field managers will be released from the process of manually completing paper forms and posting or returning them to the office.
  • Your admin and HR teams will welcome the way this module improves on the manual process of form filling needed to onboard new staff. TemplaCMS Advanced Forms does this by enabling the design of bespoke electronic forms, e.g. employee new starter forms, that can be completed on a field manager’s mobile device, before automatically synchronising with the central database, entering TemplaCMS Workflow for approval or action, and automating the creation of new records. As well as creating the new staff record in both TemplaCMS Pay, payroll and any associated Time and Attendance system, it also lays down the contracted hours in the TemplaCMS Contracts database.
  • Instead of your HR team manually drafting a new staff contract, TemplaCMS Advanced Forms will do this for you, complete with your Terms and Conditions on the reverse. At the touch of a button, this will be emailed in pdf format to your new staff member as a contract.

how your business benefits