Automate Human Resources Proposal approval using Flow template

The Human Resources Proposal Flow Template is used by sales departments to save time and increase productivity by automating proposal-related processes.

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Set up Pre-built Workflows for A More Productive Sales Team

Configure the Human Resources Proposal Flow Template to eliminate unnecessary bottlenecks and clear the way for a more efficient workflow with active opportunities. Reduce costly errors by using pre-built templates from the airSlate library. Customize them to meet your business purposes. Assign roles to recipients, share your documents, and negotiate on them online using powerful airSlate tools.

By setting up the Human Resources Proposal Flow Template in your sales processes, you can:

  1. Create, fill out and submit documents while working remotely
  2. Assign roles and make a document go from one recipient to another in a pre-defined order
  3. Automatically pre-fill documents and instantly export the completed data
  4. Get notifications on any changes in your documents
  5. Check the status of your document cycle in detail

Take 10 minutes to set up the Human Resources Proposal Flow Template and get your polished proposal in the hands of prospects. By implementing business process automation in your day-to-day operations, you reduce human-based errors, exclude re-works, and save time, so you can focus on more critical tasks.

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Save an average of 8 hours per week with an automated Human Resources Proposal workflow

Spend an average of 10 minutes to complete a Human Resources Proposal document

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No-code automation, integrations, configuration and distribution of Human Resources Proposal

  • Add additional fillable fields to Human Resources Proposal

    Workflow document feature example Workflow document feature example
  • Embed fillable Human Resources Proposal in your website or distribute it via a public link

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  • Collect payments for Human Resources Proposal

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  • Authenticate recipients for Human Resources Proposal

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  • Request attachments for Human Resources Proposal from recipients

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  • Integrate Human Resources Proposal with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Human Resources Proposal

    Workflow document feature example Workflow document feature example
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HOW iT WORKS

How to Automate Human Resources Proposal approval using Flow template

Watch our quick user guide video and learn how to use the Automate Human Resources Proposal approval using Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Automate Human Resources Proposal approval using Flow template

Today I am going to be taking you through a setup that I've done recently with Microsoft forms and Microsoft flow in which we're looking at a common business issue a time consuming issue which is new user inductions and getting people set up on systems with the relevant permissions for folders and applications and everything that needs doing from a payroll sense when a new user joins the business. So I've looked at a way of making this as efficient as possible and I'm just going to take you through exactly how it done this as an example so here we can say new starter information form this can be completed by somebody in the HR or people department or by the employee themselves potentially so we're going to go through and create some data on here first name and surname, job title and I've created a temporary user account in order to receive any emails that come through rather than using my own so I've put that into the personal email address the reason that a business might want to collect personal email address is something that's private to them for example for electronic pace let's now we're going to choose a start date for employment so that we know when to get these your user account set up before and choose yesterday for that date of birth choose a date what Department this person belongs to so let's just use accounts are their line manager personal emergency contact information such as emergency contact name and a potential emergency contact telephone number okay for paying the employees their salary we're going to need a bank shortcode and account number okay and when I submit the form see that that's been submitted if I go over to my flow you'll see I have an approval process and you can see now that the request has come through new start request for Wayne Rooney unlike with the HR manager or director of the business and the reason we've got an approval request is because I've created a flow which will create user accounts on systems we don't want that going through without authorization so if we just approve and confirm approval okay the request has been approved and if we go back to my flow and look at what's happening with this see it's already completed books this is basically doing the job of inputting the information onto a database which we can see here so you can see the information has been captured and the first name surname the date that they started what do to start personal email address the department they belong to it states that the and office 365 users been created that's because within my flow I actually have a task once approved which creates a password using some information from the company the name and the current year as a temporary password and it goes ahead and it creates the user account for that