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IT Requests
Phones, tablets, and computers keep your employees productive. When their devices break, use the portal to gather IT requests for service that can get them
Explore our ever-growing library of Sage Intacct workflow widgets that you can customize, use as-is or simply build your workflow from scratch. No-code required.
Phones, tablets, and computers keep your employees productive. When their devices break, use the portal to gather IT requests for service that can get them
Not all employee actions are positive. Creating a formal way to document events is necessary for building positive culture and organization. This form allows the
The first step to onboarding employees is having them fill out onboarding paperwork. The portal allows you to create a new hire workflow including fillable
Things change. Employee details change. Create an easy way for employees to update their contact information as part of the employee management process group.
The salary change request form is designed to be the second part of a two-part process where the employee is given a performance review. If
Weekly Manager Reports is a great way to create transparency in an organization. The Weekly Manager report creates a weekly mechanism to gather the state
Similar to Employee Scorecards, the Quarterly Review is a more detailed employee review that is meant to be filled out by an individual as well
One of the easiest ways to tell an employee how they are performing through the use of Employee Scorecards. Set your rating scales, add evaluation
The investment log is designed to archive investor participation across various fundraising rounds and store signed documents, term sheets, and wire acknowledgments. This log will
An investor communication log is designed to document executive team and board member communication and activities with an investor. This form allows for follow-up action