Get started with ready-made widgets

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.

ECM

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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

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HR Incident Form

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

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Employee Onboarding Packet

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

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Employee Address Update

Things change. Employee details change. Create an easy way for employees to update their contact information as part of the employee management process group.

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Salary Change Request

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

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Weekly Manager Reports

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

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Quarterly Reviews

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

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Employee Scorecards

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

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Investment Log

The investment log is designed to archive investor participation across various fundraising rounds. Signed documents, term sheets, and wire acknowledgments can all be stored on

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Investor Communication Log

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

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