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Example scenarios: HR and employment

Three HR processes that combine documents, approvals and signatures. Each one is shown as an illustrative example, not a customer story, and is based on capabilities that exist in the product today.

Example scenario

  • Organisation type: Service company, 60 to 300 employees
  • Area: Human resources
  • The process: End-to-end new employee onboarding
Illustration of an end-to-end new employee onboarding process in ZeeForm

The situation today

The new employee receives a chain of emails with attached documents, fills them in at home, prints, signs, scans and sends them back. HR chases whoever hasn't finished and types the data into the payroll system by hand.

What it looks like in ZeeForm

The process consists of:

  • One bundle: personal details, Form 101, bank details, employment and confidentiality annex

  • ID and account number validated as they're typed, before the data goes in

  • Employee signature and manager approval in a set order, with automatic reminders

What changes

The process consists of:

  • From 11 emails and three scanned documents to one process in a link

  • The employee completes it on their phone before day one, no printing, no scanner

  • The data reaches the payroll system structured instead of being typed in again

A note on these scenarios

The scenarios on this page are illustrative examples, not customer stories. They describe real processes that are common in organisations, and how they look in ZeeForm. They contain no customer names and no measured results.

The ZeeForm team

The scenarios on this page are illustrative examples, not customer stories. They describe real processes that are common in organisations, and how they look in ZeeForm. They contain no customer names and no measured results.

The ZeeForm team

All scenarios on this page are illustrative examples

More scenarios in this area

Every scenario starts with a document the organisation already has and ends as a digital process with a full record.

Leave approvals and employee requests

Leave approvals and employee requests

Request, manager approval, attendance system update

What changes: From a Word form bounced around by email to a process with a clear approval route

Termination of employment

Termination of employment

Termination letter, equipment return and acknowledgement of receipt

What changes: All documents in one bundle, fully recorded in the employee file

Onboarding a temporary worker or contractor

Onboarding a temporary worker or contractor

Engagement agreement, payment details and declarations

What changes: The same template is sent again and again instead of assembling a document each time

What recurs in every scenario, whatever the field

  • An existing document becomes a process without rebuilding it
  • Validation while filling in instead of fixing afterwards
  • Signing order and reminders without manual follow-up
  • Structured data for your systems instead of a scanned file
  • A full action log on every document
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