HR & people management

Build the tools your HR team needs to manage the full employee lifecycle, from hiring and onboarding to contracts, directories, and approval workflows, all in one place.

12 articles

How to create an NDA formProtect your business’s confidential information with a secure, legally binding NDA form. Build, share, and store signed agreements safely in Formaloo.

How to create an ERM dashboardCreate an effective ERM dashboard with Formaloo to manage employee data, schedules, logs, department info, and contacts.

How to build an employee expense reimbursement workflow in FormalooLearn how to build an employee expense reimbursement workflow in Formaloo: one form with admin-only manager and finance sections, automated approval routing, three PDF templates, and a role-based portal.

How to create an employee directoryCreate an efficient employee directory with names, titles, departments, and contact info. Simplify collaboration across teams.

How to build an employee compensation change approval workflow with automatic calculations in FormalooLearn how to build a two-stage compensation change approval workflow in Formaloo, with formula variables that calculate rate changes and an auto-generated PDF change notice.

How to create an applicant tracking system (ATS)Automate recruitment with our Applicant Tracking System (ATS) template for efficient resume management and streamlined hiring processes.

How to create an employee onboarding surveyLearn how to create employee onboarding surveys in Formaloo. Gain valuable insights, improve engagement, and refine your onboarding process.

How to create an employee departure surveyAfter employees depart, exit surveys uncover why they left and guide you to build a better workplace.

How to build an approval workflow in FormalooA step-by-step guide to building a complete approval workflow in Formaloo. No code required.

How to create an approval formBuild an approval workflow. Create form, add status field, build Kanban board in app, and set up email notifications.

How to build a dual-approval request workflow in FormalooLearn how to build a dual-approval employee request workflow in Formaloo, from form creation and approval logic to employee and admin portals.

How to build an AI-powered job application pipeline with candidate screening in FormalooBuild a job application pipeline in Formaloo with conditional screening logic, AI email templates, a PDF application record, and a two-portal recruiter workflow.