5 eForm Use Cases for Remote Employees

Howard Schulman

Electronic forms or eForms are mobile applications that gather and process data. They resemble the traditional paper forms, only that you need cloud services to host them. Research estimates that currently, about 10% of IT budgets go to virtualization. This means that more businesses are shifting their operations online. Employees working for these organizations need to familiarize themselves with eForms. These forms have a wide application that these employees can use to their advantage and that of the organization. In this article, we will highlight five ways in which employees can use eForms to serve their organizations from remote locations.

What Are Some Uses Cases of eForms For Remote Workers?

Developers have optimized eForms to work responsively on smartphones and tablets. These functionalities are allowing people to work remotely for various purposes. Some helpful applications of eForms in remote work include:

  1. Customer Surveys

Employees can create eForms remotely for assessing how customers rate their services. These forms are quite easy to distribute. You can choose to send them through emails if you keep a database of the customer’s emails. Alternatively, you can post them on the company’s website for people to access them.

When customers send the forms back, you can analyze their input from these forms to find out how satisfied they are. The cost of sending these forms to customers is quite low. Customers will also receive them instantly if it is through the mail. As a result, you get to reduce time wastages. The feedback from customers will be fast as well.

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2. Accounting

Office workers lose over $5 trillion in productivity due to time wasted completing repetitive tasks. The accounting department is one of the departments that have many repetitive tasks. The collection of accounting information is largely paper-based in the office. This only adds to time wastage as filling these forms can be very tedious.

Accountants working remotely can design eForms for gathering and processing the accounting data. Once they create the forms, all they have to do is circulate them to the relevant departments. The departments will fill the forms with the necessary information and resubmit them for counter-checking.

Using eForms for accounting enhances their accuracy. The forms do not use handwritten submissions which at times may be ambiguous. An accountant who uses eForms to collect data remotely will benefit from time-savings and improved accuracy.

3. Human Resource Management

Human resource managers working remotely can use eForms to perform a number of their functions. Managers can use these forms to create vacation requests, reviews, and timesheets. Once they create them, they can share them with all the employees in the organization.

The use of eForms by human resources will enable the managers to get real-time updates from all the employees remotely. This also goes a long way in aiding instant data processing and sharing the information with other employees. As a result, managers will be able to provide real-time task assignments and communication.

Human resources can also develop eForms to assist in the recruitment process. This is possible because the forms can act as written interviews for job applicants. Applicants can respond to the interview from wherever they are in the world. In essence, eForms enable the recruitment drive to reach as many people as possible in the shortest time, unlike physical interviews.

4. Enhancing Confidentiality in the Organization

When two parties communicate using an eForm, there is no need for a middle man. The parties exchange information directly and privately. Remote workers, especially the ones in the internal affairs department, can use this to their advantage. They can create eForms for submitting complaints directly to their departments. This eliminates the need for employees to reach out to internal affairs through their superiors since the complaint can be against the superior.

Employees who handle sensitive information can choose to protect them using the forms. Normally, people store eForms in the cloud. The cloud is excellent protection and it only allows authorized personnel to access its data. In addition to that, you can access the cloud anytime from anywhere when you need this information. Remote workers can use eForms and the cloud as their virtual safe.

5. Banking and Insurance

Employees working in the banking and insurance sectors can use eForms to collect and verify documents in real-time. Banking employees can use the eForms to accelerate the application process, co-view agreements, and increase integration throughout the company. Insurance employees can use the forms to collect signatures and photographic evidence for making claims. Besides, the eForms will enable the employees to automate their process for seamless customer experience.

The use of eForms in the banking sector also improves the speed of onboarding processes while reducing the abandonment rates by a sizeable margin. In the insurance sector, eForms reduce the average time for settling claims and touchpoints per policy. This has an effect of improving the customer satisfaction experience by 15% or more.

6. Healthcare

eForms enables healthcare organizations to collect data on patient information, their signatures, and approvals for payments remotely. Additionally, it helps the employees to automate the claim process and strengthen the integration throughout the company. As a result, the turnaround times for the company drastically improve.

7. Billing Through eForms

Instead of sending physical invoices to customers, employees can design these invoices as eForms. This allows them to bill customers remotely. Less paperwork also means that record-keeping for these bills will be easier. Aside from that, billing through eForms is instantaneous.

Improve Your Remote Working Experience With eForms

Working from home is becoming a reality for many people. We will have to adjust accordingly by optimizing our operations even if we are working remotely. eForms have multiple applications that can benefit people from working remotely. They simplify your work and cut on the cost of operations. If you are working remotely, it is time to consider these forms. Get to know how they work, how to create them, and how to use them. In due time, you will reap major benefits from these forms.

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