Finance & Administration Use Case
A workflow which employees can use to claim lost/damaged checks for reimbursements or payroll.
- A self-service online form allows the employee to submit their request, after providing requisite information.
- Accounting/Payroll department(s) can be automatically alerted to cancel payment on previous (lost) check and to issue replacement.
- Notifications can ping the employee that his/her request has been received, approved, and/or that a new check has been cut.
- Automates a process that can be surprisingly common and time-consuming, especially in larger enterprises.
- Ensures quick cancellation of lost (or possibly stolen) checks.
- E-signature integration standardizes secure approvals.
“It allows us to automate incredibly manual processes, reduce email traffic, have an audit trail, and reduce the amount of time we need to spend training people on a particular process.”
Senior Legal Operations Manager, NetApp