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Bundle information in applications

With Evalea, HR officer Lisa simplifies the processing of further training applications by creating different, digital application templates that request all relevant information. Employees submit their applications directly in Evalea, where they can be reviewed quickly and thoroughly by Lisa and the managers. This structured, transparent and audit-proof process saves enormous time, reduces coordination effort and enables the efficient conversion of approved applications into further training.

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No more application chaos: Efficient training management made easy

Lisa, the HR officer, wants to simplify the processing of applications for further training, as they arrive in very different ways – by e-mail, as an Excel file or even on paper. Important information is often missing, and a lot of time passes until everything is complete. In addition, it quickly loses track of which applications have already been examined, approved or rejected. She is faced with the particular challenge that very different procedures have been established in different departments, which she cannot change in the short term.

With Evalea, she has the opportunity to create a wide variety of application templates. Sometimes without any approval at all and sometimes with multi-stage processes in which documents have to be uploaded directly. As a result, this process is digital and thus much more structured. The applications ask for all relevant information such as content, goals, costs, providers or time frame. This ensures that no important information is missing. Employees can then submit their applications directly in Evalea.

Particularly helpful for Lisa and the managers: In Evalea, all information is available in one place, so that applications can be examined and decided quickly and well-founded. The applications are finally released via clearly defined approval steps – the status can be viewed by employees at any time. All applications are also archived in an audit-proof manner and in the case of applications for further training, Lisa can convert the application into further training with just one click.

For Lisa, this means: less coordination effort, more overview and enormous time savings. At the same time, a clear and comprehensible process is created for employees, which makes their applications much simpler and more transparent.

Modules used in Evalea

Steps to define the project

1.

Create application forms:

Evalea can be used to design digital forms – for example, for training applications – that request all relevant information such as content, goals, costs, providers or time requirements in a structured manner.

2.

Submit applications:

Employees can submit their applications quickly and easily online – without e-mail chaos or paper forms.

3.

Review and decide on applications:

HR and managers receive all important information in Evalea and can approve or reject applications on this basis.

4.

Releasing applications:

Applications can be easily approved by the responsible authorities via clearly defined approval steps. The status can be traced by employees at all times.

5.

Archiving and reusing applications:

All applications are archived in an audit-proof manner and can be incorporated directly into further planning – for example, seminar organisation, budget overview or personnel development.

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