Build a Modular Role‑Based Onboarding Template Library: Variables, Localization & Manager Ownership
Automated 30/60/90 New‑Hire Surveys: Use Template Workflows, Document AI Sentiment and Manager Alerts
Onboarding Localization & A/B Testing: Automate Multi‑Language Templates and Measure What Works
No‑Code Buddy Program for New Hires: Template Workflows to Pair Mentors, Schedule Intros & Track Outcomes
HR Automation ROI: KPIs, Dashboards & Template Metrics to Prove Time‑Saved and Compliance Gains
Zero‑Trust HR Forms: Build Time‑Bound Links, RBAC & Auto‑Revocation Workflows to Protect Employee Data
Introduction Quick reality check: Between remote teams, tighter privacy laws and the real risk of costly data exposure, storing and managing sensitive HR and legal records can feel like walking a tightrope. This guide cuts through the noise to help you pick a secure, practical solution—from encryption and retention automation to reliable e‑discovery—so your people […]
Introduction Why this matters — HR and legal teams are still juggling documents across email, shared drives, and legacy systems, which creates compliance gaps, slow e‑discovery, and costly retention mistakes. This playbook gives you a practical, step‑by‑step approach to stop firefighting, reduce legal risk, and make records instantly discoverable. It also highlights how document automation […]
Introduction Auditors don’t wait for tidy folders. If you manage HR, compliance, or legal records, you’ve felt the pressure: a discovery request, a regulator’s notice, or an internal investigation can expose messy storage, inconsistent retention and untraceable access — and quickly turn into fines, legal risk, and lost time. Remote work and distributed teams have […]
Introduction Remote teams expanded fast — and so did the attack surface. Unpatched personal devices, casual file-sharing, unclear incident reporting, and scattered vendor agreements turn everyday remote work into compliance and security risk. If you manage HR, legal, or security, you’re balancing enforcement, privacy obligations, and the friction of getting people to acknowledge and follow […]
Introduction Are inconsistent rules, ad‑hoc warnings, and scattered handbooks creating confusion and legal risk for your growing business? Managers who wear multiple hats need clear, compact employee conduct standards that deliver consistency, fairness, and legal protection. These workplace policies cut through uncertainty with plain‑language guidance on attendance, dress and customer‑facing conduct, conflict disclosures, and practical […]
Introduction When policy acknowledgements are scattered across shared drives, inboxes, or paper copies, HR teams face preventable legal risk, inconsistent enforcement, and audit headaches. Manual tracking means missed renewals, disputed notice, and managers left without a defensible record. Policy Acknowledgement Automation centralizes sign-offs and, through document automation, brings predictable distribution, automated reminders, e‑signatures, timestamps, and […]
Introduction Why this matters: Regulatory scrutiny, remote work, and high‑profile data breaches have turned HR and legal files into mission‑critical liabilities. For compliance and people leaders, a misfiled contract or an unprotected personnel record can mean fines, disrupted operations, and eroded trust. Effective cloud storage must therefore balance strict retention rules with airtight encryption and […]
About Us
Formtify is smart document automation built to eliminate repetitive paperwork. Input once, update everywhere — no more copy-paste, just seamless workflows.