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Solutions Showcase

Every form. Every use case.

See exactly how restaurants, small businesses, and hospitality owners use each form to save time, protect their operations, and look more professional.

22

Professional Forms

91+

Use Cases Covered

13

Industries Served

Every time

Branded Output

Apparel Order Form

Staff apparel ordering — streamlined, tracked, and headache-free

Give your employees a polished self-service portal to order company apparel. Real-time inventory tracking, image-based garment selection, and built-in signature capture — all without spreadsheets, group texts, or chasing down sizes.

New Hire Uniform Kits
Seasonal Gear Rollouts
Multi-Color, Multi-Size

6 use casesView solution

Bus Person Tip Calculator

Fair, weighted busser tip-outs in seconds

Stop the nightly math debates. Calculates each bus person’s tip-out based on real shift overlap and a consistent tip-out rate — with a beautiful email audit trail to server, employer, and admin.

Shift-Overlap Fairness
Consistent Tip-Out Policy
Audit-Trail Emails

5 use casesView solution

Cash Receipt Reimbursement

Submit an out-of-pocket expense receipt for reimbursement

Submit an out-of-pocket expense receipt for reimbursement. Receipts must be turned in on the same day the purchase was made.

Replace Paper
Auto-Notify
Searchable Archive

3 use casesView solution

Contact Form

Your universal inquiry pipeline

Every business loses leads, feedback, and inquiries because they land in five different inboxes. This gives you one clean pipeline with timestamps, notifications, and a searchable record.

Catering & Private Events
Guest Feedback (Digital Comment Cards)
Always-Hiring Job Inquiries

6 use casesView solution

Direct Deposit Form

Securely capture banking info for payroll

New hire’s banking info captured with the same audit trail as every other form — no more handwritten routing numbers that get misread.

New-Hire Payroll Setup
Bank-Change Updates

2 use casesView solution

Operations & Finance

Employee Efficiency Bonus Calculator

Turn labor savings into transparent, performance-weighted bonuses

When a lean crew delivers the same (or better) output as a fully-staffed shift, the payroll savings should not just disappear. This calculator converts those savings into a fair bonus pool, weighted by hours worked and individual performance, so your best people see the reward instantly. Even when there are no savings, you can still generate a report to review with your team.

Short-Staffed Shift Bonus
Performance-Weighted Distribution
Team Multiplier for Big Wins

6 use casesView solution

Employee Information

Standalone profile — keep every employee’s essentials up to date

A mini-HRIS. Send to existing employees once a year to refresh addresses, emergency contacts, and IDs. Also great at first hire if you don’t use the full onboarding bundle.

Annual Info Refresh
Emergency-Contact Accuracy

2 use casesView solution

Certificates & Awards

Employee of the Month

Recognize outstanding employees with a beautifully designed Employee of the Month certificate

Recognize outstanding employees with a beautifully designed Employee of the Month certificate. Gold-accented design on a deep navy background.

Replace Paper
Auto-Notify
Searchable Archive

3 use casesView solution

Human Resources

Employment Application

Comprehensive employment application with availability grid, employment history, skills assessment, short answer questions, and e-signature certification

Comprehensive employment application with availability grid, employment history, skills assessment, short answer questions, and e-signature certification.

Replace Paper
Auto-Notify
Searchable Archive

3 use casesView solution

I-9 Form

Employment Eligibility Verification (I-9)

Employment Eligibility Verification (I-9).

Replace Paper
Auto-Notify
Searchable Archive

3 use casesView solution

Reasonable Suspicion Observation

Document objective observations when an employee may be under the influence of drugs or alcohol while working

Document objective observations when an employee may be under the influence of drugs or alcohol while working. Includes observation checklists, narrative, employee response, immediate action, and supervisor certification with signature.

Replace Paper
Auto-Notify
Searchable Archive

3 use casesView solution

Performance Management

Staff Evaluation

Structured employee evaluations with automatic scoring

Run formal staff evaluations in minutes — not hours. Nine weighted categories auto-score each employee, generate a professional PDF, and route it electronically for acknowledgement and optional rebuttal.

Annual & Semi-Annual Reviews
Goal-Setting & Development
Employee Acknowledgement

6 use casesView solution

Staff Onboarding

Get new hires fully onboarded in minutes, not days — W-4, I-9, direct deposit, all of it

Instead of printing 20 pages and chasing signatures for a week, send one link. Employee fills everything once — identification, W-4, I-9, and direct deposit — then signs electronically.

Pre-First-Day Onboarding
Time-Saver for HR
Complete Compliance Folder

3 use casesView solution

HR / Discipline

Termination

Final step with full audit trail and e-signature

Document the termination with the same rigor as your progressive-discipline forms. Branded deep red, no “next step” field, everything else — evidence, witness, rebuttal, signature — stays intact.

Final-Step Documentation
Legal Protection
Clear Final Record

3 use casesView solution

HR / Discipline

Verbal/Written Warning

Professional first-offense discipline with e-signature

Document a first-offense warning in minutes. Employee gets an email, reviews the warning PDF, e-signs with optional rebuttal — fully audited, legally defensible.

First-Offense Documentation
E-Signature with Rebuttal
HR Paper Trail

4 use casesView solution

W-4 Form

Employee's Withholding Certificate (W-4)

Employee's Withholding Certificate (W-4).

Replace Paper
Auto-Notify
Searchable Archive

3 use casesView solution

Wealth Builder / Killer Calculator

See exactly where your money disappears — and where it could grow

That daily soda, pack of cigarettes, or energy drink habit seems harmless. This free calculator does the math you've been avoiding — turning pocket change into jaw-dropping yearly totals, then showing you what that money could become if you invested it instead.

The Cigarette Reality Check
The Coffee Shop Audit
The Vending Machine Drain

6 use casesView solution

HR / Discipline

Written Warning

Formal second-offense documentation with legal defensibility

The escalation step after a verbal warning. Same e-signature, audit trail, and rebuttal workflow — branded red so there’s no mistaking the seriousness.

Repeat-Offense Warning
Progressive-Discipline Ladder
Unemployment-Claim Defense

3 use casesView solution

Operational Tools

Order Guides

Stop guessing what to order — and how much.

Build category-based ordering lists with par levels, share a link with your kitchen team, and auto-email completed orders to your vendors. Replaces spreadsheets, paper lists, and the manager who "just knows."

Daily vendor ordering
Category-based inventory
Auto-email to suppliers

5 use casesView solution

Operational Tools

Side Work Checklists

Every task assigned. Every task tracked. No excuses.

Create position-based checklists for opening, mid-shift, and closing duties. Staff check off tasks from their phone, managers see completion in real-time. Digital accountability that replaces the "I forgot" excuse.

Shift duty tracking
Mobile check-off
Completion summaries

5 use casesView solution

Operational Tools

Stop Chasing Attendance Records

Start auto-tracking them. Fair, consistent, and 100% documented — every time.

Track attendance infractions, tardiness, policy violations, and no-call/no-shows with an automated points system. Color-coded warnings escalate automatically, employees see their own status, and managers have a complete paper trail for every conversation.

Attendance point tracking
Color-coded warning levels
Documented history & PDF export

5 use casesView solution

Performance Tools

Peer Evaluations

Let your team rate each other — anonymously, fairly, and automatically.

Run anonymous peer evaluation cycles where every team member rates every other team member on a 1–5 scale. Unique links per participant, automatic email delivery, a configurable deadline, color-coded scoring, and professional PDF reports — all with zero spreadsheet work.

Anonymous 360° feedback
Auto-email eval links & results
Instant score reports & PDFs

6 use casesView solution

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