Employee Portal
Forms
-
Kickoff Call
JotForm -
Client Support Ticket
JotForm -
Billing & Cancellation
JotForm -
New Product Sold
JotForm -
Vacation Time
Google Form -
New Hire
JotForm
Payroll Forms
FAQs
New Product Sold
When to use it?
When a new deal is sold, for existing clients only.
What else needs to be filled out?
Win a Deal in Pipedrive.
Billing / Cancellation Ticket
When to use it?
For temporary & permanent budget increase/decrease & cancellations, for existing clients only.
What else needs to be filled out?
Nothing.
Kickoff Form
When to use it?
When a new client is closed.
What else needs to be filled out?
By sales: win a Deal in Pipedrive.
By PMs: KO call date in Pipedrive.
New Hire
When to use it?
When a new team member is hired.
What else needs to be filled out?
Nothing.
Vacation Time
When to use it?
Team members should use it when they want to submit a PTO request, in accordance with Our Company Guide.
What else needs to be filled out?
Nothing.