Streamlining Your End-of-Year Processes with GoFormz

How GoFormz can help your businesses wrap up end-of-year tasks

As we’re near the end of the year, businesses are overwhelmed with many tasks to complete by January 1st. From performance reviews to preparing for tax season, these end-of-year responsibilities can stack up fast. 

However, with the right tools, these processes can be streamlined and easier to handle. GoFormz is the leading digital forms platform dedicated to transforming every business one form at a time.

In this blog, we’ll show you how GoFormz can help your business wrap up those end-of-year tasks.

Efficient Performance Reviews

Conducting performance reviews is a critical end-of-year task that often involves a lot of paperwork. However, GoFormz gives managers the ability to gather reviews digitally with the performance review template. These digital forms can be customized to include certain criteria, comments, grading scales, and more. 

Your digital performance reviews can also be completed from any digital device, like smartphones, tablets, and computers. Once completed, the forms can be automatically forwarded to supervisors, human resources teams, and even routed to Cloud storage. This eliminates the need for paperwork and creates a more streamlined review process.

Easier Tax Preparation

As businesses prepare for tax season, organizing financial data is a priority. GoFormz provides digital forms for income reporting, expense tracking, and additional financial records. Employees can easily submit expense reports and finance teams can compile tax information digitally!

GoFormz not only saves you time but also reduces the risk of handwritten errors that come with paperwork. Digital forms are also more secure than traditional paperwork, meaning your data is secure and encrypted in the GoFormz database. 

Timely Time-Off Requests

During the holiday season, juggling time-off requests can be a time consuming task. With GoFormz, you can reduce the hassle and create digital request forms that are automatically submitted to management. Employees can even submit their requests electronically from their personal devices. Once submitted, supervisors can review the requests in a timely manner.

Managing time-off requests with GoFormz ensures your staffing needs are met and everyone is up-to-date with the latest scheduling information. Employees can have a clear understanding of their time-off request status, while management can plan accordingly.

Documenting Year-End Projects

For many businesses, the end of the year involves wrapping up projects and documenting their outcomes. GoFormz provides a platform for creating project completion forms and evaluations. Employees can digitally capture images, sketches, calculations, and more to collect detail-rich information.

By collecting new types of information, GoFormz empowers your teams to capture every data point they need. To keep track of who records what, employees can use their electronic signature to digitally sign their forms. This ensures project details are documented accurately and efficiently.

Inventory Audits and Management

For businesses with physical inventory, end-of-year tasks can include audits and reconciliations. GoFormz can help your business by digitizing your inventory and audit paperwork. Staff can use digital forms to scan barcodes, update inventory counts, and submit information in real-time. 

Hiring seasonal staff to help out with additional holiday inventory? The GoFormz digital sign-in sheet can help keep track of who comes in and when. This streamlines the audit process and maintains an accurate employee sign-in record.

End-of-Year Processes with GoFormz

From performance reviews to tax preparation, GoFormz provides a solution that not only saves time but also improves collaboration. Digital forms provide a better overview of your processes and keep track of information in real-time. Your employees can instantly update and send forms, making it easier for management to review.  

Kickstart your digital transformation this season and see how much you can save with GoFormz.