Turn any workplace process into a simple form.
Build the form your business needs, choose how it should be approved, and give employees one place to submit and track every request.
Editing form
Vehicle expense claim
Trip purpose
Travel date
DD / MM / YYYY
Kilometres
Number
Illustrative product preview
The forms problem
Every internal request deserves a clear process.
Mileage claims in spreadsheets. Reimbursements in email. Vehicle requests on a document nobody can find. Ad hoc forms create inconsistent information and leave employees guessing what happens next.
workit lets you turn those processes into structured self serve forms, with the fields, evidence and signatures you need - plus approval routing that can be flexible or standardised by form type.
Everything inside the module
Your forms. Your fields. Your approval rules.
From the first input to the final decision, shape the workflow around how your business actually operates.
Build any business form
Create mileage claims, vehicle requests, reimbursements, equipment forms and any other internal process your business needs - without commissioning a new system.
Over two dozen input types
Design forms with text, numbers, dates, dropdown lists, checkboxes and more, choosing the right input for every question and process.
Uploads and attachments
Let employees attach receipts, evidence, supporting documents or images directly to their submission so everything stays together.
Digital signatures
Add signature fields where acknowledgement or authorisation is required and retain the signed submission as part of the record.
Immediate processing
For low-risk forms that do not need review, allow submissions to be processed immediately without adding an unnecessary approval step.
Approval before processing
Switch approvals on for forms that require oversight, ensuring a submission is reviewed and approved before it moves forward.
Employee-nominated approvers
Use self-serve approvals when the submitter is best placed to nominate the appropriate manager or decision-maker for their request.
Standard approval flows
Set required approvers and consistent routing rules by document type, so every submission follows the process your business has defined.
Clear submission history
Keep the form, attachments, approval decisions and processing status together, giving employees and administrators a clear record of what happened.
Approval, your way
Process immediately - or send it to the right people first.
Choose the right level of governance for each form. Let simple submissions move straight through, allow employees to nominate an approver, or enforce a standard approval path for every submission of that type.
- No-approval forms processed immediately
- Employee-nominated approvers
- Required approval flows by form type
- Uploads, signatures and structured inputs
- Submission and decision history retained
24+
Flexible form input types
3 paths
Immediate, nominated or standard approval
1 place
Forms, attachments and decisions
Evidence included
Receipts, documents, images and signatures remain attached to the submission rather than scattered across inboxes.
Consistent decisions
Standard approval routes give each form type a repeatable process and a clear point of accountability.
Built for your processes
Start with the process you need, not a restrictive template - and adapt the form as your business changes.
FAQ
Self serve forms, answered.
What are self serve forms?+
Self serve forms let employees submit common workplace requests and records through a consistent digital process. With workit self serve forms, customers build the form, choose whether self serve forms approval is required and define how each self serve forms submission should be routed.
What forms can we create with workit self serve forms?+
Almost any internal form, including mileage claims, reimbursement requests, vehicle requests, equipment requests and business-specific workflows. The workit self serve forms builder is flexible rather than limited to a fixed template library, so self serve forms match the way your business actually runs.
What field types are available in self serve forms?+
workit self serve forms include over two dozen input types - uploads, signatures, dropdown lists, text, numbers, dates, checkboxes and other structured inputs - so each self serve form captures exactly the data you need.
Does every self serve form need approval?+
No. Each self serve form can either be processed immediately or sent for approval before processing. Self serve forms approval settings are configured per form, so the right level of governance applies to each self serve form.
How are approvers selected for self serve forms?+
Customers can allow employees to nominate the appropriate approver when submitting a self serve form, or configure standard required self serve forms approval flows for each form or document type.
Can different self serve forms have different workflows?+
Yes. Self serve forms approval and processing rules are configured per form, so a reimbursement self serve form can follow a defined finance workflow while a low-risk information self serve form can process immediately.
Where do self serve forms submissions live?+
Each self serve forms submission - including attachments, digital signatures and approval decisions - is preserved on the employee record, so the self serve forms history sits alongside the rest of the employee's HR information.
Are self serve forms built and supported in Australia, and included in workit's price?+
Yes. workit self serve forms are built and supported in Australia, and the self serve forms capability is included in workit's standard $5 per employee per month price - self serve forms are part of the platform, not a separately priced add-on.
Ready to replace ad hoc forms with one clear process?
See workit's self serve forms module - and the rest of the platform - in a walkthrough with our Australian team.