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Internal Forms for Banks

Turn email chains and paper PDFs into simple, auditable intranet workflows.

SimplifyIT's internal forms help banks streamline common requests - vacation forms, equipment orders, branch checklists, you name it. Route by branch, auto-approve based on criteria, and keep everything in one place with full audit trails.

Use Cases We See Daily

  • Vacation and PTO requests
  • Branch supply or equipment orders
  • Exception approvals
  • Employee change notifications (name, location, title)
  • New hire and offboarding checklists

Built-In Approvals

Forms can require manager sign-off, multi-stage reviews, or auto-approvals based on form logic. Everything is timestamped and saved.

Branch-Aware Routing

Use branch metadata to route forms automatically - so you don't need dozens of versions of the same form. Perfect for banks with distributed staff.

Searchable, Filterable, and Exportable

Staff can search past submissions, filter by status, and export for internal reviews or regulatory requests. You can even auto-archive older entries.

Custom Logic and Visibility

Only HR sees HR forms. Only managers see the manager checklist. Every form honors your granular access rules.

Related Features

Frequently Asked Questions

Can we route forms by branch or department?
Yes. You can automatically send forms to the right approvers based on department, branch, or request type.
Do you support multi-stage approvals?
Yes. Forms can require one or more approvals, with customizable logic for routing and escalation.
Can we export submitted forms?
Yes. All submissions are saved and exportable, with timestamps and approver notes for audit and reporting needs.
 
 
 
 
 
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