Digital Forms Webinar Replay
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WEBINAR SUMMARY - Digital Forms
Overview
This webinar introduces Digital Forms, an automated platform designed for streamlined onboarding, document management, and payroll integration.
Key Features Discussed
- Onboarding and Setup (0:10 – 3:09):
- Users provide company details, policies, and onboarding documents.
- TPH Global configures these documents into Digital Forms.
- Crew members receive unique, secure links to complete forms online via mobile devices.
- Dashboard Features (3:10 – 6:44):
- Simplified interface for production and accounts staff.
- Provides tools to create, approve, and modify documents.
- Filters, search tools, and document cloning enhance usability.
- Customisable Forms (6:45 – 12:15):
- Uses user-provided templates, accommodating unique production needs.
- Flexible input options like dropdowns and mandatory fields.
- Adaptable approval chains tailored to project requirements.
- Approval and Modification Process (12:16 – 20:16):
- Approvals progress through a defined chain (e.g., Line Producer > Crew > Accounts).
- Modifications maintain version history and notify all stakeholders.
- Crew Member Interaction (20:17 – 24:55):
- Crew members complete forms via secure links.
- Mandatory fields ensure no missing data.
- Read-only sections protect critical information (e.g., rates).
- Document Distribution (30:18 – 33:44):
- Features include distribution to call sheets, scripts, and policy groups.
- Temporary recipients and watermarking options ensure flexibility.
- Reporting Tools (33:45 – 35:02):
- Comprehensive live reports on document status and approvals.
- Mask confidential information for specific reports.
- Tax Risk Dashboard (35:03 – 36:04):
- Monitors tax determinations for different crew types (e.g., PAYE vs. freelance).
- Post-Approval Modifications (36:05 – 38:39):
- Allows updates to approved forms while retaining version history.
Key Takeaways
- Flexibility: The system customizes workflows for productions of all sizes.
- Efficiency: Automated processes save time in onboarding and document distribution.
- Integration: Fully integrated with TPH payroll, ensuring seamless operations.
The webinar concluded with a Q&A session, emphasising Digital Forms as a comprehensive solution tailored for production needs.