Enhancing Employee Self-Service with Avokaado’s Client Portal

By Mari-Ann Vellerand
Head of Customer Success at Avokaado

One of Avokaado's most popular use cases is in human resources (HR), where companies are increasingly adopting employee self-service portals. With Avokaado, employees can easily access a self-service portal through secure SSO login, enabling them to draft and submit various forms and requests directly from their work accounts. From there, forms are routed automatically to the appropriate manager or supervisor for approval and signing.

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Key Forms for HR Self-Service

The most common forms managed in the Avokaado portal include:

Vacation Requests
Resignation Notices
Company Benefits Applications
Updates to Personal Information
General Employee-Employer Submissions
Business Trip Reports

Each of these documents is automated to comply with company policies. For example, companies can configure forms to allow only specific roles or departments to apply for certain benefits. Avokaado’s powerful platform also allows for complex calculations within forms, streamlining even the most intricate requests.

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Streamlined Workflows for Efficient Document Management

Automation becomes particularly valuable for multi-step processes. Take business travel requests as an example:

Initiation: An employee submits a travel request form.
Approval: The form is sent to their supervisor for review.
Decision Document: Upon approval, a decision document is auto-generated with the necessary travel details.
Report Drafting: After the trip, a draft report is automatically created, ready for the employee to finalize.
Payouts: The report includes all the necessary calculations for the bookkeeping, to follow up from their end with the payouts.

This automated, end-to-end flow reduces the burden on HR and ensures compliance with corporate travel policies.

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Centralized Document Management with Parties

With Avokaado’s "Parties" feature, all documents related to a single employee are organized and interconnected, making it easy for HR to track employee-specific paperwork. This consolidated view enables administrators to monitor document statuses, identify pending actions, and quickly retrieve relevant records. Additionally, they can generate data summaries across document types to gain insights and maintain up-to-date records.

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Empower Your Organization with Avokaado

Avokaado’s self-service portal empowers employees to manage their own documentation, while also giving HR control over workflows and deadlines. Take charge of your organization’s documentation, streamline processes, and ensure nothing slips through the cracks.

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