7/17/25

HR Request Workflow: JotForm to Monday.com

In this video, I walk you through an internal HR request system I designed in Monday.com for a client’s operations team.

This setup features a dedicated workspace with five custom boards that streamline HR processes — including reimbursements, expense reports, and professional development requests.

✅ Key Features:

1.) A 'Finance & Operations' workspace to organize internal systems
2.) 5 HR boards: Reimbursement, Expense Report, Professional Development, Incoming, and Outgoing
3.) Automations that route JotForm submissions directly to the correct board
4.) Grouping by status: Needs Review / Request Complete
5.) Visual clarity with collapsed columns + intuitive layout
6.) Embedded links to request forms for seamless user access

🧠 Want to learn how MEESH Agency can build out custom systems like this for your business?

➡️ Book a clarity consult: www.calendly.com/meeshagency

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