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