---
title: "Self Serve Forms &amp; Approval Workflows - workit"
description: "Build custom employee forms with over two dozen input types, then process submissions immediately or route them through flexible approval workflows."
lang: en-AU
json-ld: |
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      "legalName": "workit HR",
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      "url": "https://workit.com.au",
      "logo": "https://workit.com.au/favicon-512.png",
      "description": "Australia's all-in-one HR software - recruitment, onboarding, compliance, leave, performance and more for $5 per employee per month.",
      "address": {
        "@type": "PostalAddress",
        "streetAddress": "24 Clifton Street",
        "addressLocality": "Prahran",
        "addressRegion": "VIC",
        "postalCode": "3181",
        "addressCountry": "AU"
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        "telephone": "+61-1300-867-682",
        "contactType": "sales",
        "email": "sales@workit.com.au",
        "areaServed": "AU",
        "availableLanguage": [
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      "name": "workit HR",
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        {
          "@type": "Question",
          "name": "What are self serve forms?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Self serve forms let employees submit common workplace requests and records through a consistent digital process. With workit self serve forms, customers build the form, choose whether self serve forms approval is required and define how each self serve forms submission should be routed."
          }
        },
        {
          "@type": "Question",
          "name": "What forms can we create with workit self serve forms?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Almost any internal form, including mileage claims, reimbursement requests, vehicle requests, equipment requests and business-specific workflows. The workit self serve forms builder is flexible rather than limited to a fixed template library, so self serve forms match the way your business actually runs."
          }
        },
        {
          "@type": "Question",
          "name": "What field types are available in self serve forms?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "workit self serve forms include over two dozen input types - uploads, signatures, dropdown lists, text, numbers, dates, checkboxes and other structured inputs - so each self serve form captures exactly the data you need."
          }
        },
        {
          "@type": "Question",
          "name": "Does every self serve form need approval?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "No. Each self serve form can either be processed immediately or sent for approval before processing. Self serve forms approval settings are configured per form, so the right level of governance applies to each self serve form."
          }
        },
        {
          "@type": "Question",
          "name": "How are approvers selected for self serve forms?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Customers can allow employees to nominate the appropriate approver when submitting a self serve form, or configure standard required self serve forms approval flows for each form or document type."
          }
        },
        {
          "@type": "Question",
          "name": "Can different self serve forms have different workflows?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Yes. Self serve forms approval and processing rules are configured per form, so a reimbursement self serve form can follow a defined finance workflow while a low-risk information self serve form can process immediately."
          }
        },
        {
          "@type": "Question",
          "name": "Where do self serve forms submissions live?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Each self serve forms submission - including attachments, digital signatures and approval decisions - is preserved on the employee record, so the self serve forms history sits alongside the rest of the employee's HR information."
          }
        },
        {
          "@type": "Question",
          "name": "Are self serve forms built and supported in Australia, and included in workit's price?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Yes. workit self serve forms are built and supported in Australia, and the self serve forms capability is included in workit's standard $5 per employee per month price - self serve forms are part of the platform, not a separately priced add-on."
          }
        }
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    }
  ]
---

[![workit HR software](/__l5e/assets-v1/85c98654-48de-414e-b2d5-1813c070727b/workit-logo.webp)](/)

Platform

The Platform

### One platform for your entire HR workflow.

workit is all-in-one HR software built for businesses to streamline recruitment, onboarding, compliance, and employee management.

workit automates HR tasks so you can save time, stay compliant, and scale confidently.

Modules

[Recruitment ](/recruitment-software)

Background Screening Soon 

[Onboarding ](/onboarding-software)[HR Core ](/hris-software)[Employment Variations ](/product/employment-personal-variations)[Compliance ](/compliance-management)[Rostering & Timesheets ](/rostering-software)[Performance Management ](/performance-reviews)[Learning Management ](/learning-management)[Policy Management ](/policy-management)[Leave ](/product/leave)[Self Serve Forms ](/product/self-serve-forms)[Incident Reporting ](/incident-reporting)[Offboarding ](/product/offboarding)[HR ServiceDesk ](/hr-service-desk-software)

Platform-wide capabilities

[Employee Self Service ](/self-service-portal)[Integrations ](/integrations)[Reporting ](/product/reporting)[AI ](/ai-hr-software)

Ready to get started?[Book a demo](/contact)

Solutions

By industry

### HR software shaped around how your workforce operates.

Industries

[Agriculture ](/solutions/agriculture)[Construction ](/solutions/construction)[Education & Government ](/solutions/education-government)[Finance ](/solutions/finance)[Healthcare & aged care ](/solutions/healthcare-aged-care)[Hospitality ](/solutions/hospitality)[Mining ](/solutions/mining)[Not-for-profit ](/solutions/non-profit)[Recruitment & labour hire ](/solutions/recruitment-labour-hire)[Retail ](/solutions/retail)[Small Business ](/solutions/small-business)

Ready to get started?[Book a demo](/contact)

[Pricing](/pricing)

Resources

[Blog ](/blogs)[Compare HR software ](/compare)[Case studies ](/case-studies)

Ready to get started?[Book a demo](/contact)

About

[About us ](/about-us)[Contact us ](/contact)[Become a partner ](/become-a-partner)[FAQs ](/#faqs)

Ready to get started?[Book a demo](/contact)

Job Seekers

[Find your next job ](https://secure.workit.com.au/jobboard)[Free resume builder ](/resume-builder)

[30-day trial](https://secure.workit.com.au/sign-up-company)[Book a demo](/contact)[Log in](https://secure.workit.com.au/)

Self Serve Forms 

# Turn any workplace process into a simple form .

Build the form your business needs, choose how it should be approved, and give employees one place to submit and track every request.

[Book a demo](/contact)[Start a 30-day trial  No credit card required ](https://secure.workit.com.au/sign-up-company)

Form builder 

Add a field

Short text 

Date 

File upload 

Signature 

24+ field types available

Editing form

### Vehicle expense claim

Trip purpose

Travel date

DD / MM / YYYY

Kilometres

Number

Receipt attachment

Employee → Manager → Finance Approval on 

Illustrative product preview

The forms problem

## Every internal request deserves a clear process.

Mileage claims in spreadsheets. Reimbursements in email. Vehicle requests on a document nobody can find. Ad hoc forms create inconsistent information and leave employees guessing what happens next.

workit lets you turn those processes into structured self serve forms, with the fields, evidence and signatures you need - plus approval routing that can be flexible or standardised by form type.

Everything inside the module

## Your forms. Your fields. Your approval rules.

From the first input to the final decision, shape the workflow around how your business actually operates.

### Build any business form

Create mileage claims, vehicle requests, reimbursements, equipment forms and any other internal process your business needs - without commissioning a new system.

### Over two dozen input types

Design forms with text, numbers, dates, dropdown lists, checkboxes and more, choosing the right input for every question and process.

### Uploads and attachments

Let employees attach receipts, evidence, supporting documents or images directly to their submission so everything stays together.

### Digital signatures

Add signature fields where acknowledgement or authorisation is required and retain the signed submission as part of the record.

### Immediate processing

For low-risk forms that do not need review, allow submissions to be processed immediately without adding an unnecessary approval step.

### Approval before processing

Switch approvals on for forms that require oversight, ensuring a submission is reviewed and approved before it moves forward.

### Employee-nominated approvers

Use self-serve approvals when the submitter is best placed to nominate the appropriate manager or decision-maker for their request.

### Standard approval flows

Set required approvers and consistent routing rules by document type, so every submission follows the process your business has defined.

### Clear submission history

Keep the form, attachments, approval decisions and processing status together, giving employees and administrators a clear record of what happened.

Approval, your way

## Process immediately - or send it to the right people first.

Choose the right level of governance for each form. Let simple submissions move straight through, allow employees to nominate an approver, or enforce a standard approval path for every submission of that type.

[See HR Core](/hris-software)[See onboarding](/onboarding-software)

-   No-approval forms processed immediately 
-   Employee-nominated approvers 
-   Required approval flows by form type 
-   Uploads, signatures and structured inputs 
-   Submission and decision history retained 

24+

Flexible form input types

3 paths

Immediate, nominated or standard approval

1 place

Forms, attachments and decisions

### Evidence included

Receipts, documents, images and signatures remain attached to the submission rather than scattered across inboxes.

### Consistent decisions

Standard approval routes give each form type a repeatable process and a clear point of accountability.

### Built for your processes

Start with the process you need, not a restrictive template - and adapt the form as your business changes.

Feature list

## Self Serve Forms features

Every feature below is included in your workit subscription - no per-module upgrades, no hidden costs.

Feature

What it does

Included

Fully custom formsExpense, requisition, declarations, anything 

Expense, requisition, declarations, anything

Nearly 25 field typesText, choice, date, country and more 

Text, choice, date, country and more

Signature captureElectronic signatures in a form 

Electronic signatures in a form

File upload & downloadAttach and provide documents 

Attach and provide documents

Address lookupValidated address fields 

Validated address fields

Conditional logicShow or hide fields on answers 

Show or hide fields on answers

Optional approval workflowsRoute forms for sign-off 

Route forms for sign-off

Self-nominated or standardised approversFlexible approval routing 

Flexible approval routing

Personal form trackerLive status of your submissions 

Live status of your submissions

Save & resume draftsFinish a form later 

Finish a form later

Cancel before processingWithdraw an un-started request 

Withdraw an un-started request

Team approval viewMy team or all employees 

My team or all employees

Processing queueAction and close submissions 

Action and close submissions

Processed historyFull record of processed forms 

Full record of processed forms

Zip downloadExport completed forms 

Export completed forms

Auto report per formA report generated for every form 

A report generated for every form

FAQ

## Self serve forms, answered.

#### What are self serve forms?

+ 

Self serve forms let employees submit common workplace requests and records through a consistent digital process. With workit self serve forms, customers build the form, choose whether self serve forms approval is required and define how each self serve forms submission should be routed.

#### What forms can we create with workit self serve forms?

+ 

Almost any internal form, including mileage claims, reimbursement requests, vehicle requests, equipment requests and business-specific workflows. The workit self serve forms builder is flexible rather than limited to a fixed template library, so self serve forms match the way your business actually runs.

#### What field types are available in self serve forms?

+ 

workit self serve forms include over two dozen input types - uploads, signatures, dropdown lists, text, numbers, dates, checkboxes and other structured inputs - so each self serve form captures exactly the data you need.

#### Does every self serve form need approval?

+ 

No. Each self serve form can either be processed immediately or sent for approval before processing. Self serve forms approval settings are configured per form, so the right level of governance applies to each self serve form.

#### How are approvers selected for self serve forms?

+ 

Customers can allow employees to nominate the appropriate approver when submitting a self serve form, or configure standard required self serve forms approval flows for each form or document type.

#### Can different self serve forms have different workflows?

+ 

Yes. Self serve forms approval and processing rules are configured per form, so a reimbursement self serve form can follow a defined finance workflow while a low-risk information self serve form can process immediately.

#### Where do self serve forms submissions live?

+ 

Each self serve forms submission - including attachments, digital signatures and approval decisions - is preserved on the employee record, so the self serve forms history sits alongside the rest of the employee's HR information.

#### Are self serve forms built and supported in Australia, and included in workit's price?

+ 

Yes. workit self serve forms are built and supported in Australia, and the self serve forms capability is included in workit's standard $5 per employee per month price - self serve forms are part of the platform, not a separately priced add-on.

## Ready to replace ad hoc forms with one clear process?

See workit's self serve forms module - and the rest of the platform - in a walkthrough with our Australian team.

[Book a demo](/contact)

Keep reading

## Related guides, comparisons and customer stories

[

### Employee self-service: how an HRIS cuts admin time

Where the hours actually come back.

Read more ](/blogs/employee-self-service-how-an-hris-cuts-hr-admin-time)[

### 11 signs you've outgrown spreadsheets

When manual HR admin becomes a risk.

Read more ](/blogs/11-signs-business-outgrown-spreadsheets-needs-hr-software)[

### Hart Services case study

Self-service adoption in a distributed workforce.

Read more ](/case-studies/hart-services)

Platform

-   [Recruitment](/recruitment-software)
-   Background Screening Coming soon 
-   [Onboarding](/onboarding-software)
-   [HR Core](/hris-software)
-   [Employment Variations](/product/employment-personal-variations)
-   [Compliance](/compliance-management)
-   [Rostering & Timesheets ](/rostering-software)
-   [Performance Management](/performance-reviews)
-   [Learning Management](/learning-management)
-   [Policy Management](/policy-management)
-   [Leave](/product/leave)
-   [Self Serve Forms](/product/self-serve-forms)
-   [Incident Reporting](/incident-reporting)
-   [Offboarding](/product/offboarding)
-   [HR ServiceDesk](/hr-service-desk-software)

Capabilities

-   [Employee Self Service](/self-service-portal)
-   [Integrations](/integrations)
-   [Reporting](/product/reporting)
-   [AI](/ai-hr-software)

Solutions by need

-   [Small business HR](/solutions/small-business-hr)
-   [Employee onboarding](/solutions/employee-onboarding)
-   [HR compliance](/solutions/hr-compliance)
-   [Performance management](/solutions/performance-management)

Solutions by industry

-   [Agriculture](/solutions/agriculture)
-   [Construction](/solutions/construction)
-   [Education & Government](/solutions/education-government)
-   [Finance](/solutions/finance)
-   [Healthcare & aged care](/solutions/healthcare-aged-care)
-   [Hospitality](/solutions/hospitality)
-   [Mining](/solutions/mining)
-   [Not-for-profit](/solutions/non-profit)
-   [Recruitment & labour hire](/solutions/recruitment-labour-hire)
-   [Retail](/solutions/retail)
-   [Small Business](/solutions/small-business)

Compare

-   [vs Employment Hero](/compare/employment-hero)
-   [vs ELMO Software](/compare/elmo-software)
-   [vs BambooHR](/compare/bamboohr)
-   [vs HiBob](/compare/hi-bob)
-   [vs Sentrient](/compare/sentrient)
-   [vs Rippling](/compare/rippling)
-   [vs BrightHR](/compare/brighthr)
-   [vs EnableHR](/compare/enablehr)
-   [vs Martian Logic](/compare/martian-logic)
-   [vs Humanforce](/compare/humanforce)

Resources

-   [Blog](/blogs)
-   [Compare HR software](/compare)
-   [Case studies](/case-studies)
-   [Pricing](/pricing)
-   [FAQs](/#faqs)

Company

-   [About us](/about-us)
-   [Contact us](/contact)
-   [Become a partner](/become-a-partner)
-   [Log in](https://secure.workit.com.au/)

Case studies

-   [Hart Services](/case-studies/hart-services)
-   [Beveridge Williams](/case-studies/beveridge-williams)
-   [COTA Victoria](/case-studies/cota-victoria)
-   [Dreamscape Kids Entertainment](/case-studies/dreamscape-kids-entertainment)

Guides

-   [How much does HR software cost in Australia?](/blogs/how-much-does-hr-software-cost-australia-2026)
-   [How to choose HR software in Australia](/blogs/buyer-guide-choosing-hr-software-australia)
-   [HR software feature checklist: 15 must-haves](/blogs/human-resource-software-feature-checklist-15-must-haves)
-   [11 signs you've outgrown spreadsheets](/blogs/11-signs-business-outgrown-spreadsheets-needs-hr-software)

[![workit HR software](/__l5e/assets-v1/85c98654-48de-414e-b2d5-1813c070727b/workit-logo.webp)](/)

Powerful, cost effective all-in-one HR software - built for Australian teams.

24 Clifton Street, Prahran, 3181, Victoria, Australia

[1300 867 682](tel:1300867682)

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[Book a demo](/contact)

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