The forklift inspection is a clipboard by the door. The availability sheet is a group text somebody reconciles by hand. Everybody knows it should live in a system. Getting a form built used to take two weeks, and a clipboard takes two minutes, so the clipboard kept winning.
Watch four of them get built live, and hear from Janelle Peterson at Matco Tools, who already runs them this way.
Wednesday, October 28 at 1:00 pm ET. Register even if you can't make it and we'll send you the recording plus the templates we build on the call.
“Prior to TeamSense, our employee engagement surveys would have been very pen and paper. Now we can send out a survey, export the results, and we're done.”
HR Leader · Martinrea
“After Idalia hit, within hours we knew our people were safe and we knew exactly who needed help. By phone that would have taken days we didn't have.”
Elsie Baez · Carlisle Construction
A week down to a few hours
A union-mandated shift-preference survey that used to take one person a full week with a clipboard.
TeamSense customer
HR and Operations both lose something when a process lives on paper. HR loses the record. Operations loses the hour. Pick whichever one sounds like your week.
A time-off request comes in three different ways and you're the one reconciling all three.
One employee texts their supervisor. One fills out the paper form in the break room. One catches you in the hallway. Then somebody gets written up for an absence they swear they requested off, and you go looking for proof that was never written down anywhere.
What changes: an auditor asks, and you send one export that same afternoon.
A forklift is supposed to get checked before every shift. Whether it did depends on the clipboard by the door.
The inspection sheet fills up a binder nobody reads until something goes wrong. Availability gets collected once and is out of date by the second week. Coverage runs through a group chat you reconcile by hand, and the same three names carry the overtime because they're the ones who answer fastest.
What changes: somebody flags a problem and the right supervisor sees it before the shift huddle.
People & Culture Business Partner, Matco Tools
Janelle joins our product team for the second half to talk about what actually happens when you move a process off paper: which one to pick first, what people do in the first week, and what she would do differently.
Bring your questions for her. This is the part of the hour worth showing up live for, because it doesn't make the recording nearly as well as it plays in the room.
Tell it what you need in plain language and the AI builder puts the form together. Ask for changes in the chat and they show up right away.
Open the library, pick your process, send it. Change anything you want first. Every template was written for a plant floor.
Add your questions, set the order, and build in follow-ups that change based on how someone answers.
The operator checks in from their own phone before the line starts. Flag a problem and it goes straight to the supervisor.
Filed the day it happens, from the floor. Anonymous stays anonymous, and the right person hears about it immediately.
Employees request by text. HR is notified the moment it lands, so nobody wonders whether it was seen.
Collected by text and kept current, instead of a sheet that went stale two weeks after you handed it out.
Overtime sign-up is the one that comes up most, so we'll build that one too if there's time, and take requests in the Q&A. Then we'll show you where the results live: forms sent, response rate, completion time, and a summary of every answer, all dated and ready to export.
Builds all four forms live in the product, interviews Janelle, and takes your questions. No slides, no recorded demo.
On what it took to move a process off paper, which one to start with, and what people do in the first week.
Wednesday, October 28 · 1:00 pm ET · 60 minutes, including live Q&A.