Forms-driven Business Process Optimization for K-12 Education

K-12 Education

Reduce District-wide Administrative Costs and Manage Staffing
Requirements

The administrative aspect of the K-12 educational

environment today continues to be plagued with

cumbersome manual data entry, slow form routing

processes and inefficient technology incapable of

offsetting the increased workload. In a typical school

district ranging from 30-45 schools with thousands of

teachers, support personnel and tens-of-thousands of

students - ensuring timely staffing of quality teachers

and substitutes creates an administrative challenge.

Not to mention, similar challenges apply to capturing

accurate data from student enrollment and other forms throughout the district.

Most schools today continue to use antiquated paper forms for data-driven business processes.
With school districts deploying more than 50 unique paper forms, from enrollment and student
services, to human resources, finance, and compliance - these traditional forms and related
processes are labor intensive, slow, costly, and error prone.

The number of different school locations, combined with a wide range of users, can make the
process of rolling out any new technology extremely complicated and labor-intensive. This is why
choosing an electronic form technology solution that is easy-to-use and quickly integrates with
critical business applications is important.

More than just an electronic version of a paper form, Formatta’s solution quickly captures,
verifies, approves and integrates data used in enterprise processes with the business critical
systems used to run your school district.

Formatta Optimizes
K-12 Education Forms

Admissions:

Appropriate Use - K-12
Authorization to Give Medication
Checklist for Building – elementary only
Enrollment/Application Form
Emergency Contact
Free and Reduced Lunch Form
Immunization Reporting Form
Insurance Card - accident insurance
New Student Information
Yearly Student Update Information
Parental Registration Statement – High
School
Publicity Form – elementary – check for
MS and HS
Request a Password
Weapons Violent Statement

Finance:

Budget Transfer
Change Order
Purchase Order
Requisition

HR/Payroll:

Application for Service Staff
Employment
Course Pre-approval Request
Direct Deposit
Employee Change of Status
Employee Health Record Form
Employee T&E
Extracurricular Activity
FTE Approval Form
HR Applicant Form
I-9, W-4 & W2
Insurance Forms
Payroll Distribution
Personnel Action Form
Request for Criminal Record Check
School Personnel Health Record
Teacher Application
Time off/Leave Request
Tuition Reimbursement
Workers compensation
1099

Registrar:

Change of Address
Records Request
Transfer Request Form – incoming
student (inter-district/out-of-district)
Transfer Request Form –“Pupil
Transfer and Request” Outgoing
student (inter-district/out-of-district
Transcript Request