Nintex Automation Cloud Demo
1. Local Expense Claim – Built on Nintex Automation Cloud
Our Local Expense Claim solution built on Nintex Automation Cloud is a modern, automated, and efficient system designed to simplify employee expense submission and approval processes.
Developed using Nintex Automation Cloud, the solution provides a centralized digital platform for submitting, reviewing, approving, and tracking local expense claims. It ensures structured data capture, secure document attachments, and automated multi-level approval workflows.
The system improves operational efficiency by automating the entire expense claim lifecycle — from submission to reimbursement — while maintaining transparency, compliance, and audit readiness.
Key Features
● Digital Expense Submission
Employees can easily submit local expense claims through a structured online form by entering details such as expense date, category, amount, description, and attaching supporting receipts.
● Automated Approval Workflow
Multi-level approval process configured within Nintex Automation Cloud. Claims can move through stages such as Submitted, Under Review, Approved, or Rejected with automated notifications.
● Centralized Expense Records
All expense claim records are stored and managed in a centralized repository, enabling easy tracking, reporting, and management.
● Receipt & Document Attachments
Employees can upload receipts, invoices, or other supporting documents securely with each claim submission.
● Expense Tracking via SharePoint List
All submitted expense claims are stored in a SharePoint list, where administrators can review submissions, track approval status, view attached documents, and manage expense records in a centralized location.
● Real-Time Status Tracking
Employees can monitor the status of their submitted claims in real time, ensuring full visibility throughout the approval process.
● Compliance & Audit Trail
Maintain a complete record of claim submissions, approvals, rejections, and updates to support financial compliance and audit requirements.
2. Training Request System – Built on Nintex Automation Cloud
The Training Request Management System (TRMS) is an automated workflow solution developed using Nintex Forms, Nintex Workflow, and Microsoft SharePoint to streamline the process of requesting, reviewing, and approving employee training programs.
The system allows employees to submit training requests through a digital form. Once the request is submitted, the workflow automatically routes it through a three-level approval process: first to the Line Manager, then to the Director, and finally to the General Manager (GM).
Employee information is automatically populated based on the selected employee name, reducing manual data entry and minimizing errors. All training requests are stored in a SharePoint list, enabling transparent tracking, faster approvals, and efficient training management.
Key Features
1. Employee Auto-Populate
Employee details such as Employee ID, Department, and Manager are automatically filled when the employee name is selected.
2. Digital Training Request Submission
Employees can submit training requests including:
- Training name
- Training provider / institute
- Training date
- Training location
- Training cost
- Business justification
- Supporting documents (if required)
3. Three-Level Approval Workflow
The approval process includes:
- Line Manager Approval – Reviews the request and verifies the need for training.
- Director Approval – Validates departmental training requirements.
- General Manager (GM) Final Approval – Provides final authorization for the training request.
4. SharePoint Data Storage
All submitted training requests are stored in a SharePoint list, allowing easy tracking, reporting, and management.
5. Real-Time Request Tracking
Employees, managers, and HR teams can track the status of training requests in real time.
6. Automated Workflow
Nintex Workflow automatically routes requests to the appropriate approvers, sends notifications, and updates the request status.
7. Improved Transparency
Employees can clearly see the current stage of their training request in the approval process.
8. Reduced Manual Work
Automation eliminates paperwork, manual follow-ups, and reduces the overall approval time.
3. Travel Expense Claim (TEC) System – Built on Nintex Automation Cloud
The Travel Expense Claim (TEC) System is an automated workflow solution developed using Nintex Forms, Nintex Workflow, and SharePoint to simplify the process of submitting, reviewing, and approving employee travel expenses.
The system allows employees to submit travel-related expenses through a digital form. Once the request is submitted, the workflow automatically routes the request through a two-level approval process: first to the Line Manager and then to the Finance Manager.
Employee information is automatically populated based on the selected employee name, reducing manual entry and errors. All requests are stored in a SharePoint list, enabling transparent tracking, faster approvals, and efficient expense management.
Key Features
1. Employee Auto-Populate
Employee details such as Employee ID, Department, and Manager are automatically filled when the employee name is selected.
2. Digital Expense Submission
Employees can submit travel details including:
- Travel date
- Destination
- Expense type
- Amount
- Supporting documents (receipts)
3. Two-Level Approval Workflow
The approval process includes:
- Line Manager Approval
- Finance Manager Final Approval
4. SharePoint Data Storage
All submitted expense claims are stored in a SharePoint list, allowing easy tracking and management.
5. Real-Time Request Tracking
Managers and finance teams can view the status of requests in real time.
6. Automated Workflow
Nintex workflow automatically routes requests to the appropriate approvers without manual intervention.
7. Improved Transparency
Employees can clearly see where their request is in the approval process.
8. Reduced Manual Work
Automation reduces paperwork, manual approvals, and processing time.
