Coworking Credits Allocation Request Form

Simplify Coworking Space Expense Management for Your Remote Team

Managing coworking space allowances across a distributed team shouldn't require endless email chains and spreadsheet tracking. This Coworking Credits Allocation Request Form template gives remote and hybrid teams a professional, automated way to request workspace credits, track monthly allowances, and ensure everyone understands your company's coworking usage policies.

Built for Modern Distributed Teams

Whether you're managing a fully remote workforce or supporting hybrid employees who need flexible workspace options, this form streamlines the entire coworking credit allocation process. Employees can submit their requests with all necessary details—from preferred coworking locations to estimated monthly usage—while managers get a clear view of budget allocation and policy compliance.

The form captures essential information including employee details, department assignment, requested monthly credit amounts, preferred workspace locations, and anticipated usage patterns. Built-in policy acknowledgment ensures everyone understands reimbursement guidelines, eligible expenses, and submission requirements before accessing their credits.

Automate Your Coworking Expense Workflow with Stepper

Take this form further by connecting it to Stepper, Paperform's AI-native workflow builder. Automatically route allocation requests to the right managers based on department, send approval notifications, update your expense tracking spreadsheet or accounting software, and trigger welcome emails with credit details once approved. You can even set up monthly usage reminders and automated reconciliation workflows to keep your coworking program running smoothly.

Why Paperform for Coworking Credit Management?

This template showcases what makes Paperform ideal for HR teams and operations managers at distributed companies. The doc-style editor lets you customize fields, add your brand colors, include your specific usage policies, and create conditional sections that adapt based on employee responses. Whether you need to collect different information for different office locations or adjust credit tiers by role level, Paperform's flexible logic handles it all.

Plus, with native integrations to tools like Google Sheets, Slack, and popular HRIS platforms, you can keep your entire team in sync without manual data entry. Paperform is trusted by distributed teams worldwide and is SOC 2 Type II compliant, making it perfect for handling internal employee data securely.

Ready to modernize your coworking space benefit management? Start with this template and customize it to match your company's specific policies and budget parameters.