For us to get your account set up, we need a few more pieces of information your Sales Rep will not have. Primarily, what custom URL you want your account located (subdomain) and who your primary contacts are for your account, your employees, and your billing department. 

Action Items for You: 

Complete Customer Intake Form

After you submit your intake form, we’ll get your account set up and give you access! From there, you can complete your Company Profile, invite team members, start to poke around and familiarize yourself with your account and most importantly, send us your forms to start digitizing! 

Action Items for You: 

Send WorkBright Your Forms in a Zip File

Over the next 7 to 14 days after we receive your zip file, we’ll be building your forms into your account. Many of your forms will require some light coding outside of WorkBright to ensure that the new hire’s responses and signatures get mapped to the exact places on the forms to produce a legible, signed document for compliance should the need arise, and that is work we don’t expect you or anyone at your company to undertake. The length of time it takes us to build the forms will vary based on complexity of the forms; if we anticipate for any reason that the forms setup might take us longer than 14 days, we’ll communicate that with as much advance notice as we can. All completed forms pass through a rigorous QA process.

Action Items for You: 

Watch the New Administrator Training video sent to you by our Support team

In this final stage, you will receive a 45 minute consultation to ask any questions, receive additional training, or get assistance setting up groups and more. After your consultation, we recommend you add yourself as a staff member so you can see forms exactly as your employees will!

Action Items for You: 

Update groups / deadlines, and test your account