Premium Implementation

Personalized, dedicated set up and training to get you up and running in under 3 weeks from form delivery date!


Welcome to WorkBright!

After you sign your WorkBright contract, your sales rep will fill in our Implementation team and your dedicated Customer Success Manager with all the details you discussed about your specific account.

This team will schedule a 15 minute introduction call to talk about the specifics of your account and set you up for success during implementation. 

You will also receive your first email from our Support Desk with an overview of the process (as shown below) and details on how to submit your forms. 

Action Items for You: 

Start to gather all onboarding paperwork in one folder on your computer

Step 1: Intake

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

Step 2: Account Access

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

Step 3: Form Building

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

Step 4: Final Configuration

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

Premium Support

Onboarding implementation within 3 weeks from form delivery

Implementation times for premium features and I-9 under 1 week

Unlimited custom forms and form updates

Dedicated Customer Success Manager who owns and is familiar with your account and is your first line of support on all inbound tickets

Robust video training for new administrators

Access to knowledge base with articles

Up to 5 private video conferencing training sessions with your designated Customer Success Manager

24 hour ticket first response time for Level 1 tickets and 48 hour for Level 2

Daily (M-F) office hours access for live Q&A and best practices with a WorkBright expert

Annual account review for best practices with our Account Development team 

Up to 20 hours per year of phone support with your Customer Success Manager