Quick How Tos Archives - WorkBright Support

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In a hurry or just need the facts? You are in the right place! These are quick 10 minutes or less videos on "How To" do all kinds of things with WorkBright!

Videos cover a large range of topics from forms to security to file compressions delivered in bite size videos to optimize your time.

24 videos found

How to Submit a Request to Support to Add or Update Forms in your Onboarding Account

Quick How Tos

basics,forms

A quick how-to showing the process for requesting new forms to be ...

How to Submit a Request to Support to Add or Update Forms in your Onboarding Account

A quick how-to showing the process for requesting new forms to be added to your account, or existing forms to be updated.

How to Use Bulk Actions After Running a Report

Quick How Tos

bulk actions,features,reports

A quick video explaining how to use the Bulk Actions feature to make ...

How to Use Bulk Actions After Running a Report

A quick video explaining how to use the Bulk Actions feature to make updates to multiple personnel files at once after running a Report.

How to Filter the Results of a Report

Quick How Tos

reports

A quick video explaining how to add filters to a WorkBright Report.

How to Filter the Results of a Report

A quick video explaining how to add filters to a WorkBright Report.

How to Update Employment Status in Bulk

Quick How Tos

A quick video explaining how to update the employment status for ...

How to Update Employment Status in Bulk

A quick video explaining how to update the employment status for multiple staff members using the Bulk Actions button on the WorkBright Staff Page.

How to Update Staff Group Assignment in Bulk

Quick How Tos

basics

A quick video explaining how to update the groups that staff members ...

How to Update Staff Group Assignment in Bulk

A quick video explaining how to update the groups that staff members are assigned to via the WorkBright Staff Page.

How to Update Custom Fields in Bulk

Quick How Tos

basics

A quick video explaining how to use the Bulk Actions button on the ...

How to Update Custom Fields in Bulk

A quick video explaining how to use the Bulk Actions button on the Staff Page to update custom data from multiple staff members at once.

How to Request New Submissions in Bulk

Quick How Tos

forms

A quick video explaining how to request new submissions of one or more ...

How to Request New Submissions in Bulk

A quick video explaining how to request new submissions of one or more forms from multiple staff members.

How to Download All Submissions from the Staff Page

Quick How Tos

basics,forms

A quick video explaining how to download all form submissions from one ...

How to Download All Submissions from the Staff Page

A quick video explaining how to download all form submissions from one or more staff members.

How to Edit Form Fields

Quick How Tos

basics,forms

A quick how-to showing steps needed to edit the fields for WorkBright Forms.

How to Edit Form Fields

A quick how-to showing steps needed to edit the fields for WorkBright Forms.

How to Edit Custom Fields

Quick How Tos

basics

A quick how-to showing the steps needed to edit custom employee data.

How to Edit Custom Fields

A quick how-to showing the steps needed to edit custom employee data.

Setting up SSO (Single Sign On) with Okta

Quick How Tos

add-ons,security

A quick video explaining how to setup a single sign on using Okta. ...

Setting up SSO (Single Sign On) with Okta

A quick video explaining how to setup a single sign on using Okta. This is an Add-on offered by WorkBright that helps eliminate password fatigue, gives organizations centralized control over who has access to their systems and lowers password-related calls to IT.