At WorkBright we make it a breeze to add staff members as needed, whether it be a quick staff member addition or adding multiple staff members at once.
In this article we will go over the process to add a single staff member.
First, navigate to the “Quick Staff Actions” drop-down menu in the top right corner of your navigation bar.
Once the drop-down opens, select “Add a Staff Member” to start adding your staff member.
A pop-up window labeled “Add Staff Member” will appear.
If this was opened in error or you decide to end this process, you can click “Cancel” in the bottom left corner of the pop-up window. This option will be on every step of the process.
You will be in the first section, “Profile Information,” where you will select the Employment Type, and enter the email of the Staff Member and their name. The staff member will be prompted to complete the remaining profile information (such as address and SSN) when they log into WorkBright.
Once you feel ready, you can click “Next” in the bottom right corner.
The next section is “Custom Fields”. If your company is not using Custom Fields, then you won’t see this step. If you are using Custom Fields to store internal information about your staff members, such as Job Title or Salary, you can enter that here and click “Next” to proceed.
The next section is “Groups”. Use the drop-down menu to select the group(s) you want to add your staff member to. Groups are a great way to help push out forms to your team and to aggregate your team better for reporting and searching if needed.
Once you feel ready, you can click “Next” in the bottom right corner. Or if you want to go back a step to correct or update the previous section, you can click “Previous” to the left of the “Next” button.
The final section is “Current Employment.” Here you will set up important information for when they start and how they will onboard.
Sections of Note:
Dates & Notifications.
Hire Date and Start Date are important as they will relate to other features down the road like your scheduled notification and your Form I-9.
End Date will be used for staff that do have a finite start and end date.
Note that WorkBright will not automatically deactivate or remove an employee on that End Date, but you can perform that step manually in their profile if needed.
Scheduled Notifications
The option you select here will dictate if and when the staff will first get their Welcome Notification from your team. No matter which option you choose, it will go into effect once you hit the “Finish” button at the bottom of the pop-up window. **If you leave this at the default option of “Don’t Send Notifications”, then your staff member will not be notified that they have been added to WorkBright, and they will not receive reminder notifications.**
Form I-9 settings.
If you’re utilizing Remote I-9 verification, then this feature will automatically be set to the On position, you will need to move this to the Off position for your staff member if you want to bypass this feature.
Learn more about Remote verification here.
Once you feel you have completed this section, you can click “Finish” at the bottom of the pop-up window.
The window will close, and you will be on the last page you were on when you started this flow.
To double check that your staff member addition was successful, you can search for this new Staff Member in the search bar in the navigation bar in the top left of your screen or you can search for them via the Staff Screen.
That is all there is to it. You have successfully added a single staff member to your WorkBright account!
Learn more about our Rehire Wizard and Adding Multiple Staff Members here.