You can now use Zapier to trigger email notifications when certain events happen in WorkBright, allowing instant visibility for key hiring steps like completion of forms or an authorized representative signing Section 2.
Custom email notifications bring more transparency and efficiency to your onboarding process, minimizing downtime between hiring steps and eliminating the need to check the WorkBright dashboard for certain time-sensitive actions.
Customization Available
Triggers are the criteria that will initiate an alert email. You’ll be able to customize what email addresses receive the alerts, the subject and body of the alert email as well as the frequency. This new system can be configured to monitor any or all of the following scenarios:
All required forms have been completed
A specific form has been completed
Section 1 of Form I-9 has been completed
All forms have been completed AND approved by an administrator
An administrator or authorized representative completes Section 2 of Form I-9
An employee updates standard profile fields (e.g. mailing address, phone number, name)
An internal form field has been updated by an administrator
Setup & Cost
This process utilizes the integration platform, Zapier, and requires a paid plan to operate. If you’re a Zapier user with at least a “Starter” plan, you can set this up on your own using the detailed setup guide below. Note: the WorkBright Support team will not have access to your individual Zapier account and as a result, will be unable to provide assistance outside of the details within the setup guide.
If you’re not already a paid Zapier user and hire fewer than a thousand employees per year, it is most cost-effective to let WorkBright manage the notification system on your behalf through our corporate Zapier account. We’ll configure a custom system to meet your organization’s needs and pass along a small cost per notification workflow that’s cheaper than using an individual Zapier plan. And we take care of all the setup and maintenance for free. To have the WorkBright team manage your notifications, please reach out to your Account Manager at ad@workbright.com.
WorkBright Guide to Admin Notifications with Zapier
This guide will allow an admin on the WorkBright system to configure and enable an admin notification via email when a particular form has been submitted on the WorkBright system. To complete this configuration, the admin will need full admin access on WorkBright, an account at Zapier with minimum of the “Starter” package (Zapier) and an email account.
Let’s get started on creating your custom admin notifications using your Zapier account and remember… you can always reach out to your Account Manager at ad@workbright.com if you’d prefer for WorkBright to manage your notifications.
Click HERE to download the User Guide.