If you are planning to create your own forms in WorkBright and wish to have employee profiles and custom fields displayed to the staff member during the form reviewal time – you’ll need to create a form using WorkBright’s Text Editor functionality.
Unlike an uploaded PDF that only populates employee-specific fields AFTER a form has been submitted – forms composed in Text Editor merge custom data onto the form that is visible to the end-user when they are viewing the form- before they sign and submit it.
Text Editor becomes helpful, and often, necessary when you are distributing forms to staff that are similar, yet contain employee-specific information as well: a good example of this is an Offer Letter of Employment; which usually is quite similar from employee to the employee in the overall structure, but has different values for things like name, address, position, FLSA Status, pay rate, or benefits package (relocation assistance, housing allowances, per diem, etc).
To create a Text Editor form, you’ll hit the Add form button on the Forms page, scroll down to update the Form Body and start creating your form! You can type directly into the body, or copy and paste from another document – be sure that the text is appearing in one of the fonts offered by the system. Add your logo, company representative’s signature, or another image by clicking the applicable icon on the Text Editor tool bar.
Employee-specific data may also be included on the Form Body.
Place your cursor in the location you’d like the custom data to appear, then hit “Merge Fields” from the Text Editor toolbar. The field must already have been created in the Settings tab before it will appear as an available field in the dropdown.
After you’ve finished setting up the form, determine the manner in which the end user will submit the form and save your changes. Preview a form by hitting the link on the Form’s Dashboard (pictured below) OR view the form exactly how the end-user will see it by clicking on the name of the employee and “Upload”. Additional details are outlined in this Support Article.
When the employee views the form, fields from their personnel file will appear merged into the form. Submissions of forms composed in Text Editor will result in a name, signature and date, and timestamp at the bottom of the text if the submission style “Digital Signature” is selected.