Types of forms available in WorkBright:
Digital Signature Forms
Acknowledgment Forms
Upload Forms
Digital Signature Forms
Digital Signature Forms allow you to capture an Employees signature at the time of submission.
Acknowledgment Forms
On forms where you do not need to collect an Employee’s date/signature, go with the Acknowledgment form submission type.
Common examples of Acknowledgement forms are:
Handbooks
Maps
Labor Law posters
any other document where a signature isn’t needed
Upload Forms:
This form submission type will allow Staff Members to upload an image of a document, such as a license, certification, or voided check for direct deposit enrollment.
Common use cases for Upload Forms are:
Driver’s License (where you are able to capture both the front and back of the document)
Passport
Social Security Card
any other document you need to collect from your Staff
Text Editor Forms (Custom Forms)
Text Editor Forms are WorkBright forms that are built using our WYSIWYG text editor. These custom-built forms give you the added control of being able to build out a form directly in WorkBright, as opposed to having to upload it as a PDF.
This gives you the benefit of using merge fields, which are fields that dynamically map information somewhere else on the account to the form. This comes in handy when you have to a form like an Offer Letter where you want to include information like an Employee’s salary, etc.
Note: Custom Built forms DO NOT allow you to capture information from the staff member on a submission. You can add form fields to any form, but only uploaded PDFs will populate the entries of those form fields onto the actual submission.