HR Management
Workbright by Maxmel Tech
23 min
workbright is an employee onboarding platform that automates paperwork and compliance integrating workbright with make com enables automated employee data collection, document management, and onboarding status updates between hr systems and other business tools this is ai generated content based on official workbright documentation the content may still contain errors—please verify important information if you have questions, contact https //startintegrate com/apps/hr management/workbright f7fwqm directly how to get support on workbright workbright is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=workbright\&app slug=workbright community\&app unique id=workbright f7fwqm requirements to use the workbright app in make, you must have an active workbright account with api access enabled and a valid api key, https //workbright com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/workbright community/ click the install button follow the on screen instructions to complete the setup connect workbright and {{product name}} to get started, you must first create a connection between workbright and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate your api key login to your platform using your credentials navigate to the admin section and locate the api access settings turn on api access if it is not already enabled locate your uniquely generated api key if needed, use the option to generate a new api key note that generating a new key will immediately invalidate the old key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=workbright\&app slug=workbright community\&app unique id=workbright f7fwqm create the connection in {{product name}} https //www make com/en/register , add the workbright module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your workbright account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page workbright modules after connecting to the workbright app, you can choose from a list of available modules to build your {{scenario plural lowercase}} accept a submission allows you to submit a document for processing or review activate an employee reactivates an employee who was previously deactivated, restoring their access and status within the system create an admin adds a new administrator to your account, allowing them to manage settings and perform admin level tasks create an employee adds a new employee record to your system, allowing you to store and manage their details from the start deactivate an employee this module allows you to deactivate an employee who is currently active in the system, making them inactive and revoking their access or permissions as needed delete an admin permanently removes a selected admin user from the system, ensuring they no longer have access or administrative privileges delete an employee permanently removes an employee’s record from the system or database, ensuring all associated information is deleted get admins fetches and displays a list of all administrators in your account, allowing you to see who has admin privileges get documents fetches and provides a list of documents stored in the service, allowing you to view and work with all your available files get employee document assignments fetches all document assignments linked to a specific employee, allowing you to see which documents have been assigned to them get employee submissions fetches the latest submissions made by a specific employee, allowing you to view their most recent entries or records get employees fetches and displays a detailed list of all employees from your system, allowing you to view their information in one place get main submission file fetches the primary file that was submitted, allowing you to access the main document or attachment associated with a submission get a submission fetches detailed information about a submission from the chosen source, allowing you to view all the data submitted through a particular form or entry get an admin fetches detailed information about an administrator from the service, helping you access key admin data for your workflows get an attachment file fetches an attachment file from a specific location you choose, allowing you to access and use the file in your workflow get an employee fetches comprehensive information about a specific employee, including their personal and work related details make an api call allows you to make a custom api request to the service using your authorized account, so you can access features or data not covered by the standard modules reject a submission this module allows you to decline or reject a submitted document, preventing it from moving forward in the approval or processing workflow request new submissions initiates a request for new document submissions, allowing you to collect and manage incoming documents from users or external sources request remote reverification sends a request to remotely reverify a specific submission, ensuring that the information provided is checked again for accuracy or validity resolve document verifications helps you address and fix problems that occur during the document verification process, ensuring your documents are successfully verified select a current submission selects and retrieves the currently active document submission, allowing you to view or process its details update an admin updates the details of an administrator in your system, such as their name, contact information, or other relevant admin settings update an employee updates an employee’s details—such as their name, contact information, or job title—in the system to keep their records current watch events the "watch events" module keeps an eye out for new or updated events in your selected app and automatically triggers when something changes, so you never miss any important updates templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} workbright resources you can have access to more resources related to this app on the following links https //workbright com https //startintegrate com/apps/hr management/workbright f7fwqm https //www make com/en/hq/app invitation/b58f2b76aa46a73e8315622bb6d03d85 https //www make com/en/integrations/workbright community