FAQs

We think the best way to get to know BrightHR is to get everybody using it. If you or any member of your team are having issues we are always here to help.

The mobile app will open your web browser for you to log in to BrightHR, and then redirect back to the app. This process is for added security. If you’re struggling to log in via the mobile app, there are a few things you can check:

  1. Double check you have a valid account on the BrightHR system by logging into the website directly.

  2. Make sure cookies are enabled in your default phone browser (and that you’ve recently cleared the cookies and cache). Cookies help websites and apps remember important information that improve your browsing experience.

  3. Remember to use the same email address you used when you first registered your BrightHR account (this is the email address we sent your registration details to). Email addresses and passwords are case sensitive, so make sure you’re entering them both correctly—and be careful not to add a space before or after your email address.

This will depend on the browser you use.

For Chrome:

  1. Open Chrome from your phone’s home screen.
  2. Press the menu icon (three vertical dots) in top right corner of the screen. 
  3. Tap Settings in the menu that opens, then select Site settings and tap Cookies.
  4. Ensure that the toggle by Cookies is switched on.

For Safari:

  1. Open the Settings app on your phone’s home screen.
  2. Select Safari from the list of apps.
  3. Ensure that the toggle by Block All Cookies is switched off.

If your phone uses a different default browser, please check the browser's website for instructions on how to enable cookies.

This will depend on the browser you use.

For Chrome:

  1. Open Chrome from your phone’s home screen.
  2. Press the menu icon (three vertical dots) in top right corner of the screen. 
  3. Tap History on the menu that opens, and then tap Clear browsing data....
  4. Adjust the time range to cover the period when the problem started. 
  5. Make sure Cookies and site data is selected.
  6. Tap Clear data.

For Safari:

  1. Open the Settings app on your phone.
  2. Select Safari from the list of apps.
  3. Tap the link near the bottom that says Clear History and Website Data.

If your phone uses a different default browser, please check the browser's website for instructions on how to clear your browser cache and cookies.

The total ‘Absence taken’ refers to the number of times an employee has had time off in the selected vacation year. The total ‘Vacation taken’ shows how many days vacation an employee has used.

You don’t change who the employee reports to, you change who the managers manage. Don’t worry, it’s simpler than it sounds.

Head to the Permissions page, which you‘ll find under Settings. You’ll then need to assign ‘Manager’ permissions to the person you want your employees to report to.

To do this, select a name in the ‘Person’ field. If they aren’t already a manager, select ‘Manager’ from the drop-down list.

Then, choose the employee (or employees) that you want this person to manage and click on the ‘Save’ button. The manager’s name will then appear in the ‘Reports to’ field on the employee’s profile.

Head to the ‘Employee hub’ and click on the profile of the employee you want to send a registration email to.​

Then, click on the ‘Send registration email’ link underneath their profile picture. You’ll need to do this for each employee you want to send a registration email to.

If you can’t see the link on an employee’s profile, they’ll have already received a registration email and signed up to BrightHR.

If your employee said that they didn't receive the email the first time, ask them to check their spam folder. You should also check that you have the right email address in their contact details.

 

Go to BrightHR.com/ca or BrightHR.com. Hover over ‘Login’ and ensure you select Canada for country. Once the next page has loaded, click on the ‘Forgotten password’ link. Enter your email address and select ‘Send new password’.

We will then send you an email with a secure link for you to reset your password. You should then be able to log into your BrightHR account.

Please ensure you are using BrightHR.com/ca or selecting Canada when logging in using BrightHR.com

First, you need to go to the Employee Hub and select the employee whose profile you want to upload the document to.

Then, click on the Documents tab in the top right corner of their profile and select Upload.

Drag and drop or click Browse to select the file you want to upload to the employee. Then you can enter a follow-up date if needed (you will then receive a notification to remind you this is due).

Now you can select whether you want this document to be visible to the employee and whether you would like the employee to be notified that the document has been uploaded.

Finally, click Upload to add the document.

Blip is a free mobile app for BrightHR customers. It’s a clocking system that lets you keep an eye on your staff’s work hours.

Find out more about how Blip works.

To ensure your regular employees are setup correctly, we strongly recommend you create all their working time patterns first.

Working time patterns represent the days and times an employee works in a given one-week period. We do not support multiple week patterns at this time.

We have a 9 to 5 pattern already created for you, but you can create as many more as you like. You can also select a ‘default’ pattern to assign all new employees automatically. You can always change this later.

To create a pattern, give your pattern a name and select the days, times and breaks. You can even make it a Default pattern if you want new regular employees to be automatically assigned to it.

To assign a new pattern to the employees, go to employee profile under employee hub. Under contract and vacation summary, select the applicable pattern and save and update.

To share a document with the entire team, use the company folder, select the document and click ‘Notify Company’. The document will be shared with all the employees at the same time.

To upload documents for a particular employee, click into an employee’s folder and select ‘Upload a document’.

Click ‘Browse’ and select the file to be uploaded. You can choose whether or not you make that document visible to the employee.

Once you add teams, a documents folder for each team will be created and all the members of that team will have a folder.

Before you can apply carry over vacation for your employees, enable the feature by going to settings.

To apply carried over vacation, go to employee hub and select the employee. Ensure the year selected is the one that the carry over is being applied to, add the days or hours carried over and click.

There’s a handy “how to” guide within the mobile app. Simple head over the main menu and select “getting started”.

There’s a handy “how to” guide within the mobile app. Simple head over the main menu and select “getting started”.

Our back to work navigator can be found on your dashboard, all you need to do is login to access it. We’re updating this regularly in line with Government guidance to assist you with getting your employees back to work. Visit our How to hub to see it in action.

Yes, if you go to the Back to work navigator section of your dashboard and click see more you will have access to send a notification to all staff.

Simply click the create company-wide notification for your employees link, enter the message you want to send to your employees and click Send notification.

Your employees will then get a push notification if they have the app installed on their mobile phone and they will also see this in the notifications section at the top of their dashboard on the website.

Yes. First, go to the Reports section of the system.

Then, select the Time off in Lieu (TOIL) report.

You’ll need to select whether you want to see a TOIL summary (this gives you an overview of your team's TOIL, how much TOIL they have accrued, they have used or left to use), or TOIL details (which gives you a detailed breakdown of every TOIL record requested by your team).

Select the date range of the report and whether you would like terminated employees to be included or not.

Finally, click Generate.

If you click see more on the back to work navigator section of your dashboard you will have a section at the top for essential resources including COVID-19 risk assessment templates, social distancing posters and webinars to help you get your employees back to work safely.

Head to the menu on your PoP app and select approvals. In here you’ll have all of your pending expense claims, just swipe right to approve the expense or left to decline it.

Yes, in the menu on PoP you’ll have a section for preferences, in here tap the arrow next to settings then tap the arrow next to currencies. You’ll see a list of all the currencies you can add just find the relevant one, tap the blue tick next to it and then the pink tick button to confirm and add this currency.

You’ll then have the option to select this currency for any new expense requests logged.

If you generate a report from PoP, you’ll have a link to the image that has been attached to an expense claim, just copy this and search for it in your internet browser to download the image we’ve securely stored in the cloud for you.

In order to clock in and out on Blip you’ll need to add a location. To do this just go to the locations section of your Blip app, tap the plus button and enter in the location address.  You’ll then have a quick form to name your location, edit any address details and select the size of the radius for your geo-fence. Once complete tap the pink tick to add this location.

Yes, to do this go to the locations section of Blip and tap the plus button. Search for the address you want to add, and tap this then fill in the name of the location, edit any address details and select the radius of the geo-fence. Then at the bottom of this screen you’ll have the option for Private select this and then tap the select employees button. This will bring up a list of all your employees, just select which employees you want to give access to this location and tap the tick to confirm. Then select the pink tick at the top to add your private location.

When creating a location you’ll have a tick box for Hide Fence select this and your employees will only be able to clock in or out of that location using a QR Code.

Just go to locations on your app, select the location you want to edit then tap on the pencil in the top right to edit this.

To do this, go to the documents section of your account and select the folder with your company name on it. Then click upload, drag and drop the document you want to add into the box and select that you want to the document to be visible. Enter in a follow up date if needed and select ‘All’ for read receipt then click upload to confirm and add this document.

Go to the document you’ve uploaded, click the three dots to the right of the document and select View read receipts. You’ll then see which employees were invited for a read receipt and the date and time that document was downloaded by the employee.

Yes, any documents that you upload into the folder with your company name on it will be visible to all employees added to the system.

Yes, just go to the documents section of your account and select the folder with the team this employee is assigned to. Find the employee and click on their name then click the ‘New folder’ button to create a sub-folder for them.

Just go to the reports section of your account and select the absence report, in here you’ll have the option to select the date range you want to generate the report for, whether you want to include terminated employees and the format that you want the report to be in. Once you’ve selected this just click generate.

To do this, go to the reports section of your account and select the employee details report. You’ll need to select the employee you want to generate this report for then click generate.

First you’ll need to enable this report in your settings. To do this go to settings and select the bright labs tab, you’ll then need to ‘enable’ the blip timesheet report. Once done, go to the reports section of your account and you’ll then have the blip timesheet available in the reports section of your account.

First you’ll need to enable this report in your settings. To do this go to settings and select the bright labs tab, you’ll then need to ‘enable’ the blip timesheet report.

Once done go to reports and find the ‘blip timesheet’ report then select blip summary. You’ll need to select the date range that you want to generate the report for and which employees you want to include and click generate.

Yes, just go to the reports section of your dashboard and select the Vacation Summary report. Then select the holiday year you’d like to run the report for and click generate.

Yes, just head to the reports section of your account and select the Employee information report then click generate.

Go to the reports section of your account and select the Lateness report then fill in the date range you want to generate the report for and the format you want the report in then click generate.

Go to reports on your account and click the sickness report then select sickness summary. Then enter the date range you want to generate the report for, the format you’d like to view the report in and click generate.

Yes, just go to the reports section of your account and select the Turnover & retention report. You’ll then be able to select the date range you want to generate the report for and the format you’d like to view this in the click generate.

A handy breakdown of all absences booked within a date range to help you with your payroll calculations

Yes, go to reports and select the TOIL report then click TOIL details report then enter the date range you want to include in the report and click generate.

Yes, go to reports on your account and select the TOIL report then click TOIL summary, enter in the date range you want to run the report for and click generate.

Yes, just head to the reports section of your account and select the Working status report, you can then view this on BrightHR using the online button or select download and click generate to download a spreadsheet of this information.