Josh - I would recommend reviewing these videos in the order listed. Bon appetit...



BrightDrop - System Notes & Workflow

*Note: Video # matches appropriate sub-section in the Word doc.


Video 1 - General Notes (system overview): Click Here (29:46)

Video 2 - Additional Notes: Click Here (6:42)


BrightDrop - System Mockups

Note 1: Video # matches corresponding tab number in Excel mockups.

Note 2: The first word in the mockup description (i.e. Worker, Account Manager, etc.) indicates which user type is viewing the screen.


Video 3 - Worker - Timesheet - Log Time: Click Here (13:37)

Video 4 - Worker - Timesheet - Needs Approval: Click Here (7:54)

Video 5 - Worker - Payment Summaries: Click Here (2:05)

Video 6 - Worker - Paid Time Off (PTO): Click Here (6:06)

Video 7 - Worker - Holiday Schedule: Click Here (2:18)

Video 8 - Worker - Reimbursement Requests: Click Here (7:33)

Video 9 - Acct Manager - Worker - Create New: Click Here (35:26)

Video 10 - Acct Manager - Worker - Search: Click Here (3:18)

Video 11 - Acct Manager - Worker - Profile Page: Click Here (2:51)

Video 12 - Acct Manager - Client - Create New: Click Here (33:17)

Video 13 - Acct Manager - Client - Search: Click Here (1:40)

Video 14 - Acct Manager - Client - Profile Page: Click Here (1:07)

Video 15 - Acct Manager - Contact - Create New: Click Here (4:13)

Video 16 - Acct Manager - Contact - Search: Click Here (1:12)

Video 17 - Acct Manager - Contact - Profile Page: Click Here (1:02)

Video 18 - Acct Manager - Time Sheets - Needs Approval: Click Here (3:58)

Video 19 - Acct Manager - Time Sheets - Pending Client Approval: Click Here (1:43)

Video 20 - Acct Manager - Time Sheet Override: Click Here (5:30)

Video 21 - Acct Manager - PTO - Needs Approval: Click Here (2:08)

Video 22 - Acct Manager - PTO Override: Click Here (3:03)

Video 23 - Acct Manager - Worker Reimbursement - Needs Approval: Click Here (6:39)

Video 24 - Acct Manager - Worker - Cash Advance: Click Here (12:30)

Video 25 - Acct Manager - Create Adjustment - One-Time: Click Here (10:08)

Video 26 - Acct Manager - Create Adjustment - Recurring: Click Here (6:49)

Video 27 - Payroll Manager - Payroll - Immediate Pay (WU): Click Here (10:01)

Video 28 - Payroll Manager - Immediate Pay (Veem): Click Here (5:04)

Video 29 - Payroll Manager - Payroll - Bi-Weekly (Veem): Click Here (4:42)

Video 30 - Payroll Manager - Payroll - View Closed: Click Here (3:31)

Video 31 - Payroll Manager - Invoices - Manual: Click Here (8:29)

Video 32 - Payroll Manager - Invoices - Needs Processed: Click Here (7:26)

Video 33 - Payroll Manager - Invoices - Bank Verifications: Click Here (2:58)

Video 34 - Payroll Manager - Invoices - View Closed: Click Here (4:19)

Video 35 - Contact - Needs Approval: Click Here (10:44)

Video 36 - Contact - Past Invoices: Click Here (1:23)

Video 37 - Admin - Account Manager - Create New: Click Here (7:12)

Video 38 - Admin - Account Manager - Search: Click Here (2:39)

Video 39 - Admin - Account Manager - Profile Page: Click Here (1:31)

Video 40 - Admin - Admin - Create New: Click Here (1:27)

Video 41 - Admin - Admin - Search: Click Here (1:33)

Video 42 - Admin - Admin - Profile Page: Click Here (0:59)

Video 43 - Admin - Payroll Manager - Create New: Click Here (2:32)

Video 44 - Admin - Payroll Manager - Search: Click Here (1:11)

Video 45 - Admin - Payroll Manager - Profile Page: Click Here (1:03)

Video 46 - Admin - Holiday Schedule - Default: Click Here (4:54)

Video 47 - Admin - Global Fields: Click Here (5:10)

Video 48 - Report - Payment Summary - Immediate: Click Here (33:49)

Video 49 - Report - Payment Summary - Bi-Weekly: Click Here (41:27)

Video 50 - Report - Invoice - Part 1: Click Here (13:13)

Video 51 - Report - Invoice - Part 2: Click Here (20:47)

Video 52 - Report - Invoice - Part 3: Click Here (4:34)



BrightDrop - System Notes & Workflow

*Note: Video # matches appropriate sub-section in the Word doc.


Video 53 - Tab-Specific Notes - Part 1: Click Here (13:22)

Video 54 - Tab-Specific Notes - Part 2: Click Here (3:56)

Video 55 - Hour verification workflow: Click Here (35:03)

Video 56 - Pay Workers – Workflow: Click Here (5:04)

Video 57 - PTO Workflow (Day-to-Day process & Year-End process): Click Here (16:41)

Video 58 - Paid Holiday Workflow: Click Here (3:39)

Video 59 - Reimbursement Request Workflow: Click Here (15:50)

Video 60 - Cash Advance Process – Payout of Cash Advance: Click Here (11:37)

Video 61 - Cash Advance – Repayment of Cash Advance: Click Here (3:06)

Video 62 - Invoice client – Workflow (Part 1): Click Here (8:57)

Video 63 - Invoice client – Workflow (Part 2): Click Here (8:04)

Video 64 - Workflow for Adjustments tabs: Click Here (16:39)



Videos Submitted 02.11.19


Video New 1 - Additional Mockups - Payroll Manager: Click Here (37:55)

Video New 2 - Additional Mockups - Account Manager: Click Here (20:06)

Video New 3 - Additional Mockups - Worker & Contact: Click Here (6:11)

Video New 4 - Additional Workflow - Page 1 - 5.5: Click Here (21:37)

Video New 5 - Additional Workflow - Page 5.5 - 9.5: Click Here (12:14)

Video New 6 - Additional Workflow - Page 9.5 - End: Click Here (12:50)



FINAL UPDATES - Submitted 08.14.19


Final Review: Video 1 - Removal of Lunch & Break columns...: Click Here (20:07)

Final Review: Video 2 - Currency field: Click Here (12:12)

Final Review: Video 3 - Make PTO/Holiday pay adjustable at the worker-level: Click Here (6:35)

Final Review: Video 4 - Worker screens: Click Here (14:46)

Final Review: Video 5 - Account Manager – Worker – Create New: Click Here (23:44)

Final Review: Video 6 - Account Manager – Client – Create New: Click Here (12:48)

Final Review: Video 7 - Account Manager (remaining screens): Click Here (16:18)

Final Review: Video 8 - Payroll Manager: Click Here (8:12)

Final Review: Video 9 - Admin/Search: Click Here (11:49)

Final Review: Video 10 - Reports/Various: Click Here (27:29)