The first step to utilizing Workhub is creating an account, whether for you as an individual or for your organization as a whole.
If you're a worker looking to log into an account with a pre-existing company, this isn't the right step for you! You can follow our Help Article for how to log into an account to access the account that's been created for you by an organization.
Creating an account for personal use
If you're looking to create an account that's just for you as an individual, it's really simple!
Your first step is to head to workhub.com and click on the Sign Up For Free button in the top right corner of the page.
Step 1
On the first page you're directed to you'll need to enter your First Name, Last Name, and your email address. An email address is necessary to sign up for a Workhub account. When your information is in place, click the Next button.
Step 2
In Step 2, you'll need to select what kind of account you're after. The account types include:
Safety Courses Only: this option allows you access to the free version of our software, and starts your account off with full worker access to all the Online Training Courses we offer. You can make changes to the components available in this account type through the Admin dash to include items like Certificates if you need.
Full Feature: this option allows you access to the paid version of our software with the additional features outlined in our Pricing Guide.
These features are generally most useful for organizations with many workers rather than for individuals, but if you'd like to explore the options available, signing up for this account type starts you on a 30 day trial of those features. The system will not ask you for any payment information but you may receive an email from a member of our Sales team nearing the end of that 30 day period to check if you'd be interested in pursuing a full paid account.
Orientation: this option allows you access to the free version of our software, and starts your account off with worker access to all the Orientations hosted within Workhub.
Clicking on the option you'd like will send you on to Step 3.
Step 3
The last step in creating your account is to enter additional data about yourself. In the Your Company Name field, you need to enter a name for your "company". The Company part can be something official or something casual - if you're exploring Workhub on behalf of your organization, you can use the company name in this field. If you're just using Workhub to take a couple of courses for personal purposes, we recommend entering something unique to you in the Company field so it's recognizable for you and not easily confused for someone else.
You may notice as you type that this field will volunteer company names. The names it generates already exist as companies in Workhub, so if you want to create your unique option, you can choose the Create "Company Name" option at the bottom of the list:
When Workers are looking to Sign Up with a particular company, they can use this method to submit a request to that company to be permitted into the account. The more uniquely identifiable your company name, the less likely you'll have random folks trying to join your company as a worker!
Enter your Phone Number, Position (your job role), and the Country you're operating within.
When you're satisfied, you can hit Finish to finalize the process of creating an account!
Create a Password
After finishing the account creation process, the system will direct you to a page to create a password for your account. Be sure to enter something unique and personalized to you! When the two green checkmarks appear at the end of each line, you've successfully entered matching passwords. Click Accept to finalize your password creation.
After finalizing, your access to your account will be granted! You'll be met with a pop-up to verify your email. Choosing Send Link will send a link to your email address to verify your email address is actually yours. Choosing Postpone will make the pop-up disappear, but it will reappear when you next log in.
After choosing your email verification option, you'll be asked to choose your Timezone. This is important for any timestamps on completions for compliance items for you, so be as accurate as you can in selecting your timezone.
After you've submitted your Timezone, you'll be able to get to work in the account!
Creating an account for company use
As the creator of a company account, you will be listed as the Primary Contact and you will be responsible, at least until you create other administrator Positions, for administering the account.
If you're creating an account for a company, the process is very similar to creating an account for personal use. The only difference will be in Step 3.
Step 3
When creating an account for a company, you will need to specifically identify the organization you're working with in the Your Company Name field. This is the name that all workers will use to log into their accounts, so make it identifiable and simple, if possible!
If an account already exists with the name you want to use, you may need to try an alternate spelling or alternative punctuation to differentiate the accounts.
Enter your Phone Number, Position, and Country in their respective fields, and click Finish to finalize the process.
Once you've created the account, you will have Admin permission to build out the account as you need! You can create your Positions, create your Workers and assign them Positions, create your Locations and Divisions, and begin creating the assignments and tasks for your Workers to take on when they join you on Workhub.
If you need any support in taking these steps on, you can reach out to us at [email protected] for guidance.