WorkRecords e-Support

Getting Started with WorkRecords (2)

• *Provide Account Information
• *Communicate the GoLive Date to Your Workers

Boca Raton 1099 worker training docs (8)

• Adding in Your Name/Photo for 1099 Contractors
• Creating Order Confirmation for 1099 Contractors
• Review Weekly Activity for 1099 Contractors
• Editing in WorkRecords for 1099 Contractors
• Review Approved Timecards with AddOn Details for 1099 Contractors

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Resources for MSP and MV Accounts (1)

• Populating Beeline Assignment IDs in WorkRecords

Going Live with WorkRecords (using Contract Labor) (3)

• WorkRecords Overview and Benefits for Labor Buyers
• Getting Started for Labor Buyers
• Reviewing Activity for Labor Buyers

Compliance Manager (8)

• The First Week of GoLive
• Post GoLive
• Tool: Post GoLive Tracking
• Tool: Kiosk Exception Report
• Template: Addressing Invoicing Discrepancies with Suppliers

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Department Managers (3)

• Getting Started for Labor Buyer Department Managers
• Reviewing Time and Activity for Department Managers
• Find Everyone Working Right Now

Accounting & Finance Departments (7)

• Getting Started for Labor Buyer Finance and Accounting Teams
• Reviewing Common Activities in WorkRecords for Accounting and Finance Departments - Summary
• Running Daily Labor, Weekly or Month End Reports
• Accessing Invoices
• Reviewing Invoice Details

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QuickGuides (1)

• Supplier - Daily/Weekly Processes Checklist

Training Videos (6)

• Supplier - Provide Account Information
• Review for Unusually Large Hours
• Adding the ACA AddOn
• Setting Information Through WorkConnect
• Searching Beeline Assignment IDs - Labor Buyer

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WorkRecords Products & Pricing (9)

• *WorkRecords Enterprise Services & Fees
• WorkRecords Services & Fees for MIDS (Manufacturing, Industrial and Distribution)
• WorkRecords Services & Fees for Healthcare
• WorkRecords Pricing & Fees for Commercial and Residential Construction
• WorkRecords Pricing & Fees for Call Centers and Business Services

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Introducing WorkRecords to a new Labor Buyer (7)

• Best Practices for Introducing WorkRecords to a Labor Buyer
• Tool: Introducing WorkRecords to your Labor Buyer
• WorkRecords Executive Overview for Hospitality
• Benefits for WorkRecords Labor Buyers
• Benefits for WorkRecords Labor Suppliers

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WorkConnect - Getting Started and Troubleshooting Help (10)

• How do I access my WorkConnect account?
• How do I check in and out using WorkConnect?
• 4 Things to try if you can't access your WorkConnect account.
• Which User Group Should I Select?
• My phone doesn't have a QR code reader, what do I do?

See all 10 articles

How to Add Workers and Upload Security Photos (5)

• Entering and Updating Worker Profiles
• *Create Worker Profile & Upload Security Photos
• Create Worker Profile & Upload Security Photos
• Finding Workers in WorkRecords
• How To Upload Supplier Provided Security Photos

How to Create Orders (15)

• *Create Order Confirmations
• FAQ - How do I select the right start date for my WorkRecords order confirmation?
• FAQ - How do I know if a worker should have more than one active Order Confirmation in WorkRecords?
• FAQ - What's so bad about having duplicate orders in the system?
• FAQ - How do I find out if my worker already has an Order Confirmation?

See all 15 articles

How to Update Worker Names and SSNs (3)

• Updating a Worker's SSN in WorkRecords
• Updating a Worker's Name in WorkRecords
• Handling Social Security Number Conflicts in WorkRecords

Program Overview (2)

• What is WorkRecords Individual Certification and why should I become Certified?
• What is certification and why should my office become certified?

Benefits of Certification (1)

• Benefits of Being a WorkRecords Certified Supplier

How to Prepare for Certification (1)

• How do Users Prepare for the Individual Certification?

List of Certified Suppliers (2)

• Supplier Company Requirements for Certification
• WorkRecords Certified Suppliers

How to Close Orders (6)

• *Complete/Close Order Confirmations
• ARCHIVED - Quick Guide - Close Order Confirmations
• Closing Order Confirmations - Complete Orders
• Orders - Closing an Order with no Approved Hours
• Orders - Closing an Order when Hours have been Approved

See all 6 articles

FAQs on Closing Orders (3)

• Closing Order Confirmations - Closed Order still reflects Active Status
• *FAQ - Why does the Order I closed still show as active?
• FAQ - I'm having trouble closing an Order. Why is it not closing?

How to Create Templates (4)

• *Create Order Templates
• Create Templates
• QuickGuide - Create Order Templates
• Create Order Templates - Data Organization Tool

Benefits of Using Templates (1)

• FAQ - What are the benefits of using a Template to create an Order Confirmation?

WorkRecords Reach Program Overview and Setup Guide (1)

• Expand Your Reach: WorkRecords Reach Setup Guide

Newsfeeds Overview (2)

• Newsfeed Packages for WorkRecords Reach
• Introducing Newsfeeds to Your Reach Customers

Introducing Customer Invoices (1)

• Introducing the WorkRecords Reach Invoice to Your Customer

WorkRecords Overview (3)

• *WorkRecords Overview & Benefits for Suppliers
• The WorkRecords 5 Step Process
• Is WorkRecords a time and attendance system?

Getting Started Basics (1)

• Getting Started in WorkRecords

WorkRecords Services & Fees (1)

• FAQ - How are we charged if a worker has time on two TimeCards in one week?

EULAs (2)

• WorkRecords Web Site and System Terms of Use
• WorkRecords Privacy Notice

EFNX Program Overview (1)

• About EnterpriseFNX (EFNX)

How to Edit Worker Time and Job Activity Selections (1)

• *Editing WorkSegments

How to Edit Time for Overnight Workers (1)

• *Editing in WorkSegments for an Overnight Worker

How to Edit an AddOn (1)

• *Adding or Editing an AddOn Amount

Setting Editing Defaults (2)

• Video - Selecting Editing Defaults
• QuickGuide Selecting Editing Defaults

FAQs on Editing Worker Time and Activity (2)

• FAQ - Who can Edit in WorkRecords?
• FAQ: Why does the TimeCard editor display one time while my Segment view displays another? (Converting Time to Decimal)

How to Correct a TimeCard That Has Been Invoiced (2)

• *Steps for Creating a Credit / Charge Adjustment
• Using Make-Up Orders To Bill For Missed Time

How to Unapprove a TimeCard (2)

• FAQ - How to Unapprove a WorkRecords TimeCard (Suppliers Only)
• FAQ - Cómo desaprobar una tarjeta de tiempo de registro de trabajo (Solo Proveedores)

Overtime Calculation Overview (2)

• FAQ - Why isn't overtime calculated throughout the week?
• FAQ - How is overtime distributed when a worker works in more than one department or job activity during the same work week?

FAQs on Billing Questions (8)

• FAQ - How do I bill for shift minimums by adjusting billable hours?
• FAQ - How do I bill for shift minimums by adjusting billing only?
• FAQ - How do I track/bill for training hours?
• FAQ - A TimeCard was approved, but the bill rate or hours were incorrect, what do I do?
• FAQ - How do I add in an employee's hours for the week if they physically didn't check in through the QR code?

See all 8 articles

How to Update Rates (4)

• *FAQ - How do we change a pay rate, bill rate or shift adder/differential rate?
• FAQ - What do I do if My Rate Change Occurs in the Middle of a Week?
• Making Changes/Updates to Order Confirmations
• Adding Shift Differential to Order Confirmations

How to Change a Termination Date (1)

• FAQ - How do I change a Termination/Completion Date on an Order Confirmation?

How to Use an AddOn (3)

• ACA - Hourly AddOn
• Adding Billing for Mobile Phone Usage
• FAQ - How do we capture non-hourly items for billing?

How to Add EINs and Order Numbers (2)

• Adding Employee ID (EIN) and Assignment Numbers
• FAQ - How do I Add Employee IDs and Assignment/Order Numbers?

How to Update the Buyer Primary Contact on an Order (1)

• Instructions for Obtaining Order #s for a Buyer Primary Contact Update

Reviewing Orders for Accuracy and Activity (3)

• FAQ - How can I ensure all Order Confirmations are current and should be active?
• FAQ - How can I tell if a Bill or Pay rate has been updated?
• Using Search for Missing TimeCards to Manage Orders and Clean Up Data

Back Office / Payroll System Integrations (1)

• FAQ - Does WorkRecords integrate with any back office / payroll systems?

Week-Ending Day Changes (1)

• How can we go about changing our Week-ending date in WorkRecords?

Optional Configuration Settings (3)

• Stop at the Clock - Optional Configuration Setting
• Warn at the Clock - Optional Configuration Setting
• Add Workers to a Schedule Group

How to Bill for Holidays (2)

• Billing for Holidays
• FAQ - How do I bill for holidays?

How to Use the AddOn Uploads Tool for Holiday Billing (1)

• AddOn Uploads Tool for Holiday Billing

How to Access WorkRecords Support (1)

• Using e-Support Training Resources for Labor Suppliers

How to Select Language Preferences (1)

• Converting WorkRecords.com and eSupport to Another Language

FAQs on My Account and eSupport (8)

• Schedule a Training Session
• FAQ - My WorkRecords password is hard to remember. Can it be changed?
• FAQ - I can't log in to WorkRecords, what do I do?
• Using e-Support Resources for Labor Buyers
• FAQ - How do I access the e-Support website?

See all 8 articles

How to Add a User (1)

• How to Add a New WorkRecords User Account

How to Inactivate a User (1)

• How to Inactivate a WorkRecords User Account

Troubleshooting User Accounts (1)

• FAQ - How do I "clear my cookies"?

FAQs on User Accounts (2)

• FAQ - Why does WorkRecords recommend against setting up generic logins?
• FAQ: How do I get access to a new workplace/property in WorkRecords?

Managing Multiple Orders as a Labor Buyer (Workplace) (2)

• Managing Multiple Orders - for Labor Buyers
• Monitoring Overtime Across Multiple Orders - For Labor Buyers

Managing Multiple Orders as a Labor Supplier (Employer/Staffing Company) (2)

• Managing Multiple Orders - For Labor Suppliers
• Using Alerts to Manage Workers with Multiple Orders - For Labor Suppliers

How to Calculate and Enter Overtime Billing for Workers with Multiple Orders (2)

• How to Calculate Overtime Billing When A Worker Has Multiple Orders
• *FAQ - How do I check for OT for a worker with multiple orders?

FAQs on Workers with Multiple Orders (1)

• Multiple Order - What is a Multiple Order?

How to Present Invoices through WorkRecords (4)

• Present Invoices
• *Presenting Invoices in WorkRecords
• *Invoicing for a Credit / Charge Adjustment
• ARCHIVED - Presenting Invoices in WorkRecords

Managing Invoice Recipients (3)

• FAQ - Why am I receiving multiple copies of an invoice?
• FAQ - Who can receive presented Invoices via email at the Labor Buyer?
• FAQ - How do I email or forward an Invoice to someone after it has been presented in WorkRecords?

How to Add PO Numbers to Invoices (1)

• Adding a PO # to a Weekly Invoice

Troubleshooting Invoices (3)

• FAQ - Why are invoice totals from the WorkRecords presented Invoice slightly different from WorkRecords Views totals?
• FAQ – What to Do When No TimeCards Appear After Clicking a Customer Name in Invoicing Area
• FAQ - What steps should I take to reconcile an invoice from my back office to the WorkRecords invoice

FAQs on Invoicing (3)

• FAQ - Why are invoices by department no longer necessary?
• FAQ - Why does WorkRecords say "search presented invoice" instead of "invoice"?
• FAQ - Why does WorkRecords stress the importance of an invoice being presented in WorkRecords

How to Approve Credit/Charge Adjustments (1)

• *Approving Credit / Charge Adjustments

How to Approve Weekly TimeCards (3)

• QuickGuide Approving TimeCards in WorkRecords
• Approve Weekly TimeCards
• Review WorkSegments and Approve TimeCards

How to Approve TimeCards More Than 12 Months Old (1)

• FAQ - How do I approve TimeCards that are more than 12 months old?

How Workers Access WorkConnect (4)

• Accessing Your WorkConnect Account
• Accessing WorkConnect - Russian
• QuickGuide: Accessing Your WorkConnect Account
• Accessing Your WorkConnect Account

How Workers Check In and Out (6)

• Using WorkConnect to Check In
• Using WorkConnect to Check Out
• Checking in using WorkConnect
• Checking out using WorkConnect
• WorkConnect Check-In Process When A Worker Has Multiple Orders

See all 6 articles

Quick Help Guides for WorkConnect (2)

• Archive: Using WorkConnect - for Android Users
• Archive: Using WorkConnect - for iPhone Users

Geolocation Boundaries Overview (2)

• GeoLocation Boundary Activation
• Tips for a Successful GeoLocation Boundary Activation

Troubleshooting Workers Having Problems Using WorkConnect (3)

• Audit WorkConnect Usage
• Options for Workers Without a Smartphone
• SafeLink Wireless free phone & service

WorkConnect Compliance (2)

• Search for workers punching outside the location boundary.
• Search for workers not sharing their location.

How to Update Templates (2)

• How to Update Templates in WorkRecords
• Templates - Editing Stored Templates (Video)

How to Delete Templates (1)

• Deleting Templates

General Reports Overview (15)

• Using Views
• Learning about Views
• FAQ - What does "Sort Order" mean?
• FAQ - What does "Group Order" mean?
• Field Selector - What is a Field Selector

See all 15 articles

Views/Reports for Labor Buyers (Workplace) (4)

• Common Buyer Views and Alerts
• Find A Worker
• Buyer - DAILY: Review Hours and Spend in Progress
• How to Use Monitor Weekly Worker Activity for Overtime

Views/Reports for Labor Suppliers (Employee/Staffing Company) (22)

• Review Daily Activity by Worker
• Daily / Weekly Supplier Activities
• Monitor Worker Activity
• Download Time & Activity
• Monitor Worker Activity

See all 22 articles

How to Save Search Criteria on a View (1)

• *Creating a Saved Search

How to Set Up Alerts (Automatically Emailed Reports) (3)

• FAQ - Can I have reports automatically generated and sent to me?
• FAQ - How do I create an Alert?
• How to Create an Alert