- Labor Supplier Training – Resources to help Labor Suppliers get started and succeed.
- Labor Buyer Training – Guides for Labor Buyers to onboard and use the system effectively.
- General WorkRecords Training – Topic-based tips and tools for all users.
- WorkRecords Overview – Key information on products, pricing, and platform partners.
- WorkConnect – Training for workers to check in and out easily.
Training Specifically For Labor Suppliers:
- what you need to get your new WorkRecords account set-up or a new customer set-up if you have an existing account
- what you need to put a worker in WorkRecords and prepare them to check in using the QR code.
Getting Started with WorkRecords includes:
- WorkRecords Overview & Benefits (new users)
- Step 2 - Provide Account Information (users responsible for adding new customers)
- Steps 3 and 4 - Add Workers and Upload Security Photos (new users)
- Step 5 - Create Order Templates (users responsible for adding new customers or when updates need to be made)
- Step 6 - Create Order Confirmations (new users)
After a worker has begun checking in and out using a WorkConnect QR code, Continued Success with WorkRecords will provide the resources to review and manage the worker's activity, download time and activity for payroll, billing or reporting, and present invoices through WorkRecords.
Continued Success with WorkRecords includes:
- Step One: Monitor Worker Activity (new users)
- Step Two: Download Time & Activity (new users)
- Step Three: Present Invoices (new users)
- Ongoing: Add Workers and Manage Order Confirmations (new users)
Training Specifically For Labor Buyers:
WorkRecords Managers and Compliance Managers at Labor Buyers will use Getting Started with WorkRecords for either Contract Labor or Employees during the initial GoLive process. Once the account is live, all users will learn the day-to-day usage of WorkRecords in Continued Success with WorkRecords.
- Getting Started with WorkRecords (using Contract Labor)
- Getting Started with WorkRecords (adding employees)
- Continued Success with WorkRecords
General WorkRecords Training
Training is also available by topic area under General WorkRecords Training.
- Workers - Add Workers & Security Photos
- Workers - Registration of Magnetic Swipe Cards
- Templates - Create & Delete Order Templates
- Orders - Create, Change & Close Orders
- Reports - Using WorkRecords Views to Generate Reports & Alerts
- WorkSegments - Adding, Deleting, or Editing WorkSegments
- TimeCards - Managing WorkSegments and TimeCards
- Invoices - Presenting Invoices in WorkRecords
- Credit/Charge Adjustments - Create Adjustments & Present Adjustment Invoices