Reviewing Activity
Time Investment: 20-30 minutes over several small sections
WorkRecords provides immediate access to workers' time and activity (WorkSegments) as it occurs. Reports can be generated to show any combination of:
- unapproved WorkSegments
- approved WorkSegments
- invoiced WorkSegments
Below are links for training materials regarding how worker activity can be reviewed, depending on your role:
Using Views in WorkRecords (recommended if you need a lot of reporting)
Time Investment: 30+ minutes across 4 core areas
Views in WorkRecords are used to:
- Find data or create reports - Think of a View as your very own, super-simplified report writer that creates a customized report with just a few clicks.
- Take action - Managers that are directly responsible for labor usage can use Views to monitor worker activity, review/approve TimeCards, and keep track of invoice totals impacting their area of responsibility. The days of using contract labor invoicing as reporting are a thing of the past!
Because the functionality through Views can be so powerful and offers you the ability to customize your account, WorkRecords encourages you to take a few minutes to learn more about the basic and advanced functionality of Views by reviewing the links provided below.