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Company Specific Resources
How to Add Company Specific Resources to WorkRecords (1)
Adding Company Specific Resources to WorkRecords
Sample Customer Page (1)
Sample Customer Page
Labor Supplier Training
Getting Started with WorkRecords (17)
*Step 1 - WorkRecords Overview & Benefits
Step 2 - Provide Account Information
Steps 3 and 4 - Add Workers and Upload Security Photos
Step 5 - Create Order Templates
Step 5A - Contact Support or Your WorkRecords Implementation Manager
See all 17 articles
Review Activity, TimeCards, and Invoicing (5)
Daily / Weekly Supplier Activities
Step One: Monitor Worker Activity
Step Two: Download Time & Activity
Step Three: Present Invoices
Ongoing: Add Workers and Manage Order Confirmations
Monitoring Your Success in WorkRecords (1)
Monitoring Your Success in WorkRecords
Becoming a WorkRecords Certified Supplier (5)
What is certification and why should my office become certified?
Benefits of Being a WorkRecords Certified Supplier
What is WorkRecords Individual Certification and why should I become Certified?
How do Users Prepare for the Individual Certification?
Supplier Company Requirements for Certification
WorkRecords Certified Suppliers (1)
WorkRecords Certified Suppliers
Sample Certified Supplier Company Training Resource (1)
Sample Support Resource for Certified Suppliers
Supplier Acknowledgement & Customer Setup (1)
Supplier Acknowledgement & Customer Setup
Labor Buyer Training
Going Live with WorkRecords (using Contract Labor) (16)
An Overview of WorkRecords for Labor Buyers
Labor Buyer Sequence to GoLive
Supplier Notification Template
Reviewing Activity for Labor Buyers
See all 16 articles
Continued Success with WorkRecords (2)
Monitor Worker Activity
Approve Weekly TimeCards
Compliance Manager (9)
Preparing to GoLive
The First Week of GoLive
Tool: Post GoLive Tracking
Tool: Kiosk Exception Report
See all 9 articles
Getting Started with WorkRecords (adding employees) (10)
Step One - Account Set-up Information
Step Two - Account Set-up Meeting
Step Three - Select GoLive Date
Step Four - Adding Workers and Order Confirmations
Step Five - Kiosk Testing
See all 10 articles
Department Managers (2)
Getting Started for Labor Buyer Department Managers
Reviewing Time and Activity for Department Managers
Accounting & Finance Departments (8)
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
Reviewing Invoice Details
See all 8 articles
General WorkRecords Training
Workers - Add Workers & Security Photos (12)
Add Workers and Upload Security Photos
FAQ - How do I find Workers in my WorkRecords account?
FAQ - How do I change a worker's first or last name in WorkRecords?
FAQ - What do I do if a Worker's SSN is entered into WorkRecords incorrectly?
FAQ - Why does WorkRecords require a Worker's Social Security Number? How is the SSN protected?
See all 12 articles
Workers - Registration of Magnetic Swipe Cards (3)
*Register Magnetic Swipe Cards
FAQ - How do I order Free Magnetic Swipe Cards?
FAQ - Can you recommend a Magnetic Card Reader to purchase for my office?
Workers - Train Workers to Use Kiosk (12)
Train Workers to Use the Kiosk
Kiosk Instructions - Kiosk Exception Report (For Use Only When Workers Have Not or Cannot Use the WorkRecords Kiosk to Check-In/Out)
General Kiosk Questions and Solutions
FAQ - A worker using a badge/magnetic swipe card cannot check-in at a Kiosk, what do I do?
FAQ - A worker using their Social Security Number cannot check-in at a Kiosk, what do I do?
See all 12 articles
Templates - Create & Delete Order Templates (3)
*Create Order Templates
Deleting Order Templates
FAQ - What are the benefits of using a Template to create an Order Confirmation?
Orders - Create, Change & Close Orders (28)
*Create Order Confirmations
*Complete/Close Order Confirmations
How can we go about changing our Week-ending date in WorkRecords?
Making Changes/Updates to Order Confirmations
FAQ - How do I find out if my worker already has an Order Confirmation?
See all 28 articles
Reports - Using WorkRecords Views to Generate Reports & Alerts (13)
Common Supplier Views and Alerts
Common Buyer Views and Alerts
FAQ - What does "Sort Order" mean?
FAQ - What does "Group Order" mean?
See all 13 articles
WorkSegments - Adding, Deleting, or Editing WorkSegments (4)
FAQ - Who can Edit in WorkRecords?
*Adding or Editing an AddOn Amount
*Editing in WorkSegments for an Overnight Worker
TimeCards - Managing WorkSegments and TimeCards (15)
Using Views - Review for Unusually Large Hours
FAQ - A TimeCard was approved, but the bill rate or hours were incorrect, what do I do?
FAQ - Why isn't overtime calculated throughout the week?
FAQ - How do I add in an employee's hours for the week if they physically didn't punch in on the Kiosk?
FAQ - How is overtime distributed when a worker works in more than one department during the same work week?
See all 15 articles
Invoices - Presenting Invoices in WorkRecords (10)
*Presenting Invoices in WorkRecords
FAQ - Why are invoice totals from the WorkRecords presented Invoice slightly different from WorkRecords Views totals?
FAQ - Why are invoices by department no longer necessary? It's what we have always done.
FAQ - How do I email or forward an Invoice to someone after it has been presented in WorkRecords?
FAQ - Why does WorkRecords say "present invoice" instead of "invoice"?
See all 10 articles
Credit/Charge Adjustments - Create Adjustments & Present Adjustment Invoices (5)
*Steps for Creating a Credit / Charge Adjustment
*Approving Credit / Charge Adjustments
*Invoicing for a Credit / Charge Adjustment
*FAQ - How do I track a Credit / Charge Adjustment?
FAQ - How do I select the proper TimeCard for Credit / Charge Adjustments
QuickGuide - How to Provide Account Information for a new GoLive with WorkRecords
Add Workers and Upload Security Photos
Registering Magnetic Swipe Cards - at the Kiosk
Registering Magnetic Swipe Cards - with a Reader
See all 23 articles
Training Videos (51)
Supplier - Provide Account Information
Supplier - Add Workers or Find Existing Workers
Video - Selecting Editing Defaults
*How to Save a Custom Search (fka Saved View)
Supplier - Upload Security Photos
See all 51 articles
Schedule a WorkRecords Training (2)
Schedule a Training Session
Schedule Advanced Buyer User Training
WorkRecords e-Support (5)
Using e-Support Resources for Labor Buyers
Using WorkRecords 24/7 Support Resources for Labor Buyers
Creating and Accessing Previous Tickets in WorkRecords
FAQ - How do I access the e-Support website?
Getting Started in WorkRecords
Frequently Asked Questions & Glossary of Terms
Glossary of Terms (6)
Newsfeed - What is a NewsFeed?
Duplicate Order - What is a Duplicate Order?
Actual Time - What is Actual Time?
Field Selector - What is a Field Selector
Multiple Order - What is a Multiple Order?
See all 6 articles
End User License Agreements (4)
WorkRecords Privacy Notice
WorkRecords Access Agreement
Notice: WorkRecords Service Interruption - BETWEEN 11:00 PM CDT SAT, JUNE 23 AND 7:00 AM CDT SUN, JUNE 24
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
See all 7 articles
Support Drafts (1)
Meet the WorkRecords Team
WorkRecords General Access
Labor Supplier Documents (1)
*WorkRecords Pricing Schedule
Labor Buyer Documents (4)
WorkRecords Functionality (Core Functionality and Apps)
FAQ - What determines when WorkRecords Core Service is provided FREE to Suppliers at a Labor Buyer?
WorkRecord's Manager Overview
WorkRecords Overview (1)
Getting Started with WorkRecords RoadMaps
New User Training for Labor Buyers
Getting Started for Labor Buyers (1)
Getting Started for Labor Buyers
Knowledge Base for Suppliers