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WorkRecords Solutions
Labor Supplier Training
Getting Started with WorkRecords (7)
*WorkRecords Overview & Benefits for Suppliers
*Provide Account Information
*Create Worker Profile & Upload Security Photos
*Create Order Templates
*Create Order Confirmations
See all 7 articles
Review Activity, TimeCards, and Invoicing (4)
Daily / Weekly Supplier Activities
Monitor Worker Activity
Download Time & Activity
Present Invoices
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
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
See all 8 articles
General WorkRecords Training (4)
Monitor Worker Activity
FAQ - How do I find unapproved WorkSegments?
Closing Order Confirmations - Closed Order still reflects Active Status
The WorkRecords 5 Step Process
Resources for MSP and MV Accounts (1)
Populating Beeline Assignment IDs in WorkRecords
WorkRecords Reach for Labor Suppliers
WorkRecords Reach for Labor Suppliers (4)
Expand Your Reach: WorkRecords Reach Setup Guide
Newsfeed Packages for WorkRecords Reach
Introducing Newsfeeds to Your Reach Customers
Introducing the WorkRecords Reach Invoice to Your Customer
Labor Buyer Training
Going Live with WorkRecords (using Contract Labor) (4)
WorkRecords Overview and Benefits for Labor Buyers
Getting Started for Labor Buyers
Reviewing Activity for Labor Buyers
Supplier Notification Template
Compliance Manager (8)
The First Week of GoLive
Post GoLive
Tool: Post GoLive Tracking
Tool: Kiosk Exception Report
Template: Addressing Invoicing Discrepancies with Suppliers
See all 8 articles
Department Managers (6)
Getting Started for Labor Buyer Department Managers
Reviewing Time and Activity for Department Managers
Approve Weekly TimeCards
Find Everyone Working Right Now
Managing Multiple Orders - for Labor Buyers
See all 6 articles
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
See all 7 articles
General WorkRecords Training
Workers - Create Worker Profile & Upload Security Photos (6)
Create Worker Profile & Upload Security Photos
Finding Workers in WorkRecords
Adding Employee ID (EIN) and Assignment Numbers
Updating a Worker's Name in WorkRecords
Updating a Worker's SSN in WorkRecords
See all 6 articles
Workers - Train Workers to Check in/out (9)
Checking In and Out with WorkConnect
Options for Workers Without a Smartphone
Stop at the Clock - Optional Configuration Setting
Warn at the Clock - Optional Configuration Setting
Archive: Using WorkConnect - for Android Users
See all 9 articles
Templates - Create & Delete Order Templates (2)
Deleting Templates
FAQ - What are the benefits of using a Template to create an Order Confirmation?
Orders - Creating and Managing Orders (35)
*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?
ARCHIVED - Quick Guide - Close Order Confirmations
See all 35 articles
Reports - Using WorkRecords Views to Generate Reports & Alerts (14)
Using Views
Common Supplier Views and Alerts
Common Buyer Views and Alerts
FAQ - What does "Sort Order" mean?
FAQ - What does "Group Order" mean?
See all 14 articles
WorkSegments - Adding, Deleting, or Editing WorkSegments (5)
*Editing WorkSegments
FAQ - Who can Edit in WorkRecords?
*Adding or Editing an AddOn Amount
*Editing in WorkSegments for an Overnight Worker
ACA - Hourly AddOn
TimeCards - Managing WorkSegments and TimeCards (14)
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 check in through the QR code?
FAQ - How is overtime distributed when a worker works in more than one department or job activity during the same work week?
FAQ - How are we charged if a worker has time on two TimeCards in one week?
See all 14 articles
Invoices - Presenting Invoices in WorkRecords (11)
*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?
FAQ - How do I email or forward an Invoice to someone after it has been presented in WorkRecords?
FAQ - Why does WorkRecords say "search presented invoice" instead of "invoice"?
See all 11 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
QuickGuides (13)
QuickGuide - Create Order Templates
QuickGuide: Create Order Confirmations using Templates
Create Order Templates - Data Organization Tool
QuickGuide Selecting Editing Defaults
QuickGuide Approving TimeCards in WorkRecords
See all 13 articles
Training Videos (46)
Supplier - Provide Account Information
Video - Selecting Editing Defaults
*Creating a Saved Search
Supplier - Upload Security Photos
Supplier - Create Order Confirmations Using Templates
See all 46 articles
Schedule a WorkRecords Training (1)
Schedule a Training Session
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
Monitor WorkConnect Activity (1)
Audit WorkConnect Usage
Your User Account (3)
FAQ - I can't log in to WorkRecords, what do I do?
FAQ - Why does WorkRecords recommend against setting up generic logins?
FAQ - My WorkRecords password is hard to remember. Can it be changed?
WorkRecords Overview
WorkRecords Products & Pricing (9)
*WorkRecords 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
See all 9 articles
End User License Agreements (3)
WorkRecords Web Site and System Terms of Use
WorkRecords Access Agreement
WorkRecords Privacy Notice
WorkRecords Platform Partners (1)
About EnterpriseFNX (EFNX)
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
WorkConnect
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
WorkConnect - Training Videos (3)
Accessing Your WorkConnect Account
Checking in using WorkConnect
Checking out using WorkConnect
WorkConnect Compliance (4)
Search for workers punching outside the location boundary.
Search for workers not sharing their location.
GeoLocation Boundary Activation
Tips for a Successful GeoLocation Boundary Activation
