WorkRecords e-Support

Getting Started with WorkRecords 2

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

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 6

• Best Practices for Introducing WorkRecords to a Labor Buyer
• Tool: Introducing WorkRecords to your Labor Buyer
• Benefits for WorkRecords Labor Buyers
• Benefits for WorkRecords Labor Suppliers
• WorkRecords Executive Overview - Manufacturing, Industrial, Distribution & Services (MIDS)

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Support Drafts 0

How to Add Workers and Upload Security Photos 5

• *Create Worker Profile & Upload Security Photos
• Finding Workers in WorkRecords Using "Add Existing Worker To List"
• How To Upload Supplier Provided Security Photos
• Adding Workers with the Bulk Upload Tool
• FAQ - How can I hide workers that are no longer working for me?

How to Update Worker Names and SSNs 3

• FAQ – How do I update a worker’s SSN in WorkRecords?
• FAQ – How do I update a worker’s name in WorkRecords?
• Handling Social Security Number Conflicts in WorkRecords

WorkRecords Certified Supplier Program Overview and Preparation Materials 4

• What is WorkRecords Individual Certification and why should I become Certified?
• What is certification and why should my office become certified?
• Benefits of Being a WorkRecords Certified Supplier
• 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

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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 Orders 11

• 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?
• What is the Projected End Date on an Order Confirmation?
• FAQ - How do I find out if my worker already has an Order Confirmation?

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How to Create Templates 2

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

FAQs for Creating Orders and Templates 5

• FAQ - How can I request an additional selling location for my Templates or Orders?
• FAQ - What are the benefits of using a Template to create an Order Confirmation?
• FAQ - How can I add a new customer or workplace to work with?
• FAQ - Why don’t I see my customer or position listed when creating an Order?
• FAQ - How can I add additional job titles for positions that I staff for?

Compliance During Onboarding 0

Compliance Standards and Requirements 0

Compliance Manager 0

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 4

• *WorkRecords Overview & Benefits for Suppliers
• The WorkRecords 5 Step Process
• Is WorkRecords a time and attendance system?
• INTERNAL: WR Access Agreement - Word Doc. 2025 Oct Update

WorkRecords Services & Fees 1

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

EULAs 3

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

Getting Started Basics 1

• Getting Started in WorkRecords

Onboarding Overview 0

Accessing Support Resources 0

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

How to Insert a Meal Break 0

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)

Resources for Labor Supplier Account Admin 1

• Labor Supplier Admin Access – Training Guide

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?

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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

How to Update Orders 1

• How to Update an Order in WorkRecords

Change in Management Company 0

Labor Management System Integrations 0

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 9

• 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?

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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

• *Presenting Invoices in WorkRecords
• *Invoicing for a Credit / Charge Adjustment
• ARCHIVED - Presenting Invoices in WorkRecords
• Preparing Invoices: How to Use the Sorting Functionality

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

FAQs on Invoicing 6

• FAQ – What to Do When No TimeCards Appear After Clicking a Customer Name in Invoicing Area
• 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
• FAQ - Why are invoice totals from the WorkRecords presented Invoice slightly different from WorkRecords Views totals?

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How to Approve Credit/Charge Adjustments 1

• *Approving Credit / Charge Adjustments

How to Approve Weekly TimeCards 2

• Approve Weekly TimeCards
• Reviewing Data with ChartIt

How to Approve TimeCards More Than 12 Months Old 1

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

WorkConnect Resources for Workers - Getting Started and Troubleshooting Help 13

• 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?

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How Workers Access WorkConnect 4

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

How Workers Check-In and Out 6

• Checking In and Out with WorkConnect
• Using WorkConnect to Check In
• Using WorkConnect to Check Out
• Checking in using WorkConnect
• Checking out using WorkConnect

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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

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

WorkConnect Compliance 2

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

FAQs on Workers Using WorkConnect 0

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 1

• Reviewing Time and Activity Using ChartIt

Views/Reports for Labor Buyers (Workplace) 1

• Common Buyer Views and Alerts

Views/Reports for Labor Suppliers (Employee/Staffing Company) 1

• Common Supplier Views and Alerts

Legacy Resources 11

• Supplier - Create Order Confirmations Using Templates
• QuickGuide: Create Order Confirmations using Templates
• Step 6 - Create Order Confirmations
• FAQ-What is a Projected Start/End Date?
• Create Templates

View all 11

FAQs and Resources for Reports and Views 40

• QuickGuide - Using Views
• FAQ - What does "Sort Order" mean?
• FAQ - What does "Group Order" mean?
• Understanding Billable Time in WorkRecords
• Field Selector - What is a Field Selector

View all 40

How to Set Up Alerts (Automatically Emailed Reports) 1

• How to Create an Alert

How to Save Search Criteria on a View 1

• *Creating a Saved Search