WorkRecords e-Support

How to Add Company Specific Resources to WorkRecords 1

• Adding Company Specific Resources to WorkRecords

Sample Customer Page 1

• Sample Customer Page

Getting Started with WorkRecords 13

• *Step 1 - WorkRecords Overview & Benefits
• Step 2 - Provide Account Information
• Step 2a Adding a New WorkRecords Labor Buyer (Customer)
• Steps 3 and 4 - Add Workers and Upload Security Photos
• Step 5 - Create Order Templates

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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 0

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 0

Supplier Acknowledgement & Customer Setup 0

Going Live with WorkRecords (using Contract Labor) 17

• An Overview of WorkRecords for Labor Buyers
• Labor Buyer Sequence to GoLive
• Supplier Notification Template
• GoLive Review
• Reviewing Activity for Labor Buyers

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Continued Success with WorkRecords 3

• Monitor Worker Activity
• Approve Weekly TimeCards
• FAQ - How do I find unapproved WorkSegments?

Compliance Manager 9

• Preparing to GoLive
• The First Week of GoLive
• Post GoLive
• Tool: Post GoLive Tracking
• Tool: Kiosk Exception Report

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Getting Started with WorkRecords (adding employees) 7

• Step Two - Account Set-up Meeting
• Step Four - Adding Workers and Order Confirmations
• Step Six - Conduct Orientation & Schedule Post GoLive Training
• Step Seven - Notify and Train Workers
• Step 2a - Review Set-up Meeting Work Product / Configuration.

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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
• Accessing Invoices
• Reviewing Invoice Details

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Workers - Add Workers & Security Photos 10

• 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?

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Workers - Registration of Magnetic Swipe Cards 0

Workers - Train Workers to Check in/out 7

• Checking In/Out with WorkConnect
• FAQ - A worker using a badge/magnetic swipe card cannot check-in at a Kiosk, what do I do?
• FAQ - What is the difference between WorkRecords and a time clock/time keeping system?
• QuickGuide: Training Workers at a WorkRecords Kiosk
• Using WorkConnect - for Android Users

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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 27

• *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?

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Reports - Using WorkRecords Views to Generate Reports & Alerts 12

• Using Views
• Common Supplier Views and Alerts
• Common Buyer Views and Alerts
• FAQ - What does "Sort Order" mean?
• FAQ - What does "Group Order" mean?

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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?

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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?
• 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"?

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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 15

• 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
• QuickGuide - Create Order Templates

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Training Videos 49

• 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

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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 - Setting Up Supplier Alerts

Glossary of Terms 4

• Duplicate Order - What is a Duplicate Order?
• What is the Projected End Date on an Order Confirmation?
• Field Selector - What is a Field Selector
• Multiple Order - What is a Multiple Order?

WorkRecords Products & Pricing 6

• *WorkRecords Services & Fees - Staffing and Leased Labor Agencies
• *WorkRecords Services & Fees by Provider
• Worker App - Hours Worked Display
• Touchless Check-in/out Process
• Temperature Checking

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End User License Agreements 4

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

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Support Drafts 0

Labor Supplier Documents 0

Labor Buyer Documents 1

• WorkRecords Overview

WorkRecords Overview 0

Getting Started for Labor Buyers 1

• Getting Started for Labor Buyers

Reviewing Worker Activity 0

Approving TimeCards 0

Adding and Managing Workers 0

Training Workers to Use the Kiosk 0

Creating, Managing and Closing Orders and Templates 0

Monitoring Worker Activity 0

Editing WorkSegments 0

Reviewing Data through Views and Reports 0

Downloading Time and Activity for Payroll and Billing 0

Presenting Invoices 0

Creating Monitoring and Invoicing Adjustments 0

Troubleshooting Kiosk Issues 0

WorkRecords Best Practices 0

Benefits of WorkRecords Supplier Certification 0

WorkConnect - Getting Started and Troubleshooting Help 9

• 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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WorkConnect - Training Videos 3

• Accessing Your WorkConnect Account
• Checking in using WorkConnect
• Checking out using WorkConnect

WorkConnect Compliance 2

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