WorkRecords e-Support

How to Add Company Specific Resources to WorkRecords 1

• Adding Company Specific Resources to WorkRecords

Sample Customer Page 0

Getting Started with WorkRecords 16

• *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 16 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

Going Live with WorkRecords (using Contract Labor) 16

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

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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 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?

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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

• 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 13 articles

WorkSegments - Adding, Deleting, or Editing WorkSegments 4

• *Editing WorkSegments
• 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

QuickGuides 23

• QuickGuide - How to Provide Account Information for a new GoLive with WorkRecords
• GoLive Checklist
• 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

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 3

• WorkRecords Website Terms of Use
• 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

Labor Buyer Documents 5

• WorkRecords Overview
• *WorkRecords Pricing Schedule
• 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

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