WorkRecords e-Support

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

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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

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Sample Certified Supplier Company Training Resource 0

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 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

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

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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

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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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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

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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

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Templates - Create & Delete Order Templates 2

• Deleting Templates
• FAQ - What are the benefits of using a Template to create an Order Confirmation?

Orders - Create, Change & Close Orders 34

• *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

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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?

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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 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"?

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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 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

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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

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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

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 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

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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

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Support Drafts 0

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?

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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