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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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