WorkRecords e-Support

Getting Started with WorkRecords 13

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

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 5

• Monitor Worker Activity
• Approve Weekly TimeCards
• 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