WorkRecords e-Support

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 Check in/out 16

• Train Workers to Use the Kiosk
• Kiosk Exception Report (For Use Only When Workers 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?

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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 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?

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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?

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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?

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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? 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"?

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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 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

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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

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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