WorkRecords e-Support

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 - Creating and Managing Orders 35

• *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 12

• *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 - Create Order Confirmations Using Templates
• ARCHIVED - Presenting Invoices in WorkRecords

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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?