WorkRecords e-Support

We recommend that anyone responsible for completing either the account setup for a brand new account or the new customer setup for labor suppliers with an existing account view this video. 

Step Two - Provide Account Information
To properly set up your account in WorkRecords, you will receive a Supplier Account Setup Spreadsheet. This spreadsheet is designed to collect all the necessary information to establish your account accurately and efficiently.  

Open a new WorkRecords Account:

If you’re setting up a new WorkRecords account, you’ll need to provide more detailed information, including details about your organization and workplaces. The attachment below will walk you through completing that form. 

Add a Workplace to an existing WorkRecords Account:

If your company already has a WorkRecords account, adding a new workplace is easy. You’ll only need to provide the following information about the new workplace.

• What is the mailing address for the property? (include City, State, Zip)
• Do you agree to use the Buyer's week-ending day for billing purposes?
• Do you bill overtime after 40 hours?    Do you bill 1.5 for overtime worked? 
• Do you bill the property for any Non Hourly items aka AddOns? (Don't forget things like ACA, Gratuities, Bottled Water)
• What are your payment terms?  For example, "Net Due Upon Receipt", "Net 15", "Net 30"
• What address should your customer mail Invoice payments to? 
• Do you charge any type of tax or fees to this property?

This process is designed to be quick and straightforward and allow for account set-up to be complete for new and existing accounts within two business days (Monday - Friday). If you have questions, our support team is here to help!

Tip: If your account setup is similar across workplaces, save a completed copy of an Account Setup as a template. This way, you can make quick edits for new workplaces, saving time and ensuring consistency.

Set up a new account, Add a customer, Add a workplace, Add a customer, Set up a new customer, Start service.

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