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
To set up your account properly in WorkRecords, it is necessary for you to provide WorkRecords with your information, some of which is specific to your client.  WorkRecords will provide you with a customized Account Setup spreadsheet that includes some of your customer's requirements.correctly


If your company is brand new to WorkRecords, you must set up a new account.  This process begins with completing the Account Setup spreadsheet.


If your company is not new to WorkRecords, but you have an additional customer that is implementing WorkRecords, you will need to complete a portion of the Account Setup spreadsheet for WorkRecords to properly configure the account for you.  


Great news!  Since the recording of the training video WorkRecords has reduced the cost per TimeCard.  Suppliers are never charged more than $1.00 per TimeCard and that rate is reduced based on volume.   To learn more about rates in WorkRecords click here! 


Note: Anything listed below that is highlighted in blue and underlined can be clicked on to take you to a QuickGuide, Training Video or additional resources with step by step instructions.


 

Click on the following links for more information.


Video - Complete Account Setup Sheet     (9 minutes)


QuickGuide - How to Provide Account Information 

  

Go to Steps 3 and 4 - Add Workers and Upload Security Photos