Every time a worker is sent to a property or worksite, an Order must be entered into WorkRecords.
Templates are an excellent way to standardize - any make easier - the process of creating a new Order. For every position you will fill, you will need to create a Template. To begin, gather the following information:
- Job Title
- Bill Rate
- Pay Rate (if known)
- Shift Differential Bill and Pay Amounts (if appropriate)
- Additional Billing Items (if applicable)
- Additional Bill Items - Bill and Pay Amounts
If you staff several different positions at a property, it may be helpful to review the Organizing Data solution. Taking a few minutes to organize your data will help ensure that you correctly create the templates that you need. Use the Excel spreadsheet attached at the bottom of this training solution to help you organize your data in preparation for creating Templates.
Think of templates as pre-defined order confirmation “guides” created when you have the same job to fill repeatedly for a Labor Buyer. WorkRecords strongly encourages Labor Suppliers to use a template when creating an order confirmation.
Using templates to create each and every order confirmation has several benefits that include saving time, reducing errors, ensuring orders are set up consistently by all users within your office, as well as other benefits.
Note: Anything listed below that is highlighted in blue and underlined can be clicked on to take you to a Quick Guide, Training Video, or additional resources with step by step instructions.
PART ONE - ORGANIZE THE DATA
The first step in creating templates is to determine how many templates you need. Templates are often created for each unique combination of selling location (a WorkRecords term for your staffing office or branch), customer, job title, bill/pay rate, and workplace buyer's primary contact. Templates can be created for a "group" of positions that share common data or for individual positions.
Taking a few minutes to organize your data will help ensure that you correctly create the templates that you need. Use the Excel spreadsheet attached at the bottom of this training solution to help you organize your data in preparation for creating Templates.
PART TWO - CREATE THE TEMPLATE
Once all data is organized and in front of you, creating a template may take as little as 3-5 minutes. Don't be surprised by how easy it is to create a template. WorkRecords emphasizes this step and invests more time and training on it because of the importance of completing it correctly, not because it is a difficult step.
Read through the detailed steps below or to watch a video showing the process for creating a template, click this link.
A. GENERAL NAVIGATION
After logging into WorkRecords at www.WorkRecords.com, you will be presented with a menu of actions. For this training, choose Orders > Create Templates.
Across the top of the screen, you will see the Order Wizard, a 6-step process going from left to right for creating a template.
Step 1 - Select Selling Location
Step 2 - Select Customer
Step 3 - Setup Start Info (no longer needed)
Step 4 - Select Job Title
Step 5 - Setup Order (where the Template will be created and stored)
Step 6 - Finish
At any time you should see the "Next Step" arrow and, where applicable, a "Previous Step" arrow. When one step is complete, click "Next Step" to advance.
Note: If, at any point in this process, you need to go back a step to add/change information, click on Previous Step. Do NOT use your browser's Back button, as this may cause data errors.
As you go through the steps, you will notice a "Summary" box in the upper left-hand corner that will update as new selections are made.
B. CREATING THE TEMPLATE
|Step 1: Select Selling Location|
Use the Supplier Locations tree to select the location from which this order is being sold. If necessary, click the plus (+) signs next to each level to find your selling location.
Step 2: Select Customer
Use the Customer tree to select the correct customer for this order. Click the plus (+) signs next to each level, if necessary, to select the appropriate work-site.
|If the customer you are looking for is not available for selection (perhaps because the customer is new), please email email@example.com. Once you select a customer, your choice will be populated in the Summary box in the top left corner of the screen.|
|Step 3: Setup Start Info|
Click on Next Step in the upper right corner, as this feature is currently inactive for new accounts.
Step 4: Select Job Title
Select the correct job title for this template. Click the plus (+) sign next to each level, if necessary, to select the appropriate job title.
This job title is for your internal use, so choose the one that is meaningful to you as the Labor Supplier. The Labor Buyer has job activities that correspond with their reporting. Click here to learn more about job titles and job activities.
|Note: During Part One - Organizing your Data, you may have determined that more than one job title could be grouped together. In those instances, select the Job Title most commonly used. The other title will be added in the "Notes" section of the template.|
|Step 5: Setup Order|
Click on the Click Here To Make Template link under the SS# field. Do not enter a SS#. Doing so will create an order, not a template.
|In the screen shot below, notice in the gray box it says “Making Template” where the worker’s name would normally appear.|
|Enter your information in the fields as described below:|
If your company has not set up additional billing items, the Additional Billing Items section will not appear on your screen.
|Step 6: Finish|
Review your template carefully, as you will use the template to create future orders. The Order Info section shows you the order details that will be shared with your Labor Buyer once you start using the template. The Additional Info section shows you the order details that are confidential and only displayed to you as the Labor Supplier. Gross margin is calculated based on bill rate, pay rate and burden %.
If any of this information needs to be changed, use the Previous Step button to return to prior steps and correct your choices. Do NOT use the Back button on your browser, as this may cause data errors.
Once you are satisfied with your template information, you must complete the following:
Outside Customer Information:
Check the check box to confirm the company name and the Buyer Primary Contact. If this information is incorrect, use the Previous Step button to go back and correct it.
WorkRecords looks at the email domain (the part after the @) to identify accounts. If you miskey a customer email address, WorkRecords will not recognize it. Thus it is critical that you confirm the buyer information here.
If your customer has a WorkRecords user account, this Buyer Confirmation will indicate so by displaying the company name in the yellow shaded area (and it will also provide you with the TimeClock Punch option, as shown in the step below). If you believe that they do have an account, but this box indicates they do not, please confirm that you entered the correct email address and click the Previous Step link to go back and correct it (be sure to double check there are no extra spaces at the beginning or end of the email address). The buyer may have 2 email addresses they use for email and only 1 is set up for their WorkRecords user account. Contact firstname.lastname@example.org with any questions.
|TimeCards Entered By: |
Of the options listed, always choose TimeClock Punch unless specifically directed otherwise by a WorkRecords training manager.
|The other rarely used options are:|
|Template Name: You must enter a name for your template. Doing so will ensure you have a clickable hyperlink to use to create orders with this template. The template saves specific to a selling location and customer and reveals the pay and bill rates entered, so you do not need to include those in the name of your template. Choose a template name that will make sense to anyone in your office creating orders (e.g., Room Attendant or Painting/QC).|
Click Save Template.
|CONGRATULATIONS - you have created your first Order Template!|
To create another template, simply go back to Orders> Create Templates and start again.