This checklist outlines the Daily/Weekly processes recommended to optimize WorkRecords usage for both you and your customer.  Details for completing each step are listed in the Continued Success with WorkRecords folder.

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.

Visit Continued Success in WorkRecords for more information, QuickGuides and Videos on:

  • Monitoring Worker Activity
  • Downloading Time and Activity
  • Presenting Invoices
  • Ongoing: Adding Workers and Managing Order Confirmations