Below are links that provide QuickGuides and Videos to help answer questions about WorkRecords' general functionality. If you don't find the answer to your question or would like to speak with a Customer Success Manager, you can click here to book an available time slot.
If you schedule a session and find that these resources answer your questions, please use the link on your calendar invite to cancel your session. This ensures time slots are available for all users!
Many users who schedule a session will also review these materials and print QuickGuides for easy note-taking.
Labor Suppliers (e.g., staffing companies)
Add Workers and Upload Security Photos (for all new users)
Create Order Templates (for users responsible for adding new customers or when updates need to be made)
Create Order Confirmations (for all new users)
Download Time & Activity (for all new users)
Present Invoices (for all new users)
Labor Buyers (e.g., managers at the worksite, such as a hotel's Housekeeping Manager, etc.)
Reviewing & Reporting on Worker Time & Activity
Editing Worker Time or Activity (if appropriate for your property)