The Search Orders and Templates View in your account provides a wealth of information.  The benefits include:

  • Confirm that a worker's Order Confirmation has been entered.
  • Review planned/actual start date and rate information.
  • Review workers with multiple active Order Confirmations that have the same financials.
  • Confirm that the correct SSN has been entered for the worker (if it is incorrect, simply submit a Support ticket to WorkerRecords; do not input the worker again).

To access this view, navigate to Reports on the blue menu bar.  Choose My Views.  Then, click on the View called Search Orders and Templates.

For more information on using the View, please view the video below.