WorkRecords is excited to guide users interested in obtaining WorkRecords Individual Supplier Certification through the process of becoming Certified. Listed below are the requirements and recommendations for individuals to obtain their WorkRecords Individual Certification.
- Individuals are regular users of WorkRecords. (Recommended)
- Individuals have reviewed and completed the initial Labor Supplier training available through the e-Support Solutions site before continuing with more advanced training. (Recommended)
- Individuals have completed and passed a Practical exam via a GoToMeeting session with a WorkRecords trainer. (Required)
In the Practical exam, the user demonstrates skills and functionality, such as:
- Creating Templates
- Entering Order Confirmations
- Updating Order Confirmations (changing rates, closing orders, etc.)
- Invoicing Customers
- Using Views
- Monitoring Data
- Using e-Support
To assist users in preparing for the Practical Exam, WorkRecords provides a copy of the Practical exam with all questions and demonstration scenarios that are required to successfully pass the exam. Links to helpful resources on e-Support are also included. Because WorkRecords support is always available to our users it is also available during the Practical exam so users are encouraged to walk through the practical gathering the correct answers and completing all scenarios prior to scheduling the Practical exam with a WorkRecords Training Manager. During the Practical exam, users can also reference any notes previously taken (a handy sheet for note taking is attached below as well). Please note, users are expected to complete the exam in 60 minutes or additional time will be scheduled and time to review entire training videos etc. will not be allowed during the exam.
| Part 1: Creating Templates | Training Materials to Review |
| Q: Describe the importance of Templates. | FAQ - What are the benefits of using a Template to create an Order Confirmation? |
| Q: Show where a user goes to start creating a Template. | Create Order Templates |
| Q: Discuss how the job title on the Template may differ from the property selection. | |
| Q: Discuss what needs to be entered for start and end dates on Templates. | Create Order Templates |
| Q: Define and describe Overtime Setup and Bill Factor 1. | Create Order Templates |
| Q: Define and describe AddOns and how they are added to a Template. | Create Order Templates |
| Q: Explain the importance of the Notes field. | Create Order Templates |
| Q: Explain which email address should be used for the Workplace Buyer. | Create Order Templates |
| Q: Describe which selection should be made for the Time submitted selection on Step 6. | Create Order Templates |
| Q: Create a Template | Create Order Templates |
| Q: Demonstrate how to delete a Template. | Deleting Order Templates |
| Part 2: Entering Order Confirmations | Training Materials to Review |
| Q: Create Order Confirmations for multiple workers at one time. | Create Order Confirmations |
| Q: Demonstrate how to find workers that have already been entered into WorkRecords. | FAQ - How do I find out if my worker already has an Order Confirmation? |
| Q: Answer the question, "What do you always do before creating an Order Confirmation?" | FAQ - How do I find out if my worker already has an Order Confirmation? |
| Q: Discuss the importance of dates selected for start and end dates on an Order Confirmation. | FAQ - How do I select the right start date for my WorkRecords order confirmation? FAQ - What is the difference between a projected end date and a termination end date? |
| Q: Highlight which fields can be changed on the Order Confirmation from the Template. | Create Order Confirmations |
| Q: Enter an Order Confirmation. | Create Order Confirmations |
| Part 3: Updating Order Confirmations | Training Materials to Review |
| Q: Demonstrate how to find active Order Confirmations. | Search Order Confirmations (Templates) |
| Q: Show which data can be changed on an existing Order Confirmation. | Making Changes/Updates to Order Confirmations |
| Q: Change pay/bill rates on an order and discuss what is important about the timing when changing them. | Making Changes/Updates to Order Confirmations |
| Q: Close an Order Confirmation with at least one approved TimeCard (using the correct date). | Complete/Close Order Confirmations |
| Q: Close an Order Confirmation with no time stored on it (using the correct date). | Complete/Close Order Confirmations |
| Q: Add an employee ID number (this is not the Social Security Number). | Adding Employee ID (EIN) and Assignment Numbers |
| Q: Change a close out date on an Order Confirmation. | FAQ - How do I change a Termination/Completion Date on an Order Confirmation? |
| Part 4: Invoicing Customers | Training Materials to Review |
| Q: Demonstrate how to present an Invoice to a Labor Buyer in WorkRecords. | Presenting Invoices in WorkRecords |
| Q: Discuss actions taken if the invoice generated in the back office doesn’t match the summary of approved TimeCards in WorkRecords (be prepared to demonstrate Views used, etc.). | FAQ - What steps should I take to reconcile an invoice from my back office to the WorkRecords invoice |
| Q: Share reasons why a Credit/Charge Adjustment may need to be created. | Steps for Creating a Credit / Charge Adjustment |
| Q: Create a Credit/Charge Adjustment. | Steps for Creating a Credit / Charge Adjustment |
| Q: Discuss who at the Labor Buyer can receive an invoice via email. | Presenting Invoices in WorkRecords |
| Q: Demonstrate how to share a WorkRecords invoice with additional users at a Labor Buyer. | FAQ - How do I email or forward an invoice to someone after it has been presented in WorkRecords? |
| Q: Determine if invoices have already been processed. | Presenting Invoices in WorkRecords |
| Part 5: Using Views | Training Materials to Review |
| Q: Before getting started with specific questions please review the following: | Learning about Views Using Selectors, Action Items, and Info Links in Views |
| Q: Explain the difference between a date range that says Weekending Dates and one that says Work Dates. | Using Selectors, Action Items, and Info Links in Views |
| Q: Discuss what field selectors are and how they increase the power of Views. | FAQ - What is a Field Selector? |
| Q: Explain the use of each of the following: column Sort and column Group. | FAQ - What does "Sort Order" mean? |
| Q: Name 1-2 uses for each View. | |
| Q: Set up an alert to monitor workers that forgot to checkout. | FAQ - How do I create an Alert? |
| Q: Demonstrate how to use Views to answer the following: Q: Which orders for a particular Buyer have had a rate change? Q: Which workers for a particular Buyer have had an order entered after a specified date? Q: Which worker(s) began working today? | |
| Q: How to bill for holidays (if applicable). | FAQ - How do I bill for Holidays? |
| Part 6: Monitoring Data | Training Materials to Review |
| Q: Determine if all orders are current, active and not duplicates. | FAQ - How can I make sure all my orders are current and should be active? FAQ - What's so bad about having duplicate orders in the system? |
| Q: Update any (or a sampling of) missing timecards. | |
| Q: Review stored WorkSegments to confirm that all have been approved. | Using the Review Unapproved WorkSegments Report |
| Q: Search to confirm that all approved TimeCards have been invoiced. | FAQ - How to I search to make sure all approved TimeCards are invoiced? |
| Q: Unapprove Timecards that are not invoiced | How do I unapprove a Timecard |
| Q: Review workers’ activity to ensure that the workers have checked-in/out correctly for a given day. | Review Daily Activity by Worker |
| Q: Audit workers’ security photos (workers should be in the frame). | |
| Part 7: Using e-Support | Training Materials to Review |
| Q: Access e-Support. | FAQ - How do I access e-Support? |
| Q: Highlight where new employees should begin their training process for WorkRecords. | Getting Started in WorkRecords |
| Q: Navigate to Continued Success Using WorkRecords and describe what can be found there. | Getting Started in WorkRecords |
| Q: Use "Search" to find a specific topic. | Practice on the site |
| Q: Create and monitor tickets for Support. | Practice on the site |
| Part 8: WorkConnect | Training Materials to Review |
| Q: Review how a worker activates their WorkConnect account. | Activating your WorkConnect Account |
| Q: Review how a worker scans in and out using the QR code. | Checking in and out using a QR code |