Step 2a - Adding a New Labor Buyer to Your Existing Account


If your company already has an active account with WorkRecords, much of the information that will be needed has already been gathered.  This means that the process will be even quicker and easier for you!  You'll provide answers to the following questions and this typically all that's needed to add the new customer to your account.  


  • What is the mailing address for the property? (include City, State, Zip)
  • Do you agree to use the Buyer's week-ending day for billing purposes?
  • Do you bill overtime after 40 hours?    Do you bill 1.5 for overtime worked? 
  • Do you bill the property for any Non Hourly items aka AddOns? (Don't forget things like ACA, Gratuities, Bottled Water)
  • What are your payment terms?  For example, "Net Due Upon Receipt", "Net 15", "Net 30"
  • What address should your customer mail Invoice payments to? 
  • Do you charge any type of tax or fees to this property?


In most cases, the new customer will be available for adding Templates and Orders no more than 2 business days from the time the above account setup information has been submitted.   

If you are new to WorkRecords or have not already done so, you will want to be sure that you have reviewed the WorkRecords Overview & Benefits.


If your company address, contact information or accounting contacts have changed recently, please be sure to include this information in your update.