Time Investment

1 - 1.5 hours


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.


Preparations for a WorkRecords GoLive (concerning the software) primarily lie with the suppliers. The Supplier RoadMap outlines all necessary steps for suppliers to complete, as well as the training resources available. The Compliance Manager’s responsibilities for pre-GoLive are listed below.

 

1.  Review the Order Confirmations created by each supplier in WorkRecords to ensure they are correct and complete. This review should include paying special attention to: 

  • Start Dates - this date should be on (or before) the GoLive date to ensure workers can check-in using the QR Code on their first day
  • Orders for QR Code - orders should be labeled as a time clock order
  • Financials - bill rates, OT rates, and shift differentials should all reflect financial agreements with the supplier
  • Security Photos - should be uploaded or a plan for uploading should be discussed  

You will be provided with a newsfeed to make this 4 step process quick and easy.


2.  Contact each supplier to ensure they have properly trained their workers. For more information, click on How to Register Magnetic Swipe Cards.


3.  Confirm all departments at the company attend the WorkRecords orientation to set expectations for the GoLive day and the following days.


Recommended:  Set a follow up 20 - 30 minute follow-up meeting with each supplier at the close of week 1 to review data, and processes and discuss any questions or concerns on both sides (click here for Post GoLive Meeting Template).