Getting Started with WorkRecords

You may be a new user of WorkRecords, but your company already has experience with us. Or, you and your company may be brand new to WorkRecords. The following steps and the RoadMap are incredibly helpful for anyone needing to get up-to-speed quickly with WorkRecords. As you work through the steps, please don't hesitate to email support@workrecords.com with any questions or concerns.

*Step 1 - WorkRecords Overview & Benefits
Step One - WorkRecords Overview We recommend this step for all new supplier users of WorkRecords as well as individuals that can benefit from the robust...
Tue, 5 Apr, 2022 at 4:36 PM
Step 2 - Provide Account Information
We recommend that anyone responsible for completing either the account setup for a brand new account or the new customer setup for labor suppliers with an e...
Tue, 5 Apr, 2022 at 4:43 PM
Steps 3 and 4 - Add Workers and Upload Security Photos
We recommend that anyone responsible for adding new workers view these training materials.  Step Three & Four After your account has been set up in ...
Thu, 21 Apr, 2022 at 1:21 PM
Step 5 - Create Order Templates
Step Five Creating Order Templates is a critical step for Labor Suppliers just starting with WorkRecords or those adding a new customer.  There are several...
Thu, 21 Apr, 2022 at 1:21 PM
Step 5A - Contact Support or Your WorkRecords Implementation Manager
It is extremely important that your Order Templates are created correctly before creating your Order Confirmations.  Please STOP and contact WorkRecords Sup...
Thu, 21 Apr, 2022 at 1:21 PM
Step 6 - Create Order Confirmations
Step Six  The templates created in Step Five are used to complete order confirmations (sometimes referred to as assignments).  Once workers are added and t...
Fri, 5 Apr, 2019 at 9:12 AM
Step 7 - Communicate the GoLive Date to Your Workers
Step Seven It is time to involve your workers in the GoLive process!  You will want to be sure they know: when they should begin using WorkRecords to ch...
Thu, 6 Jan, 2022 at 11:33 AM
Step 8 - Complete Checklist
Step Eight Completing this step helps to ensure a company's successful GoLive.  Last minute preparations are addressed and the checklist helps to e...
Thu, 11 Dec, 2014 at 5:28 PM
Labor Supplier RoadMap - 8 Steps for a Successful GoLive with WorkRecords
The RoadMap outlines the key steps for implementing WorkRecords.
Thu, 9 Oct, 2014 at 4:14 PM
FAQ - I can't log in to WorkRecords, what do I do?
Before opening a support ticket, visit www.workrecords.com and request a password.  Your full email address is your login. Type your email address in the...
Thu, 10 Nov, 2016 at 4:41 PM