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
We recommend this step for all new supplier users of WorkRecords. What is WorkRecords?  WorkRecords is a cloud-based enterprise platform designed to ...
Fri, 15 Nov, 2024 at 12:43 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...
Wed, 18 Sep, 2024 at 12:14 PM
Step 2a - Adding a New Labor Buyer(Customer) to Your Existing Account
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...
Wed, 18 Sep, 2024 at 12:23 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 - Add Workers and Upload Security Phot...
Wed, 18 Sep, 2024 at 12:25 PM
Step 5 - Create Templates
Step Five - Create Templates  Creating Templates is a critical step for Labor Suppliers just starting with WorkRecords or those adding a new customer. Ther...
Wed, 18 Sep, 2024 at 12:30 PM
Step 6 - Create Order Confirmations
Step Six - Create Order Confirmations   The Templates created in Step Five are used to create Order Confirmations (sometimes referred to as assignments). ...
Wed, 18 Sep, 2024 at 12:36 PM
Step 7 - Communicate the GoLive Date to Your Workers
Now it's time to involve your workers in the GoLive process! Make sure they know: When to begin using WorkRecords to check in and out Where the QR...
Wed, 18 Sep, 2024 at 12:42 PM
Using e-Support Training Resources for Labor Suppliers
The e-Support training resources for Labor Suppliers are broken into two key areas. Labor Supplier Training General WorkRecords Training Labor Suppl...
Thu, 29 Sep, 2022 at 2:06 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
FAQ - Why does WorkRecords recommend against setting up generic email addresses?
Your company's security is very important to WorkRecords.  Generic email addresses make it difficult to manage turnover within an organization and often...
Fri, 7 Oct, 2022 at 4:16 PM