Getting Started with WorkRecords (adding employees)

This folder contains resources to help companies with account set-up and the pre-GoLive activities involved in configuring a WorkRecords account for employees. This information is primarily used by the local WorkRecords Manager and/or Compliance Manager.

Step Two - Account Set-up Meeting
Time Investment 30 - 45 minutes - Operations, Finance, HR 60 minutes Department Meeting     Step Two - Account Set-up Meeting To make the best use o...
Mon, 31 Oct, 2022 at 1:38 PM
Step Four - Adding Workers and Order Confirmations
Time Investment varies based on the organization usually no more than 2-3 hours Step Four - Adding Workers and Order Confirmations Ste...
Tue, 16 Sep, 2014 at 2:14 PM
Step Six - Conduct Orientation & Schedule Post GoLive Training
Orientation (Department Heads, Managers, TimeCard Approvers) A few days prior to Going Live, WorkRecords will hold an Orientation. The orientation should...
Tue, 16 Sep, 2014 at 2:16 PM
Step Seven - Notify and Train Workers
Step Seven - Notify & Train Workers   Notifying Workers Your Implementation Manager will share best practices regarding notifying your workers a...
Thu, 19 Oct, 2023 at 12:30 PM
Step 2a - Review Set-up Meeting Work Product / Configuration.
Time Investment up to 60 minutes Step 2a - Review Set-up Meeting Work Product / Configuration Outline Once all of the Set-up meetings have been con...
Thu, 13 Oct, 2022 at 1:46 PM
Who is the WorkRecords Manager?
WorkRecords Manager  Each location within a company designates a local WorkRecords Manager.  This individual will:  Possess the authority and com...
Wed, 17 Sep, 2014 at 11:04 AM
Post GoLive Training
Post GoLive Training Week One In the first week following GoLive the Implementation Manager will provide training that covers the: monitoring and ...
Thu, 13 Oct, 2022 at 1:50 PM