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 One - Account Set-up Information
Time Investment 1 hour or less Step One (by the WorkRecords Manager) To help prepare for the Account Set-up call and maximize the use of ...
Wed, 17 Sep, 2014 at 11:10 AM
Step Two - Account Set-up Meeting
Time Investment 30 - 45 minutes - Operations, Finance, HR 60 minutes Department Meeting     Step Two - Account Set-up Meeting In order t...
Wed, 17 Sep, 2014 at 10:33 AM
Step Three - Select GoLive Date
GoLive Date(s) assigning Picking a date to GoLive seems simple and straight forward, but it is a little like picking the date for a wedding--you wan...
Wed, 17 Sep, 2014 at 11:14 AM
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 Five - Kiosk Testing
Time Investment 5 minutes per Kiosk Step Five  Kiosk testing is generally conducted by the Kiosk contact and requires about 5 minutes of ...
Tue, 16 Sep, 2014 at 2:15 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 ...
Wed, 17 Sep, 2014 at 11:29 AM
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 bee...
Wed, 17 Sep, 2014 at 10:43 AM
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 The first week following GoLive the Implementation Manager will provide training that covers: monitoring and app...
Wed, 17 Sep, 2014 at 12:42 PM