Legacy Resources
This video demonstrates the process of creating order confirmations using existing templates for your customer(s).
Fri, 13 Dec, 2024 at 11:35 AM
Using a template makes Creating Order Confirmations in WorkRecords a quick and easy process. There are two steps that must be completed in order to cr...
Mon, 26 Sep, 2022 at 5:05 PM
Step Six - Create Order Confirmations The Templates created in Step Five are used to create Order Confirmations (sometimes referred to as assignments). ...
Fri, 13 Dec, 2024 at 11:45 AM
Step Five - Create Templates Creating Templates is a critical step for Labor Suppliers just starting with WorkRecords or those adding a new customer. Ther...
Mon, 25 Nov, 2024 at 12:42 PM
Templates are used to maximize efficiency in using WorkRecords. Templates are predefined order confirmation “guides” that you create when you have the same ...
Wed, 2 Apr, 2014 at 9:20 AM
This QuickGuide assists with approving TimeCards in WorkRecords.
Tue, 6 Aug, 2013 at 2:47 PM
This video discusses the process of completing the final review of WorkSegments in WorkRecords and then approving the TimeCards. It outlines the steps to ap...
Thu, 23 Jan, 2025 at 12:37 PM
Once an invoice is generated in a back office system, it can be presented to the customer/Labor Buyer in WorkRecords. The invoice is presented through W...
Mon, 9 Dec, 2024 at 3:26 PM
Need to add or update a worker? We’ve got you covered! Check out the quick links below for guides, FAQs, and tutorials. Still stuck? Open a support ticket—...
Tue, 29 Jul, 2025 at 8:54 PM