FAQs and Resources for Reports and Views

Monitor Worker Activity
Monitor Worker Activity Most staffing suppliers find that, after their first few weeks, they spend 5-10 minutes per day in WorkRecords reviewing worker ac...
Mon, 9 Dec, 2024 at 3:26 PM
Download Time & Activity
Ensure that all TimeCards were approved. Before downloading hours and activity for payroll processing or presenting an invoice, three reports must be gener...
Mon, 9 Dec, 2024 at 3:26 PM
Exporting Approved TimeCards
After stored hours are approved in WorkRecords, they are available to export. This video, attached below, explains how to export the approved TimeCards. ...
Wed, 30 Nov, 2022 at 2:36 PM
Monitor Worker Activity
Most managers find that, after their first few weeks, they spend only a few minutes per day in WorkRecords reviewing worker activity. This allows them to ca...
Tue, 3 May, 2022 at 3:10 PM
*FAQ - How do I track a Credit / Charge Adjustment?
A Credit / Charge Adjustment can be tracked using the Review Status of Adjustments View.  Within WorkRecords, navigate to Reports > My Views to find th...
Tue, 13 Feb, 2018 at 10:06 AM
Review Edits Made to WorkSegments
This video provides an overview of how to find edits made to WorkSegments prior to approval.  
Thu, 10 Apr, 2014 at 6:31 PM
Search Invoices
This video highlights how to use the Search Invoices view as a Supplier. Note, this video uses a Labor Supplier view.  Our Labor Buyer's have a v...
Thu, 20 Mar, 2025 at 8:31 AM
Search Order Confirmations
The Search Orders and Templates View in your account provides a wealth of information.  The benefits include: Confirm that a worker's Order Confirmat...
Mon, 12 Feb, 2018 at 10:26 AM
Reviewing Worker Time and Activity Using the Weekly Workclock Activity View
The two Views most commonly used to complete a daily review of worker time and activity are listed below.  Each can be found by navigating to Reports on the...
Tue, 11 Oct, 2022 at 3:32 PM
How to access invoices - Training Video
Many of our customers need to review the invoice in WorkRecords - whether it's to print it out, go over the AP Sort or look at the comprehensive informa...
Tue, 11 Oct, 2022 at 3:35 PM