FAQs and Resources for Reports and Views
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
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
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
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
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
This video provides an overview of how to find edits made to WorkSegments prior to approval.
Thu, 10 Apr, 2014 at 6:31 PM
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
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
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
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