Training Videos

WorkRecords training videos are designed to be easy to follow, quick videos covering either one simple step in WorkRecords or showing a process from beginning to end. Videos range in length from 1-8 minutes, depending on the content covered.

Supplier - Provide Account Information
Note: Anything listed below that is highlighted in blue and underlined can be clicked on to take you to a QuickGuide, Training Video or additional resource...
Thu, 10 Aug, 2017 at 3:38 PM
Supplier - Add Workers or Find Existing Workers
This training video describes: how to add workers to your WorkRecords database how to find existing workers that may already exist in your database ...
Thu, 24 Aug, 2017 at 8:33 PM
Video - Selecting Editing Defaults
This video covers how to select your editing defaults, specific to customer/location. Video - Setting Editing Defaults   (click link to watch in new win...
Thu, 10 Aug, 2017 at 3:44 PM
*How to Save a Custom Search (fka Saved View)
Any standard View in WorkRecords can be run with specific search criteria.  If desired, this custom search criteria can be saved in the user's ac...
Fri, 16 Feb, 2018 at 4:48 PM
Supplier - Upload Security Photos
This training video describes: how to upload worker security photos to your WorkRecords database how to resize photos
Mon, 19 May, 2014 at 4:39 PM
Create Templates - Part One: Organizing Your Data
This video is part one of the Create Order Templates tutorial. It provides an overview of the information needed to create order templates and how best to or...
Mon, 1 Sep, 2014 at 10:12 AM
Create Templates - Part Two: Creating the Templates
This video covers process for adding an order confirmation template into WorkRecords.
Mon, 16 Sep, 2013 at 11:34 AM
Supplier - Create Order Confirmations Using Templates
This video demonstrates the process of creating order confirmations using existing templates for your customer(s). Create Order Confirmations Using Temp...
Thu, 10 Aug, 2017 at 3:47 PM
Supplier - Adding Employee ID (EIN) and Assignment Numbers
Employee Identification Numbers (EIN) An Employee Identification Number (EIN) can be entered into WorkRecords for a worker.  Please consider the following ...
Mon, 12 Mar, 2018 at 8:45 AM
Review for Unusually Large Hours
This video outlines the process that Labor Buyers and Labor Suppliers use to review for unusually large hours. Many users will set up an Alert so th...
Fri, 13 Oct, 2017 at 1:05 PM