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.
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 resources...
Wed, 31 Aug, 2022 at 9:07 AM
This training video describes: how to add workers profile to your WorkRecords database which is Step 1 of the WorkRecords 5 Step Process New function...
Mon, 14 Oct, 2024 at 10:44 AM
This video covers how to select your editing defaults, specific to customer/location. Video - Setting Editing Defaults (click link to watch in new win...
Mon, 28 Nov, 2022 at 1:39 PM
Any standard View in WorkRecords can be run with specific search criteria. If desired, these custom search criteria can be saved in the user's acc...
Mon, 14 Oct, 2024 at 10:48 AM
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
This video covers process for adding an order confirmation template into WorkRecords.
Thu, 31 Oct, 2024 at 2:56 PM
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
Employee Identification Numbers (EIN) An Employee Identification Number (EIN) can be entered into WorkRecords for a worker. Please consider the following ...
Mon, 26 Sep, 2022 at 3:12 PM
This training video covers the process for presenting an Invoice in WorkRecords.
Note: Anything listed below that is highlighted in blue and underlined...
Fri, 23 Sep, 2022 at 4:36 PM
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