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 resources...
Wed, 31 Aug, 2022 at 9:07 AM
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...
Mon, 28 Nov, 2022 at 1:39 PM
*Creating a Saved Search
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
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
Supplier - Create Order Confirmations Using Templates
This video demonstrates the process of creating order confirmations using existing templates for your customer(s).
Fri, 13 Dec, 2024 at 11:35 AM
ARCHIVED - Presenting Invoices in WorkRecords
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
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
Review Daily Activity by Worker
This video provides instruction for suppliers to view daily worker activity for all workers with an active order in WorkRecords.
Tue, 5 Aug, 2014 at 10:31 PM
Supplier - How to Use a View to See if any Workers Forgot to Check-Out
This video demonstrates the process for running the View called Find Who Forgot to Check-Out. This View is used to determine if any workers (in the last 6 ...
Tue, 27 Sep, 2022 at 2:43 PM
Supplier - How to Review Weekly Activity by Worker
This video shows how to review check-in / check-out times and QR Code selections for workers to ensure accuracy.
Mon, 24 Oct, 2022 at 3:22 PM