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 - How to Monitor Worker Punches that May Create Overtime
WorkRecords stores hours throughout the week for each worker and provides a view that easily allows you to monitor if a worker is close to overtime. This ca...
Thu, 24 Jul, 2014 at 10:42 PM
Search for Missing TimeCards
There are several uses for the Search for Missing TimeCards report. The primary reason is to provide an easy way to review approved TimeCards versus Active ...
Thu, 6 Oct, 2022 at 3:39 PM
How to Use the Search for Workers with More than 1 Active Order Confirmation Report
Order confirmations in WorkRecords have two primary intentions. Once created, they allow a worker to check in at a customer/buyer. The financial informatio...
Mon, 24 Oct, 2022 at 3:44 PM
Using the Review Unapproved WorkSegments Report
This report is primarily focused on one key result - ensuring all workers that have time stored in WorkRecords had their time approved. This report will sho...
Mon, 8 Sep, 2014 at 9:27 AM
Creating and Saving Alerts
In WorkRecords, you can create an alert from any saved search, designed to notify you of specific criteria within that search. For example, if your saved se...
Wed, 16 Oct, 2024 at 11:00 AM
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
Review WorkSegments and Approve TimeCards
This video discusses the process of completing the final review of WorkSegments in WorkRecords and then approving the TimeCards. It outlines the steps to ap...
Thu, 10 Aug, 2017 at 3:55 PM
ARCHIVED - Find A Worker
Finding a worker that has never checked-in or checked-out of a WorkRecords Kiosk or using a QR code requires using a View such as Find a Worker.  This View ...
Mon, 2 May, 2022 at 11:13 AM
Buyer - DAILY: Review Hours and Spend in Progress
This training video covers the step-by-step instructions on how to use the Daily: Hours & Spend in Progress View in WorkRecords to review worker activit...
Thu, 28 Mar, 2024 at 10:04 AM
How to Use Monitor Weekly Worker Activity for Overtime
This training video details how to use the View to monitor the hours for a worker to determine if they are approaching a threshold of hours that could lead ...
Fri, 13 Oct, 2017 at 1:00 PM