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.

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
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