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.
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
There are several uses for the List Workers with Missing TimeCards view. The primary reason is to provide an easy way to review approved TimeCards versus Ac...
Tue, 17 Jun, 2025 at 12:44 PM
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
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, 30 Jun, 2025 at 3:05 PM
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...
Mon, 3 Feb, 2025 at 4:33 PM
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
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, 23 Jan, 2025 at 12:37 PM
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 ...
Sun, 11 May, 2025 at 3:09 PM
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
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