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...
Fri, 13 Oct, 2017 at 1:02 PM
Supplier - How to Review Weekly Activity by Worker
This video shows how to review check-in / check-out times and Kiosk selections for workers to ensure accuracy.
Mon, 16 Sep, 2013 at 11:54 AM
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
Supplier - Changing a Home Shift
When an Order Confirmation is first created, a Home Shift (or Assigned Shift) is often selected. However, at some point in the assignment, the worker's...
Mon, 12 Feb, 2018 at 11:00 AM
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, 10 Aug, 2017 at 3:52 PM
How to Save a View - Example: Active Order Confirmations
This video reviews the steps to saving a view. Saved reports enable a user to simply click on the saved report to generate new data each time it is run. Sav...
Thu, 24 Jul, 2014 at 10:42 PM
Supplier - Using the GoLive Checklist
This video reviews all the steps included in the GoLive Checklist to ensure you are 100% ready for the implementation of WorkRecords at one of your customer...
Thu, 10 Aug, 2017 at 3:53 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 information...
Thu, 10 Aug, 2017 at 3:54 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