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.
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
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
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
ChartIt visually and graphically displays a worker's WorkSegments. It is available on many WorkSegment views: (a) by selecting the check box just abov...
Fri, 13 Apr, 2018 at 12:47 PM
This brief video details advanced sorting and searching functionality in WorkRecords Views. This functionality is only available in our Advanced Views setup...
Tue, 11 Oct, 2022 at 11:07 AM
This video will cover steps to editing stored Templates. Editing Stored Templates
Thu, 10 Aug, 2017 at 3:58 PM
This video will cover steps to closing Order Confirmations.
Please note that the name of the View in most accounts that you will need to use is now ...
Thu, 10 Aug, 2017 at 3:59 PM
WorkRecords passwords are auto-generated by combining two random words together. The results can be interesting and sometimes challenging to remember. Thi...
Fri, 6 May, 2022 at 9:06 AM
Video Attached Below:
This video outlines the process for closing an Order Confirmation for a worker that had no approved hours associated with the Or...
Wed, 19 Oct, 2016 at 7:39 PM