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.
ChartIt visually and graphically displays a worker's WorkSegments. It is available on many WorkSegment views: (a) by selecting the check box just abov...
Thu, 3 Apr, 2025 at 12:10 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
The process for closing an Order that has zero approved TimeCards stored is essentially the same as closing out any Order. The key part is to know what dat...
Tue, 22 Oct, 2024 at 3:41 PM
This video outlines the process for closing an Order Confirmation for a worker that had approved hours. The process outlined in this video is applicable ev...
Thu, 13 Mar, 2014 at 2:12 PM
This video provides an overview of how to find edits made to WorkSegments prior to approval.
Thu, 10 Apr, 2014 at 6:31 PM
This video highlights how to use the Search Invoices view as a Supplier. Note, this video uses a Labor Supplier view. Our Labor Buyer's have a v...
Thu, 20 Mar, 2025 at 8:31 AM
The Search Orders and Templates View in your account provides a wealth of information. The benefits include:
Confirm that a worker's Order Confirmat...
Mon, 12 Feb, 2018 at 10:26 AM
This training video provides an overview of the process of adding Shift Differentials to Order Templates and Order Confirmations at the time they are creat...
Tue, 11 Oct, 2022 at 11:51 AM