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.

Reviewing Worker Time and Activity Using the Weekly Workclock Activity View
The two Views most commonly used to complete a daily review of worker time and activity are listed below.  Each can be found by navigating to Reports on the...
Thu, 10 Aug, 2017 at 4:02 PM
Running Reports in WorkRecords
Many departments use our data for a variety of reasons such as completing Daily Labor Reports, reviewing daily or weekly activity and completing Month End. ...
Fri, 13 Oct, 2017 at 1:08 PM
Creating a Non Hourly (By the Room/Bought Room) Order Template
This video explains the steps to creating an Order Template for Non Hourly (By the Room/Bought Room) positions.
Mon, 4 May, 2015 at 3:57 PM
Creating a Non Hourly (By the Room/Bought Room) Order Confirmation
This video covers steps to creating a Non Hourly (By the Room/Bought Room) Order Confirmation.
Mon, 4 May, 2015 at 3:58 PM
How to run and save a report and create an Alert showing what's not been invoiced yet
All of us have dealt with the issue of receiving late and sometimes extremely late invoices - certainly ones way after month end has occurred.  WorkRecord...
Fri, 13 Oct, 2017 at 1:10 PM
How to access invoices - Training Video
Many of our customers need to review the invoice in WorkRecords - whether it's to print it out, go over the AP Sort or look at the comprehensive inform...
Wed, 11 Sep, 2019 at 8:42 AM
Buyer Self Set-up
This video walks users through populating their Buyer Self Set-up information.  
Wed, 29 Jul, 2015 at 9:10 AM
This training video walks through how to review time and activity using ChartIt. IMPORTANT: if you plan on editing a timecard through ChartIt (not just ...
Wed, 4 May, 2022 at 5:31 PM
Creating Templates for Sold Rooms
This video outlines the steps for creating Templates for "sold rooms" where the agreement between the Labor Buyer and Labor Supplier has multiple ...
Wed, 20 Jan, 2016 at 10:45 AM
Tracking Worker Deductions in WorkRecords
WorkRecords can be used to track financial deductions.  This is most commonly used to track meal deductions but can be used for other things like paying for...
Mon, 3 Jun, 2019 at 12:29 PM