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.

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 informa...
Tue, 11 Oct, 2022 at 3:35 PM
ARCHIVED - ChartIt
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
Adding the ACA AddOn
Note, the ACA AddOn as shown below will be retired at the end of Q1, 2022.  CLICK HERE to learn about the new ACA Hourly AddOn.  This new AddOn automaticall...
Tue, 11 Oct, 2022 at 3:55 PM
Accessing Your WorkConnect Account
These videos cover how to access your WorkConnect account for the first time on a new device in both English and Spanish.      
Wed, 26 Apr, 2023 at 10:56 AM
Using WorkConnect to Check In
These videos will walk you through the steps of checking in using WorkConnect.   Note this training is available in both English and Spanish. Englis...
Wed, 26 Apr, 2023 at 10:57 AM
Using WorkConnect to Check Out
These videos walk through the steps of checking out with WorkConnect in both English and Spanish.      
Wed, 26 Apr, 2023 at 10:58 AM
Setting Information Through WorkConnect
Draft: Explore WorkConnect Settings videos in English and Spanish  
Thu, 22 Sep, 2022 at 5:02 PM
Instructions for Obtaining Order #s for a Buyer Primary Contact Update
Below you will find video instructions to obtain Order #s needed for a Buyer Primary Contact update.  Instructions for a Labor Supplier are first and below ...
Tue, 30 May, 2023 at 1:14 PM
AddOn Uploads Tool (New as of December 2023)
The AddOn Uploads Tool can be used to input AddOn amounts on multiple workers TimeCards using the WorkSegment ID or IDs.   If your company does not alre...
Mon, 11 Dec, 2023 at 2:55 PM