QuickGuides
QuickGuides are training tools WorkRecords uses to educate customers on our software. Each title represents the specific process included in that particular QuickGuide.
Templates are used to maximize efficiency in using WorkRecords. Templates are predefined order confirmation “guides” that you create when you have the same ...
Wed, 2 Apr, 2014 at 9:20 AM
Using a template makes Creating Order Confirmations in WorkRecords a quick and easy process. There are two steps that must be completed in order to cr...
Mon, 26 Sep, 2022 at 5:05 PM
This Excel file can be used to help organize data in preparation for creating Order Templates. It is used in the video - Creating Templates - Part 1: Organiz...
Wed, 22 Oct, 2014 at 1:24 PM
This QuickGuide outlines the steps that users will complete in order to set their editing defaults.
Mon, 9 Dec, 2024 at 11:47 AM
This QuickGuide assists with approving TimeCards in WorkRecords.
Tue, 6 Aug, 2013 at 2:47 PM
This document provides assistance with searching Views.
Fri, 19 Sep, 2014 at 12:15 PM
This report was designed to ensure any worker with stored time has an approved TimeCard for that week. There are additional uses for this report to ensure d...
Mon, 16 Sep, 2013 at 10:59 AM
MakeUp Order Confirmations are created when an invoice has been presented, but both of the following also need to take place:
hours or spend needs ...
Tue, 24 Mar, 2015 at 12:19 PM
This checklist outlines the Daily/Weekly processes recommended to optimize WorkRecords usage for both you and your customer. Details for completing each st...
Tue, 27 Sep, 2022 at 4:52 PM
After the Labor Supplier has created an Order for a worker, the Labor Buyer can then add the Order to a Schedule Group. Once made available in the Labor Bu...
Wed, 10 Jan, 2024 at 5:45 PM