The following videos are in Flash format, and include audio. Set you speaker volume to a comfortable listening level.
Videos are separated into three sections: Training for All, Cardholders, and Managers. Please watch the videos that apply to your role within the Works application. (Approx runtime of all relevant tutorials is 35 minutes for cardholders and 43 minutes for managers/cardholders).
Video Training For All
Introduces the application and demonstrates how organizations utilize the workflow. Excellent introduction for beginners. (Approx runtime of 4 minutes)
Demonstrates how to log into the application for the first time and reset a password should you delete your welcome email or forget your password. (Approx runtime of 3 minutes)
Introduces the navigational features of the application that you will use to respond to action items, view your card’s available funds, find reports, and modify the frequency of e-mails from Works. Excellent introduction for beginners. (Approx runtime of 10 minutes)
Video Training for Cardholders
Demonstrates how to attach transactions to purchase request, reallocate transactions, and sign off on transactions that use Incremental funds. (Approx runtime of 7 minutes)
Demonstrates how to search for transactions, resolve transactions that have been flagged by your manager or accountant, and view or print your statement online. (Approx runtime of 11 minutes)