Beyond - How to Create an Employee Record

Creating Employee Records in BeyondTM

Employee records in Beyond allow you to keep track of the relationship history your team has with an employee as well as keep track of documents and information that will be helpful for placing them on a job. 

There are 3 ways to create an employee record in Beyond: 

  1. Manual Entry - entering employee information manually in Beyond
  2. HRCenter - utilizing our online onboarding and application tool to have employees fill out required information
  3. OutlookTM Add-in - entering employee information including parsing a resume straight from your Outlook email

Trainer Tip: It is recommended that you first search to see if there is already an existing record for the employee before entering them to avoid creating duplicate records.

This article will cover the Manual Entry option.  For more information on the other options for entering employees, click on the links above. 


Manual Entry

Manual entry can occur when an employee record needs to be added into your system by your service rep. With this method, the service rep will be responsible for gathering all important information pertinent to the employee record.

From the Beyond home screen, select the quick add button in the upper right to add an employee record: 

Once selected, this will open the 'Add new employee' wizard. Enter the employee's first and last name, select the branch the employee is tied to, address details, and contact information. Fields that are required are marked with an asterisk and must be filled out in order to save the record. 

Configuration Alert

If you have Address Standardization enabled for the employee record permanent address, there will be a second step to verify the address with the USPS. To learn more about address standardization, see Beyond - Address Standardization


You will be taken directly to the Visifile of the newly created employee record.  You are now ready to interact with your employee's record by adding information into its various cards, tabs, and by logging messages:

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