Tips

What is Hierarchy? A staffing company may have several entities, or Federal ID numbers, that it works under.  A staffing company may also have several regions and offices.  In addition, a staffing company may want to not only manage and pay their...

Record Types in Beyond There are six types of records in Beyond. This article discusses each type of record, record statuses (active versus inactive) and the components you will find in common with each record type (visifile, details, messages, e...

Overview In Beyond, charms are provided for every main record type ( Employee , Customer, Contact, Job Order, Assignment, Prospect) that provides specific information and functionality directly related to that record type. *Note* You al...

Custom Data Beyond has the ability to allow your users to interact with custom data fields that are set up in your system. That means you can track information that isn't normally tracked by Beyond.   Custom data can be tracked for each of the f...

Storing Documents in Beyond You can save and store documents electronically in Beyond. This can help make documents easier to find and stop you from having to buy another filing cabinet. Documents can be saved under the documents tab, found o...

Overview Required documents allow you to store, track, and manage documents that are required for employees. Users in Beyond have the ability to add and manage required docume nts on Customer, Job Order, and Employee records. *Note* In ord...

Why Should You Log Messages? Message logging is often brushed over or set aside but can be extremely helpful to you and your team. You can log messages on employee, customer, order, and assignment records in Beyond. This article covers t...

The Quick View Beyond offers an easy way to manage records in the system called "Quick View".  This is a special side bar that will be appear when you right-click on a record in Beyond.  Whether interacting with records displayed in the "bookma...

Using Tasks in Beyond Whether you are a salesperson or a staffing specialist, throughout the workday you will be presented with plenty of to-do items to track. With Beyond we have a simple, elegant tool to manage those tasks.  In this article, w...

The Visifile The Visifile is a standard tab found in every basic record within Beyond. At first glance, it is often considered the correspondence hub between the service rep and the Employee, Customer, Contact, Order, or Assignment.   ...

Searching The goal of any database is to collect as much information as possible. As a record becomes more and more detailed through data entry and tools like HRCenter™, it becomes easier and easier to find the right employees later on. The bet...

Overview Bookmarking within Beyond allows you to jump between important records and pages you wish to hold onto. Adding Bookmarks You can add a bookmark by simply navigating to any page within Beyond and select the "Bookmark" icon at the...