Customers

What is Beyond? TempWorks Beyond™ is a comprehensive mobile applicant tracking system (ATS) and customer relationship management (CRM)  browser-based solution offered for the staffing industry. It allows you to access your applicant & customer re...

What is a Customer Record? Customer records in Beyond include prospect, current, and past customers you have worked with. These records allow you to track customer information, sales process, & order defaults.  Creating a customer record within ...

This is an article intended to demonstrate best practices when creating a new customer record, and defining the difference between a good customer record and a GREAT customer record. We will also explore setting up default information in Beyond. Cu...

Why Create Departments? Departments help create divisions in larger customers that you work for which allows you to pull separate reporting, billing, and more! This option also allows you to document a company structure/hierarchy. Departments...

What is a Worksite?  Worksites are the addresses for the physical locations that you are sending employees. They help calculate taxes during payroll, and help you document the location for each job site. How are Worksites Differen...

What are Customer Statuses? Customer records have status options available for your team to communicate which customers have signed contracts and which ones might be in review or in the sales process.  There are two types of statu...

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 documents on Customer, Job Order, and Employee records. *Note*   Requ...

What is a Service Rep Only Workflow? Service rep only workflows are able to be assigned on the customer record. These workflows allow you to assign and edit preset forms that sales or account management can fill out for a particular customer.  F...

What are Customer Defaults? The Defaults tab allows users to establish standards for multiplier codes and shifts that apply to the customer so they automatically flow into that customer’s orders.   When properly set, this can be a powerful...

Customer Interest Codes Within Beyond, you can tag customer records with skills, languages, certifications, etc...  by managing the interest codes tied to that record. Interest codes set on the customer record will flow into all orders for this cus...

Managing Sales & Service The Sales and Service section allows the sales team and/or account managers to track information in relation to earning the client's business. Users can track competitor information,  track current progress in the sales pr...

What is the Near Me search? The Near Me search option in Beyond allows you to search for all your Customers, Contacts, or Worksites that are located in a specific area. This is a great sales resource for planning and finding nearby prospects ...

Overview Notice to Owner (NTO) documents are used to protect your lien rights as a staffing company and can help ensure you get paid on every job. Within the light industrial world there may be times where staffing companies may need to track a No...

What is Customer Master View? Similar to the functionality in Enterprise , Master View provides  the ability to view related department record information as they relate to the master customer record, without having to navigate to the individual ...

Overview If you would like to change the organization of departments within a customer hierarchy, you can now change the parent customer within Beyond. Setting Up Permissions *Note* Users will need the "Can change parent customer" per...