Orders

Articles

Beyond - Order Frequently Asked Questions
This article will review some of the most common questions about order records in Beyond.  What is Beyond? TempWorks Beyond™ is a comprehensive mobile applicant tracking system (ATS) and customer relationship management (CRM)  brow...
 Beyond - How to Create an Order
What is an Order Record? In Beyond, an order is the need of the customer. When the customer communicates to your staffing agency that they are looking for employees, an order should be created to document that request. Once an order is created and ...
 Beyond - How to Track Candidates on an Order
What is the Candidates Tab? The Job Order's candidate tab is used to track employees who are being considered for a position. It is a way to associate an employee with an order without making an assignment. Within this area, you can track statu...
Beyond - Managing Order Interest Codes
Interest Codes on the Order Record You can set up interest codes on order records to track important order related information including required skills or documents.  *Note*   The list of interest codes available can be updated by...
Beyond - Searching for Orders & Job Order Statuses
Searching for Orders in Beyond To search for your Orders in Beyond, begin by selecting the 'Job Order Search' button in the upper left corner of Beyond. If you are on a smaller device (including mobile phone) the search option will be avai...
Beyond - Utilizing Order Contact Roles
What are Contact Roles? A contact role defines what responsibilities a Contact has with regards to a Job Order, an Assignment, or even for the Customer in general. Beyond allows users to take company Contacts and assign them a role such as 'H...
Beyond - Job Order Required Documents
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*   ...
Beyond - How to Copy an Order
Overview The ability to copy Job Orders within Beyond has been added to help with reducing the amount of time needed to create Job Orders based on similar information or from a Master Order . This functionality allows recruiters to work more effic...
Beyond - Utilizing Master Orders
What is a Master Order? Master orders are ideal for customers who consistently request candidates for the same type of position. The master order allows your organization to quickly create records and focus on presenting candidates; they can be mad...
Beyond - How to Create and Manage Direct Hire Orders
What are Direct Hire Orders? Direct Hire job orders allow you to track customer requests for employees that they will directly hire on for their business. While these orders are similar to other order types, they are customized to help with direct ...
Beyond - How to Create and Utilize Rate Sheets
A rate sheet is a tool that can be used to set up permanent pay and/or bill rates for orders/assignments created for a specific employee, customer, job title, shift, worksite, or branch.  This Article Covers: When to Use Rate Sheets Se...