Beyond University: Creating Order Records

Welcome to Beyond University!

New to Beyond University? Start Here: Basics: How to Log In & Navigate in Beyond

The Beyond University Orientation Series is meant for all Beyond users to get started in our system. In these lessons, you will learn how to log in and navigate as well as other important basic functionality that all users can benefit from. 

Beyond University: Creating Order Records

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 populated with details service reps can begin to make assignments. In this video, we review how to create an order in Beyond and look at the order details. 

Watch the short video before taking the quiz below

Questions to Consider

Before you move on, review the following process questions with your team:

  1. Who on your team will be creating order records?
  2. What information on the order is most important to fill out right away on an order?
  3. How will you receive new orders from your customers? (email? order form? phone call?)

Pop Quiz

Test Your Knowledge with the following quick quiz

Congrats! You've finished this course! 

Next Up

Next Course: Beyond University: Assigning Employees

Description: Once you've found the right employee for an order, you need to assign them to keep track of who you have working where. In this course we will explore the assignment record.

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