Creating Records in Beyond

Beyond University: Creating Employee Records Employee records help you keep track of applicants, current employees, and past employees. In this video we walk through how to manually create an employee record in Beyond....

Beyond University: Employee Statuses Employee records have multiple statuses to help you track hiring eligibility, onboarding, and more. In this video, you'll learn about different statuses and how to change them inclu...

Beyond University: Creating Customer Records Customer records in Beyond can help your team stay organized by keeping track of sales information, statuses, and documents. In this video, we will take a look at how to create ...

Beyond University: Managing Customer Contacts Customer contacts may include hiring managers, supervisors, receptionists, and even members of the c-suite! In this course we break down how to add customer contacts into the s...

Beyond University: Customer Defaults Once a customer signs a contract with your company, you'll want to make sure all the necessary information is set up on the customer record to make creating orders easier. In this video...

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 popula...

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, y...

Beyond University: How to Track Candidates The Candidates tab is an all-in-one resource to manage candidates. This video will take a look at how to make employees candidates, how to change their statuses and then assigning...

Beyond University: Assigning Employees 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. Wat...

Beyond University: How to End Assignments Ending assignments in Beyond helps keep your records accurate and prevents issues like accidentally paying an employee for a week they didn't even work. This course provides an ove...