Beyond - Updated Advanced Search Fields and Column Names
Last Modified on 07/26/2022 9:23 am CDT
Overview
This article outlines the updates to basic and advanced search fields and column names within Beyond.
Basic Search
The following fields and column names have been updated, grouped by record type:
| Record Type | Field Name (Old) | Field Name (Updated) |
|---|
| Employee | Zip | Zip Code |
| Employee | Govt ID | Government ID |
| Employee | Service Rep | Service Representative |
| Customer | Name | Customer Name |
| Customer | Department | Department Name |
| Customer | Municipality | City |
| Customer | Region | State |
| Customer | Service Rep | Service Representative |
| Contact | Customer | Customer Name |
| Contact | Department | Department Name |
| Contact | Email Address | Email |
| Contact | Service Rep | Service Representative |
| Assignment | Customer | Customer Name |
| Assignment | Department | Department Name |
| Assignment | Service Rep | Service Representative |
| Job Order | Customer | Customer Name |
| Job Order | Department | Department Name |
| Job Order | Service Rep | Service Representative |
Advanced Search
The following fields and column names have been updated, based on the individual record type:
Employee
| Category | Field Name (Old) | Field Name (Updated) | Field Route |
|---|
| Profile | Alt Employee ID | Alternate Employee ID | Employee > Details > Personal |
| Profile | Days Since | Days Since Message Logged | Employee > Visifile > Messages
Employee > Messages |
| Profile | Hours Since | Hours Since Message Logged | - Employee > Visifile > Messages
- Employee > Messages
|
| Profile | I9 Date | I-9 Expires | Employee > Details Hiring |
| Profile | I9 On File | I-9 is On File | Employee > Details > Hiring |
| Profile | How Heard Of | How Heard Of Where | Employee > Details > How Heard Of |
| Profile | How Heard Of Detail | How Heard Of Details | Employee > Details > How Heard Of |
| Profile | Message Text | Message | - Employee > Visifile > Messages
- Employee > Messages
|
| Personal | Buzz Last Login | Buzz Recent Login | Employee > Web User > View Account Details > Web User Products |
| Personal | HRCenter Last Login | HRCenter Recent Login | Employee > Web User > View Account Details > Web User Products |
| Personal | ID | Employee Id | Employee > Visifile > Snapshot |
| Personal | Last Login | Recent Login | Employee > Web User > View Account Details > Web User Details |
| Personal | On-Site Pin | On-Site PIN | Employee > Web User > View Account Details > Time Clock Authentication |
| Personal | Rep Name | Staffing Specialist | Employee > Details > Hiring |
| Personal | Cell Phone | Cell Phone | Employee > Contact Information > Cell Phone |
| Personal | WebCenter Last Login | WebCenter Recent Login | Employee > Web User > View Account Details > Web User Products |
| Assignments | Order Id | Job Order Id | - Employee > Visifile > Assignments > Visifile > Snapshot > Job Order Id
- Job Order > Visifile > Snapshot
|
| Status | DNA CustomerID | DNA Customer Id | - Employee > Details > Do Not Assign > Customer Name
- Customer > Details > Customer Information
|
| Status | Employment Category | Profession | Employee > Details > Hiring |
| Status | Order Type | Job Order Type | Employee > Details > Hiring |
| Education | Degree Date | Date Degree Awarded | Employee > Story > Education |
| Job History | Job Duties | Duties | Employee > Story > Work History |
| Job History | Position | Job Title | Employee > Story > Work History |
| Job History | Start Date | Date Started | Employee > Story > Work History |
| Job History | End Date | Date Ended | Employee > Story > Work History |
| Document | Expiration Date | Document Expiration Date | Employee > Documents > Documents |
| Document | Has Resume | Resume On File | N/A |
| Document | Search Text | Search Text in Documents | Employee > Documents |
| Financial | Adjustment ID | Adjustment | Employee > Pay Setup > Adjustments |
| Financial | Tax Juris | State Juris | Employee > Pay Setup > Basic Tax Setup |
Customer
| Category | Field Name (Old) | Field Name (Updated) | Field Route |
|---|
| Document | Expiration Date | Document Expiration Date | Customer > Documents > Documents |
| Document | Search Text | Search Text in Documents | Customer > Documents |
| Location | Street 1 | Street | Customer > Details > Addresses > Primary Address |
| Orders | IsPeopleNet | Is PeopleNet | Job Order > Details > Time Clock |
| Orders | Order Id | Job Order Id | Job Order > Visifile > Snapshot |
| Orders | Order Type | Job Order Type | Job Order > Details > Job Order Information |
| Profile | Days Since | Days Since Message Logged | - Customer > Visifile > Messages
- Customer > Messages
|
| Profile | Hours Since | Hours Since Message Logged | - Customer > Visifile > Messages
- Customer > Messages
|
| Profile | Message Repname | Representative | Customer > Visifile > Messages |
| Profile | Message Text | Message | - Customer > Visifile > Messages
- Customer > Messages
|
| Profile | Phone | Phone Number | Customer > Details > Contact Information |
| Sales and Service | Note | Service Information Notes | Enterprise > Customer > details > sales and service > service information |
| Sales and Service | Rep Name | Customer Created By | N/A |
| Sales and Service | Value Frequency | Estimated Value Frequency | Customer > Details > Sales and Service > Sales Pipeline |
Contact
| Category | Field Name (Old) | Field Name (Updated) | Field Route |
|---|
| Details | Contact Repname | Rep | Contact > Details > Other Information |
| Details | Department | Department Name | N/A |
| Document | Search Text | Search Text in Documents | Contact > Documents |
| Location | Street 1 | Street | Contact > Details > Address |
| Messages | Assignment ID | Assignment Id | Assignment > Visifile > Snapshot |
| Messages | Customer ID | Customer Id | Customer > Details > Customer Information |
| Messages | Days Since | Days Since Message Logged | - Contact > Visifile > Messages
- Contact > Messages
|
| Messages | Employee ID | Employee Id | Employee > Details > Personal |
| Messages | Hours Since | Hours Since Message Logged | - Contact > Visifile > Messages
- Contact > Messages
|
| Messages | Message Repname | Representative | Contact > Visifile > Messages |
| Messages | Message Text | Message | - Contact > Visifile > Messages
- Contact > Messages
|
| Messages | Order ID | Job Order Id | Job Order > Visifile > Snapshot |
| Related Vendor Info | Note | Company Notes | Enterprise > all options > company > select a company > miscellaneous options |
| Related Vendor Info | Vendor Name | Company | Contact > Details > Other Information |
Assignment
The category of "Financial" has been updated to "Financials"
| Category | Field Name (Old) | Field Name (Updated) | Field Route |
|---|
| General | Aident | Employee Id | Employee > Details > Personal |
| General | ItemId | Assignment Id | Assignment > Visifile > Assignment Id |
| General | Department | Department Name | Customer > Details > Departments > select a Department > Details > Customer Information |
| Customer | Customer | Customer Name | N/A |
| Customer | Street 1 | Street | Customer > Visifile > Addresses > Primary Address |
| Details | Branch Name | Branch | Assignment > Visifile > Snapshot |
| Details | Explanation | Assignment Status | Assignment > Details > Details |
| Details | On-Site Pin | On-Site PIN | Employee > Web User > View Account Details > Time Clock Authentication |
| Details | Perf Note | Performance Note | Assignment > Details > Other Information |
| Details | Rep Name | Taken By | Assignment > Details > Other Information |
| Financials | Company | Vendor | Assignments > Details > Financials |
| Financials | Salary | Salary Pay Rate | Assignments > Details > Financials |
| Financials | Salary Bill | Salary Bill Rate | Assignments > Details > Financials |
| Messages | Message Repname | Message Representative | Employee > Visifile > Messages |
| Messages | Message Text | Message | - Assignments > Visifile > Messages
- Assignments > Messages
|
| Messages | Order ID | Job Order Id | Assignment > Visifile > Snapshot |
Job Order
Category
| Field Name (Old)
| Field Name (Updated)
| Field Route
|
|---|
| Candidates | Employee ID
| Employee Id
| Employee > Details > Personal
|
Candidates
| Order ID
| Job Order Id
| Job Order > Visifile > Snapshot
|
| Details | Customer
| Customer Name
| Customer > Details > Customer Information
|
Details
| Customer ID
| Customer Id
| Customer > Details > Customer Information
|
Details
| Department
| Department Name
| Customer > Details > Customer Information
|
Details
| Do not post to Web
| Publicly Visible
| Job Order > Details > Job Board Options
|
Details
| IsPeopleNet
| Is PeopleNet
| Job Order > Details > Time Clock
|
Details
| Order Status
| Job Order Status
| Job Order > Visifile > Snapshot
|
Details
| Order Type
| Job Order Type
| Job Order > Details > Job Information
|
Details
| Note
| Notes
| Job Order > Details > Other Information
|
Details
| Order Id
| Job Order Id
| Job Order > Visifile > Snapshot
|
Details
| Order Taken By
| Taken By
| Job Order > Details > Other Information
|
| Document | Expiration Date | Document Expiration Date
| Employee > Documents > Documents
|
| Document | Search Text
| Search Text in Documents
| Job Order > Documents
|
| Job Information | Duration
| Job Order Duration
| Job Order > Details > Job Information
|
Job Information
| Number Required
| Positions Required
| Job Order > Details > Job Information
|
Job Information
| Number Assigned
| Positions Filled
| Job Order > Details > Job Information
|
| Location | PSDCode | PSD Code
| Customer > Details > Worksites > select a worksite > Details > Worksite Details > click edit > update State to Pennsylvania > click Next > click Next on Address Standardization page > Worksite Details - Payroll Taxes
|
| Location | Street 1
| Street
| Job Order > Details > Customer Information > Worksite > click on Worksite name > Details > Worksite Details
|
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