Happy Spring Everyone! Enjoy the updates. *Note* For all self-hosted clients, as always, ensure you install all updates to give your users the best experience and new features. There are additional notes for self-hosted clients in ...
Welcome Sales Reps & AMs! We've curated the most important information for sales reps and account managers and packed that information into the following short courses. This way you can learn bit by bit. We recommend taking the follow...
March 12th is National Plant a Flower day so if the weathers nice, enjoy the outdoors. 💐 *Note* For all self-hosted clients, as always, ensure you install all updates to give your users the best experience and new features.
Product...
What are Email Templates? Email templates allow you to customize emails that are sent to large numbers of employees (including assigned) and customer contacts. Beyond allows you to create, configure, and manage employee and contact email template...
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.
...
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...
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 v...
Welcome Recruiters! We've curated our top Beyond videos, articles, and quizzes for recruiters and put them together in a few quick courses. Any new recruiter can use these courses to learn all the basic Beyond functionality they need to manage ...
Beyond Basics: Searching Basics
No matter what role you have, at some point you'll probably need to search for records in the system. In this video, we cover some of the basics for searching in Beyond.
Watc...