What are Sales Teams? Sales teams denote a sales person or group of people on a customer, order, or assignment record. This field is used to pull or group a variety of reports and searches for customers or orders by sales. First think abou...
What are Required Docs? Required documents allow you to store, track, and manage documents that are required for employees. Required documents can be set up on customer and order records to require a specific document type before an employee can be...
What are Business Codes? Business Code is found on the customer record and helps your sales and management teams organize and group customers by their industry or type of employee they are looking to staff for. Business codes are easy to search by ...
What are Message Action Codes? Message action codes help qualify and group similar notes made on different record types. They help make documented interactions and processes searchable and reportable. This can help with tracking productivity, findi...
Why Do I Need to Add Job Titles? Job titles in Enterprise are a set drop down list which allows you, the admin, to control what job titles are available in your system. This also helps standardize options for your processes and makes searching and ...
What are Interest Codes? Interest codes are quick tags on records that provide different searchable and reportable information. These are extremely powerful tools for your employee, customer, contact, and order records to track any quick bits of in...
Welcome to Enterprise™ for Administration! TempWorks® Enterprise system is the heart of our software. It includes a full front and back office functionality and integrates seamlessly with our other software as well as with 3rd party...
Saving Documents Where do you store your customer's contracts, important documents, job order requests, etc.? Why not in their record where they can be electronically stored anytime you need them. No need to go digging in your filing cabinets e...
Why Should You Log Messages?
Message logging is often brushed over or set aside but can be extremely helpful to you and your team. You can log messages on employee, customer, order, and assignment records in Beyond.
This article covers t...
If you are someone who needs to view tax documents such as W2s, W2-Cs,1099s or 1095s, you can now view and print them from Beyond. *Note* This is only for tax documents created in TempWorks starting in 2015. This Article Covers...