Management Purpose: This report gives you an overview of all the activity going on in your company by branch. It is designed to show you all of the major costs, sales items, and tax costs to get an overall understanding of how business is wi...
Customer List Purpose: This report allows users to view all customers at once, or, to break out a list of customers by branch, status, or interest code. One way this report is often utilized, is to view prospect and target accounts so that ...
Contact Messages Purpose: This report allows you to audit the messages logged on your customer contact records. It is a great report for reviewing rep communication with contacts as well as the details of those contacts made. This can allow...
What is Dispatcher? Dispatcher is an additional module in Enterprise designed for labor halls utilizing daily pay options. This module allows you to create tickets (orders), check in, assign employees, and run payroll all in one area. *Note* ...
AI Resume Matching Setup
This feature uses an AI matching engine to matc h your employee resumes to open jobs (and vice versa) in Beyond. Your team will be able to adjust filters and criteria to find the best possible matches.
To use ...
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...
Overview Within Beyond™, users have the ability to c onduct employee in terviews with questi ons that have been tailored to your needs.
*Note* Please note the following regarding Interview Questionnaire backw...
Worker Comp Breakout Purpose: This report displays a breakout of the individual hours and worker comp costs per employee for a given date range. The 'Subject Wages' column will show you the amount that can be used to determine the worker com...
What is Daily Maintenance? Daily maintenance is a series of stored procedures that are automatically executed every day during non-peak hours (Usually around 2 am). This gives your system the chance to refresh and update information based on diffe...
The products section of Bridge allows you to download the latest versions of our software. To see a list of available products, navigate to the
Bridge menu and select 'Products.' The software available to you will be listed with date updated...