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 ...
What are Assignment Restrictions? When you are ready to assign an employee to an order, the system will double check the employee record, customer defaults, and order information to make sure all the requirements have been met by this employee befo...
What is an Accrual? In Enterprise Core, you can track and manage customized accrual packages. This allows you to track accruals as well as deduct any vacation or PTO which has been paid out. Each employee will have an ongoing accrual amount which c...
Version: ∞2017.7.28:
Enterprise
New:
Added a payments form located in All Options > Worker Comp > Invoices. This can be used to more efficiently track payments associated with worker co...
What is an Embedded Video? An embedded video will allow you to link a video directly into your HRCenter TM application workflow. The video will be able to be played directly from the page in HRCenter and can be set as required for employees to wat...
Web User Tenants A web user tenant ties an employee or contact to the system that they are associated with. Databases may have access to multiple tenants based on how your system is set u p. Your system may have an individual tenant, or it may ha...
Bulk Uploading Resumes Within Beyond, you have the ability to upload resumes in bulk. This functionality allows for employees to be created more quickly and efficiently w hen uploading res umes. This article includes: Getting Started Uploa...
What are Worker Comp Codes? Worker compensation codes are codes that insurance companies utilize to identify specific categories of work. These codes are important to setup on Customer and Order records to ensure the right worker comp codes are bei...
Version ∞2017.4.28:
Enterprise
Improvements:
When users create a new customer, the default invoice style and default email template configs (DefaultCustInvEmail & DefaultCustInv...
Worker Comp Summary Purpose: This report displays financial totals for each worker comp code within a specified date range and can filtered by state. This is a great report to use to determine your worker comp payments to your insurance prov...