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 video...
Enterprise
New:
Created a new config called “RequireSSNOnWebUser”. When this config is turned on, an error will come up in Enterprise stating that an SSN is require...
Overview This article will walk through report suggestions for back office payroll and billing related information. For a full list of report options we have available, check out Full Reports Manual . *Note* You will need the correct Secur...
Invoice Email Log Purpose: This report allows you to see all of the invoices that have been or should be sent via e-mail. It will show one line item per invoice and per e-mail address the invoice is sent to. Therefore, you will see invoices l...
Overview Beyond allows you to create an employee resume based on the past jobs, education, skills, and assignment history on the employee record. This article covers the following: Setting Up Permissions Creating a Resume via the Employee ...
Order Change Log Purpose: This report is designed to show you all of the logged changes made to orders. This is a great report to see who changed the start date, worker comp code, worksite, etc. in order for you to follow up with them to see wh...
How to Merge Employee Records While not a desirable situation, it is entirely possible that two records for the same employee may exist in a system. Enterprise allows us to merge records and the data that accompanies those records into a single rec...
Metrics Back Office Purpose: This report is designed to give you a count of different back office items and activity per branch. Parameters: 1. Start Date: Starting weekend bill date of your desired date range. 2. End Date: Ending weeke...
∞Version 2018.3.2
HrCenter
Fixes:
Applicants will now be able to complete the Essential StaffCare form even if it was previously assigned. This form would previously auto complete if an...
Overview Required documents allow you to store, track, and manage documents that are required for employees. Users in Beyond have the ability to add and manage required documents on Customer, Job Order, and Employee records. *Note* Requir...