Enterprise Overview
Before you begin, have your workbook ready!
This training covers: TempWorks resources, Enterprise home screen, E menu, and record types.
Enterprise Overview Training from TempWorks Software on Vimeo.
Loading Enterprise 101
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- Welcome to TempWorks University
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- Before You Begin Recruiter 101 and Workbook
- Full Employee Record Course
- Employee Part 1: The Basics
- Employee Part 2: Searching
- *Employee Part 3: The Employee Details
- *The Resume Parser
- Full Customer and Order Record Course
- Customer Part 1: The Basics
- Orders Part 1: The Basics
- *Orders Part 2: Order Details
- Full Assignment Record Course
- Assignments Part 1: The Basics
- *Assignments Part 2: The Candidate Worksheet
- Assignments Part 3: How to Manage and Close Assignments
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- Before You Begin Pay/Bill 101 Training and Workbook
- Full Employee Pay Setup and Customer Invoice Setup Course
- Payroll Part 1: The Basics of Employee Setup
- Payroll Part 2: Employee Adjustments
- Invoice Setup
- PO Setup
- Full Time Entry & Proofing Course
- Time Entry Part 1: The Basics
- Time Entry Part 2: The Details
- *Time Entry Part 3: One-Time Adjustments & Overrides
- Proofing
- Full Payroll and Invoicing Course
- The Payroll Wizard
- The Invoicing Wizard
- *Payroll Corrections
- *Invoice Corrections
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- Welcome to Beyond University!
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- Basics: How to Log In & Navigate in Beyond
- Basics: Introduction to Hierarchy in Beyond
- Basics: Searching for Records in Beyond
- Building Blocks: The Visifile in Beyond
- Building Blocks: Logging Messages in Beyond
- Building Blocks: Managing Documents in Beyond
- Building Blocks: Employee Advanced Searching
- Building Blocks - Near Me Search
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- Beyond University: Creating Employee Records
- Beyond University: Employee Statuses
- Beyond University: Creating Customer Records
- Beyond University: Managing Customer Contacts
- Beyond University: Customer Defaults
- Beyond University: Creating Order Records
- Beyond University: Order & Assignment Searching
- Beyond University: How to Track Candidates
- Beyond University: Assigning Employees
- Beyond University: How To End Assignments
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- Recruiter Manual
- Sales & Account Management Manual
- Beyond - Profile Reports
- Beyond - How to Create and Manage Hot Lists
- Beyond - Gross Profit Calculator
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- Employee FAQs
- How to Create an Employee Record
- Beyond - Employee Profile Pictures
- Beyond - How to Upload Resumes in Bulk
- Beyond - Creating an Employee Resume
- How to Attach a Resume to an Employee Record
- Beyond Employee Story
- Beyond - References
- How to Deactivate and Reactivate Employee Records
- Managing Employee Interest Codes
- Managing Web User Account
- Onboarding
- Washed Status
- Utilizing Recruiter First Workflows
- How to Assign a New HRCenter Workflow or Page
- Beyond - Employee Advanced Searching
- Beyond - Employee Required Documents
- Beyond - Interview Questionnaire
- Beyond - How to Merge Employee Records
- Beyond - How to Transfer an Employee to a Different Branch
- Beyond - Updating ACA Status for Employees
- Beyond - How to Reject HRCenter Pages
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- Customer FAQ
- How to Create a Customer Record
- Customer Record Must-Haves
- Creating and Managing Departments
- Beyond - Creating Customer Worksites
- Customer Statuses
- Beyond - Customer Required Documents
- Filling out Customer Related Forms
- Managing Customer Defaults
- Managing Customer Interest Codes
- Managing Sales and Service
- Utilizing the Near Me search
- Beyond - NTO (Notice to Owner)
- Beyond - Customer Master View
- Beyond - How to Change a Parent Customer
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- Order FAQs
- How to Create an Order
- How to Track Candidates on an Order
- Managing Order Interest Codes
- Searching for Orders
- Utilizing Order Contact Roles
- Beyond - Job Order Required Documents
- Beyond - How to Copy an Order
- Beyond - Utilizing Master Orders
- Beyond - How to Create and Manage Direct Hire Orders
- Beyond - How to Create and Utilize Rate Sheets
- Beyond - Automatic Job Application Receipt
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- Beyond - Welcome to Administration
- Beyond - Session Expiration
- Beyond - Managing Your Service Representatives
- Beyond - Address Standardization
- Beyond - Creating & Managing Service Rep Teams
- Beyond - Insight Widget Access
- Beyond - Managing Security Groups
- Beyond - Product Instances
- Beyond - Personal Access Tokens
- Beyond - Status Change Workflows
- Beyond - Required Document Types
- Beyond - Creating Security Groups with Advanced Permissions
- Beyond - How to Create and Utilize Cards and Pages
- Beyond - How to Create Sales Teams
- Beyond - How to Create Job Titles
- Beyond - How to Create Interest Codes
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- Welcome to Core
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- Welcome to Core for Recruiters
- Core - How to Add a New Employee
- Core - Employee Searching
- Core - Interest Codes
- Core - Employee Documents
- Core - Required Documents
- Core - Documenting Employee Education and Job History
- Core - Employee Interview Questionnaire
- Core - Order Searching
- Core - Assignment Restrictions
- Core - Creating Assignments
- Core - Merging Employees
- Core - Do Not Assign (DNA)
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- Dashboard Widgets
- Enterprise Record Types
- How to Utilize Tasks
- Searching
- Tips for Navigating Through Enterprise
- Keyboard Shortcuts
- Tips and Tricks to Save Clicks
- Hierarchy
- Task Management
- The Tearaway Page
- Tips for Message Logging
- How to Customize Your Navigation Tree
- Calendar
- Record Favorites
- Full Reports Manual
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- Recruiter Manual
- Sales & Account Management Manual
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- Commonly Asked Questions - Employees
- How to Add a New Employee Record
- Employee Searching
- How to Deactivate and Reactivate Employee Records
- Documenting an Interview
- How to Create Assignment Restrictions
- Enterprise - How to Document Employee Work History and Education
- How to Manage Required Documents
- How to Track Employee Availability
- Managing Employee Documents
- Managing Employee Interest Codes
- Managing Resumes
- Tracking Employee Availability
- Tracking WOTC Eligibility
- Utilizing the Washed Status
- Work Interests and Work Experience
- Manage Web User Account
- How to Transfer an Employee to a Different Branch
- How to Merge Employee Records
- How to Copy an Employee Record to a Contact Record
- How to Track Unemployment
- How to Create and Manage Hot Lists
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- Commonly Asked Questions - Customer Record
- Creating Customer Records & Customer Record Avatars
- Enterprise - Customer Visifile and Snapshot
- Create & Manage Departments
- Create & Manage Worksites
- Default Customer Statuses
- Managing Sales & Service
- How to Change a Parent Customer
- How to Configure PEO Setup
- How to Create Purchase Orders
- How to Manage Interest Codes on the Customer
- How to Set up Customer Defaults
- How to Utilize the Sales Pipeline
- Notice to Owner
- Saving Customer Contracts
- How to Set Up Sales Tax on a Customer
- Enterprise - Gross Profit Calculator
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- Commonly Asked Questions - Orders & Assignments
- How to Create and Manage Temporary Orders
- How to Create and Manage Direct Hire Orders
- Default Order Statuses
- How to Copy an Order
- How to Create and Manage the Candidate Worksheet
- How to Create and Utilize Rate Sheets
- How to Mass Update Assignment Rates
- How to Mass Update/End Assignments From the Order
- The Order Avatar & Icons
- Order Searching
- Order Types and Pay Periods
- Using Contact Roles with Orders
- Utilizing Master Orders
- How to Move an Order
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- How to Add a Contact
- Commonly Asked Questions- Contact
- How to Create Contact Groups
- Personal Call List
- Contact Record Must Haves
- Contact Avatar Area and Actions Menu
- Contact Statuses
- How to Deactivate a Contact
- How to Merge Contact Records
- How to Copy a Contact to an Employee Record
- How to Move a Contact to a Different Customer or Department
- How to Create a Worker Comp Claim
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- Enterprise - Pay/Bill Overview
- Payroll Processor Manual
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- Enterprise - Employee Pay History
- How to Enroll Employees in Direct Deposit
- How to Manage Arrears
- How to Manage Employee Taxes
- How to Set up Benefit Adjustments
- How to Set up Child Support Garnishments
- How to Set up Employee Adjustments
- How to Set up a Federal Levy
- How to Set up a Secondary Direct Deposit
- How to Set up 401K Adjustments
- Accrual Setup in Administration
- Employee, Customer, and Assignment Accruals
- Accruals - Break In Service
- Multiple Location-Based Accruals
- Enterprise - Department of Revenue Garnishments
- State Accruals Effective 1/1/2024
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- How to Create Timecards
- Time Entry Tricks
- Timecard Icons and Their Meanings
- Cash Tips
- Fringe Benefits
- Gross Up Calculator
- How to Convert a Timecard to the Federal Format
- Bonus Pay
- How to Duplicate Timecards
- How to Enter Late Time
- How to Import Timecards
- How to Pay Salaried Employees
- Pay Transactions on Separate Check
- How to Process Bi-Weekly Payroll
- Retro Pay
- How to Utilize Assignment Adjustments
- Unit Pay Transactions
- How to Refresh Timecards
- One-Time Adjustments and Overrides
- Timecard Linker
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- Commonly Asked Questions - Payroll
- Payroll Errors, Their Meanings, and How To Fix
- Enterprise - Flexible Payment Methods
- Change Adjustment Authorities After Payroll
- How to Complete Authority Check Runs
- How to Convert an Epay Transaction to a Live Check
- How to Correct Authority Checks
- How to Create ACH and Positive Pay Files
- How to Email Pay Stubs
- How to Reissue Checks
- How to Reprint a Paycheck or Payroll Run
- How to Undo Check Corrections
- How to Void and/or Reverse Checks
- Pulling the "Staged Check" Report
- Removing Transactions from Payroll Runs
- Voiding Check Date Validation
- Understanding Your Paycheck/Paystub
- Enterprise - Backdated Checks
- Paystub & Reporting Updates for Illinois Day and Temporary Labor Services Act
- Paystub & Reporting Updates for New Jersey Temporary Workers Bill of Rights
- Billing Clerk Manual
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- Commonly Asked Questions - Invoicing
- How to Process Bi-Weekly Invoicing
- How to Process Monthly Invoicing
- How to Process Weekly Invoices
- How to Create a Direct Hire Invoice
- How to Edit Invoices
- How to Find Processed Invoices
- How to Fix Issues During Invoice Processing
- Invoice Recipient Error
- How to Merge Invoices
- Enterprise - How to Recalculate Taxes & Surcharges on an Invoice
- How to Recast an Invoice
- How to Undo Invoice Corrections
- How to Void an Invoice
- Reverse Billing
- Closing the Week
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- Admin Manual
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- Creating Interest Codes
- How to Create Hotlist Tags
- How to Create Job Titles
- How to Create Message Action Codes
- How to Create Sales Teams
- How to Setup and Manage Business Codes
- How to Setup and Manage Custom Data
- How to Setup and Manage Required Docs
- How to Setup and Utilize Task Administration
- How to Setup Sales Pipeline Statuses
- How to Setup Web Evaluations
- Enterprise - Setting Up the Interview Questionnaire
- What Reports to Run and When to Run Them
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- ACA Overview
- ACA Admin: Setting Up ACA Monthly Measurement Method
- ACA Admin: Setting Up ACA Look Back Method
- ACA Admin: ACA Permissions & Security
- Setting ACA Hire Dates for Employees
- ACA Overrides for Super Users
- ACA Admin: Setting Up ACA Adjustments in Administration
- Managing ACA Adjustments for Employees
- Auditing Employee Records with ACA Searches
- ACA Admin: Setting Up ACA Surcharges for Customers
- ACA Surcharge Overrides for Customers and Orders
- ACA Enhanced Module
- Affordable Care Manual
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- Status of Current TempWorks Software Products
- Supported Platforms & System Requirements
- Daily Maintenance
- Monthly Maintenance
- How to Utilize Zoom
- Paying Your TempWorks Invoices Online
- Subscribing to the Knowledge Base
- FTP
- Product and Technical Support Life Cycle Policy and Information
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- Microsoft Remote Desktop Server or Citrix Recommendations
- Self-Hosted Database Server Recommendations
- Self-Hosted Enterprise Client Deployment Guide
- Self-Hosted Environment Recommendations
- Hardware Questionnaire
- Self-Hosted API Server (v3) Deployment Guide
- WebCenter 6.5 Upgrade Instructions
- License Keys
- Performance Regression
- TempWorks Beyond Authentication Sequence
- Self-Hosted - Beyond Licensing
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- Welcome to Reports
- Reports & Administrators
- Reports for Management
- Reports for Sales
- Reports for Payroll & Billing
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- Affordable Care Act Reports Manual
- ACA Benefit Lookback List Ins Census Mail Export
- ACA Benefit Lookback List Insurance Census
- ACA Consecutive Assignment Worked
- ACA Employee Adjustments
- ACA Employee Cycles
- ACA Employee Details
- ACA Employee Details Communication Export
- ACA Exchange Notification List
- ACA Minimum Hours Ins Census Mail Export
- ACA Minimum Hours Insurance Census
- ACA Missing Check
- Affordable Care Act Benefit Lookback List
- Affordable Care Act Compliance Determination
- Affordable Care Act Financial Exposure
- Affordable Care Act Minimum Hours
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- Tax Administration Reports Manual
- WebCenter Email Notifications Report
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- Message Productivity Report
- Messages Report
- Metrics Back Office Report
- Metrics Front Office Report
- Order Fill Ratio Report
- Order Interview Turnover Ratio Report
- Order Time To Fill Ratio Report
- Order Time To Hire Ratio Report
- Order Type - Job Title Metrics Report
- Rep Productivity Report
- Scorecard Report
- Turnover Detail Report
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- AR Statement Summary Report
- Commission by Rep Report
- Commission By Sales Team Report
- Direct Hire Billing Fees Report
- Invoice Adjustment Register Report
- Invoice Aging Report
- Invoice Aging Summary Report
- Invoice Delivery Report
- Invoice Delivery Method Report
- Invoice Email Log Report
- Invoice Payments Report
- Invoice Register Report
- PO Number Summary Report
- PO Number Transaction Detail Report
- Quarterly Sales Report
- Sales Analysis Four Week Report
- Sales Analysis Four Week Comparison Report
- Sales Analysis Yearly Report
- Sales Summary Report
- Short Pay Invoices Report
- Top 25 Customers Report
- Yearly Sales Report
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- ACH Verification Report
- Adjustment Frequency Report
- Arrears Register Report
- Authority Check Detail Report
- Authority Garnishments Report
- Check Register Report
- Check Sign Off Report
- Current Timecards Report
- Direct Deposit Register Report
- Employee Accruals Report
- Employee Adjustments Report
- Employee Hours Report
- Payroll Summary Report
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- Sending and Receipt of Web Evaluations
- General Ledger Report
- New Jersey Temporary Worker Bill of Rights (S511)
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- Employee: Welcome to WebCenter
- Employee: The Home Tab
- Employee: The Assignment and Calendar Tabs
- Employee: The Timecards Tab
- Employee: The Pay History Tab
- Employee: The HRCenter Tab
- Employee: How to Reset Your Password
- Employee: WebCenter on Mobile Devices
- Employee: WebCenter Notifications
- WebCenter Admin: Employee Roles and Configs
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- WebCenter - Intro to Administration
- WebCenter Admin - Setting up WebCenter Roles
- Administration: Intro to Configurations
- WebCenter Admin - Configuring WebCenter Order Requests
- WebCenter Admin - How to Add Documents to Portals
- WebCenter Branding Options
- WebCenter and Contact Roles
- WebCenter Admin - Setting Up Notifications
- WebCenter Admin - Web Evaluation Setup
- Posting Messages to the WebCenter Home Page
- WebCenter Reports Manual
- Candidate Review Configurations in WebCenter
- WebCenter Admin - Unlocking an Employee Account
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- Year End Checklist
- Year End Process / Closing the Year
- SUTA Setup
- FFCRA W-2 Reporting
- 2020 W-4 Form
- How to Run Data Integrity Checks and Resolve Errors
- Adding Employer Benefits Not Tracked In TempWorks S125
- Utilizing Electronic W-2s
- W-2C Processing
- Beyond - Reprinting or Viewing Tax Documents
- Enterprise - Reprinting Tax Documents (Wage Summaries)
- Troubleshooting Federal Tax Withholding
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