Welcome to Beyond University!
New to Beyond University? Start Here: Basics: How to Log In & Navigate in Beyond
The Beyond University Orientation Series is meant for all Beyond users to get started in our system. In these lesson...
Beyond University: Creating Order Records
When the customer communicates to your staffing agency that they are looking for employees, an order should be created to document that request. Once an order is created and popula...
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 v...
Beyond University: Managing Customer Contacts
Customer contacts may include hiring managers, supervisors, receptionists, and even members of the c-suite! In this course we break down how to add customer contacts into the s...
Beyond University: Creating Customer Records
Customer records in Beyond can help your team stay organized by keeping track of sales information, statuses, and documents. In this video, we will take a look at how to create ...
Beyond University: Employee Statuses
Employee records have multiple statuses to help you track hiring eligibility, onboarding, and more. In this video, you'll learn about different statuses and how to change them i...
Beyond University: Creating Employee Records
Employee records help you keep track of applicants, current employees, and past employees. In this video we walk through how to manually create an employee record in Beyond....
Beyond Building Blocks: Near Me Search
The Near Me search in Beyond is a useful tool allowing you to quickly search for customers, contacts and worksites in a specific area. This is especially helpful for sales teams when ...
Beyond Building Blocks: Employee Advanced Searching
Once you've covered basics searching, check out this video to walk through some advanced search examples for Employee records.
Watch the short video before...
Beyond Building Blocks: Managing Documents
Documents can be saved on every major record type in Beyond. In this video we explore how to manage and leverage documents in the system.
Watch the short video before taking ...