What are Teams in Beyond? Service Rep Teams in Beyond TM allow you to divide your users into various teams. An individual service rep may be associated with more than one team. Teams allow you to share searches, look for tasks, and can be a qual...
Overview Administrators have the ability to setup custom Beyond session expiration timeframes for their users. This means that, as an admin, you can configure Beyond login sessions to expire automatically within a period of inactivity (in minutes...
What are Purchase Orders? A purchase order (PO) allows for accurate tracking and organization of services, materials, groups of workers, quantity, and time frame for an order or assignment. When a purchase order is added to the customer record, i...
How to Manage Billing Setup When setting up billing on a customer record in Beyond there are a few questions one might ask themselves. How often is a customer invoiced? What do the invoices look like? Who are invoices sent to? Is this person mail...
Time Entry & Beyond You can now enter time for employees in the Time Entry section of Beyond. Any time entered in either Enterprise or Beyond will transfer to the other to keep everyone on the same page. In order to utilize time entry in Be...
Overview After a user has entered time into Time Entry in Beyond , the next step is to proof the timecards. This allows both the user and the system to double check that everything is ready to be paid and billed. Once a user has keyed in hours/...
Overview On the employee record, there is a pay history section breaking down different sets of past pay information. It's a great place to review employee specific past pay information for check corrections, pay stubs, etc. This article cover...
What are Accruals? Accruals refer to paid sick leave, vacation, PTO, etc. options that employees might be eligible for. You may have a few different accruals offered depending on where employees work, which customers they work for, etc. Accrual ...
What is a Vendor? There are two basic types of vendors: Subcontractor Vendors - These are 3rd party staffing agencies or other providers that are sending their employees to fill some of your orders. Because these employee's do not belong to y...
What is a Vendor Record? In Beyond, there are two types of vendors that can be set up: Subcontractor Vendors - These are 3rd party staffing agencies or other providers that are sending their employees to fill some of your orders. Because the...