This article will review some of the most common questions about assignment records in Beyond. What is Beyond? TempWorks Beyond™ is a comprehensive mobile applicant tracking system (ATS) and customer relationship management (CRM) browser-based...
A rate sheet is a tool that can be used to set up permanent pay and/or bill rates for orders/assignments created for a specific employee, customer, job title, shift, worksite, or branch. This Article Covers: When to Use Rate Sheets Setti...
What is a Master Order? Master orders are ideal for customers who consistently request candidates for the same type of position. The master order allows your organization to quickly create records and focus on presenting candidates; they can be mad...
Overview The ability to copy Job Orders within Beyond has been added to help with reducing the amount of time needed to create Job Orders based on similar information or from a Master Order . This functionality allows recruiters to work more eff...
This article will review some of the most common questions about order records in Beyond. What is Beyond? TempWorks Beyond™ is a comprehensive mobile applicant tracking system (ATS) and customer relationship management (CRM) browser-based solu...
Overview If you would like to change the organization of departments within a customer hierarchy, you can now change the parent customer within Beyond. Setting Up Permissions *Note* Users will need the "Can change parent customer" per...
What is the Near Me search?
The Near Me search option in Beyond allows you to search for all your Customers, Contacts, or Worksites that are located in a specific area. This is a great sales resource for planning and finding nearby prospects ...
What are Customer Defaults?
The Defaults tab allows users to establish standards for multiplier codes and shifts that apply to the customer so they automatically flow into that customer’s orders. When properly set, this can be a powerful...
What is a Service Rep Only Workflow? Service rep only workflows are able to be assigned on the customer record. These workflows allow you to assign and edit preset forms that sales or account management can fill out for a particular customer. F...
What are Customer Statuses?
Customer records have status options available for your team to communicate which customers have signed contracts and which ones might be in review or in the sales process.
There are two types of statu...