Overview With the Sales Pipeline Dashboard, you will receive a real-time overview of your Prospect customers and their current Pipeline Status. With this information provided in a clear and easy to understand manner, this will lead to efficient dec...
What are Insight Widgets? Not to be confused with our Insight Integration , Beyond Insight Widgets provide snap shots of important information in your system. These options are located on your dashboard , the first thing every user sees when they...
In order for you to enter in the hours your employees have worked, you'll need to create timecards in WebCenter. This is a two-step process: Step 1: Create the timecard. To create ad d timecards and enter hours for your em ployees, log in t...
What is WebCenter? The customer portal of WebCenter gives you, the customer contact access to important information including orders, invoices, and even reporting options. You can even review and approve time for your employees. This article rev...
New to WebCenter? Once you have received your URL and credentials, you can get started by logging into WebCenter. Once you've successfully logged in, take a look at the following articles to learn more about all the things WebCenter can do for yo...
Welcome to September! This release brings enhanced functionality related to References, Bookmarks, the DNA Charm, and Dashboards in Beyond along with additional fixes and improvements across TempWorks products. *Note* For all self-hosted cl...
Overview In Beyond, charms are provided for every main record type ( Employee , Customer, Contact, Job Order, Assignment, Prospect) that provides specific information and functionality directly related to that record type. *Note* You al...
Overview References are able to be documented on the employee record to refer back to when you are ready to assign the employee.
*Note* References created within Enterprise after September 6th, 2024, will not be automatically mi...
How to Attach a Resume to an Employee Record If an employee record already exists in your database, you can attach a resume to their record. Save the employee’s resume in your computer (or in a shared drive if using a RDP) . Note that resumes...
This release brings additional adjustment functionality to Job Orders and Assignments in Beyond along with plenty of fixes and improvements across TempWorks products. *Note* For all self-hosted clients, as always, ensure you install all upd...