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...
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...
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 ...
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...
Overview The ability to add and manage employee tax information has been added to Beyond. Employee taxes can be managed via Beyond > Employee > Pay Setup > Taxes: Setting Up Permissions For users utilizing standard Security Groups, as l...
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 an Adjustment? Within Beyond we have the ability to set up reoccurring adjustments to an employee's pay. These are adjustments that would affect that individual's income, regardless of the customer that they are working for. Adjustment ty...
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/...
Emailing Pay Notifications Setup an Email Template There are a couple of best practices to follow before you begin emailing pay notifications from Beyond and the first is to create an email template specifically for this purpose. For examp...