Overview Required documents allow you to store, track, and manage documents that are required for employees. Users in Beyond have the ability to add and manage required documents on Customer, Job Order, and Employee records. *Note* Re...
Searching for Orders in Beyond To search for your Orders in Beyond, begin by selecting the 'Job Order Search' button in the upper left corner of Beyond. If you are on a smaller device (including mobile phone) the search option will be available ...
Interest Codes on the Order Record You can set up interest codes on order records to track important order related information including required skills or documents. *Note* The list of interest codes available can be updated by your ad...
What is the Candidates Tab? The Job Order's candidate tab is used to track employees who are being considered for a position. It is a way to associate an employee with an order without making an assignment. Within this area, you can track statuse...
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...
What is Customer Master View? Similar to the functionality in Enterprise , Master View provides the ability to view related department record information as they relate to the master customer record, without having to navigate to the individua...
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 too...
Overview Required documents allow you to store, track, and manage documents that are required for employees. Users in Beyond have the ability to add and manage required documents on Customer, Job Order, and Employee records. *Note* Re...
This is an article intended to demonstrate best practices when creating a new customer record, and defining the difference between a good customer record and a GREAT customer record. We will also explore setting up default information in Beyond. ...
What is Beyond? TempWorks Beyond™ is a comprehensive mobile applicant tracking system (ATS) and customer relationship management (CRM) browser-based solution offered for the staffing industry. It allows you to access your applicant & customer re...