AI Resume Matching Setup
This feature uses an AI matching engine to matc h your employee resumes to open jobs (and vice versa) in Beyond. Your team will be able to adjust filters and criteria to find the best possible matches.
To...
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 ...
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. Becaus...
What is a Prospect Record? Prospect records allow you to quickly record and manage potential new customers and contacts, making it easier for your sales team to collect the information they need. Prospect records include the ability to track basi...
What is a Prospect? Prospect records allow you to quickly record and manage potential new customers or contacts, making it easier for your sales team to collect the information they need. Prospect records include the ability to track basic informat...
Why Deactivate Contacts?
People retire, get promoted, or find a different job all the time. When an important customer contact leaves your customer, you’ll want to deactivate the contact record to ensure your teams aren’t calling ...
Contacts
Who answers the phone when you call your Customers? Who are the hiring managers coming to you with new orders to fill? Who are the gatekeepers making it tricky to reach your intended recipient of e-mails and phone calls? These are yo...
What are Interest Codes? Within Beyond, you can use interest codes on a customer contact record to tag the contact with important information. This can be for sales purposes, industry info, the types of roles they staff, or anything else you may ...
What are Assignment Restrictions? When you are ready to assign an employee to an order, the system will double check the employee record, customer defaults, and order information to make sure all the requirements have been met by this employee be...
In certain scenarios, it is beneficial to update information for multiple assignments. This across-the-board update is especially helpful when multiple assignments are ending on the same day, statuses need to be updated, and/or messages need to be...