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...
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...
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.&nbs...
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 ...
What is a Worksite?
Worksites are the addresses for the physical locations that you are sending employees. They help calculate taxes during payroll, and help you document the location for each job site.
How are Worksites Dif...
What is a Customer Record? Customer records in Beyond include prospect, current, and past customers you have worked with. These records allow you to track customer information, sales process, & order defaults. Creating a customer recor...
Why Create Departments?
Departments help create divisions in larger customers that you work for which allows you to pull separate reporting, billing, and more! This option also allows you to document a company structure/hierarchy. Departments...
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 &a...
Overview Users with the proper permissions will be able to reject individual pages from HRCenter workflows within Beyond . *Note* This functionality only works within Beyond. Setting Up Permissions The security group permis...