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Stay compliant without the hassle—automate certifications and keep contractors ready.Compliance and Certification Management (CCM) gives you a centralized, automated way to track, manage, and enforce contractor compliance requirements. Instead of reacting to issues, you ensure every contractor stays compliant—helping you reduce risk and keep your workforce running smoothly.Why it mattersManaging compliance manually increases risk, delays onboarding, and creates gaps that can lead to penalties or disruptions. CCM helps you:Reduce compliance risk with automated tracking and alerts Prevent onboarding delays by enforcing requirements upfront Stay aligned with business policies and regulatory standards Eliminate manual follow-ups with built-in notifications Keep your workforce running smoothly with proactive compliance managementWho it’s forCCM is designed for teams that manage contingent workers, including:Hiring managers who need compliant contractors to avoid delays Program managers (MSP

Analyze workforce spend to track costs and monitor trends.Beeline Analytics enables Program Management Office (PMO) users to analyze spend data across their contingent workforce program. It provides a consolidated view of workforce spending so you can track costs over time and review how spend is distributed across key dimensions such as suppliers, roles, and locations.Spend visualizations present detailed spend metrics within defined time periods, allowing you to examine patterns, compare values, and understand how actual spending aligns with your program activity.Total InvoicedWhat is it? Shows you the comprehensive amount of gross invoices assessed during the trend period you define based on the invoiced start period.Why would I use it? Examining total invoiced spend helps you understand how much of your contingent program costs are processed through Beeline.What’s a good value? Low or high numbers might be good based on your business requirements and model.What value drives or cons

Analyze request rates to compare planned and actual costs.Beeline Analytics enables Program Management Office (PMO) users to analyze request rate data across their contingent workforce program. It tracks the bill rates associated with assignments and provides a consistent view of rate data within a defined trend period.Request Rate visualizations include assignments with valid rate data and show how rates vary across your program. You can use this data to compare estimated request rates with actual bill rates and review how rate values align with your workforce planning and spend expectations.Above Request RateWhat is it? Shows you the percentage of requisitions with bill rates that exceed the request rate for assignments with start dates within the trend period you define.Why would I use it? Examining requisitions with bill rates higher than the request rate helps you understand trends where onboarded Talent is costing you more than you expected. You may find the trend applies to a sp

Track request workflows and measure cycle time across the requisition process.Beeline Analytics enables Program Management Office (PMO) users to analyze request-related workflows and measure cycle time across their contingent workforce program. It captures how requests move through key stages—from request creation and release to suppliers through candidate offer—using structured workflow data.Request Cycle Time visualizations show the sequence of activities within each request, including workflow cases, events, and steps, along with when actions occur and who completes them.Element Description Workflow Case An instance of an object (such as an amendment or a milestone payment) processed through a workflow. A predictable, repeatable sequence of tasks or steps where the exact sequence of steps needed to complete the task is unknown at the start and can vary on an individual basis. Workflow cases usually comprise one or more workflow events. However, project workflow cases compr

Analyze project workflows to track progress and measure cycle time.Beeline Analytics enables Program Management Office (PMO) users to analyze project-related workflows and track cycle time across their contingent workforce program. It captures how projects progress through key workflow stages—from start through monitoring to completion—using structured workflow data.Project Cycle Time visualizations show the sequence of activities within each project, including workflow cases, events, and steps, along with when tasks occur and who completes them.Element Description Workflow Case An instance of an object (such as an amendment or a milestone payment) processed through a workflow. A predictable, repeatable sequence of tasks or steps where the exact sequence of steps needed to complete the task is unknown at the start and can vary on an individual basis. Workflow cases usually comprise one or more workflow events. However, project workflow cases comprise a single event that compl

Analyze workforce spend to identify savings and control costs.The Program Savings visualization shows cost savings from sourcing activities and rate discounts. You can analyze where savings were captured, where costs exceeded expectations, and how spending varies across your program.It also provides detailed data on supplier rate compliance, overpayments, and negotiation activity, including insights into hiring manager and supplier behavior.Use this reference to dive deep into sourcing, discounts, and unrealized savings data. Here’s a snapshot of what's inside.Explore the visualization Interpreting your measures Defining your trend period Understanding the rate models Assumptions Examine your program savings Discover your sourcing savings Understanding sourcing savings measures Sourcing savings data points Unrealized savings data points Total Savings and Unrealized Savings Breakdown data points Study your discount savings Understanding the discount savings data points Total Discount

Track and analyze contingent workforce headcount over time.Beeline Analytics enables Program Management Office (PMO) users to monitor and analyze contingent workforce headcount through interactive dashboards and visual reports. It provides a centralized view of headcount data so you can understand how many workers are active, when assignments start and end, and how workforce levels change over time.You can use headcount metrics—such as starting, ending, and active headcount—to evaluate workforce activity, compare trends across time periods, and support workforce planning and program oversight.Starting HeadcountWhat is it? Shows you the total active headcounts on the first date in the trend period you define.Why would I use it? Helps you understand how many contingent workers began assignments on the first date in the trend period you define.What’s a good value? Low or high numbers might be good based on your business requirements and model. For example, starting headcount may vary when

Analyze assignment workflows and cycle times to improve process efficiency.Beeline Analytics enables Program Management Office (PMO) users to analyze assignment-related workflows and measure cycle times across their contingent workforce program. It provides visibility into how assignments move through workflow steps—from creation and approvals to amendments and completion—so you can track progress and understand how work gets done.You can use assignment cycle time metrics to evaluate workflow performance, measure how long tasks and approvals take, and identify bottlenecks or process deviations. These insights help you assess efficiency, improve workflows, and support more consistent execution across your program.Element Description Workflow Case An instance of an object (such as a request or an assignment) processed through a workflow. A predictable, repeatable sequence of tasks or steps where the exact sequence of steps needed to complete the task is unknown at the start and c

Turn your extended workforce data into clear, actionable decisions.Beeline Analytics helps you make faster, smarter decisions by transforming complex workforce data into easy-to-understand insights. With intuitive dashboards, interactive visualizations, and configurable KPIs, you gain a complete view of your contingent workforce so you can improve outcomes across your program.Why it mattersEliminate guesswork with complete workforce visibility Reduce costs by identifying inefficiencies and overspend Strengthen compliance with real-time program insights Improve decision-making with accurate, up-to-date data Increase efficiency across your contingent workforce program Deliver measurable results through data-driven actionsWho it’s forAccess to Beeline Analytics is limited to Program Management Office (PMO) users responsible for workforce programs and overseeing contingent workforce performance.How it helpsSee workforce data and trends in one place Improve supplier and program performance

Define the work and control supplier participation in SOWs.SOW subcategories define the type of work at a more detailed level within the Statement of Work (SOW) process. When used with SOW supplier subcategories on the template, they determine which suppliers can participate in a specific SOW. This ensures that only qualified suppliers are engaged, improving quality, consistency, and overall sourcing outcomes.Why it mattersEnsure only qualified suppliers are engaged for each SOW Reduce irrelevant supplier participation and rework Standardize how work is defined and executed Improve decision-making with structured SOW data Enforce compliance through rule-based supplier engagementWho it’s forProgram managers overseeing SOW sourcing and execution Procurement teams managing supplier engagement and performance Administrators configuring SOW structure and controls Hiring managers creating and managing SOWsHow it helpsDefine work precisely so SOWs align to specific skills or services Control

Prepare your SOW templates with the right suppliers for each type of work.SOW supplier subcategories let you associate suppliers to predefined classifications within a Statement of Work (SOW) template. This setup determines which suppliers are eligible for specific types of work before an SOW is created. By aligning suppliers to subcategories at the template level, you ensure only relevant suppliers are available during SOW creation, improving accuracy and consistency from the start.Why it mattersEnsure the right suppliers are available when an SOW is created from a template. Reduce manual effort when selecting suppliers. Create consistency across SOWs that use the same template. Support better decisions with structured supplier alignment. Strengthen compliance by linking suppliers to the correct workflows and requirements.Who it’s forProgram managers managing SOW supplier pools and templates Procurement teams overseeing supplier eligibility and engagement Administrators configuring SO

Define the work and control which suppliers can compete.Competitive Bid subcategories define the type of work at a more detailed level within the CB process. When used with supplier subcategories on the template, they determine which suppliers can participate in a specific bid. This ensures that only qualified suppliers receive the opportunity, improving bid quality, speed, and overall sourcing outcomes.Why it mattersEnsure only qualified suppliers receive each bid Reduce irrelevant submissions and rework during sourcing Standardize how work is defined and competed Improve decision-making with structured bid data Enforce compliance through rule-based bid participationWho it’s forProgram managers running Competitive Bid events Procurement teams managing bid quality and supplier participation Administrators configuring CB structure and controls Hiring managers creating competitive bids or SOWsHow it helpsDefine work precisely so bids align to specific skills or services Control supplier

Prepare your templates with the right suppliers for more precise sourcing.Supplier subcategories let you associate suppliers to predefined classifications within a Competitive Bid (CB) template. This setup step determines which suppliers are eligible for specific types of work before a bid is ever created. By aligning suppliers to subcategories at the template level, you ensure that only relevant vendors are available during sourcing, improving accuracy and efficiency from the start.Why it mattersEnsure the right suppliers are available when a CB is created from a template Reduce manual effort when selecting and inviting suppliers Create consistency across bids that use the same template Support better sourcing decisions with structured supplier alignment Strengthen compliance by linking suppliers to the correct workflows and rulesWho it’s forProgram managers configuring supplier pools for CB templates Procurement teams managing supplier eligibility and participation Administrators mai

Turn every cancellation into insight with standardized, easy-to-use reasons.Track why competitive bids and Statements of Work (SOWs) are cancelled and capture consistent, actionable data at the moment decisions happen. With predefined cancellation reasons and optional comments, you can simplify cancellations while building a clear picture of supplier performance and sourcing outcomes.Why it mattersReduce disputes by documenting clear, consistent reasons for cancellations Improve sourcing outcomes with data you can measure and analyze Support fair, unbiased processes aligned with corporate policy Understand where and why deals fall through—during bidding or after a project starts Build a stronger supplier pool based on real performance insightsWho it’s forManaged Service Providers (MSPs) Program Managers Self‑managed program users Administrators who configure and standardize cancellation reasonsHow it helpsStandardizes decisions: Users choose from predefined reasons instead of free‑text

Topics on this pageWhy it matters Who it’s for How it helps How it works Action steps How to stepsStandardize award reasons to highlight winning decisions and strengthen sourcing insights.Selecting a winning supplier is just as important as documenting why others were not chosen. Predefined award reasons help your team clearly explain why a supplier received the bid. This ensures consistent decision-making, improves transparency, and strengthens your organization’s sourcing strategy.Why it mattersStandardizing award reasons helps your organization:Clearly justify supplier selection decisions Ensure a fair and defensible competitive bidding process Capture consistent data for reporting and performance analysis Identify what drives successful supplier outcomesWho it’s forSystem administrators who configure sourcing settings Procurement and sourcing teams selecting winning suppliers Program managers and analysts who track supplier performance and trendsHow it helpsThis feature helps you:C

Topics on this pageWhy it matters Who it’s for How it helps How it works Action steps How to stepsStandardize unawarded reasons to drive fair decisions and smarter sourcing insights.When multiple stakeholders evaluate supplier bids, consistency matters. Predefined unawarded reasons help your team clearly document why a supplier was not selected. This creates a more transparent, fair, and data-driven sourcing process while simplifying decision tracking across your organization.Why it mattersStandardizing unawarded reasons improves both compliance and clarity. Your organization can:Ensure decisions follow fair and unbiased bidding practices Capture consistent data for reporting and analytics Identify trends in supplier performance and sourcing outcomes Reduce confusion among evaluators during and after the bid processWho it’s forSystem administrators who manage sourcing configurations Sourcing and procurement teams who evaluate supplier bids Program managers who need accurate reporting a

Take control of your SOW setup—create, update, and manage everything in one place, on your timeline.Managing Statement of Work (SOW) templates, categories, and terms is now faster and easier. You can maintain these components directly in your VMS—no need to rely on your Client Operations Manager (COM). With self-service tools, you quickly configure templates, organize work, and standardize language so your teams can create accurate, consistent SOWs for every project.Why it mattersSelf-service SOW management puts you in control. You reduce delays, keep your program agile, and ensure your templates stay aligned with changing business needs.Avoid waiting on external updates Keep projects moving without interruptions Standardize processes across teams Improve reporting and spend visibilityWho it’s forThis feature is designed for users responsible for managing SOW setup and governance:Managed Service Providers (MSPs) Program office users Procurement, operations, or program leads Any user wi

Topics on this pageWhy it matters Who it’s for How it helps How it works Example capabilities: Action steps How to steps Creating a new SOW template Copying an SOW template Editing an SOW template Managing SOW terms Take control of your SOW setup—create, update, and manage everything in one place, on your timeline.Managing Statement of Work (SOW) templates, categories, and terms is now faster and easier. You can maintain these components directly in your VMS—no need to rely on your Client Operations Manager (COM). With self-service tools, you quickly configure templates, organize work, and standardize language so your teams can create accurate, consistent SOWs for every project.Why it mattersSelf-service SOW management puts you in control. You reduce delays, keep your program agile, and ensure your templates stay aligned with changing business needs.Avoid waiting on external updates Keep projects moving without interruptions Standardize processes across teams Improve reporting and

Topics on this pageWhy it matters Who it’s for How it helps How it works Action steps How to steps Buyer/MSP actions  Stay audit-ready by enforcing the right number of suppliers for every competitive bid.Meet your organization’s sourcing policies with less manual effort. Minimum supplier thresholds let you define how many suppliers must be invited based on bid value, then automatically check compliance at submission. You get a consistent, policy-aligned bidding process without slowing down your team.Why it mattersCompliance gaps can delay approvals and create audit risk. This feature embeds your rules directly into the workflow, so every bid aligns with corporate standards. You strengthen governance, reduce exceptions, and avoid last-minute corrections.Who it’s forBuyers who create and submit competitive bids Program office users who review and release bids and enforce sourcing policiesMeet your organization’s sourcing policies with less manual effort. Minimum supplier thresholds let y

Many countries have data privacy laws that set guidelines for the collection, processing and retention of personally identifiable information (PII) for individuals and consumer-oriented privacy. Learn about Beeline Enterprise's solution and how to define data retention policies and manage personally identifiable information (PII) data in Enterprise.Explore this section: Data retention & privacy compliance

This article provides Competitive Bid managers with the steps necessary to review, evaluate, and accept vendor-submitted bids. Vendors may submit their bid at any time prior to the deadline posted on the Details tab; however, bids are only available for manager review after the deadline has passed. A bid may be awarded to a single vendor or to multiple vendors depending on client requirements. If no submission meets the client’s requirements, then no bid is accepted and a new round is opened. New rounds can be generated even when a bid is awarded if the client wants to release a bid with a modified or expanded scope.This content reflects standard Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments. Table of ContentsTo review and evaluate a submitted bid: To accept a vendor’s bid: Option 1: Accept a bid from the Compare Bid Responses screen: Option 2: Accept a bid from the Competi

This article provides Competitive Bid managers with the steps necessary to build out the contents of the Competitive Bid. The purpose of the competitive bid is to define the scope of the proposed Project, including background information and other specifications. It should also explain the rules/conditions the participating vendors need to follow for the sourcing event.This content reflects standard Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments. Table of ContentsTo define a Competitive Bid: To create/edit content on the Details tab: To create/edit content on the Assessment Builder tab: To define a Competitive Bid: Navigate to your Beeline Enterprise Home screen. Select Search Competitive Bids from the drop-down selection list in the Simple Search box located above the Header Menu bar. In the Search box, enter all or a portion of the competitive bid number, competitive bid n

This article provides Competitive Bid managers with the steps necessary to create a new Competitive Bid.This content reflects standard Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments. To create a new Competitive Bid:Navigate to your Beeline Enterprise Home screen. Expand the New menu in the Header Menu bar and click in the New Competitive Bid / Type template name box to select a template from a list of Competitive Bid templates; or begin typing in the box to search for a template by name or keyword. The auto suggestion/type ahead functionality recommends templates that match what you type. You can hover over the iBubble to review the Competitive Bid template details. Select a Competitive Bid template from the listed options. The Welcome screen appears. Click the Start Competitive Bid button. The Competitive Bid (Draft) - Final screen appears and advises you to click Next to

This article provides approvers with the steps necessary to approve or reject the initial approval for a Competitive Bid.This content reflects standard Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments. Table of ContentsTo approve a Competitive Bid (initial approval): To reject a Competitive Bid (initial approval): To approve a Competitive Bid (initial approval): Navigate to your Beeline Enterprise Home screen. In the My To Do quadrant, click the number link located within the alert sentence, “You have # Competitive Bid Submitted for Initial Approval tasks awaiting action”. A dialog window with a list of bids ready for initial approval displays. Click the Action drop-down arrow of the specific Competitive Bid you want to review. Select the View Details option. The Competitive Bid – Initial Approval screen appears.Click the Competitive Bid name link to access the Competitive Bid

This article provides approvers with the steps necessary to approve or reject a Competitive Bid prior to inviting vendors to participate (i.e., bid release).This content reflects standard Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments.Table of ContentsTo approve a Competitive Bid prior to inviting vendors to participate: To reject a Competitive Bid (final approval): To approve a Competitive Bid prior to inviting vendors to participate: Navigate to the Beeline Enterprise Home screen. In the My To Do quadrant, click the number link located within the alert sentence, “You have # Competitive Bid Submitted for Final Approval tasks awaiting action”. A new window with a list of bids ready for final approval displays. Click the Action drop-down arrow of the specific bid you want to review. Select the View Details option. The Competitive Bid – Final Approval screen appears. Click the