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Link job classes to rate structures for consistent workforce ratesA rate card class connects workforce positions to related rate structures. Similar job titles are often associated with the same rate card class, helping organizations manage rate information consistently across an Industry.After creating a job class and job title, you can create a rate card class to support related rate cards and request templates.Jump to what you wantWhy it matters Who it's for How it helps Availability and setup Before you begin Create a rate card class Result What's nextWhy it mattersEstablishes the rates used during workforce procurement. Supports consistent application of billing and overtime rules. Helps maintain standardized rate structures across an Industry. Provides the rate information used throughout the workforce lifecycle.Who it's forProgram Office users System AdminsHow it helpsCreate new rate card classes. Associate job classes with rate structures. Support workforce procurement configur

Create clear, consistent job titles that make positions easier to identify and requestA job title represents a specific position within a job class. Job titles define the positions your organization procures and are used throughout requests, rate configuration, and request templates.After a job title is created, it can be associated with rate card classes, rate cards, and request templates.Job titles are typically imported during implementation. As business needs evolve, new job titles may need to be created to support organizational changes and workforce requirements.Jump to what you wantWhy it matters Who it's for How it helps Availability and setup Before you begin Create a job title Result What's nextWhy it mattersJob titles help maintain a consistent workforce structure. Job titles support procurement processes and workforce classification. Accurate job titles help align workforce data with business requirements.Who it's forProgram Office users System AdminsHow it helpsAdd new job

Organize similar jobs into job classesA job class groups similar positions into a common job category within an Industry. Job classes help organize workforce requirements, support the request creation process, and provide the foundation for related job titles, rate card classes, rate cards, and request templates.Job classes are typically imported during implementation. As organizations grow, reorganize, or acquire new business units, additional job classes may need to be created to support changing workforce needs.Jump to what you wantWhy it matters Who it's for How it helps Availability and setup Before you begin Create a job class Result What's nextWhy it mattersSupports consistent job categorization within an Industry. Helps maintain workforce structures as business needs change. Supports procurement processes that rely on job classifications.Who it's forProgram Office users System AdminsHow it helpsCreate new job classes. Maintain Industry job classifications. Support request creat

Keep work location records accurate and up to dateA work location represents a business unit, office, plant, facility, worksite, or other organizational location used within Beeline Enterprise. Work locations help identify where workforce activity occurs and support related organizational records.Jump to what you wantWhy it matters Who it's for How it helps Availability and setup Before you begin Create a location Result What's nextWhy it mattersKeeps work location information current. Supports workforce administration activities. Maintains business unit and address records.Who it's forProgram Office users System AdminsHow it helpsCreate new work location records. Add addresses and business units. Maintain location information used throughout Beeline Enterprise.Availability and setupAccess to Admin > Security > Work Locations is required.Before you beginGather the information required for the new work location. Determine whether county information is required for the location.Cre

Build and maintain accurate department hierarchies across your organizationA cost center represents a department within your organization and is frequently the second tier in the organizational hierarchy. Cost centers help organize workforce activity within the business structure defined by your organization.Jump to what you wantWhy it matters Who it's for How it helps Availability and setup Before you begin Create a cost center Result What's nextWhy it mattersSupports organizational changes, including acquisitions, integrations, and restructuring. Helps maintain an accurate organizational hierarchy. Keeps department information aligned with organizational structures.Who it's forProgram Office usersHow it helpsCreate new cost center records. Update existing cost center records. Maintain department information within the organizational hierarchy.Availability and setupAccess to Admin > Security > Cost Centers is required. Appropriate permissions are required to manage cost centers.

Compare Beeline's integration options and identify the best approach for your business needsThe short answer: use files and APIs when a system or a defined screen is in control, and use MCP when an AI assistant or agent is. They are designed to work together, and most programs use several.Beeline offers five ways to connect, each built for a different kind of need. Matching a use case to the right one early is the clearest path to a smooth implementation. This article explains each option, how to choose, and how MCP differs from APIs. Technical specifications, payload schemas, and authentication details are available on the Beeline Developers portal and on the Beeline MCP Portal.Jump to what you wantThe five ways to connect 1. Bulk Flat File Integration and APIs 2. Reporting as a Service (RaaS) 3. Client APIs (and the Supplemental Data Service) 4. Data Hub 5. Model Context Protocol (MCP) Side-by-side comparison Choosing the right path MCP and APIs at a glance Bring your own interf

Get answers, complete tasks, and stay on top of your workforce programOnce an AI assistant is connected to Beeline MCP, a manager can ask questions that arise while running an extended workforce program. The examples below are grouped by task and written as a user might type them. Exact wording is not required, and assistants understand natural variations.New to MCP?Start with Beeline MCP: Connecting AI assistants and agents to workforce Programs.Looking for the latest tools and actions?Available tools and actions depend on your organization's configuration and your permissions. Visit the Beeline MCP Portal for the current list available to you. Jump to what you wantWhat you can do with Beeline MCP Keep approvals moving Evaluate and decide on candidates Stay on top of requests Know who is working and where Track SOWs and projects Plan the day or prepare for a review Good to know Learn moreWhat you can do with Beeline MCPBeeline MCP helps managers complete common workforce management ta

Ask your Beeline data. Get answers. Take action.Ask in plain language. Get answers from live Beeline data. Take supported actions, all within existing permissions.Beeline MCP (Model Context Protocol) is a secure, standards-based connection between Beeline Enterprise and the AI assistants and agents an organization already uses. Instead of switching between applications, a hiring manager can ask an assistant, "Show my pending timesheet and expense approval counts," and get an answer drawn directly from Beeline. Supported actions, such as approving a timesheet or favoriting a candidate, can be completed in the same conversation. The result is faster answers and quicker decisions, with the permissions and approval workflows already trusted in Beeline staying firmly in place.Early access begins October 31, 2026. This article covers what is available at launch, how access is governed, and what comes next.Jump to what you wantAt a glance What is MCP, in plain terms? Available at launch Not p

Keep your SSO connection secure by updating SSO certificatesWhen your organization's identity provider (IdP) renews or replaces the certificate used for Single Sign-On (SSO), update the certificate configured in Enterprise. Keeping the certificate current helps maintain successful authentication between your identity provider and Enterprise.Jump to what you wantWhen to update an SSO certificate Before you begin Update the certificate Verify the update Troubleshooting Users can't sign in after the update The certificate upload fails SSO authentication fails after a certificate renewal The wrong certificate was uploaded When to update an SSO certificateUpdate the certificate when:Your identity provider renews an existing certificate. Your organization replaces a certificate before it expires. You receive a new signing certificate from your identity provider. Certificate-related authentication issues require a certificate replacement.Setting up SSO for the first time? See Single Sign-O

Enable interview scheduling recommendations using Google Calendar availabilityConfigure the Interview Manager Google Calendar integration to allow Interview Manager to use Google Calendar availability when generating interview scheduling recommendations.After the integration is configured, Interview Manager can identify common availability across interview participants and recommend interview times that maximize attendee participation.Why it mattersProper configuration is required before Interview Manager can:Retrieve Google Calendar availability information. Generate interview scheduling recommendations. Identify common availability across participants. Use Google Calendar data during interview scheduling.Who it's forThis article is intended for:Client Operations Managers (COMs). Interview Manager administrators. Google Workspace administrators responsible for Google Calendar integration setup.How it helpsConfiguring the integration enables Interview Manager to:Retrieve Google Calenda

Program office users and suppliers may have questions about the Outlook Calendar InviteNotifications feature. Find answers to those frequently asked questions here.Do we have to integrate Enterprise with Microsoft® Outlook to use this Outlook Calendar InviteNotifications feature?No. But you must be using Outlook, Enterprise’s Interview Manager and Enterprise’s InterviewManager - Interview Accepted Advanced Notification Template.Can we use Outlook Calendar Invite Notifications with other email systems like Gmail?No. This feature is specific to Outlook.Who are notifications sent to?The recipients are based on the Interview Accepted approval workflow step, and are usually thesupplier, hiring manager, attendees, and the program office.Are the notifications different if all recipients are not using Outlook? For example, if the hiringmanager uses Outlook but the supplier doesn’t.No. The notification content is the same. But notifications sent to recipients who aren’t using Outlookautomatical

Initiate and manage background checks with SterlingUse the Sterling integration to initiate and manage background checks throughout the procurement and onboarding process. Depending on your role and organization configuration, background check activities can include reviewing available packages, initiating background check orders, requesting background check bypasses, reviewing screening results, and approving bypass requests.Sterling Integration CapabilitiesDepending on your role and organization configuration, you can use the Sterling integration to:Initiate a background check during candidate submission. Initiate a background check during offer acceptance. Request a background check bypass. Review available background check packages during candidate submission. Review available background check packages during onboarding. Review background check results when additional evaluation is required. Complete background check bypass approval activities.Before you beginBefore initiating a ba

Create and reuse standardized SOW termsSave time creating statements of work by reusing approved terms instead of rewriting common clauses for every project. The SOW Terms Library gives you a central location to manage standardized language, organize it by type and category, and make it available whenever SOW creators need it. By maintaining reusable terms in one place, you can create more consistent statements of work and reduce the effort required to manage recurring content.Jump to what you wantWhy it matters Who it's for How it helps Availability and setup Keep in mind Before you begin SOW terms library components Manage SOW terms library settings Add a library term Library term fields Add a term type Examples of term types Add a term category Examples of term categories Import library terms Before you begin Import library terms Import considerations Why it mattersImprove consistency across statements of work by using approved language. Reduce contractual and compliance ris

Understand validation issues and take action fasterActionable Error Insights helps you review and resolve validation issues more efficiently during the import process. When validation identifies an error or warning, you can access additional context, understand why the issue occurred, and review recommended corrective actions directly from the import results page.By bringing validation details and resolution guidance into your workflow, Actionable Error Insights helps you make informed updates, revalidate your data, and complete imports with fewer interruptions.Jump to what you wantWhy it matters Who it's for Availability and setup How it helps How it works Understand validation statuses Before you begin Review validation issue details Learn moreWhy it mattersSpend less time investigating validation issues. Resolve validation issues more efficiently. Reduce trial-and-error validation cycles. Make informed corrections with greater confidence. Complete imports with fewer validation-relat