2023 release notes | Beeline Enterprise comprehensive list

Numerous fields were added to several Advanced Notification Templates (ANTs) core entity types.

They additional fields are automatically available in Beeline Enterprise but must be added to your Advanced Notification Templates by your program office or Enterprise administrator.

Clients can select a Culture preference for their users from a single spot and have it applied to Beeline Classic and the Hiring Manager Experience.

Clients and program office uses can hide any of the Hiring Manager Experience apps via Self-Service.

TIP:  Hiding apps is a global setting applied to all Hiring Manager Experience users.

Program office users can quickly and efficiently make skills inactive in mass using the Is Active column in the Skills template and the Web Import Tool.

Program office users can brand the Hiring Manager Experience with your company logo. Manage logos via Self-Service by selecting Preferences > VMS Settings > Client Communications. Next, select Logo Configuration, and then select Edit.

Pro tip: Supported file formats are PNG or SVG with a maximum size of 300px both horizontally and vertically. A transparent background is recommended.

When rates must be adjusted to support market rate changes, peak season uplifts, or adhere to legislative requirements, your Program Office needs to quickly amend rates. Your Program Office can easily amend pay or bill rates for multiple earning codes and work types concurrently using Mass Amendments.

Leveraging the power of Mass Amendments requires a Make a Change ticket and Beeline Enterprise configuration. Your Client Operations Manager (COM) must activate the Mass Amendments menu and commands and grant users access to manage assignment event reasons. Open a ticket and then contact your Beeline Representative.

Ensure precise, synchronal updates of their organization’s reporting and responsibility structures using the Business Area service. Users can immediately align continually evolving processes and business units data across all of their enterprise systems with real-time transactions.

Introducing...Beeline's Candidate Eligibility Integration. Beeline’s Candidate Eligibility solution integrates your Beeline platform with your internal systems so you can promptly and properly vet Candidates before onboarding using a single solution—Beeline Enterprise.

Program office users and Enterprise administrators can easily manage changes related to their organization’s foundational data as their business grows and transforms using the Client APIs. Users can save time, make precise record level synchronal updates and simplify aligning data across their enterprise applications with the Client APIs. 

Ensure precise, synchronal updates to procurement and financial cost center client-defined values (CDVs) using the Client-Defined API. Users can immediately align continually evolving processes and business units data across all of their enterprise systems with real-time transactions.

Clients can simplify managing user provisioning in their Beeline platform using the Client User Identity and Access Management (IAM) service. Save time, save money, improve security and use real-time transactions to align IAM data across your enterprise applications.

Integrate Beeline Enterprise with HireRight® and experience seamless secure background check ordering, verification and data synchronization. Control when background checks are required and whether suppliers or your program office can bypass a background check for certain scenarios.

Sunset Q3 2024

Clients can easily manage security project data using the Security Project service. Quickly ensure precise, real-time alignment of your security project data so it’s available for your assignments, cost allocations, milestones, milestone payments, miscellaneous fees, projects, requisitions, and SOWs.

Choose which worker-related events you want to track and which of your systems you want to send updates to. Then call the Assignment or Candidate API to get details and initiate processes in your enterprise systems.

Setting up DocuSign eSignature with your Services Procurement SOW module was simplified. As an MSP or a Beeline Enterprise Administrator, you can easily start your DocuSign integration setup by selecting Preferences > VMS Settings > eSignature Settings from your Enterprise dashboard. Then you can conveniently complete the necessary configuration steps using the controls on the eSignature Settings page.

Review intake data from the My To Do dashboard. Create your own intake form to capture data from Hiring Managers about their business need for Talent. Then use Beeline’s Intake Form API to synchronize that data with your Beeline Enterprise in real-time. Display intake form data on your Program Office’s My To Do dashboard so they can convert the data into valid, accurate requisitions.

If you’re using the Beeline Integrations Portal in your Beeline platform, you can no longer manage your API authentication by editing your preferences from Settings>My Preferences. To request access to an API, first open a Make a Change ticket. After you’ve been granted the appropriate permissions, you can view documentation and manage your API authentication by selecting the Help icon and then selecting API authentication.

Create your own intake form to capture data from Hiring Managers about their business need for Talent. Then use Beeline’s Intake Form API to synchronize that data with Beeline Enterprise in real-time. Display intake form data on your Program Office’s My To Do dashboard so they can convert the data into valid, accurate requisitions.

Use the Request API endpoints to synchronize request data across all your enterprise systems and increase efficiency when filling requisitions for contingent workers.

Streamline managing Worker provisioning data and processes across your enterprise systems.

Easily align Worker data across your enterprise systems.

Give your users the convenience of easily terminating assignments using your system and processes familiar to them. Then use POST Extend Assignment endpoint to synchronize assignment data across all your enterprise systems.

Give your users the convenience of easily terminating assignments using your system and processes familiar to them. Then use POST Terminate Assignment endpoint to synchronize assignment data across all your enterprise systems.

As a Program Office user, you no longer need to add the Supplier Client ID and the Supplier secret key when you set up a Supplier for your Accurate® or HireRight® integration. The Client ID and the secret key are now under a global configuration setting managed by Beeline personnel.

Integrate Beeline Enterprise with Sterling© and experience seamless secure background check ordering, verification and data synchronization. Leverage Beeline and Sterling’s standard APIs to automate ordering and verifying Sterling background check for Contingent Staffing, Services Procurement and/or Resource Tracking.

Use the Create Supplier endpoint to easily add a new Supplier profile to your Beeline Enterprise.

The Supplier List Management services were renamed Supplier Management services to cover the breadth of APIs that will be available.

An Assignment ID pass-through filter was added to the Key Filters pane available in Assignment Cycle Time visualizations. Applying the Assignment ID filter lets you easily to drilldown to view details about a specific assignment. Then you can analyze things like amendments, extensions, and much more.

You can now customize what you see in the View Source page available from Headcount. From the View Source page, you can select Configure Columns and easily add or remove columns to view exactly the data you want.

A Request ID pass-through filter was added to the Key Filters pane available in Request Cycle Time visualizations. Applying the Request ID filter lets you easily to drilldown to view details about a specific request. Then you can analyze things like rejected steps, delegated steps, number of approvers, and much more.

The Breakdown page available from Assignment Cycle Time includes a Process Flow visualization that delineates and details each step in your assignment cycle time in a graph. Those details provide powerful insights into the timing for each step, percentages by approval methods, percentages by approver organization, and much more.

Previously when you filtered Spend visualizations by Time Period, the Billing Date was used to calculate Spend totals. Now when you filtered Spend visualizations by Time Period, the Statement Date is used to calculate Spend totals. This enhancement ensures that Spend totals in Beeline Analytics match totals in Financial reports using Report Builder being filtered by Statement Date in your Beeline platform.

The Back button is correctly hidden when you first open a Beeline Analytics visualization. After you use a visualization to view data, the Back button is available and functions properly.

Customize what you see in the View Source page available from Request Rate. From the View Source page, you can select Configure Columns and easily add or remove columns to view exactly the data you want.

You can customize what you see in the View Source page available from the Assignment Cycle Time visualizations. From the View Source page, you can select Configure Columns and easily add or remove columns to view exactly the data you want.

Users can select Supplier Name as a Key Filter from the Filters pane available from the Assignment Cycle Time visualizations. After Supplier Name is selected as a Filter, it is automatically applied to Assignment Cycle Time Monitoring, Breakdown, Benchmarking, and Exploration visualizations.

Calculate headcount by either Resource ID or by Beeline ID.

Users can select Industry Name as a Key Filter from the Filters pane available from the Headcount visualizations. After Industry Name is selected as a Filter, it’s automatically applied to Headcount Monitoring, Breakdown, Benchmarking, and Exploration visualizations.

Users can select Supplier Name as a Key Filter from the Filters pane available from the Headcount visualizations. After Supplier Name is selected as a Filter, it is automatically applied to Headcount Monitoring, Breakdown, Benchmarking, and Exploration visualizations.

Program Office users can quickly evaluate supplier performance and measures related program KPIs using the Program and Supplier Performance visualizations. Users can immediately see fact-based metrics from their Beeline Enterprise data and objectively evaluate the value they get from their suppliers. Users can also drill down to get details about sourcing, cost containment, quality, compliance, and spend.

You can customize what you see in the View Source page available from the Request Cycle Time visualizations. From the View Source page, you can select Configure Columns and easily add or remove columns to view exactly the data you want.

You can select Supplier Name as a Key Filter from the Filters pane available from the Request Cycle Time visualizations. After Supplier Name is selected as a Filter, it is automatically applied to Headcount Monitoring, Breakdown, Benchmarking, and Exploration visualizations.

You can customize what you see in the View Source page available from the Spend visualizations. From the View Source page, you can select Configure Columns and easily add or remove columns to view exactly the data you want.

Users can select Supplier Name as a Key Filter from the Filters pane available from the Spend visualizations. After Supplier Name is selected as a Filter, it is automatically applied to Spend Monitoring, Breakdown, Benchmarking, and Exploration visualizations.

As a Program Office user, you can mark a dashboard as your favorite so you can quickly get to the data you view often. You can also sort dashboards by title in ascending or descending order. Any dashboards you mark as your favorites display first on the launchpad. Plus, you can search your browsing history and easily find visualizations you frequently reference.

Filter Request Rate and Spend data by industry

Users can select Industry Name as a Key Filter from the Filters pane available from the Beeline Analytics Request Rate and Spend visualizations. After Industry Name is selected as a Filter, it’s automatically applied to Request Rate and Spend Monitoring, Breakdown, Benchmarking, and Exploration visualizations.

Request Cycle Time: Rejected workflow steps enhancement

Request Cycle Time visualizations include more relevant data so you can quickly view these additional details about rejected Request Cycle Time workflow steps: the number of approvers on each workflow step, the number of rejected workflow steps, and what percentage of your total workflow steps were rejected. 

Request Cycle Time enhancement

Workflow Events and Workflow Steps display chronologically in the order the workflow events and steps occur.

Hiring managers and program office users can use the Information icon next to each cost allocation segment on whenever they are selecting or editing cost allocation information help them quickly decide which CDF to choose.

We’re always looking for ways to improve your experience, which is why you’ll see more informative messages when you encounter a login error.

Messages tell you what caused the error and give you instructions on how to resolve it. So you can spend less time trying to figure out what went wrong, quickly understand what happened and easily take steps to get logged in.

The Settings gear > Switch User option was removed. Instead, program office users with a Beeline Identity tied to multiple users can change their active user by expanding the Site Navigation list next to your username.

Program office users can override the default Payroll Supplier on Direct Sourcing requisitions for programs that use more than one Payroll Supplier per talent pool. This ensures the correct Payroll Supplier can manage the candidates submitted to a Direct Sourcing requisition and that rates visible to hiring managers reflect the correct Payroll Supplier markup.

Occasionally, private talent pool Curators have insufficient Candidates to submit to a Direct Sourcing requisition released to them. They can flag a requisition, so the Supplier Not Interested data in Beeline Enterprise is updated. The Program Office associated with the requisition can then decide whether to release it to additional Suppliers.

Pro tip:  Supplier Not Interested is a default Beeline platform feature. However, your private talent pool provider must be consuming the Direct Sourcing Not Interested API to receive updates to the Beeline platform.

Program office users reviewing requests eligible to be directly sourced, can easily override the Payroll Supplier markup.

Program office users can easily change the Payroll Supplier name and markups from the Rate Card dialog when amending Direct Sourcing assignments. Making it simpler to change the Payroll Supplier helps MSPs and PMOs accommodate organizations that use more than one Payroll Supplier per talent pool for their Direct Sourcing program.

To provide feedback to hiring managers program office users who are updating cost allocation segment values in a client-defined field (CDF), a message briefly displays after a user selects the Save button. The message indicates whether the updates were successful and valid or need to be corrected.

In addition, a new TermKey is supported for the Save button in the Edit Cost Allocation dialog so your organization can name that button whatever fits your workflows and processes.

Easily define, capture and track extended workforce costs with precision using Beeline Enterprise’s flexible user-defined cost allocation methodology. Accurately and conveniently define, capture and track Contingent Staffing and/or Services Procurement costs in Enterprise using the Enhanced Cost Allocation features.

Program Office users can include cost allocation string details in timesheet and expense approval emails based on an Advanced Notification Template using the Expense or Timesheet core entity type.

Program Office users can include cascading Client-Defined Field (CDF) dropdown values for cost allocation segments based on a CDF.

When a hiring manager, SOW owner or project manager creates a request or an SOW, their user profile now automatically prepopulates bill to cost center data in a cost allocation string.

Review My to Do takes automatically direct you to your organization’s custom Alerts report. Previously, the Review My to Do links available from the Home page and the Approvals app in the Hiring Manager Experience directed Hiring Managers (HMs) to a default Alerts report. This enhancement is automatically available.

The My Data app simplifies getting to critical data so Hiring Managers can quickly make informed decisions about all the work they manage. From the My Data app, Hiring Managers can complete these actions:

• Instantly choose how they’d like to view data using the Card and Table views.
• Easily act on data using the Take Actions menu, which is in a readily noticeable location.

TIP: Additional categories (such as requests, projects, SOWs, and more) will be added to the My Data app in future releases.

• Quickly view the data they’re interested in using the Filter & Sort lists, which were moved to more prominent locations.
• Conveniently download data for quick analysis and reporting using the new Export icon.

The My Data app is automatically available in the Hiring Manager Experience.

As a Hiring Manager, you can use the Attachments list on the Resume Visualizer tab to select the résumé or curriculum vitae you want to analyze. This enhancement streamlines analyzing a Candidate’s résumé or curriculum vitae by providing a list from which you can quickly select the file you want to view directly from the Resume Visualizer tab.

A Resume Visualizer tab is available on the Requisition Details page and on the Full View page. Select a Job Title card from the Review Candidates app to navigate to the Requisition Details page. Select a Job Title card from the Review Candidates app and then select the Full View link on the Requisition Details page to navigate to the Full View page.

View all of your reports in the Quick Reports app. Every one of your is are consolidated in the All Reports tab, making access easier. Plus, you can use the Search field to quickly find a specific report from one of these tabs: Favorites or All Reports.

Quickly view project and SOW numbers before you approve a milestone payment. Just select View Details to quickly see specifics about a milestone payment request.

Plus, you can search for a specific Project Number or SOW Number from the Approvals app and quickly find the related milestone payment.

You can instantly view and easily manage assignments pending recertification from the Recertification card under Contingent Staffing. Then take steps to recertify one or more assignments or start the offboarding process. Quickly managing assignments pending recertification ensures that the correct users have access to your systems, assignments aren’t inadvertently terminated, and your projects stay on track.

Automatically see only assignments for which you’re the designated hiring manager. Showing only those assignments makes it easier for you to quickly identify items requiring your immediate action. This enhancement also ensures only the appropriate users have visibility into an assignment from the Assignments app.

TIP:  Assignments where you are the Timesheet Approver but not the assigned Hiring Manager don’t display to that you. Assignments where you are no longer the assigned Hiring Manager also don’t display to you.

Previously, every time you used the Go to Classic link in the Hiring Manager Experience a Feedback dialog displayed. Now a Feedback dialog displays only once every 90-days when you use the Go to Classic link to complete your work in Beeline Classic.

Reducing the frequency when that dialog displays improves your experience by eliminating additional clicks to return to Beeline Classic. But ensures that you still have an opportunity to provide valuable feedback to improve your Hiring Manager Experience.

Hiring Managers (HMs) now see Alerts only for assignments where they’re the designated Hiring Manager on the Home page in the Hiring Manager Experience. This enhancement makes it easier for an HM to quickly identify Alerts requiring their immediate action and ensures only the appropriate users have visibility into Alerts.

Hiring Managers (HMs) using the Hiring Manager Experience can view historical approvals data for expenses, milestone payments and timesheets. Historical data for approvals is now limited to the last six months so that pages load quickly. HMs can still view historical data for approval using reports or Beeline Classic.

This enhancement is automatically available in the Hiring Manager Experience.

At Beeline, we continually look for ways to improve your user experience and simplify tasks. So we’ve rolled out changes to the Hiring Manager Experience to streamline navigation, make it easier to use and provide a consistent overall experience.  These updates are automatically available to users.

• Navigation icons always display stacked to the left of the Home page so users can easily view the information they need in the pane on the right.
• An icon displays for the Home page in the left Navigation bar.
• Simpler standardized hints prompting users to take action to see more details or go to another dashboard.
• Shorter names for options, including renaming these items:
  • Targeted Openings to Openings under Track Progress on the Request tab in the Home app.
  • Quick Reports app to Reports.
  • Create Request Using Job Title card to Create Contingent Staffing Request in the Create app.
  • Create Competitive Bid using Template card to Create Competitive Bid in the Create app.
  • Create SOW using Template card to Create SOW in the Create app.
• Amounts on the Milestone Payment card in the Approval app indicate taxes are included.

The My Data app simplifies getting to critical data so Hiring Managers can quickly make informed decisions about all the work they manage. Now Hiring Managers can easily, efficiently and quickly access crucial request data from the My Data Request app. Want to learn more? Go to this Roadmap portal card in your Beeline Community.

We’ve upgraded your experience! Check out the modern mobile responsive Hiring Manager Experience that delivers everything you had in the Beeline Manager app and more! Plus, the Hiring Manager Experience is accessible from any supported browser on any device. 

Your Beeline Manager app will be retired from the Apple® iOS and Google® Android™ mobile application stores on Monday, May 1, 2023. 

The Beeline Manager app was discontinued on May 1, 2023. Beeline Manager app users will see a landing page informing them the app is no longer available if they attempt to use it.

Hiring managers can use the modern mobile responsive Hiring Manager Experience that delivers everything they had in the Beeline Manager app and more. No need to download a separate app! Plus, the Hiring Manager Experience is accessible on any device.

The Continue with SSO button was moved to the Welcome page to spotlight SSO for client users.

TIP: Moving the Continue with SSO button to the Welcome page does not change the single sign-on (SSO) process for SSO users and does not affect non-SSO users.

Beeline Enterprise users are now automatically redirected to their company’s Welcome page when they log out. This enhancement automatically applies only if you’ve upgraded to Auth0®.

Take these steps to reset your Beeline Enterprise password: Log in to your account, select Back to Login on the Password Changed dialog, then use the Log In to Beeline page to reset your password.

TIP: This enhancement does not apply to single sign-on users.

Hiring managers and a program office users can report on weekend rates by earning code for assignments they manage using the Assignment Pay Rate–Weekend Rate and Assignment Bill Rate–Weekend Rate fields in the Assignment Definition report. Adding those fields lets users view and track weekend pay and bill rates for assignments. Plus, they can quickly identify rates that must be adjusted to accommodate weekend rates.

Program Offices can streamline creating or renewing an SOW by copying one that’s already approved and vetted. Using the Copy SOW link on an SOW Profile page, instantly creates a new SOW in a Draft status that automatically includes General Information, Contributors, and Terms from the original SOW.

TIP: Because cost-based figures quickly vary due to market price fluctuations, Financials aren’t copied. Also, SOW Approvers aren’t copied.

Plus, Program Offices can gather statistics on copied SOWs. Four fields (SOWS Name, SOW Number, Is Copy, and Copied By) are available from these report definitions:

• Services Procurement
• Services Procurement SOW
• Approval Approvers SOW
• Approvals SOW

Delivering the ease of SOW Copy and SOW Copy reporting to Program Offices requires a Make a Change ticket and Beeline platform configuration. Contact your Beeline Representative to learn more about including SOW Copy as part of your program.