2024 release notes | Beeline Enterprise comprehensive list

Tracking and managing tenure for your contingent talent usually involve rate changes. Now your Program Office can leverage a powerful rules-based engine to automatically adjust pay rates, bill rates or markup based on criteria they define.
Users have versatility and control when setting up rules around tenure. They can set up rules to calculate tenure duration based on the worker or just based on the assignment.
Plus, users can account for variations in tenure adjustments by grouping rules and defining differences in rate adjustments percentages based on industry, job title, supplier, and much more. In addition, users can easily gather analytics on tenure using the Assignment Definition report.

Beeline’s Mass Amendments component provides the same accuracy and flexibility as amending a single assignment in Beeline Enterprise but simplifies making changes to multiple assignments. Mass Amendments also integrates with the Tenure Rate Amendments rules-based engine to automatically adjust pay rates, bill rates or markup based on criteria your program office defines.

You can already easily exempt individual assignments from tenure. And now you can also conveniently exempt multiple assignments from tenure and from tenure rate adjustments when you use Mass Amendments. Just use the Amend Assignments quick link on the Select Assignments to Amend page, and then use the Tenure Exemption and/or the Is Exempt from Tenure Rate Adjustments lists in the Amendment section on the Mass Amendment page. To learn more, read this article.

Beeline’s Mass Amendments component integrates with the Tenure Rate Amendments rules-based engine to automatically adjust pay rates, bill rates or markup based on criteria your program office defines. When your organization has set up Tenure Rate Amendment Rules, mass amendment batch transactions are automatically created and processed when rules are applied to assignments.

Occasionally a tenure rate amendment rule may no longer apply to an assignment, but a tenure rate amendment mass amendment batch transaction was already created. In that scenario, the corresponding batch transaction fails, and an Error Mass Amendment Status with a Tenure Rate Amendment Event Type display for the transaction when viewed on the Assignment Amendment Progress page.

You can quickly resolve the error using the Resolve Failed TRA link on the Assignment Amendment Progress page and ensure that any dependent subsequent amendments process smoothly. Read this article to learn how.

Beeline’s Tenure Rate Amendment gives your program office a powerful rules-based engine to automatically adjust pay rates, bill rates or markup based on criteria they define.

Users can already gather analytics on tenure using the Assignment Definition report. And now they can get easily more details about tenure rate amendments from the Approval Approver–Assignment and the Approvals–Assignment reports. Only approvers can view data on assignments they approved in the Approval Approver–Assignment report.

Monitoring tenure rate amendments and resolving errors is now much easier for program office users. Menus and options related to Tenure Rate Amendments were consolidated under VMS Settings > Contingent Staffing > Tenure Rate Amendment. Read this article to learn about managing tenure rate amendments.

Give your users the convenience of easily initiating an assignment amendment using your system and processes familiar to them. Then use the POST Amend Assignment endpoint to synchronize assignment data.

Use Assignment Client Defined Values List to retrieve CDVs associated with an assignment and use the GET Assignment Client Defined Field Value with a field ID to easily retrieve the CDV for a precise CDF ID for a specific assignment.

Use the Project API endpoints to synchronize Beeline Time and Expense (BTE) project and BTE project task data between Beeline Enterprise and your other systems.

Easily retrieve a list of assignment IDs from Beeline Enterprise using the GET Assignment ID List endpoint. Plus, you can include the userID as a filter in your GET call to retrieve a list of assignment IDs for a specific contingent talent.

Assignment API: GET Assignment endpoints

Retrieve these data points for a specific assignment using these fields in the GET Assignment endpoint: sub status, sponsor User ID and requestor User ID.

Integrate Brightfield© Talent Data Exchange (TDX) to display real-time market rates and Did You Know (DYK) tips throughout your procurement process. Market rates are retrieved from TDX based on the country and currency in which the requisition was created. In addition, your integration now supports hourly, daily and monthly market rates. Plus, member users can easily get additional information directly from TDX. 

Use the GET Request CDV by Field ID and GET Candidate CDV endpoints to retrieve a list of CDVs associated with a specific candidate who has been extended an offer and to retrieve the CDV for a precise field ID on a specific candidate, respectively. 

Last year we streamlined navigation for setting up DocuSign® eSignature with your Services Procurement SOW module. Later this year we plan to enhance DocuSign to support integration with your talent management workflows. In preparation, we’ve added an eSignature Settings Landing page to the self-service administration.

As an MSP or a Beeline Administrator, you’ll see the eSignature Settings Landing page when you select Preferences > VMS Settings > eSignature Settings from your Beeline Enterprise dashboard. Then you can select Account Management to administer the details of your DocuSign account.

Enterprise configuration and user permissions are required if your organization hasn’t already integrated your SOW module with DocuSign.

Use the GET Request CDV List endpoint to easily retrieve CDVs associated with a requisition in Beeline Enterprise. 

Use the Request Client Defined Field Value endpoint with a Field ID to retrieve the CDV for a precise CDF ID on a specific request.

Use the GET Supplier CDV endpoint to easily retrieve CDVs associated with a supplier from Beeline Enterprise.

Supplier Client Defined Values API: GET Supplier CDF Value

Use the GET Supplier Client Defined Field Value with a Field ID to easily retrieve the CDV for a precise CDF for a specific supplier from Beeline Enterprise.

Use the POST Amend Assignment Client Defined Values endpoint to update client-defined values on a specific assignment without logging in to Beeline Enterprise. 

Use the GET Assignment CDVs and the GET Assignment CDV Field Value endpoints to retrieve a list of client-defined fields (CDFs) and the CDF values for a specific terminated or canceled assignment.

Assignment API: GET Assignment Financials

Retrieve financial information about a specific assignment with the GET Assignment Financials endpoint.

Use the POST Amend Assignment Client Defined Values endpoint to update client-defined values on a specific assignment without logging in to Beeline Enterprise. 

Use the PUT Update Supplier endpoint to synchronize supplier data in your in-house system with Beeline Enterprise.

Use the PATCH Update Supplier Client Defined Values endpoint to modify CDVs for a specific supplier in Beeline Enterprise.

Use the GET Timesheet by ID endpoint to retrieve details about a specific timesheet.

Approve or reject timesheets in your in-house system and automatically update data in Beeline Enterprise without logging in using the Approve/Reject Timesheet endpoint.

Retrieve the BTE project code associated with an assignment using the GET Assignment Financials endpoint in the Assignment API. Then you can use the code in the request body schema with the Amend Assignment or the Extend Amend Assignment endpoints to add or remove BTE project codes when you amend or extend an assignment.

Assignment API: Extend Assignment endpoint enhancement

Web service validation customizations

Subscribe to these events and streamline tracking rejected, cancelled and completed requests to extend or terminate an assignment.

• assignment.termination.rejected
• assignment.termination.cancelled
• assignment.extension.cancelled

Cost allocations defined under General Information on an SOW propagate across all SOW financials, including SOW UOM and SOW resources. You can still override and edit cost allocation values on individual SOW financials when needed.

A warning alerts users when they’re amending an assignment that will impact existing financials if they proceed with their amendment.

Updated Security Policy Header

Beeline upgraded the security policy header for Beeline Enterprise to improve W3C® compliance, enhance control over page resources, and strengthen protection against cross-site scripting attacks.

Efficiently manage Supplier statutory and pro forma invoices from Beeline Enterprise.

Hiring Managers using the Hiring Manager Experience in Beeline Enterprise can easily find data they're looking for using Global Search. And now they can look for data in these additional categories: Bid, Competitive Bid and Master Hierarchy. Those additional categories are available to user only if their program uses the Competitive Bid and Master Hierarchy features.

As a Hiring Manager, you need simple immediate access to items you need to review and approve. The redesigned Approvals app simplifies getting to your approvals so you can quickly act on them. Enhancements include access to common approval types, options for viewing data, visibility into approval tracking, and access to surveys.

It’s even easier for Hiring Managers (HMs) using the Create app to quickly create a contingent staffing requisition. When an HM creates a contingent staffing requisition, services procurement industries no longer display in the Select an Industry list. Filtering out services procurement industries simplifies creating a contingent staffing requisition.

Users can instantly see the allocated Hiring Manager’s name when they’re viewing assignments in the My Data app. Users can quickly determine who’s responsible for an assignment and whom they should direct questions to. The Hiring Manager’s name prominently displays on both the Card and Table views. This enhancement is automatically available in the Hiring Manager Experience in Beeline Enterprise.

The Card and Table views in the Approvals app display 25 rows of data be default. This enhancement aligns the app with Web Content Accessibility Guidelines (WCAG) 2.1 Level AA and Level A compliance. The upgrade provides simple operable controls, enhances screen reader accessibility, and expands on mobile responsiveness.

As a Hiring Manager, you need simple immediate access to items you need to review and approve. The redesigned Approvals app simplifies getting to your approvals so you can quickly act on them.

Plus, now you can quickly approve unit-of-measure payments from the Approvals app. This enhancement improves your experience by consolidating tasks and work in a single app.

Hiring managers with the appropriate permissions can quickly create and submit an offer for the candidate of their choice from the Candidates app. They can simply select the Submit Offer from the Take Action menu to create and submit an offer for approval.
This enhancement improves hiring managers’ experience by consolidating the tasks and work they need to do in a single app.

TIP: The Submit Offer action is automatically available in the Candidate app in Beeline Enterprise based on your organization's Beeline Classic configuration. If Hiring managers are authorized to create and submit offers in Beeline Classic, the Submit Offer action is available. Allowing hiring managers to create and submit offers in Beeline Classic requires Beeline Enterprise configuration.

You may be able to Copy Previous Request from the Create app in your Hiring Manager Experience. Some organizations may choose to turn off that feature. When your program turns off the feature in Beeline Enterprise, Copy Previous Request isn’t available from the Create app.

You must make informed decisions about all the work you manage quickly. The My Data app simplifies getting to critical data so you can complete tasks efficiently. Now, you can also view, manage, act on, and export Statement of Work (SOW) details from the My Data app.

At Beeline, we continually look for ways to improve your experience and streamline your interaction with Beeline Enterprise. Now you can easily learn about the new features and enhancements added to your Hiring Manager Experience via the What’s New dialog.

The What’s New dialog automatically displays each time you log in for 90 consecutive days. Use the Don’t show this again checkbox to dismiss the dialog; it won’t display the next time you log in. The What’s New dialog will display again when there’s a new announcement, and you can still view announcements any time you want using the What’s New button.

Your Hiring Manager Experience includes Product Release Announcements that automatically display in the app. You can control when to move to the next slide and move forward and backward through announcements at your own pace. Plus, you can use a screen reader with the Product Release Announcements, which improves accessibility and productivity. In addition, the Do not show this message again checkbox was relocated to the bottom left of the dialog, so it doesn’t interfere with the announcements.

As a hiring manager, you want to complete daily tasks in Beeline Enterprise fast and proficiently from your laptop or mobile device. We enhanced the Candidates app so you can do that!
We streamlined the layout and design so you can instantly view more information when you’re evaluating candidates. Plus, we added these data points to help you review the request to which the candidates are submitted: start date, position duration and number of openings.

As a hiring manager, you want to complete daily tasks in Beeline Enterprise fast and proficiently. We enhanced the Create app so you can do that!
Here’s what we changed to save you time and be more efficient:

• Show you the geography and industry filters only when you have more than one geography or industry to choose from.
• Let you filter by geography and industry and find the job title that meets your needs faster when creating a tracked resource request, SOW, or competitive bid.
• Create a new tracked resource requisition based on a previous request using the Copy Previous Request button.
• Spend less time choosing the transaction you want to initiate by leveraging the help text on each card in the Create app.

As a hiring manager reviewing candidates, you want to get to look at all the information related to a candidate quickly. Now you can easily download attachments associated with multiple candidates with just a few clicks. After you drill down into a request from the Candidates app, you can quickly select the candidates you want and then download all of their attachments using the Download Attachments button.

As a hiring manager, you may be assigned tasks by another user in your organization. Your Hiring Manager Experience already has labels in the Candidates app and the Approvals app to help you quickly detect delegated candidate-related tasks and approvals. 
The user’s name who delegated an action to you is well-marked and noticeable. Plus, Delegated By labels also display on pages in the Additional Approvals category in the Approvals app.

As a hiring manager, it’s critical that you keep track of any delegations you’ve set up so that the work you’re responsible for isn’t delayed. Now, you can immediately see when you have a delegation that will expire in 30 days from the Hiring Manager Experience Home page. Selecting the link opens the My Account page with the Delegates tab selected by default. This proactive notification gives you plenty of time to renew or reassign responsibilities.

As a hiring manager, you must make informed decisions about all the work you manage quickly. The My Data app simplifies getting to critical data so you can complete tasks efficiently. You can also view, manage, act on, and export project details from the My Data app.

Your Beeline Classic experience includes a Sponsor feature that lets clients give visibility to an additional named client user. The Sponsor feature is available in the My Data app in the Hiring Manager Experience! 

TIP: A Sponsor has similar access and visibility as a Hiring Manager and can view and act on requests, candidates, assignments, SOWs, and projects.

An Openings field is included when you view Request Details so you can instantly view how many positions are associated with a requisition submitted to you for your approval.

Your program probably engages a wide variety of contingent talent, which can result in lots of job templates. To expedite your search for the right job template, a new Advanced Search page displays when you start to create a contingent staffing or a tracked resource requisition. You can use the additional filters to find a job template more easily. Plus, the Advanced Search page immediately shows you more information.

As a Hiring Manager, you need simple immediate access to items you need to review and approve. And you need visibility into details.

You can instantly view the total estimated amount for a submitted timesheet before you approve it. A Total Estimated Amount field displays in the timesheet summary on both the Card and Table views. Plus, you can select the Amount link to open an Estimated Amount Breakdown dialog to see details for the entire timesheet. These enhancements are automatically available in the Approvals app in the Hiring Manager Experience.

As a hiring manager, you can access crucial information for all the work you manage, either directly or indirectly, from the My Data app. For example, you can view and act on your own data, data delegated to you, your subordinates’ data, and data where you’re a requestor, a timesheet approver, a sponsor, or a contributor.

To help you manage all the data you have access to, we’ve added these enhancements.

• A Visibility Settings filter you can use to choose how you want to view data.
• A Setup delegate option you can use to designate a delegate and allow them to manage and act on your data.
• A Visibility icon you can use to instantly understand why you’re seeing specific data; for example, because you’re the hiring manager, the hiring manager’s direct manager, or the requestor, timesheet approver, sponsor, or contributor.

These enhancements are automatically available in the My Data app in the Hiring Manager Experience. Check out this article to learn more.

We’ve expanded visibility in the Hiring Manager Experience to include additional user types in your organization:

• Services Procurement Project Managers now have access to view requests and assignments linked to their projects.
• Services Procurement Technical Managers can now view Statements of Work (SOW) and projects, along with related requisitions and assignments.

Both user types can conveniently access their requisitions, assignments, and services procurement data through the My Data app and Global Search.
Additionally, hiring managers can now view project-level data assigned to their subordinates directly from the My Data app and Global Search enhancing transparency and collaboration across teams.

In addition to hiring managers, your organization might have these user types who need visibility into data in the Hiring Manager Experience: requestor and timesheet approver. Now, requestors and timesheet approvers can view and act on data from the Hiring Manager Experience. Requestors can access their request and assignment data from the Track Progress section on the Home page, the My Data app and Global Search. Timesheet approvers can access their assignment data from the Track Progress section on the Home page, the My Data app and Global Search.
These enhancements are automatically available in the Hiring Manager Experience.

• More sort options are available so you can view approvals in the order you want to. You can sort by submitted date, timesheet date or resource name.
• Select View More on an individual timesheet in the Card View and see comments made on daily timesheet entries.

Customize your Assignment reports to include any of the fields with the Hiring Manager–Contact Information prefix. So, you can easily report on the Country, State, and City in which a hiring manager associated with an assignment is located.

Streamline collating Assignment Assessment Questionnaire (AAQ) survey data on individual questions and user responses by including fields in your Assignment Definition reports.

Transferring nonbillable contingent talent from one project to another just got easier! Just locate the project you want and then use the Transfer Resources option under the Manage Project menu in the Project Menu section on a Project page in Beeline Enterprise. This enhancement simplifies transferring resources between projects while ensuring data integrity and accurate reporting. Read this article to learn about transferring project resources.

The Project Resource Transfer feature now works seamlessly with other Beeline Enterprise components. Project managers can easily view and act on project resource transfers pending approval under the Additional Approvals category in the Approvals app in the Hiring Manager Experience. Program office users can use the new Project Resource Transfer core entity type in Advanced Notification Templates (ANTs) to ensure approvers receive timely notifications about submitted transfers. Program office users can also report on transferred resources and assignments using the Project Resource Transfer Details report available from a project profile, and the Assignment Definition and the Projects and Services Definition reports.

You can use the Auto Extend Active Assignments checkbox while editing a project or amending a statement of work (SOW) to automatically extend active project assignments. Your organization can now define a default resource type so appropriate resource assignments are automatically extended.

Adding this enhancement lets you automate extensions for active nonbillable, active billable, or active nonbillable and billable resources. The Auto Extend Resource Assignments feature requires Beeline Enterprise configuration.