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Beeline Enterprise solves the complexities of managing the extended workforce with a comprehensive vendor management system (VMS) to automate the management of your contingent workforce. Beeline Enterprise is a source‑to‑invoice solution for managing professional temporary labor.
As an Enterprise administrator, you can configure and customize many platform features through self‑service tools. This flexibility helps you quickly adjust your environment to meet organizational needs.
Enterprise comprises modules, components and features that empower your organization to:
- Gain control of your statement of work (SOW) initiatives, from sourcing to invoicing
- Seamlessly track all non-employees
- Leverage expanded pools of qualified talent
- Meet the fiscal, legal, cultural, and language requirements of individual countries
That power and flexibility require configuration and customization to set up Enterprise to meet your organization’s needs. Check out the following topics to learn what you can manage on your own and what Beeline will set up for you. This topic doesn’t cover everything but provides an overview of what to expect.
As a client administrator, you can control and customize many Enterprise components and features. You can access global and lower-level configurations. Global settings are things like, field labels in Hiring Manager Experience, and lower-level settings are things like, business units and geographies.
TIP: Your client administrator can be a client user or a managed service provider (MSP) user.
To help you understand Best Practices for setting up Enterprise, Beeline offers certification training for all client administrators. Your Client Operations Manager (COM) is always available to provide insight or connect you with subject matter experts when needed.
Best Practices: To minimize disruptions and unintended downstream impacts, complete these tasks before you roll out a change to your Production environment,
- Have your change review board review and approve all configuration changes.
- Test your changes in a preproduction testing environment.
Artificial Intelligence
The settings under Preferences > VMS Settings > Artificial Intelligence allow you to enable and manage AI features for your organization—on your terms.
| Configuration | Description | Learn more |
|---|---|---|
| Base | ||
| Resume Insights | Streamline candidate evaluation by extracting resumes into concise, scannable summaries, that simplify comparison and helps quickly assess candidate fit. | Set up your options |
Sourcing Insights | Control which insights are available as users progress through your sourcing workflows. | Find out how to configure |
| Premium | ||
| Interview Question Generator | Personalize evaluation with tailored interview questions based on the candidate’s resume and job description. | Turn on the feature for your program |
Resource Matching Intelligence | Intelligently identify and match similar resource profiles based on experience and profile data, helping reduce duplicates and improve data quality across downstream systems. | |
| Skills Proximity | Compare a candidate’s skills to job requirements, showing a skill alignment level, skill proximity score and breakdown of matched, inferred and missing skills. | Control how the feature is applied |
| SOW Scope Summary | Display a concise summary of the statement of work scope and role-based considerations to support approvers during the review and approval process. | Turn on the feature in your VMS |
Client Communications
The settings under Preferences > VMS Settings > Client Communications give you access to options for connecting with your users, broadcasting important messages, branding, and more.
| Configuration | Description | Learn more |
|---|---|---|
Advanced notification templates | Manage the look and feel of emails generated from Enterprise. |
|
Banners | Make sure your users see critical, time-sensitive messages. | Find out how to manage banner messages |
Logos | Brand Enterprise with your logo and help your users feel at home. | Learn how to configure your logo |
Client Help menu | Administer online help and user documentation specific to your organization. | Administer your Client Help |
Resource contact information | Ensure contact information for your contingent talent is up to date. | Update contact information |
Welcome page | Communicate with your users before they log in to Beeline with a customized Welcome page. | Explore creating a Welcome page |
Competitive bid
The settings under Preferences > VMS Settings > Competitive Bid let you customize the Competitive Bid component in Enterprise.
Your organization can use the Competitive Bid component to create a pool of competent suppliers and competitively source each engagement according to your needs. In addition, your organization can use the Competitive Bid module to drive adherence to corporate policies that govern regulations around your program’s competitive bidding process. Plus, you can gather analytics to evaluate sourcing activities and supplier engagement.
| Configuration | Description | Learn more |
|---|---|---|
Competitive bid templates | Standardized bid templates help you ensure bids include relevant information required by your organization. Using a bid template can streamline the process of moving from bid to SOW to project. Set up and manage templates that delimit the fields and default content for competitive bids. | |
Competitive bid categories | Define and manage groups that match your labor types, such as Marketing, Development, or Quality Assurance. Defining categories in templates lets you capture and report on the majority of spend by category for your projects. | Adding categories |
Award reasons | Awarded and unawarded reasons provide the why for compliance and auditing. Making an award is subjective. Create and manage standardized explanations for why a competitive bid was given to a supplier or suppliers. | |
Unawarded reasons | Awarded and unawarded reasons provide the why for compliance and auditing. Making an award is subjective. Create and manage standardized explanations for why a supplier didn’t win a competitive bid. | Adding unawarded reasons |
Minimum supplier thresholds | Some regulations require that a specific number of vendors are invited to the sourcing process. Set Minimum Supplier Thresholds to ensure the required number of vendors/suppliers are invited and that your organization achieves compliance. | Set your thresholds |
Competitive bid cancellation reasons | Create and manage standardized explanations for why a competitive bid is canceled. | Learn how to create them |
Competitive bid subcategories | Set up and manage your sub-categories. Sub-categories limit which suppliers can be used in Competitive Bid and Statement of Work processes. | Find out how to set up a sub-category |
Supplier subcategories | Set up and manage the links between your suppliers and the sub-categories they belong to. | Learn how to add a supplier subcategory |
Term categories | Define and manage additional tags to organize terms by the kind of work to be completed. Categories help users search the Terms Library for the correct generic verbiage they want to add to a Competitive Bid. | |
Term types | Define and manage additional tags to organize terms by the kind of work to be completed. Types help users search the Terms Library for the correct generic verbiage they want to add to a Competitive Bid. | |
Terms | Manage your Terms Library to include vocabulary used in your bid processes, like a summary of services, expense procedures, escalation procedures, and much more. | |
Catalog item categories | Define and manage groupings associated with milestone rate catalogs. | |
Catalog items | Define and manage milestones and deliverables with pre-negotiated rates. |
Contingent staffing
Using the features in the Contingent Staffing module, you can generate cost savings by enabling supplier competition and market rates, simplify the most complex tax rules and legislative regulations, and much more! The settings under Preferences > VMS Settings > Contingent Staffing let you customize the module in Enterprise.
| Configuration | Description | Learn more |
|---|---|---|
Assignment assessment questionnaires | Create and customize your client-specific questionnaires with the Assignment Assessment Questionnaire (AAQ) feature. Using the AAQ feature, you can capture data about an assignment any time you want instead of just after an interview or when the assignment ends. | Discover how to design your own AAQ |
Assignment event reasons | Manage business-specific event codes and explanations for assignment changes. Assignment Event Reasons help track changes completed on an assignment, such as amendments, early terminations or extensions. Tracking those events can optimize managing your contingent talent. | Find out how to manage assignment event reasons |
Background check provider bypass reason | Create reasons HireRight background checks can be bypassed. | Set them up |
Background check provider settings | Manage background check providers and account settings. Currently, Beeline Enterprise integrates with Accurate®, First Advantage®, HireRight®, and Sterling® as background check providers. | |
Background checks | Administer program background check requirements. Set up which background check packages are required for each industry in which you do business and then associate background check packages with request types. | |
Candidate Evaluation configuration | Turn on bill rate colors in the Candidate evaluation feature. | Learn how |
Candidate interview types | Use Interview Manager to administer the kinds of interviews that can be scheduled and tracked in Enterprise, such as phone, in-person, and more. | Learn how to administer settings and methods |
Compliance and certification management | Use Beeline’s Compliance and Certification Management (CCM) feature to centralize and automate tracking compliance and certifications, such as background checks, continued education and professional certificates. Use CCM to effectively and efficiently manage time-based compliance requirements related to a specific job or work location. Create processes to ensure your contingent talent meets business industry or local legislation requirements before onboarding. Track talent participation in verification before and throughout an assignment to ensure compliance. | Explore how to administer CCM |
Field visibility | Control which fields are visible to users on assignments. | |
Interview Manager settings | Manage the kinds of interviews scheduled for candidates and tracked by your organization, such as phone, in-person, and more using Interview Manager. | Learn how to configure them |
Mass amendments | Amend multiple assignments at the same time. | Explore the power of Mass Amendments |
Quick Request | Turn on and set up Quick Request. | |
Tenure Rate Amendment Rules | Automate rate-related updates based on tenure or assignment duration. | Learn more about tenure rate amendment rules |
Data management
Beeline Enterprise delivers tools to help you ingest, process, secure and store your data so you can use it for strategic decision-making and improve your business outcomes. Use the settings under Preferences > VMS Settings > Data Management to administer data in Enterprise.
| Configuration | Description | Learn more |
|---|---|---|
Calendars | Set up and manage yearly or monthly calendars, your list of company-approved holidays, and your list of company-approved billable, non-billable, and weekend days. | Learn how to manage calendars |
Client-defined field values | Administer the drop-down selections configured to capture your client-specific information. | Learn more |
Cascading client-defined fields administration | Administer the cascading client-defined field options configured to capture client-specific information. | |
External mapping system | Manage integrated systems. | |
Proxy users | Set up delegates for users. Admin > Security > Users > select individual. Setting for proxy in the delegation setup | Learn how to proxy as another user |
Report tags | Administer Report Tags | |
Resource matching | The Resource Matching feature scans your database, evaluates a resource’s name and key identification records, and alerts you to similar or identical resources already in Enterprise before you create a new resource. | |
Quick links | Set up options that display under the Quick Links menu. | |
Supplier setup and maintenance | Administer Supplier Legal Entities. | |
Tax rates | Administer tax rates. | |
Time classifications | Manage rules for automatically allocating time entered by workers. | |
Web imports | Import and export client-specific data. | Find out how to manage web imports |
eSignature
The settings under Preferences > VMS Settings > eSignature Settings let you setup authentication with DocuSign for eSignature integration.
| Configuration | Description | Learn more |
|---|---|---|
Account Management | After you’ve worked with your COM or RM to integrate DocuSign with Enterprise, you must pair your DocuSign account with Enterprise via self-service before you can use the DocuSign add-on with your SOW feature and/or with your candidate and assignment approval workflows throughout Enterprise. | Find out how |
Hiring Manager Experience
The settings under Preferences > VMS Settings > Hiring Manager Experience let you customize apps, actions and more in the Hiring Manager Experience.
| Configuration | Description | Learn more |
|---|---|---|
Beeline Classic access management | Configure Beeline Classic as the primary experience for Client users, such as Program Manager/Sponsor, MSP, and PMO/VMO roles, who perform administrative and oversight tasks. | |
Turn off apps | Hide Hiring Manager Experience apps to adhere to your company policies or apps that aren’t applicable to your program and users. | |
Turn off bulk actions | Disable the bulk approval functionality to ensure approvers adhere to your internal policies. | |
Self-service field labels | Revise field labels within the Hiring Manager Experience to align with your company's internal terminology. | Manage HMX field labels |
Integration Services
The settings under Preferences > VMS Settings > Integration Services you can access integration details from the Integration Services page via self-service.
| Configuration | Description | Learn more |
|---|---|---|
Integration Overview | A consolidated spot for managing flat files, RaaS, Import Batch API integrations, and Client API errors. The Developer portal is your resource hub for all Enterprise APIs. Use the APIs to automate and streamline data exchange between Enterprise and your in-house systems. | Find out how |
| Beeline Developer Portal | Inspiring integrations for superior outcomes. Your resource hub for all Beeline APIs. Beeline APIs automate and streamline data exchange, help you efficiently integrate Beeline data into your enterprise systems, and empower you to build comprehensive contingent workforce coverage. | Go explore |
| Single Sign-On (SSO) | Configure and manage your SSO setup | Set up your VMS |
| Worker Download Resend | Acts like a quick reset button for individual worker records, letting you fix only what needs attention without rerunning entire files or disrupting your integration flow. | Manage downloads |
Project management
Use the settings under Preferences > VMS Settings > Project Management to create standardized explanations for changes to projects in Enterprise.
| Configuration | Description | Learn more |
|---|---|---|
Project modification/edit reasons | Set up and manage standardized explanations for why a project was modified. | |
Project amendment reasons | Set up and manage standardized explanations for why a project was amended. | |
Milestone payment cancelation reasons | Set up and manage standardized explanations for why a milestone payment was canceled. |
Statement of work
The settings under Preferences > VMS Settings > Statement of Work let you customize the Statement of Work component in Enterprise.
Your organization uses Statement of Work (SOW) templates, categories, and a terms library to guide users through creating an SOW that defines project-specific activities, deliverables and timelines for a vendor providing services to the client.
| Configuration | Description | Learn more |
|---|---|---|
Templates | Your organization might use SOW templates to guide users through creating a statement of work and ensure they provide all required information. Users select the applicable SOW template to define project-specific activities, deliverables, and timelines for a vendor providing services to the client. | Find out how to create an SOW template |
Categories | Your organization might use SOW categories to identify the kind of work to be completed in a project by a vendor’s resources. Defining Categories for your SOW templates lets you capture and report on the majority of spend by category for your projects. Categories help users narrow their search when creating a new SOW. | Create your own |
Services procurement self-service | Manage the order in which your fields are organized during Statement of Work creation. | Explore what you can do |
SOW cancelation reason | Create and manage standardized explanations for why an SOW was canceled. | Find out how to create them |
SOW subcategories | Set up and manage subcategories to limit which suppliers can be used in the Competitive Bid and Statement of Work processes. | Learn how to create an SOW subcategory |
Supplier subcategories | Set up and manage the links between your suppliers and the subcategories they belong to. | Learn how to create them |
SOW mass changes | Search, select, and make changes to multiple SOWs simultaneously. Currently limited to canceling Draft SOWs. | |
Term categories | Create term categories to tag and organize terms by labor groups, such as Accounting, Marketing, and much more, so you can track spend by category. | |
Term types | You can also create term types, like Financial and General, to tag and organize terms by the kind of work to be completed. | |
Terms | Your organization most likely reuses paragraphs, phrases, and sections when creating an SOW. You can use the SOW Terms Library to create and store generic verbiage frequently used in your SOWs. You can also create Types, like Financial and General, to tag and organize terms by the kind of work to be completed. Manage your Terms Library to include vocabulary used in your SOW processes, like summary of services, expense procedures, escalation procedures, and much more. | |
Catalog item categories | Define and manage groupings associated with milestone rate catalogs. | Learn how to build catalog item categories |
Catalog items | Define and manage milestones and deliverables with pre-negotiated rates. | Find out how to add a catalog item |
Time and expense
Easily collect, record, route, and process time and expenses for your contingent workforce in Beeline Enterprise.
| Configuration | Description | Learn more |
|---|---|---|
Reprocess timesheets | Manage timesheets that have been invoiced but remain in a locked status. | Find out how |
Reprocess expenses | Manage expenses that have been invoiced but remain in a locked status. | Find out how |
BTE project management | Administer projects and tasks visible to contractors during time and expense entry. | Discover how |
Project resource management | Administer projects and tasks visible to contingent talent during time and expense entry. | Learn how to assign resources |
Workflows
Design and build workflows that define how transactions are processed through Beeline Enterprise.
| Configuration | Description | Learn more |
|---|---|---|
Visual approval workflows | Administer and customize actions required for approvals in your procurement lifecycle. | Discover how to build approval workflows |
Advanced notification templates | Create and manage the workflow type, the content, and the recipients of email notifications. |
Reporting and analytics
Get full visibility into your contingent workforce program using hundreds of standard and ad hoc reports. Training on reporting and analytics is covered in the Beeline Platform Contingent Staffing Level II Certification - Technical and Reporting.
| Configuration | Description | Learn more |
|---|---|---|
Ad hoc reports | Reports not based on a report template that you generate to answer critical business questions immediately by using real-time data. | Discover how to build an ad hoc base report |
Report Scheduling | Set up exports in advance and have data automatically exported when and how you want it. Schedule reports to run once, daily, weekly or monthly to designated email distribution lists. | Learn how to schedule and email ad hoc reports |
JSON RaaS outputs | Reporting as a Service in JSON API format | Learn more on the Beeline Developers Portal |
Secure File Transfer Protocol (SFTP) reports | Securely transfer report files to a file address on a scheduled basis. | |
New standard reports | Find out more about standard reports | |
My personalized dashboards | Choose from multiple templates, with reports and visualizations that are optimized to display in a simple, convenient, drag-and-drop format. | Learn about personalized dashboard at your own pace with this eLearning module |
| Persona | Modules | Documentation release | Feedback? Email us: |
|---|---|---|---|
| Clients, program office users, system administrators | Cross-platform Self-service | Beeline Enterprise | Q2 2026 | beelinecommunity@beeline.com |