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Beeline Professional Help

    • Release notes
      • 2025 | Beeline Professional release notes
      • 2024 | Beeline Professional release notes
      • 2023 | Beeline Professional release notes
    • Get started
      • About the help library
      • About Beeline Professional
      • Personalize your Home page
      • About importing data
      • About the Import Data tool
      • Import data in your tenant site
        • Set up companies
        • Create a job catalog
        • Set up work schedules
        • Create holiday schedules
        • Define rates
        • Configure time codes
        • Build business sites
        • Define cost centers
        • Build organizations
        • Configure suppliers
        • Configure MSP users
        • Configure hiring managers manually
        • Configure supervisory organization managers manually
        • Set up rate cards
        • Import worker records
        • Troubleshooting
          • Check the import status
    • Administration
      • About email settings
      • Understand worker-user relationships
      • About supervisory organizations
        • Using the Org Navigator
        • Create supervisory organizations
        • Add a worker to a supervisory organization
      • About tasks
        • The accountable person role overview
        • Task delegation
      • About smart forms
        • Configure Add Worker smart forms
        • Configure Add Engagement smart forms
        • Configure Update Engagement smart forms
        • Configure Add Job Application smart forms
        • Configure Offboard Worker smart forms
      • About processes
      • About timesheet rules
        • Build timesheet rules
      • About timesheet settings
      • Edit widget properties
      • Set up financial fields
      • Display financial fields on engagements
      • Generate an audit report
      • Configure a supplier group
      • Add custom links
      • Add administrator users
      • Configure Professional as your SSO service provider
      • Customize the appearance
      • Configure the user interface settings
      • Add classifications
      • Add custom fields
      • Configure general engagement settings
      • Edit job application stages
      • Add new termination reasons
      • Set the global start date
    • Financials
      • Effective date rate changes
      • Effective date financial field values
      • About monthly and daily rates
        • Define monthly rates on engagements
      • About engagement budgets
      • About engagement spend
      • About taxes and fees
      • About corrections
        • Correct expenses
      • About invoicing
        • Approve or reject invoices
        • Export invoices
        • Import invoices
    • Sourcing
      • Create a request
      • Supplier groups
      • Add a supplier group to a job posting
      • Time to Fill
    • Managing
      • Amend engagements
      • Approve or reject timesheets
      • Approve or reject expenses
      • Approve or reject requests
      • Resolve program alerts
    • Reporting & analytics
      • About data extracts
      • Create quick views
      • Schedule quick view exports
      • Create customized reports
      • Schedule customized reports exports
    • Platform, security & privacy
      • Control rate visibility
      • Define a new role
    • APIs and integrations
      • Link duplicated profiles
      • API docs
Beeline Professional Help
  • Beeline Professional Help
  • Beeline Professional Help
  • Get started
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Getting started

Get an introduction to Beeline Professional and its core concepts, learn how to import your data to set up your site, and more.

Learn more:

  • About the help library

  • About Beeline Professional

  • Personalizing your Home page

  • About importing data

  • About the Import Data tool

  • Importing data in your tenant site

2023 | Beeline Professional release notes About the help library
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