Importing data in your tenant site

At the core of your Beeline Professional tenant is your data. Data about your contingent workforce and the structural elements that facilitate tracking workers, sourcing, spend, and much more.

As a Beeline Professional administrator, you’re responsible for populating and managing that data, which is securely stored in your Professional database. Whether you manage your data in an internal system and synchronize updates with an integration, manually input individual changes or bulk import mass updates, you administer the data that supports the workflows and processes unique to your business requirements in your tenant site.

The Professional data you add falls into two general categories: worker (transactional data) and organizational (reference data).

Worker data represents all the information associated with your employees and contingent workforce. Organizational data includes companies, business sites, cost centers, supervisory organizations, and job profiles.

Manually adding data lets you adjust information for a single record. Importing data lets you add net-new data in Professional.

Using the Import Data tool gives you a quick and efficient way to populate worker data into a tenant site. To further help you streamline populating data, Professional includes numerous predefined templates you can download, fill with the information you want to add, and then upload into a tenant site.

When you’re populating net new data via an import into a tenant after the initial setup, add reference data before you import worker data or configure user accounts for managed service providers (MSPs).

Reference data is organizational information used to create job postings in Professional.

Steps to import your data

To import data into a Beeline Professional site, complete these tasks.

  1. Set up companies to help define the structure of your platform.

  2. Create a job catalog for your program to define a standard way of categorizing jobs.

  3. Set up work schedules to define the operational hours that apply to the client’s workforce.

  4. Set up holiday schedules to manage company closures and rest periods.

  5. Define rates to determine your compensation structures.

  6. Configure time codes to organize and classify worked hours.

  7. Build business sites to define office locations associated with your workers.

  8. Define cost centers to help track financial transactions.

  9. Build organizations to help order employees and contingent workers based on their reporting and managerial relationships.

  10. Configure the details of the suppliers that you want to send job postings to.

  11. Configure managed services provider (MSP) users to help manage your program.

  12. Configure the hiring manager accounts manually when the client tenant site doesn’t have an HRS integration.

  13. Configure supervisory organization managers manually when the client tenant site doesn’t have an HRS integration.

  14. Set up rate cards to outline rates for specific job profiles, business sites, and suppliers.

  15. Import contingent worker data to keep track of existing workers and their assignments.