2023 | Beeline Professional release notes

Quick Reports are now available from the Contracts, Job Postings, Job Applications, Suppliers, and Work Requests hubs in Beeline Professional. Use Quick Reports to group a combination of filters, save them as a view and give them a title of your choice. To learn more, see this Roadmap portal card or check out this Quick Reports eLearning module.

Suppliers no longer need to select a currency type when they’re submitting a Candidate to a Job Posting. The bill and pay rate currency types automatically default to match the posting bill rate. Suppliers can still change the currency types, but the default values simplify submitting a job application and reduce the chance a Candidate is submitted with an incorrect currency.

When a Hiring Manager or Timesheet Approver drills down into a timesheet, they can instantly see how a timesheet was submitted, such as by the Worker, by the Supplier or via an import task. The Timesheet Summary now includes a Submitter field that shows the name and ID of the timesheet submitter.

Tenant Administrators can now upload and update user profiles using the Import Tool. Import templates are automatically available in all Beeline Professional tenants.

Using the Connect API, you can easily manage resources and synchronize data in Beeline Professional with your enterprise systems. You can GET, POST or PATCH transactional or reference data using the Connect API.

Emails generated from the Supplier and Talent apps were updated to indicate those apps are part of your Beeline Professional VMS. You’ll notice changes to content to match Beeline’s style and see the Beeline logo and Beeline as the brand name instead of Utmost.

Users can now import and export scoring rules used in their work request workflow instead of manually editing each rule. This enhancement streamlines managing scoring rules in your work request workflows.

Effective Friday, November 10, 2023, import logs older than 120-days will be removed from Production. Going forward, import logs will be available in Production and test environments for 90-days only. You can access import logs from Settings  Monitoring  Import Logs.

Your Supplier and Talent apps were updated to reflect that they’re part of the Beeline Professional VMS. You’ll now see the Beeline logo and Beeline as the brand name instead of Utmost.

Suppliers and Workers can select skills from a catalog of built-in talents and aptitudes on a Worker’s profile from the Worker app. The built-in skillset catalog standardizes skill categories and facilitates Worker assessment. Suppliers and Workers can also add skills that might be missing from the catalog.

Beeline Professional Administrators can set up a notification to alert Workers about an upcoming timesheet that needs to be submitted. When configured, Workers will automatically see an in-app message and receive an email alerting them they have a timesheet to submit.

Workers can voluntarily self-identify demographic information in the Talent app. Demographic information provided is kept completely confidential. Data is available to Customer and Suppliers for reporting only.

Using the Connect API, you can easily manage resources and synchronize data in Beeline Professional with your enterprise systems. You can GET, POST or PATCH transactional or reference data using the Connect API.

Previously, you could set up user permissions from Settings  Client IDs. That navigation was removed. Now you can set up user permissions from Settings  Security & Permissions or from Settings  Permissions. The new location improves your user experience by instinctively consolidating permission controls in a single location.

On Friday, September 22, 2023, we’re going to enhance the Import tool to be more reliable and easier to use with new Beeline Professional features.

Beginning Friday, September 8, 2023, we will begin gradually rebranding emails automatically sent to you from Beeline Professional.

Some Customers need to track allotted meal breaks on timesheets for specific locations. If your organization needs to track allotted meal breaks, you can have Beeline Professional set up to display a Meal Break Attestation dialog when a Worker submits their timesheet. Workers must select values from the lists to track any allotted meal breaks before they can successfully submit a timesheet.

Beeline Professional uses Attribute Based Access Control (ABAC) to regulate what data is visible to users. As an Administrator, you now have a diagnostics tool to help you visualize ABAC permissions for various areas of Beeline Professional. Use the Permission Visualizer to help you troubleshoot why user interface (UI) fields are not visible or available to users because of their ABAC permissions.

Keeping Workers' compensation rates up to date is important to your workers and to your program’s successful operations. Worker rates can change and you need a way to ensure rate changes are effective on the correct date. For example, a Worker may have received a pay increase that is backdated one month. You need to apply the rate increase with an effective date in the past and ensure that timesheets are recalculated correctly.

Some Customers want to track a Worker’s consent that information logged in a timesheet is accurate and correct. Time Attestation prompts Workers to select a checkbox to certify that a timesheet is accurate and correct before they can successfully submit it. You can view Time Attestation values on a Worker’s timesheet from the Time & Expenses hub. You can also extract Time Attestation values for reporting.

Workers can associate a location to a timesheet entry.

Occasionally, a Supplier might inadvertently submit an invoice with inaccurate or inactive data. Now Suppliers can remove or add timesheets and expenses to correct errors on a rejected invoice, and then resubmit the invoice for approval. This enhancement eliminates the need to create a new invoice, streamlines correcting invoice errors, and helps ensure Workers are paid on time.

Visibility into the lifecycle, history, and results of your sourcing processes can help you reduce costs, improve process efficiency, mitigate Supplier risks, and build long-term relationships with your Suppliers. As a Hiring Manager or a Program Management Office user, you can get insights into your sourcing processes faster and more efficiently. You can easily see relationships between work requests, job postings, job applications, and engagements.

As an Administrator, you can use Smart Forms to collect the data you need to run your business in Beeline Profession. You can now use Smart Forms from a graphical user interface, which makes creating and updating forms via self-service simpler. You can quickly create forms, and instantly see how information will look to your users from the Preview pane. Upgraded Smart Forms are automatically available in Beeline Professional.

Workers can now enter time for the same week against multiple client projects using the Add Time dialog available from the Worker app. When a timesheet is submitted, the total hours for a work day and the total hours for a workweek are correctly calculated across all of the Worker’s engagements. This enhancement streamlines time entry for Workers while ensuring that timesheet amounts are correctly calculated and tracked in Beeline Professional.