2024 | Beeline Professional release notes

If you’re completing forms that require additional checks and you navigate away from the page, or an unexpected event occurs such as a system timeout or lost connection, the system automatically creates a draft for the changes you were trying to make. This allows you to save your work mid-progress and resume it later, ensuring that no progress is lost.

As a program office user, you might need to keep track of timesheets that were submitted or modified within a specific interval of time, so you can isolate relevant sets of timesheets or expenses, and identify trends and patterns faster. You can now select the Timesheet Period filter and focus on items submitted during a specific interval of time.

Filters help you narrow down large amounts of data and focus on a more accessible and actionable subset. Moving the filters in the Time & Expenses hub above the Timesheets and Expenses tables respectively, makes it easier to quickly sort your data.

Beeline Professional currently supports a single cost center value for tracking engagement spend. Some clients use custom fields to track multiple values for their cost allocation data so they can precisely track how costs are assigned to their various business units.

Consistent terminology helps you complete tasks quickly and efficiently. To reduce confusion and match invoice states, one of the Status filters in the Invoices hub has been changed from Submitted to Pending.

Beeline Professional now uses a set of business events to generate data and insights that help program office users make more informed decisions and respond quickly to changes. Business events are linked to various actions such as a work request getting approved, a timesheet getting submitted, or a job posting getting distributed to a supplier, and can be consumed through API integrations. For more information, see the API documentation.

Previously, you could configure timesheet options from Settings  Timesheet Settings. That navigation was moved and now you can set up timesheet options from Settings  Spend  Timesheet Settings. The new location improves your user experience by consolidating spend controls in a single location.

Consistent terminology improves the overall usability and efficiency of an application. To improve clarity, the button to invite workers to the Beeline Professional application was changed to Invite to Professional App.

Clear and well-structured tables make it easier to understand and interact with data. No more rendering issues or overlapping data! Adjust column widths to focus on the most relevant data and maximize visibility. Quickly extract key insights and make informed decisions based on improved data presentation.

We have upgraded our Service Desk ticketing portal to streamline request tracking and enhance our existing security. Beeline has migrated program office user accounts active in the last 6 months. These user accounts have received an invitation for the new ticketing portal asking them to validate their new accounts by creating a password. All in-progress tickets are available in the new portal ensuring no disruption to ongoing work.

Understanding the overall headcount helps program office users assess and find opportunities to optimize resource utilization.

Knowing the number of active suppliers allows program office users to manage their supplier relationships more effectively and strategically.

Finding helpful information about how to set up your Beeline Professional site just got easier! We’ve added a new Help button located in the upper right toolbar, next to Notifications.

As a program office user, you might need to keep track of approved invoices that were processed and paid, so you can categorize and filter invoices by status. You can now update the status of invoices from Approved to Paid in the Invoices hub by selecting the approved invoices you want to update, and then, selecting Mark as Paid from the upper toolbar.

Beeline Professional’s Report Builder enables full visibility into your contingent workforce program. Using the Financials template available, you can build custom reports containing engagement and timesheet data.

The Actions list in the toolbar on the Worker Profile page was relocated from the panel on the left, to a new location in the upper right of the page. The circular contract progress indicator was changed to a bar progress indicator, so you can visualize and track progress immediately.

Setting currency types by expense category simplifies submitting expenses, eliminates incorrect currency entries, and improves accurate budget data. You can now limit the currencies that display when workers and suppliers submit an expense.

Filtering helps you narrow down large amounts of data and focus on a more accessible and actionable subset. You can quickly locate and view information by customizing your report templates and configuring the columns that you want to see.

Sorting your data allows you to turn vast datasets into valuable resources. You can now sort the data you’re viewing using these new filters:

Keeping track of headcount helps you ensure projects run smoothly and stay on track. As a Program Manager or an MSP, you need to easily report on and identify workers and their engagements across Beeline Professional.

Sometimes you need to withdraw a supplier from a job posting. By uninviting suppliers from participating in the sourcing process, you can eliminate low-performing suppliers, streamline decision making, and reduce the costs associated with reviewing unsuitable applicants.

Identifying and resolving issues when you’re importing policy data is now more efficient. As an Administrator, you can now quickly look for information by policy ID in addition to policy name when searching for Security & Permissions under Settings in Beeline Professional.

Workers can submit their worked hours and accurate time rates are automatically calculated for them!

Using the Import Data tool saves you time and makes importing records into Beeline Professional quicker. Now you can use the Import Data tool to import invoice data and streamline workflow efficiency.

Program office users can quickly drill down into a worker’s profile from the Workers hub. Then they can select the Time tab and drill down into a timesheet or an expense and instantly view the date and time an item was approved. In addition, program office users can drill down into an invoice from the Invoices hub and instantly view the date and time an invoice was approved and the approver’s name.

Sometimes when you’re creating a job posting, you may not know the exact job title you want to use. Finding one just got a lot easier!

Worker locations can influence pay rates, and now you can capture remote workers’ time zones in your Smart Forms. Your Beeline Professional administrator must edit the smart form you use to record worker information and add the new element.

Worker locations can influence pay rates, and now you can create customized rate cards tailored to precise worker locations. Your Beeline Professional administrator must create customized rate cards.

As a Beeline Professional administrator, you can create customized rate cards for remote worker locations and assign them the Smart Forms you use to record worker information in the Supplier Network app. Then, suppliers are prompted with your suggested rates when they add remote workers. Suppliers can edit the suggested rates to provide a more accurate and competitive service to you. Administrators must add this enhancement to Professional.

Suppliers can regularly update a remote worker’s address and time zone fields on a worker’s profile in the Supplier Network app. To ensure you’re aware of those changes, they are now recorded in Beeline Professional and visible from the engagement Change History in the Engagements hub. This enhancement is automatically available in Professional.

As a Beeline Professional administrator, you can create and add workflow processes to edit work requests or job applications. First, you create and set up processes for your work requests and job applications workflows via Self-Service. Then, you can use an Actions menu to make changes on the fly and ensure work requests and job applications are processed smoothly through Professional.

Previously, all available work request options displayed above the Work Requests table when you opened the Work Requests hub. Now when you select Submit A Request, a Work Requests Options page displays showing you all your available options. Moving the options to a separate page makes them easier to view and navigate.

When you drill down into an item from the Invoices, Job Applications, Job Posting & Work Requests hubs, details instantly display below the page title so you can quickly view them. After you drill down into an item, you can now also easily act on an item using the Actions menu at the upper right of the page.

The Add icon in the toolbar on the Contracts, Supplier, and Work Requests hubs was changed to a button, relocated to a prominent location at the upper right of the page and renamed to provide additional context around the action you’re taking. You’ll now see Add Contractor, Add Supplier, and Submit A Request buttons in those hubs.

Quick Reports was renamed Quick Views. Only the name was changed, Quick View still has all the features you’re familiar with.

Beeline Professional’s Report Builder enables full visibility into your contingent workforce program. Using the Report Builder, you can build the customizable reports you need and reduce the time you spend gathering complex analytics about your contingent workforce program.

Managing when job postings are released to suppliers and setting up supplier groups and tiers are central to your contingent talent program. Now accomplishing those tasks is easier using Beeline Professional’s Supplier Grouping, Supplier Tiering and Distribution Rules.

Understanding the financials is key to approvers, especially when it comes to changes that affect an engagement budget. Program Office users and hiring managers can instantly view the Approved Budget and the Current Budget from the Engagements tab on a Worker Profile page.

You can now sort data you’re viewing using a date range filter from the Contracts, Job Applications, Job Postings, and Work Requests hubs. The new filter gives you yet another option to help you quickly locate exactly the data you’re looking for.

Paid holidays can differ by organization and by work location. Plus, many countries follow different holiday schedules for different regions within the same country.

Clients and Program Office users can now use the Finance Connector to export key financial data from Beeline Professional quickly and easily. Set up a schedule to run your export weekly or monthly and get your financial data when you need it. Feed exported data into your third-party systems to create customized reports, invoices, and more. To access the Data Connector, select Data Extracts  Finance from the left navigation menu.

Beeline Professional’s Report Builder enables full visibility into your contingent workforce program. Using the Headcount Template available in the report builder, you can build custom reports containing worker and engagement data.

Beeline Professional’s Report Builder enables full visibility into your contingent workforce program. Using the Report Builder, you can build the customizable reports you need and reduce the time you spend gathering complex analytics about your contingent workforce program. See a preview of your report before you create it.

Beeline Professional’s Report Builder gives you full visibility into your contingent workforce program. Using the Report Builder or ad-hoc reports, you can build the customizable reports you need and reduce the time you spend gathering complex analytics about your contingent workforce program. Now you can activate, deactivate, or rename columns in standard reports.

Sometimes you need to delete a job posting. When you do delete a posting, you can’t undo that action. Now you have an opportunity to change your mind before you permanently delete a posting.

Quick Views and Scheduled Exports are now available from the Time & Expense hub in Beeline Professional.

Set up exports in advance and have Quick Views data automatically exported when and how you want it. Simply select the Schedule Export option from the Actions menu in Quick Views. Then use the Schedule Export dialog to define criteria around when and how your data is exported. For example, the date and time you want the export to occur, how frequently the export should repeat, and the file format for the export. After you schedule an export, you can manage them from Exports available from the Reports hub.

Beeline Professional now uses a set of processes to drive real-time updates from Professional to Workday®. This enhancement regularly synchronizes worker and engagement data between Professional and Workday, which means you can have a clear view of your contingent program.

Beeline Professional can be set up to use a Push architecture based on processes to synchronize worker data with Workday®. When an engagement entity object is modified or created in Professional, processes trigger automatically, and API calls push data to Workday in real-time.

Filtering and sorting data lets you quickly locate and view the specific information you want to see. Here’s what we added: