Beeline Platform Certification Offerings

Beeline is proud to provide our clients and partners with a variety of Training and Certification Offerings which support a thorough understanding of the system and enables them to use the Beeline Platform effectively.
Our Training and Certification Offerings sets us apart from our competitors. We incorporate a unique approach to helping you get the most out of your extended workforce program. With a global footprint, we offer delivery methods including instructor-led virtual and on-site while also providing several self-directed options.
For more information on all of our offerings please visit the Beeline Community.
 


Contingent Staffing


Beeline Platform Contingent Staffing Level I Certification:

This self-directed course covers the Beeline Platform’s foundational level topics such as roles, basic workflows, and system/admin functionality through a series of “see it, try it” hands-on exercises. The overall goal is to provide participants with a thorough understanding of the end-to-end process to support their day-to-day operations.
 

// What Is Included

  • Overview of the Vendor Management System (VMS)
  • Explanation of roles in the Beeline Platform and their associated data visibility and permissions
  • Overview of basic system and administration functionality
  • Workflow activities in a sandbox environment
 
**There is a no fee associated for this offering.  Please contact the Product Technology & Training Team with all inquiries at training@beeline.com.
 

// Key Benefits

  • Becomes more self-sufficient and productive with the Beeline Platform - resulting in fewer tickets to the Support Team
  • Shortens ramp-up timelines with the ability to become more productive, faster
  • Includes hands-on activities that imitate actual business scenarios
  • Simulates key functions in the Beeline Platform and how the various roles interact


// Session Type


// Completion Requirements

Successful completion of the Beeline Platform Level I Certification assessment requires:
  • Completion of activities in a Beeline provided training site
  • Pass Workflow Assessment (Score 80% or higher)
  • Pass Final Assessment (Score 80% or higher)
     

// Upon Successful Completion, Participant

Becomes "Beeline System Certified" and receive the following:
  • Certificate of Completion
  • Digital Badge
    • Qualify for CCWP Continuing Education Credits (SIA Recognized)
 
 
 

Beeline Platform Contingent Staffing Level II Certification - Technical and Reporting:

Offerings include both instructor-led and self-directed. This course covers the Beeline Platform’s advanced administrative functionality and reporting such as of security, procurement, and assignments, import templates, time entry, and reporting advanced functions. Participants are provided new access and visibility post training encouraging and allowing the client to optimize the program. This training can be tailored to meet specific client needs. Options include on-site or virtual sessions as well as closed (single client attendees) or open (multiple client attendees) sessions.


// What Is Included

  • Learn advanced administrative capabilities
  • Learn advanced reporting functionality
  • Practice skills with hands-on activities in a sandbox or simulated environment
 
**There is a fee associated to provide this offering. Fees vary based on the scope, delivery method, and difficulty level. Clients should be made aware that this training is outside the scope of our standard training offered during Implementation. Please contact the Product Technology & Training Team with all inquiries at training@beeline.com.


// Key Benefits

  • Promote self-sufficiency to reduce dependence on the Beeline Support Team
  • Enhance your ability to support your team by developing a thorough understanding of the Beeline Platform
  • Reinforce newly acquired skills with hands-on activities based on actual business scenarios
  • Learn advanced reporting skills
  • Learn how to use reporting to enhance program management and oversight
  • Includes a take-away Guide for on-hoing reference (Use the URL and you will always have the most current version of the guide)


// Prerequisites

Completion of the Beeline Platform Level I Certification self-directed learning module is recommended.
 

// Audience

Program Team - identifies staff assigned to the client’s contingent labor program office, which could be internal (VMO) or a third-party partner (MSP). They are responsible for the day-to-day operations of the Client/Partner program office.
Implementation and Other Non-Program Roles – identifies client/partner staff who are familiar with the day-to-day operations of the client’s program office although their primary duties may be at a more administrative/managerial level. These users provide insight/guidance on how the Beeline Platform should be configured for the client’s program. This does not include Hiring Managers or Suppliers.

 

// Session Type


// Completion Requirements

Successful completion of the Beeline Platform Level II Certification assessment requires:
  • Pass Technical Assessment (Score 80% or higher)
  • Pass Reporting Assessment (Score 80% or higher)
  • Pass Reporting Scenario Assessment (Score 80% or higher)


// Upon Successful Completion, Participant

Become "Beeline Advanced System Certified" and receive the following:
  • Certificate of Completion
  • Digital Badge
  • Specialized User Role and Dashboard
    • Qualify for CCWP Continuing Education Credits (SIA Recognized)
Specialized User Role may provide the below:
  • Add/Edit Procurement areas (Rate Cards, Request Templates, etc.)
  • Add/Edit Security areas (Cost Center, Work Locations, etc.)
  • Add/Edit Assignment areas (Event Reasons, Rejection Reasons, etc.)
  • Add/Edit Project areas
  • Miscellaneous Fees (Codes and Definitions)
  • Reporting Permissions
    • User Administration
    • Publishing Reports
    • Manage Reports Access
    • Overwriting Reports
    • Edit Base Reports and Add Fields

 

 


Services Procurement

Beeline Platform Services Procurement Certification:

This self-directed course walks you through a variety of Services Procurement features and functionality. Training includes key features of a Services Procurement contingent labor model including Statement of Work (SOW), milestone payments, and project management. It provides you with all the skills and tools necessary to save time and take ownership of your Beeline Platform Services Procurement experience.
 

// What Is Included

  • Overview of the Services Procurement features and functions in the Beeline Platform
  • Overview includes Competitive Bid, Statement of Work, Project Management, and Workflows
**There is a no fee associated for this offering. Please contact the Product Technology & Training Team with all inquiries at training@beeline.com.
 

// Key Benefits

  • Become more self-sufficient and productive with projet-based tracking in the Beeline Platform - resulting in fewer tickets to the Support Team
  • Shortens ramp-up timelines with the ability to become more productive, faster
     

// Session Type

 
 


Beeline All Solutions


Beeline Platform Level II Certification - Reporting Only:

Offerings include both instructor-led and self-directed. This course covers the Beeline Platform’s advanced reporting functionality. Participants are provided new access and visibility post training encouraging and allowing the client to optimize the program. This training can be tailored to meet specific client needs. Options include on-site or virtual sessions as well as closed (single client attendees) or open (multiple client attendees) sessions.
 

// What Is Included

  • Learn advanced reporting functionality
  • Hands-on activities in a sandbox or simulated environment
 
**There is a fee associated to provide this offering. Fees vary based on the scope, delivery method, and difficulty level. Clients should be made aware that this training is outside the scope of our standard training offered during Implementation. Please contact the Product Technology & Training Team with all inquiries at training@beeline.com.
 

// Key Benefits

  • Learn advanced reporting skills
  • Learn how to use reporting to enhance program management and oversight
  • Reinforce newly acquired skills with hands-on activities based on actual business scenarios
  • Develop SME (Subject Matter Expert) reporting skills so you can provide internal support to program users and reduce dependence on Beeline Support Team
  • Includes a take-away Guide for on-going reference (Use the URL and you will always have the most current version of the guide)
     

// Prerequisites

Completion of the Beeline Platform Level I Certification self-directed learning module is recommended.
 

// Audience

Program Team - identifies staff assigned to the client’s contingent labor program office, which could be internal (VMO) or a third-party partner (MSP). They are responsible for the day-to-day operations of the Client/Partner program office.

Implementation and Other Non-Program Roles – identifies client/partner staff who are familiar with the day-to-day operations of the client’s program office although their primary duties may be at a more administrative/managerial level. These users provide insight/guidance on how the Beeline Platform should be configured for the client’s program. This does not include Hiring Managers or Suppliers.
 

// Session Type


// Completion Requirements

Successful completion of the Beeline Platform Level II Certification assessment requires:
  • Pass Reporting Assessment (Score 80% or higher)
  • Pass Reporting Scenario Assessment (Score 80% or higher)


// Upon Successful Completion, Participant

Become "Beeline Reporting Certified" and receive the following:
  • Certificate of Completion
  • Digital Badge
  • Specialized User Role and Dashboard
    • Qualify for CCWP Continuing Education Credits (SIA Recognized)
Specialized user role may provide the below:
  • Reporting Permissions
    • User Administration
    • Publishing Reports
    • Manage Reports Acess
    • Overwriting Reports
    • Edit Base Reports and Add Fields
 
See below for complete details regarding how permissions work.

Post-Completion Beeline Platform Upgrades: How do permissions work? Are they the same from client to client?
 

No, the permissions are not the same client to client. Each Beeline User Profile identifies your assigned Roles and User Types. These determine your ability to complete tasks, view data, and receive notifications within the platform.

It is important to understand the basics:

Role - Specifies actions and visibility. Within each role, granted and sometimes denied permissions are associated. 

A few things to note:

  • More than one role can be assigned to a single User Profile.
  • If a Permission is “Denied” on a single user role, it is denied across all assigned user roles, even if other user roles have the permission set to "Granted". For example: if a user is assigned three roles and one of those roles has a permission denied while the other two roles have the same permission granted; then the permission is DENIED to the user. A denied permission status will always override a granted permission status in the Beeline Platform Security Grid. This is standard Beeline Platform security functionality. The Client/Program Office is responsible for reviewing user profiles when there is a conflict between assigned permissions and making their preferred adjustments to resolve them.
User Type - Specifies approvals and notifications.

During the set up/configuration of user profiles in a Beeline Platform client instance, the combination of roles may vary. For this reason, the actions and visibility you see in each site can differ.

 


If you have any questions, please contact your Beeline Representative