TIP OF THE WEEK



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August 8, 2016
CCF 2016
Anywhere. Anytime. Any Device.
Thank you for attending Client Connection! We had a great time sharing all of the exciting things we've been up to with all of you!

Many of you asked where you could view photos from Client Connection 2016. I promised to get you that information, so here it is! CCF photos have been published to both Facebook and Twitter

"Like" and/or "Follow" Avionté to keep up with us on social media. We've got a lot going on!
Knowledge Base Olympic City Logo Hunt
We have a winner! 
Congratulations to Ryan Howell from Custom Staffing for uncovering the logos and picking up an Amazon Echo!
 
But wait, there's more...
Since we're still receiving submissions that are close but do not have all 50 logos, we've decided to award prizes for second and third place. As of Monday morning, August 8, 2016, the current leaders for 2nd and 3rd place are submissions of 49 and 48 logos found, respectively. If you're able to find 50 or 49 of the logos, you still have a chance to place 2nd or 3rd before the contest ends at 11:59 p.m. Central, Tuesday, August 9, 2016. We'll announce the winners at the end of this week.
Summer Webinar Series
We are again offering FREE webinars!
Don't miss out on the Summer Webinar Series. Click on the Register link to view the available date/time for each topic.

Outlook Connector and Messages/Appointments/Tasks
This webinar is intended to give instruction on setting up the Outlook connector and communicate best practices for utilizing the messages, appointments, and tasks features of Avionté. After attending this webinar users should be able to:
  • Assign messages to multiple employees, customers, users or more at once
  • Create an appointment from the messages window and vice versa
  • Create a task from the messages window and vice versa
  • Use and customize message action types to indicate different kinds of communication
  • Know what reports will retrieve broad stats regarding logged messages or individual user/employee data
  • Utilize counters that correspond to different message types
  • Pull appointments into Outlook directly
Register


Admin Tools: Permissions
This webinar will discuss specifying user permissions in Admin Tools, including: Config Option, Form, Reports, and Counters, all of which are located in the System section of Admin Tools. We will also include a brief discussion of new user set up in the Employer section. 


Accruals
Learn to create new accrual plans and review your existing ones.

Admin Tools: Transaction Type/Reporting
This webinar will include:
  • Basic setup (an overview)
  • Properties (including those on the Detail page) and how they translate to reports
  • W2
  • 1095
  • Gross Profit 
Avionté Time Clocks
This webinar will discuss:
  • Time Clock setup (in core app and Admin Portal)
  • Demo of time clock log in/punches
  • Time approval on Customer portal
  • Importing time into Avionte for Payroll/Billing
Register
Avionté New User Courses
Contact your Client Manager for more details
Do you have new hires or employees that need a refresher? If so, then you should check out our new freshman year course catalog! The courses will cover basic Avionté functionality, getting employees better prepared for day to day responsibilities. 

Courses usually begin the 2nd Tuesday 
of each month. Click the Register link to view exact dates (and scheduled time for your time zone) for each course offered. The course schedule shown is listed in Central time. Prices listed are per student.

AVIONTE 101: Intro to Avionté
Tuesday, 10:00 AM - 12:00 PM (CDT)
REQUIRED - all new users must take this course prior to any other courses
Course Includes:
  • Start Page
  • Knowledge Base/Terminology
  • Calendar/Tasks
  • Basic Search
2 hours       $50

AVIONTE 102: Advanced Avionté
Friday, 3:00 PM - 4:00 PM (CDT)

Courses Includes:
  • Email Profile Set-up
  • Email Templates
  • Mass Mail Setup
  • Mass Mail (Template)Schedule
  • Favorites 
1 hour       $50
FRONT OFFICE 101: Customer & Contacts
Tuesday, 1:00 PM - 3:00 PM (CDT)
Course Includes:
  • Sales Workflow
  • Customer Entry/Onboarding
  •  Sales CRM
  • Contacts

2 hours       $75

Register

 

FRONT OFFICE 103: Applicant & Employee

Wednesday, 10:00 AM - 12:00 PM

Course Includes:

  • Applicant Portal
  • Applicant/New Hire Workflow
  • Employee Record Maintenance
  • Status, Address, Documents, etc.
2 hours       $75
FRONT OFFICE  102: Order -Temp & Direct Hire
Tuesday, 3:00 PM - 4:30 PM (CDT)
Course Includes:
  • Order Options (Customer)
  • New Temp Order
  • Temp Order Details
  • New DH Order
  • DH Order Details
1.5 hours       $75
FRONT OFFICE  104: Candidate Management, Assignment & Roster
Wednesday, 12:00 PM - 1:00 PM (CDT)
New User Prerequisite: FRONT OFFICE 102
Course Includes:
  • Order Review (skills)
  • Auto-Match
  • Candidate Management/Assignment 
  • Roster
1 hour           $75
SAVE when you purchase the complete package!
Front Office Freshman Curriculum $250
BACK OFFICE 101: Time Entry
Wednesday, 2:00 PM - 4:00 PM
Course Includes:
  • Time Entry Batches (Process Steps)
  • Sheet View
  • Card View
  • Adding Transactions
  • Reviewing Errors/DRMs
2 hours  $75
BACK OFFICE 102: Payroll & Paycheck Corrections
Thursday, 10:00 AM - 12:00 PM
New User Prerequisite: 
BACK OFFICE 101
Course Includes:
  • Payroll Process Steps
  • Errors & Corrections
  • Other Payroll Run Types
2 hours  $75
BACK OFFICE 103: Invoice & Invoice Corrections, AR
Thursday, 1:00 PM - 2:00 PM
New User Prerequisite: 
BACK OFFICE 101
Course Includes:
  • Invoice Process Steps
  • Invoice Corrections
  • Accounts Receivable
1 hour  $75

SAVE when you purchase the complete package!
Back Office Freshman Curriculum  $200
REPORTS & ADVANCED SEARCH 101
Thursday, 2:00 PM - 3:00 PM
Course Includes:
  • Reports vs. AQ's
    • Staffing Action Report vs. Staffing Action AQ
  • Comprehensive AQ's
  • Front Office Reports & AQ's:
    • Active Assignment
    • Accrued Hours Report & AQ
    • Revenue Opportunity AQ
    • Follow Up Report
  • Back Office Reports/AQs
    • Check Register & Invoice Register
    • Processed Transaction AQ
    • AR Aging
    • Gross Profit
1 hour  $50

WC & UNEMPLOYMENT 101
Thursday, 3:00 PM - 3:30 PM
.5 hours  $50
Register

ADMIN 101

Friday, 10:00 AM - 2:00 PM
Course Includes:
  • Weekly Process
  • ACH
  • Admin tools
4 hours  $150

PORTALS 101
Monday, 2:00 PM - 4:00 PM
Course Includes:
  • Applicant, Employee & Customer Portals
  • Admin Portal
2 hours  $50
SAVE more when you purchase all courses!
Entire Freshman Curriculum $600
Tip of the Week
Did you attend Client Connection?
Even if you didn't, don't forget to download Guidebook, a free app where you can find those folks you met, or would have liked to meet, at the 2016 Avionté Client Connection Forum.
  1. Go to your app store.
  2. Search for Guidebook.
  3. Download the free app.
  4. Search for Avionté.
      
  5. Create your profile and share your contact information.
  6. View the content, attendees and Avionté employees.
  7. To view the session cheat sheets, locate the session in the Full Schedule.
  8. Tap the session name and scroll to the bottom of the page to open the PDF.