TIP OF THE WEEK



Like us on Facebook
Follow us on Twitter
View our profile on LinkedIn
Visit our blog

August 15, 2016
Free ACA Webinars
ACA: Setup and Tracking
This webinar is an in-depth training of setting up your Avionté system for ACA features and tracking eligibility and offers of coverage ongoing. This webinar will be useful to any and all clients using Avionte's ACA Tracking, and clients are welcome to log in at the 45 minute break if desired.
Tuesday, August 30th 1 PM Central
1:00 - 1:45 Admin Tools Setup
1:45 - 2:30 Tracking Process
Register


ACA: End of Year Preparation and Reporting
This webinar is the Phase 2 of the ACA process. We will discuss setting up end of year properties to complete reporting and explain of how Avionté logic pulls data into 1094-C and 1095-C reports.
Thursday, September 1st 1 PM Central
Register
Knowledge Base Olympic City Logo Hunt
We have the winners! 
The 2016 Avionté Knowledge Base Olympic City Logo Hunt is complete! Contestants competed for an Amazon Echo and other prizes by browsing through more than 1,000 help articles in search of 50 Olympic City logos during CCF2016.

Here are the top five contestants:
Ryan Howell, Custom Staffing - 50 logos turned in on 8/5
Laura Schmitz, Diversified Personnel Services - 50 logos turned in on 8/8
Natalie Thompson, QualiTemps, Inc. - 49 logos turned in on 8/5
Erika Pina, Hospitality Staffing Solutions - 49 logos turned in on 8/9
Tyler Feldkamp, QPS Employment Group - 48 logos turned in on 8/7

Thank you to everyone that participated in the competition and CCF2016! The locations of the 50 logos have been posted to the Knowledge Base Olympic City Logo Hunt article in the Avionté Knowledge Base.
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
Maximize the Verticals!
OK, so the vertical panels are cool, right? They provide a quick look at important data. But wait, there's more! Not only can you determine your default panels, most also act as shortcuts to those pages in Avionté.

Set Panel Default
  1. Navigate to a Summary page that you use frequently. The tab at the bottom of the vertical panels lets you toggle between two sets of three panels.
  2. Right-click within one of the panels. 
     
  3.  Choose a different panel from the pop up menu. The list will vary as it includes only those panels that apply to the loaded page.
  4. That's it! Your new selection will be displayed as a vertical panel each time you load the page.
     
Note: You are only changing your personal view. Other users will not see this modification.

Use the Shortcuts
  1. Navigate to a Summary page that you use frequently.
  2. Double-click within a vertical panel.
     
  3. The page loads!

You are able to review and/or update the information as needed within the page.