TIP OF THE WEEK



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August 22, 2016
FREE! Register Now
ACA: Setup and Tracking
This webinar is an in-depth training on setting up your Aviont� 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. 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
FREE
Register


ACA: End of Year Preparation and Reporting
This webinar covers Phase 2 of the ACA process. We will discuss setting up end of year properties to complete reporting and explain how Aviont� logic pulls data into 1094-C and 1095-C reports.
Thursday, September 1st 1 PM Central
FREE

Register
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 Aviont�. 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 
Aviont� 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
Aviont 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 cover basic Aviont� functionality, getting employees better prepared for day to day responsibilities. 

Courses usually begin the 3rd 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 Aviont
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 Aviont
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
Report of the Week
Employee Deduction/Contribution List AQ
The Employee Deduction/Contribution List details deductions and contributions for each employee.
 
Parameters
Branch, Date Type (Check Date, Date Entered, Start Date, None), Start Date, End Date, Deduction/Contribution Name
 
Results Fields
Employee Branch, Employee Status, Employee ID, First Name, Middle Name, Last Name, Deduction/Contribution Type, Deduction/Contribution Name, Amount, Is Fixed Amount, Is Levy, Is Per Hour, Sequence, Percent of Gross, Percent of Net, Agency Name, Agency Address, Agency Reference Number, Deduction DI Percent, Start Date, End Date, Pay Period Limit, Monthly Limit, Yearly Limit, Lifetime Limit, Deduction Amount MTD, Deduction Amount YTD, Deduction Amount LTD, Deduction Balance, Note, Frequency, Deduction/Contribution Supplier, Flag During Payroll, Entered By, Date Entered, Last Check Date, Employee Last Assignment End Date, Deduction Max Percent of Net
 
Mapping:
Employee > Payroll > Contribution, Employee > Payroll > Deduction
 
Who should use this report?
Front Office, Back Office
 
Why is this report so awesome? 
The Employee Deduction/Contribution AQ gives a great detailed summary of employee deductions and contributions with exact amounts and balances. This report can be a great resource when checking employees' payroll deductions and for employer contribution reporting. As with all of our advanced queries, you can simply get rid of any of the data columns that you do not want to include in your final report, and export it to Excel for further formatting and manipulation.
Tip of the Week
Requesting a Standard Report or AQ
If you don't find a discussed report in Aviont�, first check Admin Tools, is the report available but not turned on? If the report or AQ isn't found in Admin Tools you will need to request its deployment.
 
Note: 
The newer reports require compliance with Aviont�'s upgrade policy - your software must be within the last 2 full versions, that is version 14.2 or more recent. If you are not in compliance, the reports cannot be deployed.
 
Create a Support Center Ticket
  1. Login to the Aviont� Support Center.
  2. Select Submit a Ticket.
  3. Choose: I'd like to request a new modification in Aviont�.
  4. Add the Subject, i.e. Deploy Standard AQ (or Report).
  5. Select the Ticket Type: Reports > Modification. When the ticket type is selected additional fields become available.
  6. Answer the additional questions, making sure to include the name of the AQ or Report.
  7. Click Submit to send your request. Your ticket will be updated with the status of your request.
Follow our Standard Reports and Standard AQs
If you would like to stay up-to-date with all standard reporting changes, follow our Standard Reports and Standard Advanced Queries articles in the Aviont� Knowledge Base! You will get an email when the manuals are updated with new reports, new parameters, and fields that will allow you to get the most out your standard reporting.