TIP OF THE WEEK



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August 29, 2016
Mississauga, Ontario
Don't miss the Roadshow!
Don't miss this opportunity to have FREE training face-to-face!

We will be in Mississauga, Ontario Canada on September 15, 2016.
Details and registration

Who should attend the Roadshow: Anyone within your organization who uses Avionté and wants to learn more! We encourage you to send as many team members as you can spare. Space is limited, so register early!

What to expect: Click HERE for a tentative roadshow agenda*. Sessions will begin around 8 am and wrap up around 4 pm. Lunch will be provided.
*Agenda is subject to change

Registration is free, but required. For more details and to register, please click the link for the roadshow you are interested in attending.

Next stops
Pleasanton, California
September 27, 2016
Details and registration

Anaheim, California
September 29, 2016
Details and registration
ACA Webinar Series
ACA: Setup and Tracking
This webinar is an in-depth training on 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. 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 Avionté 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 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 cover basic Avionté 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 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
Report of the Week
Favorite Employees AQ
The Favorite Employees AQ lists favorite employees.
 
Parameters
User Name(s) (Optional), Branch (Employee)
 
Results Fields
Group Name, Group Description, Created by User Name, Created by User Description, Employee Branch, First Name, Last Name, Street 1, City, State, Zip Code
 
Who should use this report?
Front Office, Back Office, Sales
 
Why is this report so awesome? 
This report makes it easy to pull up a list of the contact information for your favorite employees.

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 Avionté 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.
Tip of the Week
Closing a Support Center Ticket
Did you know that you can now close your own ticket? Navigate to your open ticket in the Support Center.
  1. Type a comment in the response field.
  2. Check the Please consider this request solved check box.
  3. Click Submit.