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This is a webinar every user should attend!
Our goal is to actively improve overall response time and decrease phone wait time when you call Avionté support. As we continue to work to improve our overall customer experience, please help us help you by learning more about how we can set each other up for success!
This FREE webinar will showcase how to get the most out of our Knowledge Base, review when to call Technical Support directly, how to leverage your Client Manager to get your priorities expedited, how to create tickets that will reduce back & forth and what you can expect from our teams.
It's so important we have a mutual understanding of these best practices, we will be rewarding all participants with a chance to win several awesome prizes including an Amazon Echo, Yeti mug and $50 Visa gift cards. Attendance is limited so register early and increase your chances to win!
Contact your Client Manager with any additional questions!
September 22, 2016
1-2 PM Central
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Roadshow - coming to a town near you!
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Don't miss this opportunity to have  FREE training face-to-face!
We will be in Mississauga, Ontario Canada on September 15, 2016.
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:
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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.
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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
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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.
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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
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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 |
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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.
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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
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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
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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
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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.
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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
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FRONT OFFICE 104: Candidate Management, Assignment & Roster
Wednesday, 12:00 PM - 1:00 PM (CDT)
New User Prerequisite: FRONT OFFICE 102
- Order Review (skills)
- Auto-Match
- Candidate Management/Assignment
- Roster
1 hour $75
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SAVE when you purchase the complete package!
Front Office Freshman Curriculum $250 |
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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
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SAVE when you purchase the complete package!
Back Office Freshman Curriculum $200 |
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REPORTS & ADVANCED SEARCH 101
Thursday, 2:00 PM - 3:00 PM
Course Includes:
- Reports vs. AQ's
- Staffing Action Report vs. Staffing Action AQ
- 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
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SAVE more when you purchase all courses!
Entire Freshman Curriculum $600 |
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Follow Up
The Follow Up report shows messages with some revenue opportunity information
Parameters
Branch, Customer Status, Sales Level, Sales Rep, Start Date, End Date, Action Type, Date Type (Start Date, Entered Date)
Results Fields
Customer Name, Department, Status, State, Primary#, Last Contact Date, Sales Level, Sales Rep, Sales Contact, Expected Revenue. Summary: No. of Customers, Expected Revenue
Who should use this report?
Why is this report so awesome? This report offers a good summary of recent sales performance and can be helpful for determining the last point of contact for a customer and potential future revenue.
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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.
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Creating Follow-up Tickets
Normally a new ticket should be opened when a new issue is noted. However, if your issue persists or re-appears after the initial ticket has been marked as Solved use the follow-up feature. This feature creates a new ticket while linking to the initial solved ticket, preserving the history of the issue.
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New 16.1 Release
Video Preview of version 14.2
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Webinar Resources
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