TIP OF THE WEEK



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September 19, 2016
There is still time to register!
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 Aviont� 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
Let us know how we're doing
To  ensure that your experience with Aviont� is the best it can be, we are implementing a customer satisfaction survey through the Aviont� Support Center.  When a ticket has been closed for 24 hours, either by your or Aviont�, a one question survey will be emailed to you - giving you the opportunity to tell us whether or not you were satisfied with your service.  More details to come!  
Roadshow!
Don't miss this opportunity to meet
some of the Aviont� team and get 
FREE training face-to-face!

Pleasanton, California 
September 27, 2016

Anaheim, California
September 29, 2016

Who should attend the Roadshow: Anyone within your organization who uses Aviont� 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.
Tip of the Week
Are you ACA ready?
We are offering additional opportunities for help in getting ACA ready.

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. You are welcome to log in at the 45 minute break if you are only in need of the tracking portion of the webinar.

Tuesday, Oct 11, 1pm - 3pm Central
FREE

Tuesday, Nov 8, 1pm - 3pm Central
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, Oct 13, 1pm - 3pm Central
FREE

Thursday, Nov 10, 1pm - 3pm Central
FREE
Register
Report of the Week
Process Transaction Summary AQ
The Processed Transaction Summary AQ lists all details of processed transactions.

Parameters
Date Type (Accounting Period Date, Week Worked), Start Date, End Date, Branch (Transaction), Customer Name, SSN

Results Fields
Staffing Supplier Description, Transaction Branch, Accounting Period Date, Week Worked, Time Entry Batch ID, Transaction ID, Customer ID, Bill To Name, Department Name, Employee ID, SSN, Employee Name, Staffing Order ID, Assignment ID, Assignment Start Date, Assignment End Date, Check Date, Check Number, Check Branch, DD?, Invoice Date, Invoice #, Invoice Branch, Total Pay, Total Bill, Bill Amount, Gross Wages, Total Adjustment Pay, Total Adjustment Bill, WC Cost, Cost WC Cost, Agency Cost, Payment Cost, Burden, Gross Profit, Gross Margin, Employer Taxes, Employer Contribution, Pay RT Hours, Pay OT Hours, Pay DT Hours, Pay Total Hours, Bill RT Hours, Bill OT Hours, Bill DT Hours, Bill Total Hours, RT Pay, OT Pay, Dt Pay, RT Bill, OT Bill, OT Bill, DT Bill, Order Type, WC Code, Job Position, Total Adjustment Cost, GP Adjustment Pay, GP Adjustment Cost, Sales Tax Amount, WC Wage, CC Fee, Discount Amount, Rebate Amount, PO Number, Bill Other Hours, Pay Other Hours, Fed Income Tax, State Tax, FICAEE, MEDEE, Other Taxes, Order_TempUser: Sales Rep, Assignment User: Staffing Rep, Customer User: Sales Rep, Customer User: Operations Manager

Mapping
Assignment; Employee > Summary, Tax; Invoice > Summary, Payments; etc.

Who should use this report?
Front and Back Office personnel

Why is this report so awesome?
This report is extremely comprehensive and supplies all of the information that you could possibly want to know about your business's processed transactions. Like 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.


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.
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. The webinars which have already concluded are available as recordings.

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
View Recording
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