Avionté University Courses

Avionté University admins can automatically enroll learners in courses based on their function within your organization.

 

CLASSIC Courses Included in the Functions

 

CLASSIC Front Office Function (includes the following lessons)

  • AviontéCLASSIC 1 - Getting Started
  • AviontéCLASSIC 2 - Customers and Contacts
  • AviontéCLASSIC 3 - Orders
  • AviontéCLASSIC 4 - Applicant and Employee
  • AviontéCLASSIC 5 - Candidate Management
  • AERO 101 - Web Modules
  • AERO 102 - Paperless Mobile Onboarding

 

Back Office Function (includes the following lessons)

  • BACK OFFICE 1: Navigating Avionté Back Office
  • BACK OFFICE 2: Back Office Foundations
  • BACK OFFICE 3: Setting Up Customer Billing
  • BACK OFFICE 4: Preparing for Employee Payroll
  • BACK OFFICE 5: Entering Employee Timecards
  • BACK OFFICE 6: Processing Employee Payroll
  • BACK OFFICE 7: Creating Customer Invoices
  • BACK OFFICE 8: Recording Customer Payments

 

Back Office Administrator Function (includes the following lessons)

  • BACK OFFICE 1: Navigating Avionté Back Office
  • BACK OFFICE 2: Back Office Foundations
  • BACK OFFICE 3: Setting Up Customer Billing
  • BACK OFFICE 4: Preparing for Employee Payroll
  • BACK OFFICE 5: Entering Employee Timecards
  • BACK OFFICE 6: Processing Employee Payroll
  • BACK OFFICE 7: Creating Customer Invoices
  • BACK OFFICE 8: Recording Customer Payments
  • Back Office Admin Tools - Employee and System

 

BOLD Courses Included in the Functions

 

Front Office BOLD Administrator Function (includes the following lessons)

  • AviontéBOLD 1: Introduction to the Solution
  • AviontéBOLD 2: Managing Companies & Contacts
  • AviontéBOLD 3: Job and Job Postings
  • AviontéBOLD 4: Talent Management
  • AviontéBOLD 5: Candidate Management
  • AviontéBOLD Administrator
  • Go Paperless with AviontéBOLD

 

Front Office BOLD Recruiter Function (includes the following lessons)

  • AviontéBOLD 1: Introduction to the Solution
  • AviontéBOLD 2: Managing Companies & Contacts
  • AviontéBOLD 3: Job and Job Postings
  • AviontéBOLD 4: Talent Management
  • AviontéBOLD 5: Candidate Management
  • Go Paperless with AviontéBOLD

 

Front Office BOLD Sales Function (includes the following lessons)

  • AviontéBOLD 1: Introduction to the Solution
  • AviontéBOLD 2: Managing Companies & Contacts
  • AviontéBOLD 3: Job and Job Postings
  • AviontéBOLD 4: Talent Management
  • AviontéBOLD 5: Candidate Management

 

Back Office Function (includes the following lessons)

  • BACK OFFICE 1: Navigating Avionté Back Office
  • BACK OFFICE 2: Back Office Foundations
  • BACK OFFICE 3: Setting Up Customer Billing
  • BACK OFFICE 4: Preparing for Employee Payroll
  • BACK OFFICE 5: Entering Employee Timecards
  • BACK OFFICE 6: Processing Employee Payroll
  • BACK OFFICE 7: Creating Customer Invoices
  • BACK OFFICE 8: Recording Customer Payments



Back Office Administrator Function (includes the following lessons)

  • BACK OFFICE 1: Navigating Avionté Back Office
  • BACK OFFICE 2: Back Office Foundations
  • BACK OFFICE 3: Setting Up Customer Billing
  • BACK OFFICE 4: Preparing for Employee Payroll
  • BACK OFFICE 5: Entering Employee Timecards
  • BACK OFFICE 6: Processing Employee Payroll
  • BACK OFFICE 7: Creating Customer Invoices
  • BACK OFFICE 8: Recording Customer Payments
  • Back Office Admin Tools - Employee and System

 

 

Lesson Descriptions

 

AviontéCLASSIC Front Office Course

 

AviontéCLASSIC 1 - Getting Started

You will learn the basics of Avionté along with some tips and tricks on how to navigate through the system like a pro. We will discuss the Start Page in depth while breaking down the Knowledge Base, Dynamic Panels, Calendar and Task functionality, Main Menu, and Terminology. We will also talk about Basic Search, how to manipulate the columns found in that section, and how to print and export the information to Excel. The course will finish with your trainer explaining email functionality in the system, specifically Email Profile Setup, Favorites Groups, how to create Email Templates, Mass Mail Setup, and Scheduling.

Estimated Completion Time: 1.5 hours

 

AviontéCLASSIC 2 - Customers and Contacts

This course is great for everyone, especially if you work closely with your company’s customers. In Front Office 101 you will be taught how to enter new customers into your Avionté database and manage their records on a day-to-day basis. Learn about customer sales and onboarding processes and Customer Relationship Management (CRM), where Sales/Service and Revenue Opportunity come into play. You will also learn about the contact side of Avionté, specifically how to add a contact and where to edit their information. Finally, you will be shown the benefits of using departments in Avionté.

Estimated Completion Time: 1 hour

 

AviontéCLASSIC 3 - Orders

Would you know what do to if one of your customers called in with a need for a job fill? If the answer to that question is no, then complete this course and learn about Order functionality in Avionté. You will learn about the Customer Order Options Sub-Tree and how this can tie into department use from Front Office 101. You will also walk through entering new Temp Orders and Direct Hire Orders into the system and learn what is specific to Avionté in separating the two.

Estimated Completion Time: 1 hour.

 

AviontéCLASSIC 4 - Applicant and Employee

Not only is the course helpful for everyone who wants to understand the employee side of Avionté, but it is especially great for all our recruiters. This course will start with a walk through the Applicant Portal and let you see how all the entered information flows from the portal to the core application. You will also learn how to enter Employees in Avionté and see how to utilize the system for New Hire Workflow as well as Employee Record Maintenance.

Estimated Completion Time: 1.5 hours

 

AviontéCLASSIC 5 - Candidate Management

Candidates, orders, and assignments – Oh my! This course will help you to understand the difference between Orders and Assignments in Avionté and where Candidates come into play. You will learn to review the skills, requirements, and certifications sections of the order placed in Front Office 102 before creating a list of candidates for that order with Auto-Match. Additionally, you will learn how to assign Employees to Orders and discuss the benefits of using Avionté.

Estimated Completion Time: 1 hour

 

AERO 101 - Web Modules

AERO is a mobile-friendly solution for AviontéCLASSIC Front Office. Learn why the Recruiter Module, Job Board Module, and/or Talent Module is a necessary part of the Avionté Web Platform and how each of the module’s functions. You will also learn basic navigation, searching functionality, and much more inside of the Recruiter Module, as well as how the Job Board Module and Talent Module are connected.

Estimated Completion Time: 1.5 hours

 

AERO 102 - Paperless Mobile Onboarding

Avionté's Recruiter and Talent modules allow your company to create an onboarding workflow that is seamless, painless, and paperless! Learn how to use Talent Tasks to take the talent from applicants to active employees. Interactive course, work at your own pace.

Estimated Completion Time: 30 minutes

 

AviontéBOLD Front Office Interactive Lessons

 

AviontéBOLD 1: Introduction to the Solution

This course is included in the Administrator, Recruiter, and Salesperson functions.

This course serves as an introduction to the AviontéBOLD front office. The lessons within this course will walk through the system navigation, personal configuration, how to run a basic and advanced search, submitting a support ticket, and searching the support center for knowledge base articles.

Estimated Completion Time of 5 Lessons: 100 minutes

  • Lesson 1: Getting Started: 10 minutes
    This lesson introduces AviontéBOLD Front Office, including basic system navigation functionality.
  • Lesson 2: Navigating Front Office: 20 minutes
    This lesson will walk you through customizing and navigating AviontéBOLD Front Office, including creating documents and analyzing reports.
  • Lesson 3: Account and Settings: 20 minutes
    This lesson will walk you through setting up your Account and Settings within AviontéBOLD and where to go to stay current on new releases and features.
  • Lesson 4: Searching in AviontéBOLD: 15 minutes
    This lesson will walk you through the two methods of searching in AviontéBOLD: basic and advanced search. You will also learn how to customize your search results.
  • Lesson 5: Avionté Support Center: 15 minutes
    This lesson will walk you through the functionality of the Avionté Support Center and how to use AVI’s in-app support.
    • Final Assessment: 20 minutes


AviontéBOLD 2: Managing Companies and Contacts

This course is included in the Administrator and Salesperson functions.

This course covers the basics of Companies and Contacts in AviontéBOLD. We will walk through the various methods of adding Companies, Offices, and Contacts into Avionté to include, Echo Plug-in, and how to manage basic information in the Company and Contact profiles.

Estimated Completion Time of 2 Lessons: 95 minutes

  • Lesson 1: Managing Companies: 35 minutes
    This lesson will review the layout of the Company Tab and how to create a new company record.
  • Lesson 2: Managing Contacts: 35 minutes
    This lesson demonstrates how to manually add a new office and contact, import a contact using Echo plug-in, and walk you through the contact profile page.
    • Final Assessment: 25 minutes

 

AviontéBOLD 3: Job and Job Postings

This course is included in the Administrator, Recruiter, and Salesperson functions.

Jobs are at the center of the Avionté workflow. Sales should create job records once they have closed deals. Recruiters need a job record before they can begin vetting candidates. This course covers creating job order templates and new requirement groups in Avionté, managing job details, and posting jobs to your Careers page.

Estimated Completion Time of 3 Lessons: 95 minutes

  • Lesson 1: Job Order Template and Requirements: 30 minutes
    In this lesson, users will learn how to create Job Order Templates and New Requirement Groups.
  • Lesson 2: New Job Order: 20 minutes
    In this lesson, users will learn how to create a new job order and learn how to navigate the Job Details Page.
  • Lesson 3: Posting a New Job: 20 minutes
    In this lesson, users will learn how to post a job to internal and external job boards and use dashboard widgets and reports to track performance of job postings.
    • Final Assessment: 25 minutes


AviontéBOLD 4: Talent Management

This course is included in the Administrator and Recruiter functions.

This course covers several ways to add and manage talent records in AviontéBOLD. We will walk through how to import and modify talent records, assign onboarding tasks, and demonstrate the talent onboarding experience. You will also learn how to track and manage talent using dashboard widgets and reports.

Estimated Completion Time of 3 Lessons: 90 minutes

  • Lesson 1: Creating Talent Records: 30 minutes
    In this lesson, users will learn how to manually add a talent record and import a resume through various methods.
  • Lesson 2: Talent Profile: 25 minutes
    In this lesson, users will learn how to modify a Talent record, log an activity, and add tags to a Talent record.
  • Lesson 3: Onboarding Talent and Reports: 20 minutes
    In this lesson, users will learn about the talent Onboarding process, assignment of tasks, and tracking and management of talent using reports and dashboard widgets.
    • Final Assessment: 15 minutes


AviontéBOLD 5: Candidate Management

This course is included in the Administrator and Recruiter functions.

AviontéBOLD provides powerful sourcing tools that make finding the right candidates faster and easier. This course walks through the Candidate Management process, starting with using talent terms to search for qualified talent. Then you will learn to build your pipeline, nominate candidates for a position, and place talent on an assignment. You will also learn how to track talent using dashboard widgets and reports.

Estimated Completion Time for 3 Lessons: 85 minutes

  • Lesson 1: Talent Search: 20 minutes
    In this lesson, users will learn how to use Talent terms to build a search and navigate the Talent search page.
  • Lesson 2: Pipelining Talent: 25 minutes
    In this lesson, users will learn about the Candidate Management Process and the different functionality of the Candidate Management Page.
  • Lesson 3: Assignments and Reports: 20 minutes
    In this lesson, users will learn about the talent placement process and tracking talent using dashboard widgets and reports.
    • Final Assessment: 20 minutes


AviontéBOLD Administrator Course

This course is included in the Administrator function.

Avionté is highly configurable, so it is important to spend some time familiarizing yourself with the options and settings within the system. This course is for BOLD Front Office Admin users and will walk through how to manage email templates and configure users. You will learn about critical aspects of the system through the Utilities and Table Editor section, onboarding tasks, and your Careers page to help you configure the system to fit your workflows and user preferences.

Estimated Completion Time for 6 Lessons: 80 minutes

  • Lesson 1: User Configuration: 20 minutes
    In this lesson, users will learn how to configure user types, user groups, and set up new user accounts.
  • Lesson 2: Utilities: 10 minutes
    In this lesson, users will learn how to configure critical aspects of the AviontéBOLD system through the Utilities section.
  • Lesson 3: Careers Page: 10 minutes
    In this lesson, users will learn how to configure and personalize their company’s Careers Page.
  • Lesson 4: Email Templates: 10 minutes
    In this lesson, users will learn how to create and manage email templates.
  • Lesson 5: Table Editor: 10 minutes
    In this lesson, users will learn how to configure system settings using the table editor.
  • Lesson 6: Onboarding Tasks: 5 minutes
    In this lesson, users will learn how to configure Onboarding Tasks and create Onboarding Tasks Packets.
    • Final Assessment: 15 minutes

 

Back Office Interactive Lessons

Back Office 1 - Navigating Avionté Back Office

This course is included in the Back Office and Back Office Admin functions.

With this video you will learn the basic navigation of the Avionté Start Page and the functions of the tree style menus and sub-menus to get you where you need to be to complete your Back Office tasks.

Estimated Completion Time: 15 minutes

 

Back Office 2 - Back Office Foundations

This course is included in the Back Office and Back Office Admin functions.

This course serves as an introduction to Back Office in Avionté. Consider these lessons prerequisites to the Time Entry, Payroll, Billing, AR (Accounts Receivable), and Weekly Process courses. The user will work at their own pace through this interactive course.

Estimated Completion Time: 30 minutes


Back Office 3 - Setting Up Customer Billing

This course is included in the Back Office and Back Office Admin functions.

Before generating invoices for a new customer, there are a few items to configure for the billing process. This course introduces the user to the items needing set up in the Customer record before invoicing clients for your services. The user will work at their own pace through this interactive course.

Estimated Completion Time: 30 minutes


Back Office 4 - Preparing for Employee Payroll

This course is included in the Back Office and Back Office Admin functions.

Before running payroll, there is important information that needs to be collected and set up for employees in order to accurately pay them. These payroll items are in the Employee record and must be configured before the employee is placed on assignment. The user will work at their own pace through this interactive course.

Estimated Completion Time: 30 minutes


Back Office 5 - Entering Employee Timecards

This course is included in the Back Office and Back Office Admin functions.

Time Entry is the first step in the Avionté Back Office process and serves as the basis for payroll and billing. Users have multiple options to enter timecard data into Avionté and can use a combination of the available methods rather than having to choose just one. This flexibility provides options for your customers and users. This course will explain the standard time entry process. Subsequent courses will cover other time entry methods such as Web Time and Time Clocks. The learner will work at their own pace through this interactive course.

Estimated Completion Time: 30 minutes


Back Office 6 - Processing Employee Payroll

This course is included in the Back Office and Back Office Admin functions.

After a Time, Entry batch is closed, the transactions from the batch will be available for payroll and billing. This course covers all things payroll, including the process to produce checks and paycheck corrections. Back Office Basics and Time Entry are prerequisites. The user will work at their own pace through this interactive course.

Estimated Completion Time: 30 minutes

 

Back Office 7 - Creating Customer Invoices

This course is included in the Back Office and Back Office Admin functions.

After a Time Entry batch is closed, its transactions are available in the Payroll and Billing sections. The Billing section of Avionté allows users to create invoices for customers and send them off via email or mail. This course covers creating invoices, correcting them, and corresponding reporting to audit your work. Back Office Basics and Time Entry are prerequisites. The user will work at their own pace through this interactive course.

Estimated Completion Time: 30 minutes


Back Office 8 - Recording Customer Payments

This course is included in the Back Office and Back Office Admin functions.

After sending invoices to customers, Avionté allows users to record payments for the invoices in the Accounts Receivable (AR) section. AR acts as a hub for customer invoice activity, allowing users to apply payments to invoices, generate Statement Letters, and review customers' Aging Reports. This course teaches users to record payments, run reports, and create invoices in AR. Back Office Basics and Billing Process are prerequisites. The user will work at their own pace through this interactive course.

Estimated Completion Time: 30 minutes

 

Back Office: Admin Tools: Employee & System
This course is included in the Back Office Admin function.
Learn all the things that you, as an Admin User, can do in Avionté. In this course, you will cover Admin Tools and take a closer look into what can be accomplished in this advanced section of Avionté. You must have Admin permission.

Estimated Completion Time: 2 hours


Ongoing Learning

ACA (Affordable Care Act) Setup, Tracking, and Reporting

This interactive course walks users through the setup of the ACA Companion Application. The configuration covered in this course is required to activate the ACA tracking features in Avionté and properly record coverage information needed to produce 1095-Cs at the end of the year. It also covers the daily tracking process users should follow for proper reporting at the end of the year. The course will also explain the logic behind the 1095-C reports and how to file 1095-Cs and 1094-Cs with the IRS.

Estimated Completion Time: 60 minutes and 2 Lessons

  • Lesson 1: ACA Companion Application Setup: 30 minutes
    This interactive course walks users through the setup of the ACA Companion Application. The configuration covered in this course is required to activate the ACA tracking features in Avionté and properly record coverage information needed to produce 1095-Cs at the end of the year.
  • Lesson 2: ACA Tracking & Reporting: 30 minutes
    This interactive course covers the daily tracking process users should follow for proper reporting at the end of the year. The course will also explain the logic behind the 1095-C reports and how to file 1095-Cs and 1094-Cs with the IRS.


Go Paperless: Using Adobe Sign in AviontéBOLD

Avionté partners with Adobe Sign® to provide electronic document services to collect electronic signatures for forms such as handbook signoffs, W-4 forms, contracts, etc. Admins create document templates (W-4, I-9, contracts, etc.) in the Adobe Sign interface. From there, the documents are managed in the Documents tab of Company and Talent records. This course covers everything you need to know about Adobe Sign and Avionté including setup of the integration, template mapping, and sending documents to talent and contacts.

Estimated Completion Time: 30 minutes

 

Avionté General Ledger

The General Ledger (GL) in Avionté is an export process used to push Avionté Back Office data to your accounting software. This interactive course is designed to assist users in understanding the purpose, setup, and process of the General Ledger in Avionté. Once the GL has been configured, the GL data produced by Avionté can be mapped and exported to a third-party accounting system to help you balance your books and run your business. Work at your own pace.

Estimated Completion Time: 30 minutes


Quarterly Tax Filing

Taxes can be complicated but filing them does not have to be! This interactive course covers the quarter-end process using Avionté & Greenshades. We will walk you through everything from setup and configuration, creating the feed from Avionté to Greenshades, building your quarterly returns, and even creating your year-end forms if needed. Work at your own pace.

Estimated Completion Time: 30 minutes


Portals in AviontéCLASSIC

Using Avionté CLASSIC portals can help to streamline your processes. From the applications process to onboarding, to time entry, things can be made simpler. In this course, you will learn about the Applicant, Employee, Customer, and Admin Portals and what they can do for your company.

Estimated Completion Time: 2 hours


Reports & Advance Search

Take this course to learn more about reports and AQs in Avionté. You will see the differences between reports and AQs, and even walk through a few reports. Specifically Staffing Action Report & AQ, Comprehensive AQs, Active Assignments, Accrued Hours Report & AQ, Revenue Opportunity AQ, Follow Up Report, Check Register & Invoice Register, Processed Transaction AQ, AR Aging, and Gross Profit. After walking through those reports, you will learn the basics of Advanced Search and how to best use its functionality.

Estimated Completion Time: 45 minutes


Worker's Compensation & Unemployment

This course will cover the basics of Worker’s Compensation and Unemployment. Learn about how these sections of Avionté keep a record of this information. You will learn how to add new records, search for existing records, and dive into the sub-menu items you will find in each section.

Estimated Completion Time: 30 minutes

 

 

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