Avionté University Courses

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

• Information on how to enroll learners
• Avionté University Troubleshooting

 

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

 

BOLD Courses Included in the Functions

Front Office BOLD Administrator Function (includes the following lessons)

• Getting Started with AviontéBOLD
• Companies and Contacts
• Sales Opportunities
• Job Orders
• Talent Records
• Onboarding Talent
• Candidate Management
• Timesheets
• AviontéBOLD Administrator
• Go Paperless with AviontéBOLD
  
  

Front Office BOLD Recruiter Function (includes the following lessons)

• Getting Started with AviontéBOLD
• Companies and Contacts
• Job Orders
• Talent Records
• Onboarding Talent
• Candidate Management
• Timesheets
• Go Paperless with AviontéBOLD
  
  

Front Office BOLD Sales Function (includes the following lessons)

• Getting Started with AviontéBOLD
• Companies and Contacts
• Sales Opportunities
• Job Orders
• Talent Records
• Candidate Management

 

Back Office Courses Included in the Functions

Back Office Function (includes the following lessons) 

• Foundations & Setup  
• Time Entry  
• Payroll & Weekly Process 
• Billing & Accounts Receivable 
• Workers Compensation, Unemployment, & Reporting 

 

Back Office Administrator Function (includes the following lessons) 

• Foundations & Setup  
• Time Entry  
• Payroll & Weekly Process 
• Billing & Accounts Receivable 
• Workers Compensation, Unemployment, & Reporting 
• 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

 We recommend taking the courses and their lessons in the listed order, however since they are on-demand courses, you may start with the course and lesson that best suits your needs.

Getting Started with AviontéBOLD

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

This course provides a foundational overview of AviontéBOLD, covering navigation, dashboard customization, and tools for recruitment, sales, and document management. Users learn to configure profiles, utilize the Echo Plugin for candidate sourcing, and master search tools for efficient record retrieval. The Resource Center is also introduced, offering self-service support, real-time assistance through AVI, and ticket submission for complex issues. By the end of the course, users are equipped to streamline workflows and enhance staffing operations.

Estimated Completion Time of 4 Lessons: 35 minutes

• Getting Started: 10 minutes
  This Getting Started lesson provides an introduction to AviontéBOLD, a platform designed to enhance staffing operations by improving communication, data management, and candidate tracking. The lesson covers navigation, dashboard customization, recruitment and sales tools, document management, and reporting features. Users follow Rowan, a recruiter, to learn how to streamline workflows and boost efficiency.
• Account and Settings: 12 minutes
  The Account and Settings lesson focuses on configuring user profiles, installing the Echo Plugin, and mastering its interface in AviontéBOLD. Users learn how to streamline candidate sourcing, ensure data accuracy, and navigate the plugin efficiently.
• Searching in AviontéBOLD: 7 minutes
  This Searching lesson focuses on mastering search tools in AviontéBOLD for efficient record retrieval and list creation. Users explore both Basic and Advanced Search functionalities, practice configuring search parameters, and learn to save search setups for future use, with an emphasis on accuracy and consistency.
• Resource Center: 8 minutes
  This lesson introduces the Resource Center, a crucial tool for Avionté users. It provides access to documentation, FAQs, and forums for self-service support, real-time assistance through AVI, and the option to submit support tickets for more complex issues.
  
  

Companies and Contacts

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

This course focuses on mastering key features of AviontéBOLD for efficient company, contact, and job order management. Learners explore creating and customizing company profiles, managing office and worksite addresses, and effectively organizing contact information. The course emphasizes the use of job order templates, managing job details, and leveraging advanced search techniques to improve recruitment processes. Participants also learn to manage job postings, analyze data with reports, and utilize dashboards to enhance decision-making. Through practical exercises, learners gain confidence in streamlining workflows and improving client and candidate interactions.

Estimated Completion Time of 8 Lessons: 70 minutes

• Company Record Overview: 9 minutes
  In this lesson, learners explore the AviontéBOLD Company Profile page, a centralized hub for managing client information and streamlining operations. The lesson covers how to customize tabs and widgets for better workflow, distinguish between Company and Contact profiles, and organize essential details like contact information and email rules. Learners also discover the functionality of tabs such as Contacts, Documents, and Invoices to enhance efficiency, use the Restrictions Tab for managing talent limitations, and leverage Tags for improved searchability and prospecting.
• Create a New Company: 8 minutes
  In this lesson, learners explore the process of creating a new company in AviontéBOLD, focusing on completing required fields, utilizing customization options, and practicing for mastery. The lesson guides users through each step of company setup, emphasizing accuracy and flexibility in adding operational and industry-specific details. Learners also practice using the Plus (+) button to add categories and receive immediate feedback to improve their skills and confidence.
• Create a New Office and Worksite: 11 minutes
  In this lesson, learners focus on creating and managing office and worksite addresses in the AviontéBOLD platform. The lesson highlights the importance of accurate data entry, including ensuring GEO codes align with zip codes for tax compliance. Participants learn to input essential office details, assign and reassign job owners, and follow a step-by-step process to add worksite addresses. Repetition and feedback are emphasized to reinforce understanding and improve accuracy in managing address data.
• Create a New Contact: 9 minutes
  In this lesson, learners focus on creating and managing contacts in AviontéBOLD to enhance communication and operational efficiency. The lesson highlights the importance of assigning roles like billing contacts, maintaining an Active status for job creation, and practicing data entry to ensure accuracy. Through repetition and feedback, learners build confidence and gain a deeper understanding of contact fields, reinforcing effective data management.
• Contact Profile Overview: 8 minutes
  In this lesson, learners focus on managing and customizing Contact Profiles in AviontéBOLD. The lesson covers how to use widgets to personalize views, organize information through tabs, and track contact status for better workflow management. Learners also explore quick actions to prioritize common tasks, reinforcing efficiency and streamlining operations. The lesson concludes by encouraging continued learning to enhance contact management skills.
• Advanced Search for Companies and Contacts: 9 minutes
  In this lesson, learners master advanced search techniques within AviontéBOLD's CRM system to manage companies and contacts more effectively. The lesson covers using Quick Search for fast retrieval, saving search parameters for efficiency, and applying multiple filters for precise results. Learners also explore organizing contacts with Tearsheets, practicing navigation for confidence, and leveraging feedback to enhance accuracy and familiarity with the interface for improved workflow.
• Multi-Level Company Hierarchy: 7 minutes
  In this lesson, learners explore managing complex organizational structures using AviontéBOLD's Multi-Level Company Hierarchy. The lesson demonstrates creating parent and child offices to efficiently track and organize companies with multiple locations. Key concepts include understanding the hierarchy's purpose, creating parent offices, planning structural changes carefully, and syncing with Avionté Back Office to maintain consistency across the system.
• Companies and Contacts Widgets and Reports: 8 minutes
  In this lesson, learners focus on improving data management and client interactions using myDashboard Widgets and Standard Reports in AviontéBOLD. The lesson covers organizing key metrics with widgets, accessing Standard Reports through the Analyze module, and using the Events Calendar and task widgets to manage schedules effectively. Learners also explore Client Task and Contact Reports to enhance client relationships and streamline customer service.

Sales Opportunities

This course is included in the Administrator and Salesperson functions.

The Opportunities course focuses on managing opportunities, tasks, and documents within AviontéBOLD to improve sales and client relationship management. Learners explore tracking opportunities, logging activities, and updating opportunity stages to streamline the sales process. The course also covers integrating Adobe Sign for efficient contract management and using myDashboard Widgets and Standard Reports to analyze performance and enhance decision-making. Practical exercises reinforce skills in navigating the system, customizing reports, and managing schedules, enabling users to improve operational efficiency and client interactions.

Estimated Completion Time of 6 Lessons: 50 minutes

• Opportunities Overview: 3 minutes
  In this overview, learners explore the Opportunities Overview in AviontéBOLD to manage sales cycles and customer relationships. The lesson emphasizes tracking potential accounts, logging communications to keep client interactions organized, and creating jobs directly from opportunities to save time and ensure accuracy.
• Create Opportunities: 10 minutes
  In this lesson, learners focus on managing and creating opportunities in AviontéBOLD and WiNS to support business growth and client lifecycle management. The lesson emphasizes structuring opportunity stages for efficient tracking, ensuring accurate data entry for reliable reporting, and regularly updating opportunities to reflect their current status. Learners practice navigating the Opportunities tab, linking opportunities to contacts for improved visibility, and using dashboards for quick access to open opportunities.
•  Activity and Task Tracking: 10 minutes
  In this lesson, learners focus on logging activities and managing tasks to streamline workflows and maintain organized records. The lesson emphasizes tracking past interactions, planning upcoming tasks visually, and ensuring follow-ups are completed for better productivity. Learners practice task creation with accuracy through interactive exercises and use feedback to refine their skills, ensuring successful task management and improved efficiency.
• Opportunity Management: 8 minutes
  In this lesson, learners focus on Opportunity Management to streamline the sales process and improve success rates. The lesson emphasizes regularly updating opportunity stages to keep the process organized, using the Opportunities page as the main hub for tracking sales, and documenting all activities to maintain comprehensive records. Learners are encouraged to apply these strategies in real scenarios and continue building their knowledge through further lessons.
• Company Contracts: 8 minutes
  In this lesson, learners focus on integrating Adobe Sign with AviontéBOLD for efficient contract and document management. The lesson covers sending contracts, tracking their status in real-time, and customizing communications. Learners practice uploading and managing documents, ensuring all fields are completed before sending, and customizing email messages for clarity. Through repetition and familiarization with the interface, users gain confidence in streamlining the document management process.
• Opportunities Widgets and Reports: 12 minutes
  In this lesson, learners explore using myDashboard Widgets and Standard Reports in AviontéBOLD to manage opportunities and analyze performance. The lesson emphasizes navigating the Analyze tab for valuable insights, leveraging tools like the Events Calendar and task widgets for schedule management, and using Client Contact and Task Reports to enhance client relationships. Learners also practice customizing report filters, exporting reports to Excel, and saving filter settings for more efficient future report generation.

Job Orders

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

This course focuses on creating, managing, and optimizing job orders and postings in AviontéBOLD. Learners explore key processes, including job creation, customization, cloning, and posting on multiple platforms. The course emphasizes accuracy, efficiency, and tailoring workflows to meet client needs. Through tools like widgets, templates, and the Analyze tab, learners enhance data management, refine reports, and streamline recruitment. Hands-on practice builds confidence in using advanced features to attract candidates, manage postings, and make data-driven decisions effectively.

Estimated Completion Time of 8 Lessons: 70 minutes

• Job Order Overview: 7 minutes
  In this lesson, learners explore the Job Order Overview in AviontéBOLD, focusing on creating job orders efficiently and accurately. The lesson emphasizes utilizing the company's record to save time, understanding different levels of job creation requirements, and completing all required fields to ensure proper job association and seamless payroll processing.
• Job Order Templates: 12 minutes
  In this lesson, learners focus on creating and customizing Job Order Templates in AviontéBOLD to streamline the recruitment process. The lesson highlights how templates ensure consistency, capture essential client details, and enhance efficiency by reducing manual input and errors. Key skills include selecting clear template names for easy identification, using the plus icon to add field selections, and actively engaging with each field. Repetition and practice reinforce confidence and proficiency in managing client requests effectively.
• Custom Filled Job Requirements: 9 minutes
  In this lesson, learners focus on customizing job requirements in AviontéBOLD to align with organizational needs. The lesson covers creating tailored Requirement Groups, distinguishing between system-level and company-level requirements, and using tools like the Conviction Types menu. Learners practice navigating the Requirements tab, inputting accurate details, and understanding permission levels, such as Sales Managers' ability to create Requirement Groups. Repetition and feedback reinforce confidence and streamline hiring workflows through effective customization.
• Create a New Job Order: 10 minutes
  In this lesson, learners focus on creating and managing job orders in AviontéBOLD. The lesson emphasizes accurately entering job details, utilizing customization features to link jobs to offices and assign managers, and configuring notifications for updates. Best practices include completing required fields, using pre-filled templates for efficiency and compliance, and practicing the process to build confidence. Effective navigation ensures streamlined job creation and management.
• Job Details Page: 10 minutes
  In this lesson, learners explore the Job Details Page in AviontéBOLD, a tool for efficiently managing job postings. The lesson covers utilizing interactive widgets to update hiring and billing details, posting jobs on multiple platforms, and customizing job postings. Learners practice cloning job orders, using the Hired Details widget to maintain accurate talent information, and accessing the Client Profile for quick reference to company and billing details, streamlining the recruitment process.
• Clone a Job Order: 5 minutes
  In this lesson, learners focus on cloning Job Orders in AviontéBOLD to streamline the hiring process. The lesson highlights the flexibility of selecting creation dates, tailoring job details for recurring roles, and managing applicants and commissions effectively. By understanding cloning options and customizing job specifics, recruiters can enhance efficiency and tracking in their hiring workflows.
• Post a New Job: 10 minutes
  In this lesson, learners explore posting and managing jobs using AviontéBOLD's user-friendly features and customizable options. The lesson covers steps for posting jobs on internal and external boards, tailoring job descriptions to target specific audiences, and enhancing visibility through social media and job boards. Learners also practice checking posting statuses, editing job details, posting in multiple locations, and removing postings manually or automatically, reinforcing confidence in attracting the right candidates efficiently.
• Job Widgets and Reports: 7 minutes
  In this lesson, learners focus on managing job postings and reports using AviontéBOLD's tools and techniques. The lesson highlights navigating widgets, utilizing the Analyze tab for Standard Job Reports, and customizing widgets for real-time data. Learners practice pinning favorite reports, refining data with customized filters, saving report configurations for efficiency, and using the search bar to locate specific reports quickly, enabling data-driven decisions and streamlined workflows.

Talent Records

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

This course provides an in-depth exploration of managing and optimizing talent records within AviontéBOLD. It covers key aspects such as customizing workflows using widgets and tabs, creating and managing talent records efficiently and accurately, and improving onboarding accessibility by creating talent profiles without email addresses. Additionally, the course highlights the use of Talent Tags to refine searches and enhance candidate matching, as well as the talent search functionalities like Quick Search, Advanced Search, and tools such as saved searches and hot lists. Finally, it covers the importance of dashboard widgets, reports, and monitoring expiring documents, to boost recruitment efficiency and organization. By the end of the course, users will be equipped to streamline recruitment processes, enhance candidate sourcing, and maintain accurate talent records.

Estimated Completion Time of 6 Lessons: 60 minutes

• Talent Record Overview: 13 minutes
  The Talent Record Overview focuses on effectively managing talent profiles within the AviontéBOLD platform using widgets and tabs. The lesson emphasizes customizing workflows, optimizing widget placement, and understanding tab functionalities to streamline and enhance recruitment processes.
• Create a Talent Record: 15 minutes
  This lesson focuses on creating and managing talent records in AviontéBOLD with an emphasis on efficiency and accuracy. Users learn to capture talent data through various methods, complete required fields, and verify information to ensure compliance.
• Create a Talent Without an Email Address: 5 minutes
  This lesson covers creating talent records in AviontéBOLD without requiring an email address, enhancing onboarding accessibility. The lesson emphasizes the importance of providing mobile numbers for account setup and managing password resets to ensure candidates can log in and complete onboarding tasks seamlessly.
• Talent Tags Best Practices: 9 minutes
  This lesson emphasizes the importance of Talent Tags in optimizing talent management and hiring processes. Administrators can customize tags, such as industry experience and relocation willingness, to improve search results and candidate matching. Key takeaways include using Talent Tags to streamline hiring, regularly updating records for better searchability, and enhancing overall recruitment efficiency.
• Talent Search: 15 minutes
  This lesson on Talent Search explores the talent search functionalities in AviontéBOLD, focusing on Quick Search, Advanced Search, and tools like saved searches, hot lists, and tearsheets. These features streamline the recruitment process by enabling precise, efficient candidate searches.
• Talent Widgets and Reports: 6 minutes
  This lesson focuses on key dashboard widgets and reports that improve recruitment efficiency and organization. Key takeaways include utilizing widgets for enhanced organization, monitoring the Newest Talent widget for proactive sourcing, tracking expiring documents for compliance, and leveraging the Duplicate Talent Report to maintain accurate records.

Onboarding Talent

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 5 Lessons: 45 minutes

• Introduction to Onboarding: 5 minutes
  This lesson focuses on the onboarding process for new talent, emphasizing the use of AviontéBOLD to ensure a seamless and efficient experience. The lesson covers tools and strategies to streamline onboarding tasks and set candidates up for success.
• Send Onboarding Tasks: 12 minutes
  This lesson focuses on mastering the onboarding process in AviontéBOLD, including profile management and utilizing tools like e-signatures. Key takeaways include efficiently managing onboarding tasks, using pre-configured onboarding packets to ensure consistency, and leveraging mass onboarding to save time. The lesson also covers tracking task progress with due dates, managing password resets via the Talent Portal, adhering to profile photo guidelines, and integrating Adobe Sign for electronic signatures, ensuring a streamlined and professional onboarding experience.
• Completion of Onboarding: 6 minutes
  This Onboarding lesson uses the Talent Portal and AviontéBOLD, with a focus on task management and progress tracking for both talent and recruiters. Key takeaways include leveraging the Talent Portal for seamless task completion, monitoring onboarding activities to address issues promptly, efficiently managing tasks by modifying or adding verification documents, and understanding state-specific E-Verify requirements to ensure compliance.
• E-Verify Compliance: 8 minutes
  This lesson focuses on E-Verify compliance, highlighting the importance of confirming employment eligibility and adhering to federal and state regulations. Participants learn to set up and manage E-Verify cases within the Avionté platform, including configuring integration, completing Form I-9 accurately, and ensuring Web Services access. The lesson emphasizes the role of E-Verify in maintaining compliance, particularly in states where its use is mandated for certain employers.
• Onboarding Widgets and Reports: 15 minutes
  This lesson focuses on utilizing AviontéBOLD's dashboard widgets and onboarding reports to improve staffing agency efficiency. Key lessons cover tracking applicants, managing tasks, and optimizing data insights for better decision-making. It emphasizes understanding widget functionality to centralize real-time insights, customizing data views to prioritize tasks, and implementing best practices to streamline recruiting and onboarding. The course also highlights the use of the Events Calendar to track important dates, closely monitoring onboarding tasks to ensure no candidate is overlooked, and leveraging onboarding reports for insights into candidate progress and compliance. Lastly, it covers saving and managing reports for easy access and editing.

Candidate Management

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

This course focuses on effectively managing talent and improving recruitment workflows using AviontéBOLD. It covers key areas such as streamlining onboarding processes, managing candidate pipelines, and ensuring effective communication during the nomination process. Participants learn to track applicants, manage assignments, and utilize tools like Auto Matcher, Talent Flags, and dashboard widgets to optimize decision-making and ensure smooth transitions. The course also emphasizes the importance of client engagement, tracking employee turnover trends, and using data to enhance retention strategies. With practical insights and customizable reports, the course equips participants to make informed decisions and improve overall recruitment efficiency.

Estimated Completion Time for 6 Lessons: 60 minutes

• Introduction to Candidate Management: 10 minutes
  This lesson enhances candidate management through Avionté's Talent Page and effective recruitment strategies. It emphasizes organizing the Talent Page to improve recruitment efficiency, differentiating between pipelining and nomination to ensure only the most qualified candidates are considered, and using advanced search and Auto Matcher to streamline candidate evaluation. Participants learn to use Talent Flags, such as red flags, to exclude underperforming candidates and maintain a high-quality talent pool. The course also covers managing candidate rankings in the Pipeline bucket with easy drag-and-drop reordering and how hiring managers can track vetted candidates, provide feedback, and make final placement decisions.
• Manage the Pipeline: 15 minutes
  This lesson focuses on effectively managing the candidate pipeline using tools like Talent Profile, Auto Matcher, and pipeline stages. It emphasizes tracking candidates through customized pipeline stages for accurate progress monitoring, logging activities consistently to maintain clear records, and configuring pipeline layouts to enhance visibility and efficiency. Participants learn to add notes for better context and communication about candidate statuses and use the decline feature wisely by selecting appropriate reasons and notifying candidates when necessary. The lesson ensures a streamlined and organized recruitment process.
• Nominate Candidates: 8 minutes
  This lesson covers the candidate nomination process, emphasizing the importance of specifying financial details, attaching relevant documents, and utilizing efficient submission methods. It highlights the opportunity for client feedback during the placement process. Participants learn to use mass nomination options for quick submissions and familiarize themselves with the steps for effective nominations. The lesson also stresses the value of using email templates for efficient communication with hiring managers and practicing regularly to build confidence in nomination skills.
• Start Talent on Assignment: 13 minutes
  This lesson focuses on starting talent assignments effectively using AviontéBOLD, with an emphasis on flexibility, quality control, and client engagement. It covers utilizing multiple starting options to enhance flexibility, tracking candidates through nomination stages to ensure better client involvement, and implementing quality control measures to guarantee candidates meet job requirements. The lesson also highlights engaging clients actively during the placement process to ensure smooth transitions and clear communication. Participants learn to complete all required fields before starting talent, set the Send Start Sheet toggle to On for immediate updates, and assign different timesheet approvers for better management of time submissions.
• Manage Assignments: 9 minutes
  This lesson on Assignment Management focuses on effectively managing talent records by ending, extending, and archiving assignments. It emphasizes properly ending assignments by documenting rehire eligibility, extending assignments as needed while updating timelines and details like wages, and archiving talent records to maintain a clean database. The lesson also covers understanding assignment closure, managing extensions efficiently, and handling rehire eligibility by familiarizing yourself with the rules regarding rehire status. These processes ensure accurate documentation and streamline recruitment workflows.
• Talent Turnover Report: 6 minutes
  The Talent Turnover Report lesson highlights the importance of analyzing employee departures to identify trends and improve retention strategies. It emphasizes customizing reports to provide tailored insights for better workforce management and decision-making. Key takeaways include understanding the reasons behind turnover to uncover key influencing factors, customizing reports to align with organizational needs, and leveraging turnover data to enhance recruitment and retention strategies.

Timesheets

This course is included in the Administrator and Recruiter functions.

This course focuses on efficiently managing the timesheet process in AviontéBOLD, covering setup, approval, and compliance. Participants learn to select the appropriate time capture methods, assign unique approvers for each talent, and streamline the approval process. The course emphasizes the importance of clear communication between talent and managers to address issues promptly and ensure timely payments. By utilizing AviontéBOLD’s tools for timesheet management and approval, participants can simplify workflows, maintain accuracy, and ensure compliance with regulations. The lesson also covers how to reject or adjust timesheets, keeping records and payroll accurate.

Estimated Completion Time for 2 Lessons: 15 minutes

• Timesheet Setup: 8 minutes
  This lesson covers setting up timesheets in AviontéBOLD, focusing on selecting the appropriate time capture methods and assigning approvers. It emphasizes tailoring time tracking to specific jobs and streamlining the approval process. Key steps include selecting the right time capture method to ensure accurate tracking, assigning unique approvers for each talent to enhance accountability, and managing approvals via email or the Contact Portal for a simplified workflow. The lesson also highlights the importance of proper office assignment for approvers to avoid configuration errors and ensuring that only one approver acts at a time to maintain clarity in the process.
• Timesheet Approval Process: 9 minutes
  This lesson focuses on the timesheet approval process in AviontéBOLD, highlighting tools for efficient management and compliance. It emphasizes understanding the approval workflow to ensure timely payments and regulatory compliance. Key points include utilizing AviontéBOLD for simplified timesheet management, encouraging clear communication between talent and managers to address issues promptly, and recognizing the importance of timesheet approvers in ensuring accuracy. The lesson also covers using email notifications for quick timesheet management and how to reject or adjust timesheets to maintain accurate records and payroll.

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

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