In the Avionté application, "agency" refers to an entity that assists your staffing company.
Examples of agencies include:
A company that supplies or sells goods, equipment or services to a staffing agency. A janitorial supply company sells cleaning equipment to a janitorial staffing agency.
Another staffing agency hired to support your staffing agency. Typically, this relationship helps the fulfillment of an order that is larger or more complex than usual
Organizations such as child support agencies or health insurance agencies to which deductions are submitted.
A government-licensed authority hired to manage the submission of tax payments.
The Agency > Search section allows users to search and select agencies that match specific search criteria and filters.
Perform a Search
- Select a Search Type. See the Search Type section for more information.
Note: To set this search type as the default, click Set.
- Enter search criteria in the Search Criteria field.
- Press Enter on the keyboard to conduct the search.
- Double-click on an entry in the grid to navigate to the Agency > Summary page.
The Search Type field defines the type of results that will appear as a result of the search criteria.
|Full Name Search||The Agency's name.|
|Short Name Search||The shortened name used for the Agency.|
|Reference ID||The reference ID for the Agency.|
Navigate Between Recently Viewed Agencies
The Current Agency field displays the Agency that was last viewed in the Summary section. A list of all recently viewed agencies in the current session of the Core application are listed in the Current Agency drop-down menu.
Use the Current Agency field to navigate between recently viewed agencies.
|Agency Name||The full name of the agency.|
|Branch||The branch that the agency is attached to.|
|City||The city where the agency is located.|
|Dept. Name||Name of the department attached to the agency.|
|Phone||The phone number for the agency.|
|Reference ID||Identification number used to identify the agency.|
|Short Name||A short name, or nickname, for the agency.|
|State||The US state in which the agency is located.|
|Status||Indicates the agency's status.|
|Street 1||The street address of the agency.|
|Street 2||The street address of the agency.|
|Type||The kind of contact method available (i.e. phone, email, website, etc.)|
|Zip Code||The US Zip Code in which the agency is located.|
Search Option Panel
The Search Option Panel on the far-right of the screen offers additional search filtering options. Options set here will override standard search parameters.
The Search Option Panel has three sections of options: Show Only, Standard Search and Action.
The Only Show section limits returned search results to show contacts that have a specific status, belong to a specific branch, or are limited to the specific user's contacts. Once a selection has been made, the search returns results that only match the selected option.
Options can be combined to search for contacts with a particular type of shared criteria. For instance, checking multiple boxes can produce search results only for contacts with a particular status or branch.
|By Status||Isolate results to a specific status.|
|By Type||Isolate results by the type of agency.|
|Branch||Isolate results by the branch location.|
The Action section provides options to print or export the search results. Once the search results have been generated, the results can be sent to a printer as an image or exported into a Microsoft Excel file.
If search results are not generating as expected, check the configuration behind the Search Option tab on the right-hand side of the page. Search Options override standard search parameters.