Welcome to The Looking Glass! To see past editions, simply click on the PDF attachments below. This month's Looking Glass is also available as a PDF.
Published: November 30, 2018
The Past, Present and Future of Development
Looking ahead, we have some exciting functionality coming soon. From in-app notifications in the Recruiter Module to best-in-class partnerships with MAXIMUS and The Work Number from Equifax, we have a lot of updates to share with you. So be sure to read on to get our latest updates!
*Please note all screenshots here are mockups to portray the possibility of what upcoming features and functionality will look like. They are likely to/can change by the time we release.
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Content in this edition of the Looking Glass:
Customer Relationship Management (CRM)
With our recent acquisition of COMPAS, we have been diligently working to bring you an updated Product Roadmap. We are excited to bring the best of both Avionté and COMPAS together, including a comprehensive, robust sales CRM. With our new CRM solution, you will be able to:
- Search easily by custom tags, industry, last contacted and many more
- Create tearsheets by hiring manager’s needs and industries
- Reach a larger audience through mass actions: email, texts, and call lists
- Stay organized and in touch with your clients by utilizing tasks and activity fields
RELATIONSHIP MANAGEMENT:
With built-in search capabilities, your sales representatives will be able to easily create and organize customer networks. Integrated social networking tools include company contact searches via LinkedIn, external postings via SimplyHired and current events via Google News.
CUSTOMER MANAGEMENT:
The CRM will be able to manage all correspondence with prospective contacts, customer contacts, third-party vendor contacts and more. Follow-up and to-do tasks related to contacts can be created with an option to sync to your task manager within Avionté or a Gmail or Outlook calendar.
UX/UI Research and Feedback!
Earlier this year, we started a UX research group with a mission to deliver impactful software that is valuable, efficient and dependable. By partnering with current customers to create an open pipeline, our goal is to get feedback flowing seamlessly between your teams and our team, so we can utilize this information to provide an outstanding product that yields an excellent user experience.
If you aren’t already a part of our research group, please sign up here!
The Past - November Release
BACK OFFICE
- PA State Sales Tax
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PA Sales Tax - Pennsylvania and New Mexico calculate sales tax based off a company's gross profit. As a result, this requires the system to know the amount paid, as well as the amount billed. This new functionality will allow users to make Invoice corrections as well as Paycheck corrections, which will allow for gross profit to be recalculated as well.
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Please note, we are currently beta testing with a few clients and pending a successful test, it will release to all clients.
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- AR Line-by-Line
- Provides the ability to apply payments on individuals.
- Provides the ability to apply payments on individuals.
ACA
This year’s ACA update will include an update to the Companion App. All self-hosted clients will need to apply and update their Companion App by going out to the FTP site. Find more information in this KB article. The ACA Companion App will allow you to accurately report both 2017 corrections and 2018 ACA information on the 1094-C and 1095-C. Learn more by checking out the ACA Release Notes.
PARTNER SOLUTIONS
Equifax – The Work Number
- This partnership will now be available to a wider audience starting in November! If you are an Avionté payroll customers interested in The Work Number, please reach out to your Strategic Account Executive.
- Learn more about the benefits of The Work Number:
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Streamlined Partnership with Avionté Means Hassle-Free, Automated Service for You |
Avionté has expanded their partnership with Equifax to provide The Work Number, an automated verification service that requires no set up or extra work on your end. Simply let your Strategic Account Executive know you want the service, and we'll take care of the rest! |
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Less Verification Calls and Time Spent = Valuable Time Back to Focus on Revenue-Generating Activites |
The Work Number works with a network of more than 375,000 verifiers, taking the time your company usually spends taking verification calls and providing information and giving it back to you. With the Work Number integration, the number of HR verification calls and overall time spent on employment and income verification will be significantly reduced. That leaves your team more time to focus on what truly matters: revenue-generating activities. |
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Providing You Value At No Extra Cost |
Maybe this all sounds perfect to you - but how much does it cost? Nothing! As we expand our partnership with Equifax, we are excited to share this service free of charge to all of our payroll clients. We know the more time you have to spend focusing on sales, recruiting, talent and operations, the more efficient you are! |
Learn more about The Work Number here.
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The Present - What We're Working On for Upcoming Releases
FRONT OFFICE
Email Notifications
These Notifications will be the same as In-App but are now available via email per user!
- Completed application email notifications
- Talent Task email notifications
- Talent Profile update email notifications
BACK OFFICE
Additional Sick Accrual Plans
- We have a schedule of upcoming Sick Accrual Plans. For more information, see the Sick Leave Overview article on the Knowledge Base.
PARTNER SOLUTIONS
MAXIMUS
MAXIMUS is an I-9 solution with E-Verify – streamlining new employee onboarding with speed and accuracy! This will be released as a Talent Task with a seamless integration. With the MAXIMUS Electronic I-9 Management Software, managers can verify each new hire’s information and sign the form electronically in minutes. Increase compliance and feel confident you are getting your I-9s done right the first time, no longer needing to worry about lost forms or forgotten signatures.
We will have a soft launch of MAXIMUS with a beta opportunity for a few clients and then will open it up to a wider audience in the following release. Beta testing will allow us to evaluate the overall experience from a user’s point of view, ensuring all features are working as intended and meet the requirements.
Learn more about MAXIMUS here.
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The Future - 2018/2019 Roadmap Initiatives
BETA TESTING
Beta testing allows us to evaluate the overall experience from the user's point of view, ensuring all available features are working as intended and meet the user's requirements. By taking time to beta test with you, we will get a chance to improve:
• Usability
• Workflows
• Efficiency
Sign up by clicking here!
FRONT OFFICE
- New User Interface (UI)!
- As we embark on this new journey integrating and strengthening our software solution with COMPAS, we would love to get your feedback, so be sure to sign up to be a part of our UX research group!
- New ROADMAP with exciting features and functionality from our recent Front Office acquisition.
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As we continue to update you on our latest product enhancements, features and releases, we ask that you continue to provide your ideas and feedback in the Ideas Product Enhancement Portal.
If you need anything, please don't hesitate to contact the product team by emailing us at ideas@avionte.com. We can't wait to continue to improve your experience in 2018!
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