Basic Navigation
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Avionté Term
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Definition |
| myDashboard |
Your start or landing page when logging into AviontéBOLD |
| Dashboard Widgets |
Personalized displays of strategic data designed to help you stay organized by providing insights into important metrics and allowing you to focus on data relevant to your daily activities. |
| Profile Tabs |
Tabs that display information relevant to companies, contacts, talent, jobs, etc. |
| Universal/Basic search |
Allows you to quickly find specific records within Bold by entering relevant keywords. You can search for individual talents, companies, contacts, or job records. |
| Advanced Search |
Provides a more refined and detailed way to locate information by allowing users to apply multiple filters and criteria. Advanced search can be performed for jobs, talent, companies, and contacts. |
| Jobs |
Employment positions or roles within an organization that need to be filled. These are specific openings for which a company is seeking candidates, whether for temporary, permanent, full-time, or part-time roles. |
| Talent |
Skilled individuals or professionals who possess the expertise, experience, and qualifications needed for various job roles. Also referred to as applicants, candidates, consultants, or employees. |
| Companies |
The client or the organization in need of talent. |
| Documents |
A shared folder to store job descriptions, marketing materials, or logos for the entire company. Specific company or talent documents are housed on the corresponding company or talent profile. |
| Analyze |
Houses standardized Operational, Recruiting, and Sales Reports |
| User Profile |
Platform user can access accounts and settings to upload a photo, see office access, add email signature, set notifications and timesheet reminders. |
| Rewind button |
Gives you access to the last 10 records you accessed in the platform. |
| Quick Stats |
Basic and high level information about the entire company – Quick information based on your home office/branch. |
| Avi |
Avionté Virtual Instructor (the owl in the upper right corner of the BOLD platform). Use Avi to access Knowledge Base articles, guided walkthroughs, tutorials, and product updates. |
Company – Profile Tabs
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| Avionté Term |
Definition |
| Contacts |
An individual within a client company or organization who serves as the primary point of communication for job orders and staffing needs. |
| Documents |
Company specific documents such as contracts, SOWs, MSAs, and other important forms. |
| Organization |
A chart outlining the structure of the organization and the key players in the company. |
| Tags |
Labels or keywords used to categorize and identify specific attributes or characteristics of companies. These terms can be used to perform an advanced search on companies. |
| Restrictions |
Specific limitations or conditions that prevent certain talent from being placed at particular companies or selected offices within a company. Restrictions could be due to various reasons, such as contractual agreements, company policies, conflicts of interest, or past performance issues. |
| Activities |
Logged messages, interactions or communications between your company users and contacts at a company. |
| Opportunities |
Track and manage potential business prospects and leads to secure new business and expand current client relationships. |
| Jobs |
Any jobs, past or present, that were requested by the contact at the company. |
| Overview |
Concise summary of the organization’s key aspects, including its mission, core activities, structure, and essential business information. |
| POs |
PO (Purchase Order) number is a unique identifier assigned to a formal request for services or products made by a client company to a staffing agency. It serves as a reference for tracking and managing the procurement of staffing services, including temporary or permanent placements. |
| Requirements |
Specific criteria and qualifications that talent must meet to be considered for a client’s job request. This could be skills, WC codes, background checks, drug screens, etc. |
Company Profile – Widgets
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| Avionté Term |
Definition |
| Company Information |
Company website, address, phone, and geocode. |
| Geocode |
Transforming an address into numerical coordinates (geocoding) allows applications like Avionté and Vertex to accurately determine location and calculate tax withholdings. |
| Operational information |
Company Representatives, status, markups, Worker Comp codes, etc. |
| Company Rep |
The staff person from the office – Employment Specialist and/or Recruiter |
| Representative |
Representative (defaults to the user that created the company record) |
| Default Job Owner |
Person or role automatically assigned responsibility for managing a job requisition or placement. Multiple users can be assigned to a company or office as job owners. |
| Company Branch |
Specific office or location that is responsible for filling the company job orders. |
| Worker Comp Codes |
Classifications used to categorize different types of job duties and risks associated with various occupations. |
| Markup % |
A markup is an additional percentage or fixed amount added to the base pay rate of a temporary or contract worker to cover administrative costs and generate profit for the staffing agency. |
| Time Capture method |
How a staffing company tracks talent time on a worksite or location. This includes batch hours, timesheet, group time, and daily time. |
Contact - Profile Tabs
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| Avionté Term |
Definition |
| Activities |
Logged messages, interactions or communications between your company users and contacts at a company. |
| Tags |
Labels or keywords used to categorize and identify specific attributes or characteristics of the contact. These terms can be used to perform an advanced search on contacts. |
| Jobs |
Any jobs, past or present, that were requested by the contact at the company. |
| Tasks |
"To-dos" - actionable items or follow-up activities related to interactions with contacts at a company. These tasks involve specific actions that need to be completed, such as scheduling meetings, sending follow-up emails, gathering additional information, or addressing client inquiries. |
Contact Profile - Widgets
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Avionté Term
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Definition |
| Profile Picture |
Includes name, flag, status, headline, and representative. |
| Contact flags |
Indication of the Contact status at a glance. Flag options are red, yellow, or green. (Meaning of color is determined by each organization.) |
| Headline |
This free text field is an internal tool for highlighting crucial information about a Contact. It's designed for internal users to note key details and build relationships, providing quick reference points for conversations. |
| Contact Information |
Details for contact including email, phone number, and address. |
| Social Media |
Any contact social network links including LinkedIn and Facebook. |
| Referral Information |
Used to record details about how a Contact was referred to your organization. |
| Quick Actions |
Users can edit this widget to have their three most common actions appear first. Actions available include log activity, create task, create job, etc. |
Talent – Profile Tabs
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| Avionté Term |
Definition |
| Resume |
Stores and displays resume documents for the Talent as well as allows uploading and live viewing of those resume documents. |
| Education |
Talent academic background |
| Work History |
Talent past and present employment details |
| Documents |
Talent documents such as cover letters, agreements, reference letters, transcripts. |
| Comments |
Allows users to add observations, notes, or feedback about a candidate, talent, or employee. |
| Activities |
Logged messages, interactions or communications between your company users and talent. |
| Tax |
Stores and edits specific Talent tax and payroll information. Special Tax Admin access required for some fields. |
| Tags |
Labels or keywords used to categorize and identify specific attributes or characteristics of the talent. These terms can be used to perform an advanced search on talent. |
| Tasks |
"To-dos" - actionable items or follow-up activities related to interactions with talent. |
| Onboarding |
Ensure all required paperwork, such as tax forms, handbook acknowledgement, direct deposit information are completed and processed. |
| Placements |
Occurs when an employee is assigned to a job order within BOLD by a user. This talent now begins working for the company. |
| References |
Individuals who provide insights or verify information about a person's qualifications, skills, and character. |
| Restrictions |
Limitations or prohibitions placed on an employee's ability to work at a business due to specific issues. |
| Certifications |
Formal credentials or qualifications that demonstrate the individual's specific skills, knowledge, or competencies relevant to the job. |
| Screenings |
Create or view detailed results of background checks initiated from the talent record when using an integrated background check screening partner. |
| Results |
Review results from Web apply tests, web tests, or interview questions and assessments. |
| Criminal History |
Track criminal history of a talent including type of conviction, nature of conviction, and date of conviction. |
Talent Profile - Widgets
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| Avionté Term |
Definition |
| Profile picture |
Contains picture, talent name, flags, talent status, and headline |
| Talent |
Refers to Applicant, Candidate. Consultant, and Employee records. |
| Talent status |
Current stage or condition of an individual within the recruitment or employment process. |
| Placement status |
Current stage of the talent's assignment or employment. Statuses include placed, unplaced, active contractor, not active contractor, former contractor, or permanently placed. |
| Contact information |
Email, phone number, address, and geocode. |
| Mass email unsubscribe |
Allows talent to opt out of receiving emails from a staffing company. |
| Expressed Email Consent |
Permission given by an individual to receive emails from a staffing company. Typically obtained during the onboarding process. |
| Text Message Consent |
Permission granted by an individual to receive text messages (SMS) from your company. |
| Operational Information |
Information gathered about the talent to efficiently place, track, and support the talent throughout their employment. |
| Representative |
A user assigned to represent the talent or be the point of contact between the talent and the staffing company. |
| Home Office |
The office the talent identifies as the closest office to their home address when they apply or identified by the person who enters them into the system. |
| Availability |
Date the talent is available to start working with your company. |
| Hire date |
When talent is first hired by your company. |
| Rehire date |
When a talent returns after a break in employment and is rehired by your company. |
| Termination Date |
Date the talent is terminated by your company. |
| Salary Min/Max |
Range of compensation a talent is willing to accept when offered a specific job role or position for a direct hire position. |
| Hourly Min/Max |
Range of compensation a talent is willing to accept when offered an hourly temporary position. |
Candidate Management
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| Avionté Term |
Definition |
| Nominated |
Formally recommending or putting forward a candidate as a suitable choice for a specific position. |
| Pipelined |
Potential talent nominees that under consideration for a given position. |
| Vendor applicants |
Candidates submitted by third-party staffing agencies or vendors for a job position. |
| Web Applicants |
Applicants who have applied directly to a job posted by your company on a website or job board. |
| Auto Matcher |
Compares the Primary Position Category and corresponding Skill tags on the job to existing candidates in the database. |
| Resume Matcher |
A tool used to compare keywords and skills listed on a resume with those required for a job. |
| Talent Search |
Search talent by name |
Jobs
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| Avionté Term |
Definition |
| Placement Office |
In Hired Details on a job: The office that placed the individual on that job |
| Req ID |
Unique identifier automatically assigned to a job requisition or request for a new position. Used for managing the initial request and approval process. |
| Job ID |
Unique identifier assigned to the specific job once it has been posted and is actively filled. Job ID tracks the active job listing. |
| Job Owners |
The user who enters the job, by default, and is responsible for managing and overseeing the placement of a temporary job. This person(s) may receive a commission based on the successful filling of the position. |
| Job Branch |
The branch responsible for filling a job order. |
| Sales Rep |
The user responsible for generating and managing job orders from clients. |
| Job Origin |
A description of where the job originated from whether through manual creation or an API. |
| Billing Contact |
Designated individual responsible for managing and overseeing billing-related matters for a company. |
| Worksite Address |
Address where the talent will be working for the company. |
| Worker’s Comp Code |
Worker Comp code related to the functions the talent will be performing. |
| Job type |
The type of job can be chosen from the drop down but there will be a default type. (Contract or temporary position, permanent or DH, etc) |
| Job Status |
Indicates the current stage or condition of a job order or placement. (open, filled, closed, on hold, etc) |
| Available positions |
How many positions will the contact need to complete the requested work? |
| Custom Filled Job Requirement Group |
A tailored set of job requirements specific to a particular role or client. Often these are requested by the company and all talent must meet these requirements to be placed on the job (must pass a background check, complete drug screening, have 3 verified references, etc) |
| Job Order Template |
A standardized form used by staffing companies to capture and organize essential details about a job. It typically includes fields for job title, description, required skills, and client requirements, ensuring consistency and completeness in job orders. |
| Rate Type |
The method or category used to determine how employees or contractors are compensated. (hourly, daily, salary, etc) |
| Expenses |
Costs incurred while performing job-related duties or assignments that are eligible for reimbursement. These may include: mileage, per diem, parking, lodging, etc. |
| Mark-up Percentage |
The extra amount added to the base wage or salary of a temporary employee calculated as a percentage of the employee's pay rate. |
| Bill rate |
Hourly charge a staffing company applies to clients, covering the employee’s wage, the company’s markup, and any additional costs. |
| Pay rate |
Hourly or salary amount paid to an employee or contractor by the staffing company. |
| Overtime |
The overtime rate for billing including straight time, paid and billed, or paid and not billed. |
| Job Branch |
The branch responsible for placing talent on a job. |
| Custom Job Details |
Specific, tailored information about a job that goes beyond standard descriptions. This might include: bonus, shift, degree required, etc. |
| Position Title |
The title of the job that is being filled by the staffing company. |
| Primary Position Category |
Main classification or sector under which a job role falls. Examples include Accounting, IT, Office Administration and more. |
| Skill Category |
Groups similar skills or competencies required for a job role or profession. Organizes skills into broader categories such as technical skills, management, etc. |
| Skill |
Specific ability or expertise that enables a person to perform tasks effectively. |
| Commission Allocation |
The process of distributing earned commissions among employees or reps based on their performance or sales. |
| Additional transactions |
Any extra or supplementary items related to a job such as holiday or sick pay. |
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