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Table Editor Overview

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Avionté has a long list of options so that you can customize Avionté to meet your lingo and process needs! Below provides a list of each offering within the Table Editor and what they’re used for.

 

Applicant/Talent Activities – Avionté has a set of hard-coded activities that users can add to. This list can be found when logging an applicant/talent activity or task. These activities are mainly used for non-job related activities. Like coffee meetings or catching up! Simply select Applicant/Talent Activities/Tasks from the Table Editor list and add the new activity to Item Title. Select whether the item is an activity, task, or both and click 'Add'. Then Continue on until you have all of your activities up to date. Need to remove some current ones? Easy! Select the activities you wish to remove by clicking on the boxes on the left-hand side then clicking Delete Checked Activities!

Applicant/Talent Contract Types – Do you have a set of documents you send to your applicants/talent and need to track if they’ve been sent or signed? Well…. look no further because we have a solution for you and your team! First, add the titles of the documents you wish to track. Some examples are an application, W2, I9, Contract Agreement, or just onboarding material. Once you’ve updated your list you can find this located under the Docs tab within an applicant’s/talent profile. You can manually track when you’ve sent and received signed documents. Even better… you can select from these document types if you’re set up to use our EchoSign within Avionté .

Applicant/Talent Limits – Many organizations like to limit the number of candidates that can be managed by recruiters.  There are many reasons and theories behind why this can make a positive impact so we have a feature that can be enabled via the Utilities Manager called Applicant/Talent Limits. Select Applicant/Talent Limits from the Table Editor drop-down menu.

  • To enable this, check the box next to “App Limit On.”
  • To set the number of candidates that can be managed by a recruiter, just enter the number in the box provided. If a user has a reached their limit they’ll be notified within the app.

Applicant/Talent Tags – This is used for adding tags to candidate’s when parsing them or to update their information. Tags can be used for many purposes as they’re set up like a parent-child relationship. To start you’ll create a tag title (this will be your parent). Once you’ve created your tag title you’ll want to include Tag Items (this will be your child associated with your parent). An example of this would be Professionalism as your Tag Title and then adding a Tag Item of 1 as your rating. You can continue to add Tag Titles and Tag Items to build out unique tags to apply to your applicants/talent. This helps to search for applicants/talent and staying on top of important items or tags you wish to search on. Users can add tags when parsing in new applicants/talent or by updating their current tags within their profile.

Consultant Employment/Tax Types & Burdens – We all know that in the world of staffing, employment types and burdens can vary based on the client’s needs. To make your life easier, Avionté has designed a tool within the table editor which allows the user to select an unlimited amount of employment/tax types and burdens. Admin users can customize the title of each employment type, tax type, and burden. Note: Always remember to click “Save Updates”. Once complete, this tool will be available within the Job Details page.

Call Lists – The Call List feature gives users the ability to select and add multiple candidates to a call list. To begin configuring your call list place a checkmark into the boxes next to the data points you want to be displayed when you view the Call List.  Then name it, and click Submit. Wasn’t that easy? Using the Call Lists starts within the Talent/Candidates Search Page.  Once there, create a search for the applicants/talent you would like to have on the Call List. Once the results are pared down to your liking, scroll to the bottom of the list where you will notice a new icon at the bottom of the page that says, “Generate Call Lists“.  Click, and you will be taken to a pop-up box where you will be asked to select your Call List View.

Candidate Nomination Requirements – Some clients have found that their users are moving at lightning speed to get their candidates submitted to the hiring manager’s that they’re forgetting to update candidate information prior to the submissions. This feature allows you to set up requirements to be met prior to allowing users to nominate their candidates. These requirements include Applicant/Talent fields found within their profile or certain Applicant/Talent Activities. Should a user forget to complete one of those requirements, they’ll be alerted when attempting to nominate that further action is needed before they can proceed.

Company Categories –  These are used much like the Applicant/Talent Tags. You can create parent-child tags to apply to your companies to later search on. An example of this could be creating a category of Technology and the tag would be SAAS. You can then apply your tags to companies by going to the Categories tab under the Company profile. You can also search off of these tags with the CRM search page.

Company Statuses – These are used to update what stage you’re at with certain companies. Examples could be, prospect, active, or do not contact. These can be updated and viewed on the Company Profile page. You can also search off of company statuses within the CRM page.

Conference Rooms – You can book conference rooms by setting them up within Avionté. Simply add the Name of the Room and the Email associated with your conference room and voila! Now when you schedule interviews you can include conference rooms to be booked to prevent last minute booking conflicts!

Contact Activities/Tasks – Avionté has a set of hard-coded activities that users can add to. This list can be found when logging a contact activity or task. These activities are mainly used for logging activities against contacts. Like, follow up or lunch meeting! Simply select Contact Activities/Tasks from the Table Editor list and add the new activity to Item Title. Select whether the item is an activity, task, or both and click 'Add'. Continue on until you have all of your activities up to date. Need to remove some current ones? Easy! Select the activities you wish to remove by clicking on the boxes on the left-hand side then clicking Delete Checked Activities!

Company Contract Types – Do you have a set of documents you send to your contacts and need to track if they’ve been sent or signed? Avionté has a solution for you and your team! First, add the titles of the documents you wish to track. Some examples are MSA, NDA, or Contract Agreement. Once you’ve updated your list you can find this located under the Docs tab within a company’s attachments tab. You can manually track when you’ve sent and received signed documents. Even better… you can select from these document types if you’re set up to use our EchoSign within Avionté .

Cost Types – If you need to track additional costs for filling a position then look no further. Cost types can be found within the Job Details page. You can add as many job costs as you need. The table editor allows for you to create and update existing job costs. Examples of these could be background check fee, Craigslist Posting, or referral fee. Once you have your list completed then you can add these to your filled roles as needed. You can also view this within reporting as well.

Custom Job Billing Fields – This section is used to enter an additional unique billing field. This can be found and used within the Job Details page within the Client Profile. An example could be a Timesheet System for the table name and the options could be 1. Avionté Time and Attendance or 2. External Time and Attendance. You can update and select from these options at the job level.

Custom Tags – Custom Tags are used to tag and search on against your candidates. We provide you with three unique customize-able tags for you to create. Simply create the tag name and the tag type (text, date or numeric). Examples of custom tags can be Birth Month to easily track your candidates upcoming birthdays.

Default Week Duration – This field is used for selecting how you would like your job weeks to be defaulted by. This is used especially for those using our Back office feature. We offer Mon-Sun, Sun-Sat & Sat-Fri. Simply select your default week and all of your jobs will be set for that time frame when candidates go to enter their time. Keep in mind you can update jobs if they happen to fall outside of your defaulted option.

Expense Types - Build a custom list of expense types for you contractors to enter when filling out timesheets.

Filled Job Requirements – This is used to set up and ensure your process is being met amongst users. Filled Job Requirements allows you to turn on a number of fields or stages that need to be completed prior to starting a candidate on a job. Examples of these fields are ensuring job details have been filled out, certain job stages have taken place or that billing information is filled out. If any of the selected fields within the table are not completed then the user will be alerted that further action is needed before they’re able to proceed with making the placement.

Hired Early Termination Reasons – Users can now create and provide reasons why a contract position ended earlier than expected. First, users will need to create the list of possible reasons in the Table Editor. Then when a user selects to edit an end date prior to when it was originally scheduled to end then Avionté will ask you if this candidate has been terminated. If so, the user will need to select the reason why. Then, this movement will be tracked on the candidate’s profile and can also be reported on.

Hired Contract Extension Reasons – Users can also create and provide reasons as to why a contract is being extended. First, users will have to create the list of possible reasons in the table editor. Then, in the Hired Details section, when a user changes the end date to any date later than the original date, a drop-down will appear for the user to provide a reason. All changes will then be tracked in the hire details log as well as the candidate’s profile.

Hotlist Fallout – The hotlist fallout allows you to set a limit on how many days an applicant/talent can remain on a Hotlist. If users use Hotlist to manage and own applicant’s/talent then this allows for creating a fair process to release applicants/talent for all users to work with when the time frame has been met.

Industries – Industries are just that! A list of Industry types you create to tag your applicant’s/talent with. Users can then search off applicants/talent industries within the Talent/Candidate Search Page.

Job Details – This section allows you to add additional job details outside of the Job Details section. Simply update the table with your additional details and add them to new jobs or existing jobs as needed. Examples of job details are Background Check Needed, Bonus, Degree Required, Etc. Job Details allow for the following values: Numeric, Minimum/Maximum, Text or a Checkbox.

Job Defaults - Set defaults for when jobs are created. Defaults include Week Duration, Consolidating Invoices, Withholding Emails, Batch Hours, and Job Types.

New Applicant/Talent Requirements – Use this table to select which profile details need to be filled out before parsing in new talent. If any of the fields are left unfilled then the user will be unable to parse in the applicant/talent and will be alerted of what information is still needed.

New Company Requirements – It’s like they say: garbage in, garbage out… or maybe that’s just what we say. Either way, when uploading companies, any of the fields can be set as a “requirement.” This is to ensure that when companies are entered into Avionté, they are done so in a standardized format. An additional way of enhancing the company search is the ability to add custom company tags when inputting new companies. To do this, simply add “Company Category” and “Detail”. Or, if you would like, you can to add custom company tags by going to “New Company Tag” under the section titled, “Company Tags”.

New Job Order Requirements – Much like the company requirements you can ensure that the jobs your users are creating are vetted out and include quality details. Simply update this table with the information that’s needed when creating a new job. Job fields include location, pay rates and any custom job details you’ve previously created!

New Offer Requirements – Offer approvals are a great way for users to notify your back office team that new on-boarding paperwork is needed. This creates checks and balance between your sales/recruiting team and your back office team. Simply select what information must be filled out prior to submitting an offer and notifying your back office users. If the information is entered incorrectly then your back office team can reject the offer and provide the user with what needs to be updated in order for the offer to be approved! Cool right?!

Opportunity Stages – Avionté designed the Opportunities Tab as a holding space for any leads that you are chasing. Potential accounts, contracts, or new business development; the opportunity tab can save any documents or notes that are revenue generating. This editor allows you to create the stages which are used to help track where in the process you are with a specific opportunity. Stages normally are used for showing the progression of an opportunity such as New Opportunity, Scheduled Disco Call, Qualified, etc.

Opportunity Types – When working with new accounts you can track the types of opportunities you’re chasing. This can be defined with whatever serves your companies offerings best. This could contract services, permanent searches, SOW project, etc.

Pipeline Stages – This editor is used to store and edit your stages associated with your pipelined individuals. The pipeline is used for internal screening purposes. Use these stages to track your candidate’s latest stage and report from them as well.

Placement Status – This status can be viewed at the top of an applicant’s/talent profile. These are based off whether a candidate is placed against a job in Avionté or if they rolled off a contract. These terms can be named whatever you prefer. We like to use Placed, Unplaced, Active Contractor or Former Contractor as examples!

Position and Skills -These are used mainly for tagging applicants/talent and jobs which allows users to search on multiple categories and skills. Start by creating a Job Title. Next you’ll add your skill descriptions. An example of this could be Business Analyst as your title and then tag descriptions could be E-Commerce, Infrastructure, Retail, etc. You can use these tags against jobs or applicants to assist with pairing talent against jobs.

Stages – These are used to update and include all of your client facing interview stages. Tracking and reporting on these stages allows users and upper management to easily view where candidates are in the interview stages or if they’ve been declined. Add your new stage name and tag it with a stage type. This is important you tie them correctly to your stage types as Avionté uses these to trigger certain actions in the system. For instance Interview stages have a different aside which includes our interview kit while Decline stages will offer a place to take notes on why a candidate was declined and if you’d like to email them. It’s also equally important that not just for the interface but for reporting purposes as well!

Tiers – Job Tiers are used for organizing and categorizing how your jobs are displayed on your job board. You can create multiple Open or Closed Job Tiers. Examples of open tiers could be: Hot Jobs, Interviewing or Covered. Closed Jobs could be Washed or Lost. Use these to update your jobs via the Job Details page to ensure your jobs are up to date for your users to work on.

Timesheet Minute Spread – This is used for how granular you want your timesheet minute options to be. You can have time displayed from 1 minute to 30 minute increments.

Web Apply Decline Reasons – Lets face it… when posting jobs externally you’re going to have a portion that just aren’t the best fit. We provide you with the option to create as many decline reasons as needed. These reasons can consist of lack of degree, lack of skill set, failed web test, etc. By using these decline reasons you’ll remove those individuals from your web apply section making it easier for users to continue sourcing for good talent. You’ll also be able to report and filter on decline reasons as well, helping you to understand where the majority may be failing to meet requirements.

Weekly Estimated Hours – These hours are used for forecasting reports. In a given work week there’s, on average, 40 hours. Not all employees will work the normal 40 hours consistently which could perhaps bring your average down to 38 hours allowing for more accurate forecasted reporting.

Applicant/Talent Status  – This can be used for

Citizenship

Employee Type

Applicant/Talent Source

Preferred Job Term


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