Welcome to Avionté's comprehensive training program. The following guide outlines our various training sessions, providing you with flexibility in your learning approach. For each session, you'll find:
- Topics covered
- A link to a previously recorded session
- Time stamps for easy navigation to specific sections
- Helpful articles related to each lesson
- A practice sheet for hands-on learning
You have the option to either watch these pre-recorded sessions at your convenience or register for our monthly live webinars. This flexibility ensures that you can learn at your own pace or interact with our instructors in real-time.
Registration
Register for free webinars at: https://www.avionte.com/training
AviontéBOLD Front Office 1: Introduction to the Solution (1 hour)
Topics: Platform navigation, myDashboard, widgets, tasks, basic reporting, searches
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- Accessing the Platform (6:40)
- Create and Delete Documents (8:38)
- User Profile (15:32)
- Utilities (23:32)
- Search articles using AVI (25:50)
- Chrome Echo plugin (32:32)
- What's New / Release info (34:40)
- Basic vs Advanced Search (39:44)
- Mass Actions (48:49)
- myDashboard Widgets (52:10)
- myDashboard Tasks (58:51)
- Analyze Tab: Reports (1:00:11)
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Helpful articles
AviontéBOLD Front Office 2: Companies & Contacts (1 hour)
Topics: Entering customers and contacts, Avionté Echo Chrome Plug-In, managing records
Helpful articles
AviontéBOLD Front Office 3: Jobs & Job Postings (90 minutes)
Topics: Creating/editing jobs, managing widgets and templates, online job posting
Helpful articles
AviontéBOLD Front Office 4: Talent Management (90 minutes)
Topics: Communication methods, adding/managing talent, mass emailing, texting, video interviews
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- Application Process (6:00)
- Newest 50 Talent Widget (20:48)
- Add Talent (23:08)
- Import Multiple Talent (24:53)
- Import Resume (25:46)
- Import Text (26:42)
- Manually Add New Talent (27:34)
- Talent Profile Widgets (37:30)
- Quick Actions Widget (47:25)
- Talent Profile Tabs (57:22)
- Onboarding Tasks (1:14:18)
- Talent experience of Onboarding (1:20:57)
- Onboarding Tasks Widget (1:25:05)
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Helpful articles
AviontéBOLD Front Office 5: Candidate Management (1 hour)
Topics: Web applicants, screening, assessments, pipeline management, candidate assignment
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- Advanced Talent Search (4:55)
- Tearsheets (18:33)
- Mass Pipeline (21:15)
- Assign via Talent Search (27:42)
- Assign via Auto Matcher (31:28)
- Assign via Web Applicants (33:16)
- Assign via Pipelined (38:01)
- Assign via Nominated (46:38)
- Job Details Screen (54:39)
- Start individual Talent (56:14)
- Active Job Monitor Widget (58:40)
- All Jobs Reports (59:44)
- All Jobs Search Results (1:00:04)
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Helpful articles
24/7 Work: Jobs and Mobile Experience (1 hour)
Topics: Posting jobs from BOLD, mobile app integration, job templates, talent app experience
- Note: Only for clients using the 24/7 WORK mobile product
- Video Recording
Avionté Back Office 1: Foundation (1 hour)
Topics: Platform navigation, talent record preparation for payroll, invoice setup
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- Close / Restart Application (5:55)
- Preferences (8:16)
- User Branch Settings (9:25)
- Set Default Branch (12:17)
- Main Menu (15:05)
- Sub Menu (15:53)
- Employee Search (17:05)
- Employee Summary (21:41)
- Employee History (22:20)
- Employee Accrual (24:17)
- Employee Tax (30:44)
- Employee Deduction (35:50)
- Employee Contribution (44:03)
- Employee Direct Deposit (45:24)
- Customer Search (48:43)
- Customer Billing Setup (49:49)
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Helpful articles
Avionté Back Office 2: Time Entry (1 hour)
Topics: Entering time for employees, Sheet View and Card View, resolving errors
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- Time Entry (4:32)
- Accounting Period (6:12)
- Batches (8:02)
- 5 Step Overview (9:28)
- Create New Batch (14:31)
- Create Transactions (16:08)
- Show Sheet View (16:25)
- Card View: Daily Hour breakdown (32:00)
- Mass Update (35:10)
- Create Billing Transactions (38:09)
- Verify Batch (40:05)
- Batch Report (41:57)
- Close Batch (42:22)
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Helpful articles
Avionté Back Office 3: Payroll & Weekly Process (1 hour)
Topics: Payroll process, error resolution, ACH for direct deposit, weekly accounting closure
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- Payroll Overview (4:51)
- Create new Batch (5:43)
- Select Transactions (11:54)
- Process Transactions (15:11)
- Checks Sub-Menu review (19:13)
- Print Checks (22:54)
- Post Checks (25:50)
- Payroll Reports & AQs (27:57)
- Check Corrections (30:12)
- Weekly Process (33:52)
- Generate ACH (34:52)
- Close Accounting Period (37:39)
- Generate GL Feed (38:25)
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Helpful articles
Avionté Back Office 4: Billing (1 hour)
Topics: Invoice process, managing accounts receivable
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- Invoicing (5:23)
- 5 Step Overview (7:01)
- Create New Batch (7:22)
- Select Transactions (10:17)
- Process Transactions (13:44)
- Transactions (15:28)
- Invoice to Department option (16:49)
- Attach Timesheets (17:35)
- Print Invoices (21:29)
- Post Invoices (22:40)
- View Invoices (23:30)
- Billing Reports (25:21)
- Client Billing Report (25:38)
- Other User Batches (27:43)
- Support Center articles (28:26)
- Accounts Receivable (30:05)
- Aging Report (31:02)
- Post Payment Wizard (32:00)
- Create Payment Batch (38:03)
- Invoice Counters (43:14)
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Helpful articles
Avionté Back Office 5: Worker's Compensation, Unemployment, & Reports (1 hour)
Topics: Worker's Compensation, Unemployment Insurance, essential Back Office reports
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- Administration (5:18)
- Worker Comp Claim (6:30)
- New Worker Comp Claim (9:05)
- Edit Worker Comp Claim (15:17)
- WC Claim Report (27:47)
- Unemployment Search (29:07)
- New Unemployment Claim (30:14)
- Unemployment Counters (33:09)
- Back Office Reports (34:37)
- Back Office AQs (37:57)
- Accrued Hours Report (38:50)
- Accrued Hours AQ (41:05)
- Comprehensive AQs (44:05)
- Standard Reports & AQs articles (45:45)
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Helpful articles
Additional Resources
- Avionté University: Self-paced training with narrated walkthroughs, interactive testing, and personalized feedback. Avionté University: Setting Up and Managing Access
- Microlearning Courses: Quick 10-minute lessons on specific topics.
- AviontéCLASSIC: If you are an AviontéCLASSIC client who is interested in reviewing new user training, or looking for training options for a new employee, view the AviontéCLASSIC New User Training Webinar Recordings.
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