Overview
Updated 05/18/2022
Enroll in Live New User Training Webinars
Use these Resources to Maximize Your Learning
BOLD 1: Introduction
Helpful articles
Practice handouts
BOLD 2: Companies & Contacts
Helpful articles
Practice handouts
BOLD 3: Jobs & Job Postings
Helpful articles
Practice handouts
BOLD 4: Talent Management
Helpful articles
Practice handouts
BOLD 5: Candidate Management
Helpful articles
Practice handouts
Back Office 1: Foundation & Setup
Helpful articles
Practice handouts
Back Office 2: Time Entry
Helpful articles
Practice handouts
Back Office 3: Payroll & Weekly Process
Helpful articles
Practice handouts
Back Office 4: Billing & Accounts Receivables video
Helpful articles
Workers Compensation, Unemployment, and Back Office Reports
Helpful articles
Practice handouts
Hands-On Practice Handouts
Enroll in Live New User Training Webinars
If you prefer to attend live webinars, we also offer these open enrollment new user training sessions on a monthly basis. These sessions are free to clients during implementation.
Use these Resources to Maximize Your Learning
In order to learn the Avionté platform, view each of these webinars in the order listed. After viewing a given webinar, complete the hands-on activities for that session. This will help you solidify your learning. Documents outlining each session’s activities can be found at the end of this knowledge base article.
BOLD 1: Introduction to the Solution
Click here for the BOLD 1: Introduction video
- 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)
Helpful articles
Practice handouts
To practice these skills, complete the hands-on practice activities associated with this course. You can find a document for this course at the end of this page.
BOLD 2: Companies & Contacts
Click here for the BOLD 2: Companies & Contacts video
- Company Search (6:45)
- Add a New Company (13:58)
- Navigating the Company Record (24:55)
- Add a New Office/Department (41:43)
- Add a New Contact (45:44)
- Echo Plugin for Contacts (48:50)
- Navigating the Contact Record (53:02)
Helpful articles
Practice handouts
To practice these skills, complete the hands-on practice activities associated with this course. You can find a document for this course at the end of this page.
BOLD 3: Jobs & Job Postings
Click here for BOLD 3: Jobs & Job Postings video
- Custom Job Order Templates (5:19)
- Custom Filled Job Requirements (26:10)
- Create a New Job (36:35)
- Job Details Section (41:15)
- Position Title and Skills (51:53)
- Job Description & Notes (52:27)
- Notifications (53:49)
- Job Details Screen (57:53)
- Post a Job (1:06:51)
- View Job Page (1:13:39)
Helpful articles
Practice handouts
To practice these skills, complete the hands-on practice activities associated with this course. You can find a document for this course at the end of this page.
BOLD 4: Talent Management
Click here for BOLD 4: Talent Management video
- 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)
Helpful articles
Practice handouts
To practice these skills, complete the hands-on practice activities associated with this course. You can find a document for this course at the end of this page.
BOLD 5: Candidate Management
Click here for the BOLD 5: Candidate Management video
- 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)
Helpful articles
Practice handouts
To practice these skills, complete the hands-on practice activities associated with this course. You can find a document for this course at the end of this page.
Back Office 1: Foundation & Setup
Click here for the Back Office 1: Foundation & Setup video
- 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)
Helpful articles
Practice handouts
To practice these skills, complete the hands-on practice activities associated with this course. You can find a document for this course at the end of this page.
Back Office 2: Time Entry
Click here for the Back Office 2: Time Entry video
- 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)
Helpful articles
Practice handouts
To practice these skills, complete the hands-on practice activities associated with this course. You can find a document for this course at the end of this page.
Back Office 3: Payroll & Weekly Process
Click here for the Back Office 3: Payroll & Weekly Process video
- 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)
Helpful articles
Practice handouts
To practice these skills, complete the hands-on practice activities associated with this course. You can find a document for this course at the end of this page.
Back Office 4: Billing & Accounts Receivable
Click here for the Back Office 4: Billing & Accounts Receivable video
- 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)
Helpful articles
Workers Compensation, Unemployment, and Back Office Reports
Click here for the Worker’s Compensation, Unemployment and Back Office Reports video
- 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)
Helpful articles
Practice handouts
To practice these skills, complete the hands-on practice activities associated with this course. You can find a document for this course at the end of this page.
Hands-On Practice Handouts
Here at Avionté, we know the best way to learn is through hands-on practice. Below you will find a handout to guide your practice within your own platform. We encourage you to complete these activities to solidify your learning.
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