November 2025

Release Date: 11/20/2025

What is the improvement?

Avionté clients can now configure their 24/7 WORK settings directly through the BOLD interface, eliminating the need to submit support tickets for configuration changes. This self-service capability puts 24/7 control directly in your hands, allowing immediate adjustments to your mobile app settings without waiting for internal team assistance.

The new front-end configuration interface provides secure, user-friendly access to 24/7 settings that were previously only accessible through backend systems, empowering clients with greater autonomy over their 24/7 WORK platform experience.

Why?

Previously, any changes to 24/7 WORK settings required submitting a support ticket and waiting for an internal team member to make backend adjustments. This process created delays for urgent configuration needs and limited your ability to make real-time adjustments to your 24/7 operations.

By providing direct access to these settings, Avionté enables faster decision-making and immediate implementation of 24/7 changes, improving your operational efficiency and reducing dependency on support requests.

How does this impact you?

For All 24/7 WORK Users:
Access 24/7 configuration settings directly through BOLD to make immediate adjustments without submitting support tickets. Changes take effect in real-time, giving you complete control over your 24/7 experience.

Key Benefits:

• Immediate Control: Make 24/7 configuration changes instantly through the BOLD interface
• Reduced Wait Times: No more support tickets or waiting for backend adjustments
• Enhanced Autonomy: Full control over your 24/7 WORK settings
• Real-Time Updates: Configuration changes take effect immediately
• Streamlined Operations: Faster response to 24/7 needs and opportunities

Getting Started:
Look for the new 24/7 settings options in your BOLD interface. The intuitive configuration panels provide secure access to all previously backend-only settings with clear descriptions and immediate effect confirmation.

System Setting/User Permission Update: None

What is the improvement?

BOLD's Talent Profile now includes a centralized Tax Setup feature that consolidates all tax-related information in one location. This enhancement provides real-time visibility into tax configurations directly within the Front Office interface.

Key features include:

• Tax Details tab: Configure and manage US Federal, State, CA Federal, and Provincial tax information without switching to Back Office
• Tax History tab: View comprehensive historical tax deductions organized by year, showing both talent (employee) and employer portions
• Granular user permissions: Four distinct permission levels control access to tax editing, tax exempt status, active status, and IRS Lock-In fields
• Add Default Taxes button: Automatically generate tax information based on the talent's geocode
• Check Delivery Options: Select how paychecks are distributed to employees
• Talent Tax Setup Audit: Track all tax configuration changes with detailed audit history
• Two-way synchronization: Changes sync between BOLD Front Office (Talent > Tax) and Back Office (Employee > Payroll > Tax)

Why?

Previously, recruiters and HR administrators had to switch between BOLD and Back Office systems to view or update tax information, creating inefficiencies and increasing the risk of data entry errors. Tax configurations were fragmented across systems, making it difficult to get a complete picture of a talent's tax setup.

This improvement eliminates system-switching by bringing all tax functionality into the Front Office, where recruiters and HR teams spend most of their time. The centralized approach improves efficiency, reduces errors, and provides real-time visibility into tax configurations. Granular permissions ensure that sensitive tax settings (like tax exempt status and IRS Lock-In) remain secure while still allowing appropriate users to manage routine tax updates.

How does this impact you?

For Back Office Integrated Customers: This feature provides a streamlined tax management experience. To get started:

1. Ensure proper permissions are configured: Review the four tax-related permissions (Edit Talent Tax, Edit for Tax Exempt, Edit for Active, Edit for IRS Lock-In Letter) and assign them based on user roles and responsibilities
2. Access Tax Setup: Navigate to Talent Profile > Tax tab to view the Details and History tabs.
   Note: The Tax tab now holds Tax Setup and History information. The information that was previously held within the Tax tab has been moved to a new Profile tab.
3. Configure tax information: Use the Details tab to add or edit Federal, State, CA Federal, or Provincial taxes as needed
4. Review tax history: Use the History tab to view historical tax deductions and filter by division as needed
5. Track changes: Click the info icon (i) on the Talent Profile to view the audit log of all tax configuration changes

System Setting/User Permission Changes:

• Edit Talent Tax: Grants access to edit most tax fields (excludes Tax Exempt, Active, and IRS Lock-In)
• Edit for Tax Exempt: Required to modify the Tax Exempt checkbox
• Edit for Active: Required to modify the Active checkbox
• Edit for IRS Lock-In Letter: Required to modify the IRS Lock-In checkbox or edit any Federal Income Tax fields when IRS Lock-In is enabled

Important Notes:

• Users can only view and edit tax information for offices they have access to
• All changes made in BOLD Tax Setup sync bidirectionally with Back Office
• Tax Exempt status prevents both tax calculation AND taxable wage reporting (use special exemption values like Deductions = 999999 or Exemptions = 999 if you only want to exempt from withholding while still reporting wages)
• When IRS Lock-In is checked, the entire Federal Income Tax configuration becomes locked and only users with "Edit for IRS Lock-In Letter" permission can make changes

For customers without Back Office integration: This feature is not available. Tax management continues through your existing processes.

KB Article: COMING SOON - Tax Setup in Talent Profile

What is the improvement?

A new Gross Profit Calculator is now available directly in the BOLD Front Office Account & Settings menu. This standalone tool allows you to quickly calculate pay rates, bill rates, and profit margins in real-time without affecting live job data.

The calculator offers two flexible modes:

• Calculate Pay Mode - Enter bill rate and markup/GP%/GP$ to determine pay rate
• Calculate Bill Mode - Enter pay rate and markup/GP%/GP$ to determine bill rate

The tool automatically pulls your configured Federal Employer Taxes, Other Employer Taxes, SUTA rates (by state), Workers' Compensation codes, General Liability, and Extra Burden costs from Admin Tools to provide accurate total cost and profitability calculations.

Why?

Rate negotiations require quick, accurate calculations that account for all tax obligations and burden costs. Previously, calculating competitive rates while maintaining target profit margins required manual calculations or switching between multiple systems, slowing down client conversations and increasing the risk of pricing errors.

This calculator eliminates the guesswork by instantly showing you how different rate scenarios impact your bottom line, enabling faster decision-making during negotiations while ensuring profitability targets are met.

How does this impact you?

• For Sales and Recruiters:
  • Respond to client rate proposals immediately with accurate counteroffers
  • Quote competitive bill rates during calls without breaking conversation flow
  • Test multiple pricing scenarios to find optimal positioning
  • Ensure every placement meets your profit margin requirements

System Setting/User Permission Update: None

KB Article: Gross Profit Calculator

Spanish State W4 Forms

What is the improvement?

Following the release of Spanish Federal W4 forms, Symmetry Tasks now extends Spanish-language support to state W4 forms for seven states: Alabama, California, Illinois, Iowa, Minnesota, Oregon, and Wisconsin. Talent in these states can now complete their state tax withholding forms in Spanish. This enhancement is available in both Manual and Guided modes.

Why?

When onboarding Spanish-speaking talent in these seven states, language barriers can slow down the process and create confusion around important tax documents. Spanish state W4 forms remove this friction, helping your talent complete onboarding more confidently and accurately. This means faster placements, reduced back-and-forth clarifications, and a better experience for talent who prefer to work in their native language—particularly valuable during high-volume hiring periods when speed and accuracy matter most.

How does this impact you?

For talent in Alabama, California, Illinois, Iowa, Minnesota, Oregon, and Wisconsin, you can now enable Spanish state W4 forms directly in Symmetry Tasks configuration. In Manual Mode, add the Spanish state W4 form to your onboarding tasks just like any other document. In Guided Mode the talent simply selects Spanish as the option. All form data maps correctly to your back office systems regardless of which language is used. For complete setup instructions, see our Talent Onboarding Tasks Automation KB article.

North Carolina Short Form W4

What is the improvement?

Symmetry Tasks now includes the North Carolina Short Form W4 (NC-4 EZ) as an option alongside the existing NC Long Form. This simplified version offers a more streamlined tax withholding form for North Carolina talent who qualify to use it.

Why?

The NC Long Form can be complex and time-consuming for talent to complete, which can slow down your onboarding process. Many talent qualify to use the simpler Short Form, which reduces confusion and helps them complete onboarding faster. By offering both versions, you can choose the most appropriate form for each talent's situation, making the onboarding experience as smooth and user-friendly as possible.

How does this impact you?

You now have access to both the NC Long Form and NC Short Form in Symmetry Tasks configuration. Select the appropriate form based on your talent's withholding situation when setting up onboarding tasks. The Short Form is ideal for talent with straightforward tax situations, while the Long Form remains available for those with more complex withholding needs. Both forms integrate seamlessly with your back office systems.

System Setting/User Permission Update: None

What is the improvement?

Custom Job Details will now be added to Datalink.

Why?

Previously, custom job details would not be visible within Datalink. We have updated it so all custom job details will now sync and be visible in a newly added view.

How does this impact you?

This data would not previously be included in Datalink when used. This will now include that data, giving you a more complete and correct overview of all job details in your system, custom or default.

System Setting/User Permission Update: None

What is the improvement?

Updated the INSIGHTS Data Dictionary available in the Knowledge Base to add 29 new tables and over 320 new columns.

Why?

Previous version of the Data Dictionary was out of date. It is now updated to accurately reflect INSIGHTS as it currently exists.

How does this impact you?

If you need to reference the Data Dictionary it will now have complete and correct information.