Update Highlights
Live
Live 6/18 BOLD | Worksite Management: Sales Tax Selection Now Available in BOLD
Overview
A new Sales Tax multiselect dropdown is now available directly within AviontéBOLD when creating or editing a worksite address. Users can view, select, and update the applicable sales tax for a worksite without leaving BOLD, keeping address data and sales tax settings in sync across both BOLD and Back Office automatically. The Sales Tax field appears in three locations:
Sales tax options in the dropdown are pulled directly from your Back Office configuration, so only the rates your administrator has set up will appear.
System Setting / Permission Update
No new permissions are required. Access to the Sales Tax field follows the same requirements as the existing worksite address creation and editing workflows. Users who currently have access to create or edit company addresses in BOLD will see the Sales Tax field automatically once the feature is enabled for their organization.
Configuration of sales tax rates remains in Classic Back Office Admin Tools and requires the appropriate Back Office administrative access.
Why We Built It
Managing sales tax for worksite addresses previously required navigating between BOLD and Back Office, even for users who complete most of their work in BOLD. When creating or updating a worksite, users had to switch to Classic Back Office to select or modify the sales tax, adding friction to a straightforward task and increasing the risk of addresses being saved without the correct tax applied. This update brings sales tax management into the same workflow where worksites are created and maintained, reducing system-switching and giving BOLD users full visibility into tax settings without relying on Back Office access.
What to Expect
When creating or editing a worksite address in BOLD, a Sales Tax field will appear in the address aside panel. Select the applicable sales tax from the dropdown — options reflect what your administrator has configured in Back Office for each state. When you save the address, BOLD automatically syncs the selected sales tax value back to Back Office, so both systems stay aligned without any additional steps.
Any changes to the Sales Tax field are recorded in the BOLD Company Audit, giving administrators a complete record of updates.
Live 6/18 Talent Questionnaire Report — Talent Status Column and Filter
Overview
The Talent Questionnaires Report now includes a Talent Status column and filter, making it easier to see where each talent stands in the hiring process without opening individual records. Three updates ship together:
System Setting / Permission Update
None.
Why We Built It
When reviewing questionnaire results, users had no way to see where a talent stood in the hiring process without navigating to their individual profile. Adding talent status directly to the report eliminates that extra step and lets coordinators prioritize follow-up based on pipeline stage without leaving the report view.
What to Expect
No action is required. The Talent Status column appears automatically in the Talent Questionnaires Report. Use the new Talent Status filter to narrow results by one or more statuses, and note that the existing Status filter has been renamed to Questionnaire Status to distinguish it from the new filter.
Live 6/18 Table Editor Report — Archived Items
Overview
The Table Editor Report now excludes archived items across all configuration categories. Previously, archived records appeared alongside active ones, making it harder to identify which values are in use. Active items continue to display as before.
System Setting / Permission Update
None. This update applies automatically for all users with access to the Table Editor Report.
Why We Built It
The Table Editor Report is used to review system configuration values. Archived items have no operational role in that view — their presence alongside active records creates confusion about which values are current and can lead to incorrect configuration decisions.
What to Expect
No action is required. When you navigate to Analyze Table Editor Report, only active (non-archived) records appear across all categories, including Talent Document Types, Company Document Types, Job Document Types, Job Types, Certifications, Certification Tracking, and Job End Reasons.
Live 6/18 Enhanced Reports — Seven New Reports Available
Overview
Seven new Enhanced Reports are now available. Along with all Enhanced Reports, these deliver a 90% performance improvement over standard AvionteBOLD reports, completing in seconds instead of minutes. You'll also gain access to 5+ years of historical data in a single report (up from the previous 1-year limit), approximately 5-minute data refresh for near real-time insights, and enhanced stability that eliminates timeout errors.
For a full list of available Enhanced Reports, see the Enhanced Reports Section.
System Setting / Permission Update
No system setting or permission changes are required. Enhanced Standard Reporting is available as an optional feature — to opt in, submit a support ticket or contact your CSM to enable faster processing, extended historical data, and improved reliability.
Why We Built It
Legacy reporting infrastructure created workflow bottlenecks — slow processing times, limited historical data access, and reliability issues. Enhanced Reporting leverages Avionte's modern Snowflake/Sisense data architecture to provide the speed and data depth needed for better workforce analysis and faster decision-making.
What to Expect
Enhanced Reporting launched February 12th with a modernized interface that makes reporting easier. Reports now auto-load with default date parameters, feature streamlined filters, and offer improved export access. If you frequently analyze multi-year workforce trends or experience slow report processing, this update will significantly improve your workflow.
INSIGHTS customers gain additional sharing, scheduling, and customization capabilities for effortless report distribution across teams.
Live 6/4 Tax Statement — SSN/SIN Masking on Tax Forms
Overview
Social Security Numbers (SSN) and Social Insurance Numbers (SIN) are now automatically masked when recruiters view or download tax statements from the Talent profile. Masking applies to both the inline document viewer and downloaded PDF files.
System Setting / Permission Update
Required Permission: Back Office | History View | Tax Statements
Environment: Integrated Front Office-Back Office (FO-BO) environments only
Why We Built It
Tax documents are frequently saved, printed, or shared outside secure systems. Full SSN and SIN values on those files create unnecessary exposure of sensitive personal information. Masking limits that risk while still letting recruiters confirm document accuracy using the last few visible digits.
What to Expect
No action is required to enable this change. When you view tax statements in the inline viewer or download them as PDFs, SSN and SIN values will appear masked. Masking is universal and applies to all user roles without exception.
Live 6/4 BOLD | Parent Company
Overview
AviontéBOLD now supports parent company relationships, allowing you to designate companies as parent companies and associate other companies with them. This creates a clear organizational hierarchy for national accounts, franchises, property management groups, and other multi-location clients, with automatic sync to Classic Back Office and parent company data included in transaction records.
System Setting / Permission Update
To enable parent company functionality, contact your Account Manager or Avionté Support. There is no additional cost.
Users must have the Company Types permission enabled in Admin settings to designate or associate parent companies. Without this permission, the Company Type field is greyed out and companies can only be created as Standard type.
Why We Built It
Many staffing agencies work with national accounts and franchises where multiple locations operate under a single parent organization. Without a way to capture these relationships in BOLD, agencies couldn't track data across related locations, manage permissions based on organizational structure, or aggregate data at the parent company level, making national account workflows difficult to manage effectively.
What to Expect
Designate a company as a parent company at the time of company creation. Associate individual locations or subsidiaries with their parent using the Parent Company association field on the company profile. Use enhanced company search filters to find all companies under a specific parent organization.
Important: Parent company designation can only be set during company creation in this initial release. Existing companies created as Standard type cannot be converted to parent companies. However, you can update the associated parent company for any existing standard company at any time if you have the Company Types permission. All existing company records created before this release are automatically designated as Standard type.
For Back Office-integrated clients, parent company associations set in BOLD automatically sync to Classic Back Office customer records. Transactions will additionally track any associated parent company for historical reporting across both systems.
Live 6/4 Quick Chat
Overview
Recruiters can now reply to a talent's chat message directly from the talent profile without opening the full Chat UI. When the Chat button is clicked in the Quick Actions panel on a talent profile, a Quick Chat panel opens anchored to the bottom-right of the screen. Recruiters can read the conversation, send a reply, review all previous messages, switch which identity they're sending as, and expand into the full Chat UI when the conversation warrants it.
System Setting / Permission Update
Quick Chat requires the Chat system setting to be enabled by Avionté. Contact your Avionté representative to enable Chat for your organization.
Why We Built It
Opening the full Chat UI in a new tab for every quick exchange interrupts the recruiter's workflow and requires unnecessary context-switching. Quick Chat lets recruiters resolve brief conversations without leaving the talent profile, keeping focus on the task at hand and reducing the overhead of routine check-ins.
What to Expect
Clicking the Chat button in the Quick Actions panel on a talent profile opens the Quick Chat panel instead of navigating to a new tab. The panel displays your conversation with that talent, shows which identity you're sending as, and includes a button to expand into the full Chat UI at any time. If you have more than one identity available, a Change link lets you switch before replying.
The chat icon in the top navigation bar is not affected — it continues to open the full Chat UI in a new tab. For details on using Avionté Chat, see Avionté Chat.
Live 6/4 Talent Profile | Placement Start Date Columns
Overview
The Placements sub-tab on the Talent Profile now displays two distinct date columns: Original Start and Extension Start. Original Start shows the earliest start date across all placement extensions, while Extension Start shows the most recent. The same update applies to the Placements section in the talent preview aside. Previously, a single "Start" column displayed only the extension start date, making it difficult to determine when a talent's placement originally began.
System Setting / Permission Update
None.
Why We Built It
When a placement has been extended, the original start date and the extension start date tell different parts of the story. Without both visible at a glance, coordinators had to dig into placement details to piece together a talent's full tenure on a job. Both dates are now in context, side by side, so placement history is clear without extra clicks.
What to Expect
No action is required. The updated columns appear automatically on the Talent Profile Placements sub-tab and in the talent preview aside for any placement with at least one extension. The column order is now: Job ID, Job, Company, Company Office, Manager, Type, Original Start, Extension Start, End, Pay/Salary, Bill, End Reason.
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