Matthew Erxleben

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Activity overview

Latest activity by Matthew Erxleben
  • Matthew Erxleben commented,
    1. Community
    2. BOLD
    3. Tracking Salesperson Commissions

    Hi!   We use the Commission Allocation on the Custom Job Order Templates.  Only a select team is able to work in the Requirements tab on a company profile.  They set the sales person on that and a ...

  • Matthew Erxleben commented,
    1. Community
    2. BOLD
    3. Spanish W4 2023

    We've always had to upload our own forms.  Avionte has them linked on their support page, but we download, confirm field name mapping (they have been incorrect before), then upload and publish to B...

  • Matthew Erxleben commented,
    1. Community
    2. BOLD
    3. Certifications Document Security

    The only thing we've been able to do is add them to the candidate's profile under Documents. There you can mark it as Private, which limits who can see it internally.  You can also toggle a switch ...

  • Matthew Erxleben commented,
    1. Community
    2. BOLD
    3. Talent Status - Can they be automatically changed

    Not here.  Placement status is the only one we see automatically changing around a candidate's placement.  Love to hear if anyone has had success on this one.  

  • Matthew Erxleben commented,
    1. Community
    2. BOLD
    3. Spanish W4 2023

    Hi!   Here's the link with the forms.  https://avionteclassicsupport.zendesk.com/hc/en-us/articles/360045859713  You have to log in to see them, but this should have everything you need.  :-) 

  • Matthew Erxleben commented,
    1. Community
    2. ACA & Year-End
    3. When do you start prepping for year-end?

    We do consent during onboarding.  I enter the benefit plans & packages in Companion as soon as I get the new year details.  HR runs the sync error reports weekly so the number of errors isn't so la...