Avionte FAQs

Background check plugins are used in three components of the Aviont Suite:

Aviont Agent

Aviont Core Application

Aviont Web API

Given thatthey'rereferenced by three distinct components of the Suite, which are deployed to three distinct types of servers, the best strategy for installing these plugins is in a shared location. This location should contain all the plugins you wish to use. The plugins themselves require Aviont Suite 14.2.1 or higher.

Once the files are deployed, they must be installed within the Core Application. For instructions on how to do that, please refer here.

Deployment

To deploy a plugin, unzip the contents of the provided zip file to the location of your choice. If you have other plugins installed, unzip the contents to that directory.

These plugins can be acquired from your FTP site and must be requested from Aviont directly.

Configuration

If this is the first time a plugin has been deployed for the environment, three configuration files will need to be updated. This configuration value should be an absolute path to the shared deployment directory. This value will be referred to as {Plugin-Location} and would generally look something like this:

\\FileShare\Path\To\Plugins\BackgroundCheck

Core Application

For each instance of the deployed core application, the file Avionte.Suite.Win.Application.exe.config will need to have the following line updated:

<add key="BackgroundCheckPluginPath" value="" />

With:

<add key="BackgroundCheckPluginPath" value="{Plugin-Location}" />

Aviont Agent

On the server hosting the Agent (oftentimes the database server), the file %ProgramData%\Avionte\Agent\{Version}\Agent.config will need to have the following line(s) updated:

<backgroundCheckPlugin path="" />

With

<backgroundCheckPlugin path="{Plugin-Location}" />

Web API

For each instance of the deployed web API, the file web.config will need to have the following line updated:

<add key="BackgroundCheckPluginPath" value="" />

With:

<add key="BackgroundCheckPluginPath" value="{Plugin-Location}" />

Application Support Series: Completing a Job Application This documentation is for applicants who are applying for a job. Welcomeisone of the screens that is included in a job application.To see additional job application related help articles, follow the links below:

Welcome (General Information)

Welcome: Prescreen

Welcome: Account create

Personal info

Education

Professional experience

Questionnaire

Competencies

WOTC

EEO

Submit

The Competencies section is where you add skills and competencies to your application.

If you uploaded a resume as part of your application, this section also allows you to review the skills that were detected when your resume was scanned

Questionnaire

Review Skills and Competencies Added from Resume Scan

The skills added to your application by scanning your resume may not be accurate. Review these skills to be sure they represent your actual experience and abilities.

Use Caution When Removing Skills and CompetenciesAdded from Resume Scan

If a skill or competencyadded by the resume scan does not apply, remove it from your application. See the Remove Skills and Competencies section below for more information.

However, use caution when removing skills. If you mistakenly remove a skill that DOES apply, you may not be able to add the deleted skills back to your application.

The recruiter has made a list of skills associated with the job that is being applied for. Scanning a resume creates another list of skills associated with the your resume. Some skills in the your list may not appear in the recruiter's list. If you delete a skill from your application that doesn't appear in the recruiter's list, youwon'tbe able to add the skill back to your application.

Minimum number of Skills and Competencies

A recruiter may set a minimum required number of competencies for this application. This number appears as a counter on the screen. As competencies are added or removed, this counter will update to reflect the current number of competencies needed to meet the requirement.

Add Skills

Select the Add competency field to place the cursor.

Begin entering a competency. As text is entered, the system will attempt to auto-complete with a competency recognized by the system.

Either continue entering the competencyname or select the desired competency from the list.

The competency will now appear in the collection of competencies to be submitted.

Click Next to move to the next screen of the application or Back to return to the previous screen.

Remove Skills and Competencies

Click the on a competency in the current list to remove it.

Next article >

WOTC

< Previous article

Application Support Series: Completing a Job Application This documentation is for applicants who are applying for a job. Welcomeisone of the screens that is included in a job application.To see additional job application related help articles, follow the links below:

Welcome (General Information)

Welcome: Prescreen

Welcome: Account create

Personal info

Education

Professional experience

Questionnaire

Competencies

WOTC

EEO

Submit

The Work Opportunity Tax Credit (WOTC) section contains a survey that asks for tax-related information.

Completing the WOTC Survey

View the Survey Welcome Screen

On the WOTC Survey Welcome page, select a language from the Language drop-down menu in the upper right. Competencies

After reading through the information on Welcome screen, select Continue to begin the survey.

Fill Out the Survey

For each page of the survey, enter the requested information. Required fields are marked with a red asterisk (*).

Select Continue to move on to the next page of the survey.

Repeat this process until you reach the end of the survey.

Complete the Survey

Select Done to complete the survey.

Select Next to move on to the next section of the application.

Next article >

EEO

< Previous article

Application Support Series: Completing a Job Application This documentation is for applicants who are applying for a job. Welcomeisone of the screens that is included in a job application.To see additional job application related help articles, follow the links below:

Welcome (General Information)

Welcome: Prescreen

Welcome: Account create

Personal info

Education

Professional experience

Questionnaire

Competencies

WOTC

EEO

Submit

The EEO section gives you the opportunity to enter information related to Equal Employment Opportunity (EEO). Providing this information is optional.

WOTC

When you have completed the EEO form, select Next to move on to the next section of the application.

View Definitions of EEO Terms

Brief definitions of key terms associated with EEO are available to help you understand more about what information is being asked for in this section.

Select the "View definition of terms" link.The Equal Employment Opportunity definition of terms window will be displayed.

Select Close to close the window.

Decline to Provide EEO-related Information

You can decline to enter any personal information in this section. There are three ways to decline to answer:

Check the "I choose not to answer for the following items" checkbox.IMG - checkbox highlightedWhen this box is checked, all options in the form are set to I do not wish to answer.

Select "I do not wish to answer" as answers for the fields you choose not to answer.

Leave an answer blank. All blank fields in this form will be recorded as an answer of "Not disclosed".

Enter EEO-related Information

Drop-down Menu Answers

Select the drop-down menu.

Select the appropriate answer from the list.

Repeat steps 1 and 2 until all desired fields have been answered.

Date of Birth

The recruiter may have requested your date of birth. There are two ways to enter this information into the EEO section of the application.

Manually Enter Date

Select the Date of birth field to place the cursor there.

Enter your date of birth in MM/DD/YYYY format.

Enter Date with Date Picker

Select the date picker icon.

This opens the date picker.

Navigate to the desired date and select it.

The year can be clicked to quickly navigate to a year.

Subsequently, the month can be clicked to quickly navigate to a month.

Select Close to save the date.

Next article >

Submit

< Previous article

The IsPrenoteRequired property determines if the supplier uses prenotes while doing their ACH.IsPrenoteRequired properties

Property location:

Config Option > Supplier > EmployerSettings

Default:

False

Valid values:

True: The system will not prepopulate the Prenote Sent Date and Prenote Approved Date fields while setting up a new Employee Bank.

False: The system will prepopulate today's date in the Prenote Sent Date and Prenote Approved Date fields while setting up a new Employee Bank.

Where the setting is reflected...

Direct Deposit Setup

If you're an integration partner, you have access to the Aviont Support Center and can create tickets on behalf of your customers.For instance, if a customer would like to use your Aviont integration, you can create a ticket that designates who, what, where, etc. in an efficient, trackable format that will be immediately assigned to the proper Aviont personnel.

If you're a partner and need AviontSupport Center credentials, email [email protected].

Support Center Glossary

Agents- Aviont staff members who completeticket requests.

Organizations- Companies using Aviont software.

Requesters- PeopleG2employees. The individuals who are using the Support Center to set up new integration requests and incidents requiring support.

Create Credentials

The designated Requesters in your organization will receive an email from Aviont Support asking them to follow a link to create their Support Center usernameand password. These Requesters must click this link to set their display name and Support Center password. Only the designated Requesters will be able to create credentials and signin.

Sign In

Requesters have the ability to log in to the Support Center, submit tickets, and track tickets. To access Avionts Support Center, navigate to support.avionte.com. This address will bring you to the Support Center homepage.

ClickSign Inon the top right side of the Support Center home screen. You will then be prompted to sign in with your credentials. Your sign in credentials are your email (the one to which you received your initial welcome email) and the password you set via the email link. You can change these credentials at any time by signingin and editing your user settings.

support.avionte.com

Edit User Settings/Password

You can make adjustments to your user profile such as changing your display name, email, and/or phone number if necessary. To do this:

Navigate to the Support Center homepage at

Log in with your Requester credentials via the Sign inbutton on the top-right corner of the home screen.

Click on your name.

Select Edit my profile.

From the drop-down menu, type in your changes and click off to save.

You may also change your password via this drop-down menu by clickingChange password. Click this and the system will prompt for your current password and a new password.

Ticket Submission

When Should I Use the Online Ticket System?

The Support Center should be utilized to submit new client integration set up requests or incidents related to integrations requiring additional support.

Who Can Submit Tickets through the Support Center?

Only Requesters can submit tickets through the Support Center. These Requesters will be contacted by Aviont to set up a Support Center username and password. These users will be required to sign in before they are allowed to submit a ticket request.

Submit a Ticket

Sign in to the Support Center on the home screen by clickingSign inon the top-right side of the screen. Remember: Only Requesters are allowed to sign in and submit ticket requests.

ClickSubmit a Ticket. The Ticket Submission page opens.

A drop-down menu will prompt for the nature of the request.Though there are three options, select one of these two options:

I would like support with an issue I have encountered Choose this if you need to report an incident requiring additional support from the Aviont Technical team

I would like help understanding how to use a specific functionality This is used by staffing companies only. Please disregard.Your choice from the drop-down menu will prompt you to answer further questions below. These fields populate automatically based on your answers to sub-questions to give Aviont all the information we need to assist you.Required fields are marked with an asterisk (*). You are also encouraged to attach screenshots to your submission to help our team better understand your needs. To attach a file, clickAdd fileunder the Attachments section at the bottom of the screen. Locate your file and click Open.

The third option, "I would like an update specific to my Aviont application." is for new setups that will always be initiated by Aviont. PeopleG2should never need to use this option.

Once you have completed the questions and attached any relevant documents, clickSubmitto submit your ticket. If you are missing any required fields, an error bar will appear at the very top of the screen telling you what fields you are missing.

Incident Ticket Request

Select I would like support with an issue I have encountered from the drop-down menu.

In the Subjecttext box, type PeopleG2- [client name] and a subject regarding the issue

In the Ticket Type drop-down menu, first select Integrations and then Background Check

Under the Did you attach a screenshot?drop-down menu, select Yes or No

In the Please provide a specific example of the issue box, indicate any integration specific unique identifiers or affected records. If not applicable, type N/A

In the Description field, provide a detailed description of the incident and any relevant details.

In the Priority drop-down menu, please select a severity level for the incident.

In the Ticket Requester Preferred Phone Number text box, provide a phone number to best reach the appropriate resource.

Attach any relevant documents, screenshots, etc. in the Attachments section.

Click Submit.

You will not be able to submit until all required fields are filled.

Request a New Setup

Select "I would like an update specific to my Aviont application" from the drop-down menu.

In the Subject text box, type PeopleG2 [client name]: New Set-Up

In the Ticket Type drop-down menu, first select Set Ups and then Integration and then Background Check

Under the Please provide your integration credentials text box, indicate any specific credentials.

In the Did you receive documentation from an integration partner? drop-down menu, indicate Yes or No.

In the Description field, provide detailed information that will be required for proper set up.

Attach any relevant documents in the Attachments section.

Click Submit.

You will not be able to submit the ticket without all required fields filled out.

PeopleG2-Specific Required Elements:

Attach setup document to the ticket. The document should include all packages and associated credentials.

Activities Page

The Activities page allows Requesters to view all of tickets that they are copied on in order to follow progress and follow up as needed. This page will load after you have submitted a new request or when you clickMy ticketsfrom the home screen.

Tracking Tickets

As a Requester, you can track your organizations tickets in the Support Center on the Activities page under Requests I'm CC'd On.

Use the Search Requests bar to search tickets by Ticket ID, Subject, and many other descriptors.

Use the drop-down to the right of the Search bar to filter tickets by Status. The three statuses you can view are Open, Solved, and Awaiting Your Reply. Tickets marked Awaiting Your Reply require a response from a Requester. Please make sure to check these as they may require the response of ADP resource or the staffing company resource. To respond or make comments on a submitted ticket, you first need to view it.

View a ticket by clicking on the tickets Subject.

From here, you can view all comments on the ticket, reply or add comments, and see all of the ticket information submitted.

To comment or reply on a ticket, simply type your response in the Add Your Reply field, then click Add Reply.

You may submit a new request from this screen by scrolling to the bottom and clickingSubmit a request.

Associate a candidate with an order by selecting Add as candidate to order from the Actions menu on a Candidate or TalentCard.

The Add as candidate(s) to order pop-up will display. If recent orders are available, a list will be displayed. If not, select either the Order search or the My open orders tab.

Enter search text in the search field and click the magnifying glass. A list of orders containing the search terms will populate.

The list can be rearranged by selecting the icon in the Sort by menu.

Click an order to select it in the list.

Click Done to associate the candidate with the selected order and close the pop-up window. The candidate is now associated with the order.

Admin - Application Workflows Support Series:Creatingan Application WorkflowThis documentation is for Admins who create and configure application workflows. Welcome: Account Createisone of the screens that can be included in a job application. For an overview of application workflow sections, see the Admin - Application Workflows - Workflow Sections article. To see additional Admin - Application Workflow related help articles, follow the links below: Welcome (required)

Welcome: Prescreen

Welcome: Account create

Personal info

Personal Info: Resume

Education

Professional experience

Questionnaire

Competencies

WOTC

EEO

Submit (required)

General Information

The Account Create workflow section requires an applicant to create an account in the Talent Module that can be used to easily apply for jobs in the future.

There is no Admin configuration necessary on this item. The Admin can only elect to have this item appear inan application workflow. If the Welcome:Account Createsection is added to the workflow, the applicant is required to create an account.Applicants can also create an account through the Create Account link in the upper corner if the Account create workflow section is not included in the workflow. Clicking the link will open a pop-up dialog for the applicant to create an account. The link will only be available if the workflow section is not included.

Adding the Welcome:Account Create workflow section to the application workflow is the only way to require the applicant to create an account.

For more information on the applicant facing process, see the Application Workflow - Account Create (Applicant Accounts) article.

Next article >

Admin - Application Workflows - Personal Info

< Previous article

Admin - Application Workflows - Prescreen

Admin - Application Workflows Support Series:Creatingan Application WorkflowThis documentation is for Admins who create and configure application workflows. Personal Info: Resumeisone of the screens that can be included in a job application. For an overview of application workflow sections, see the Admin - Application Workflows - Workflow Sections article. To see additional Admin - Application Workflow related help articles, follow the links below: Welcome (required)

Welcome: Prescreen

Welcome: Account create

Personal info

Personal info: Resume

Education

Professional experience

Questionnaire

Competencies

WOTC

EEO

Submit (required)

General Information

The Personal Info: Resumeworkflow section requires applicants to upload a resume. Although the resume section appears on the Personal Info page in the application workflow, it has its own configurable workflow section. When this workflow section is added and enabled, the resume section will appear on the Personal Info page.

All of the parsed data from the resume will appear in the Recruiter module and the Aviont core application.

Applicants can only upload one resume at a time. The applicant can remove the document from the Personal information page, but it will remain attached to the Employee Record. When an applicant uploads and parses a new resume, the data from the new resume will overwrite the old data.For more information on the applicant experience for this workflow section, see the Application Workflow - Personal info article.

Configure the Personal Info: Resume Workflow Section

Add the workflow section to the application workflow.

Toggle the Require applicant to upload resume switch to "Yes." Admin - Application Workflows - Personal Info

Click Save Properties to save the selection.

Next article >

Admin - Application Workflows - Education

< Previous article

Admin - Application Workflows Support Series:Creatingan Application WorkflowThis documentation is for Admins who create and configure application workflows. Educationisone of the screens that can be included in a job application. For an overview of application workflow sections, see the Admin - Application Workflows - Workflow Sections article. To see additional Admin - Application Workflow related help articles, follow the links below: Welcome (required)

Welcome: Prescreen

Welcome: Account create

Personal info

Personal info: Resume

Education

Professional experience

Questionnaire

Competencies

WOTC

EEO

Submit (required)

General Information

The Educationworkflow section requires an applicant to enter information regarding their educational experience.There is no Admin configuration necessary on this item. The Admin can only elect to have this item appear inan applicant workflow.Consequently, the section to the right of the application workflow which usually contains further configuration options, will appear blank.

If an applicant enters a graduation date for an education line item, this is equivalent to checking the Graduated checkbox under Employee > Education in the core application. If a date is entered into this field then Graduated is set to True. If no date has been entered, then Graduated is set to False.The Degree/Options that the applicant can select from are defined in the Aviont core application per branch. For additional information on Config Choice, see the Admin Tools: Config Choice article.For more information on the applicant experience for this workflow section, see the Application Workflow - Education article.

Next article >

Admin - Application Workflows - Professional Experience

< Previous article

Admin - Application Workflows - Personal Info: Resume

Admin - Application Workflows Support Series:Creatingan Application WorkflowThis documentation is for Admins who create and configure application workflows.Professional Experienceisone of the screens that can be included in a job application. For an overview of application workflow sections, see the Admin - Application Workflows - Workflow Sections article. To see additional Admin - Application Workflow related help articles, follow the links below: Welcome (required)

Welcome: Prescreen

Welcome: Account create

Personal info

Personal info: Resume

Education

Professional experience

Questionnaire

Competencies

WOTC

EEO

Finish (required)

General Information

There are no additional items that need to be configured for this workflow section. Because there are no additional items that need to be configured, the section to the right of the application workflow, normally reserved for further configuration options, will be blank.

The Current Job checkbox in the applicant facing workflow is not visible or searchable in the Aviont core application.

For more information on the applicant experience for this workflow section, see the Application Workflow - Professional Experience article.

Next article >

Admin - Application Workflows - Questionnaire

< Previous article

Admin - Application Workflows - Education

Approving time through the Group Time section in the Customer Portal is best used when inputting time for multiple people for a specific supplier.

In this article...

Navigate to the Group Time Section

Add and Approve Time

Enter the Same Time for All Employees

Enter Time for Individual Employees

Navigate to the Group Time Section

In the Customer Portal, navigate to the Time Entry section.

Click Group Time from the menu on the left side of the screen.

If an order is not visible on the page, click the button next to Search Options to search for an order. If the order is visible, go to Step 6.

Use the search fields under Search Options to search for an order.

Click Search when the parameters have been set.

Add and Approve Time

Time can be added and approved for multiple employees in the Group Time Section.

Information about each order will display in the grid. To open the timecard, click the link underOrder ID.

Field

Description

Order ID

The ID number generated for this order. This information is displayed as a link and when clicked, opens the group timecard.

Department

The department the position is under.

Position

The position the order is meant to fill.

Status

The status of the order.

# Candidates

The number of candidates attached to the order.

Bill Rate

The rate at which the customer is billed.

Start date

The date the order begins.

End Date

The date the order is completed.

Date Posted

The date that the order is posted.

Under the Time Entry info section, select a week to enter time from the Work Week drop-down menu.

In the Group Time Entry Input section, time can be entered and applied to all employees for a specific day or time can be applied to employees on an individual basis.

Enter the Same Time for All EmployeesTo enter time for all employees, enter time in the fields at the top of the Group Time Entry Input section. The total number of hours logged is visible at the end of that row. The time will be automatically applied to all employees in the grid for that day. Note: The time entered here will override any time entered individually.

Enter Time for Individual EmployeesTo enter time for an individual employee, locate the employee in the list and add time per day in the blank fields next to their name.Note: The time entered for the group will override any time entered for an individual employee.

Once time has been entered, click one of the Action buttons at the top of the window.

Button

Description

Save

Saves the time entered without submitting it.

Submit

Submits the time entered.

Approve

Approves the time entered.

Once a timecard has been successfully approved, the action buttons will turn gray and cannot be clicked.

A web user can view all time cards for a selected work week in the Time Entry Summary section. The Summary section allows users to enter, save, submit and approve time. Time that has been entered through a time clock or the employee portal will also display in this section. Ensure that the Customer Portal has been set up and configured prior to approving time. For more information on how to set up the Customer Portal, see the Time Approval - Customer Portal Set Up article.

In this article...

Customer Portal - Summary Section Overview

Navigate to Summary Section

Add Time

Add Additional Items (i.e. Mileage, Equipment, etc.)

Action Buttons

Customer Portal - Summary Section Overview

Employee Detail Section

The Employee Detail section displays identifying information about the selected employee.

Add Time

Field

Description

Employee

Displays the employee's name in the format of Last Name, First Name.

EmployeeID

Displays the employee ID.

Timecard Detail Section

The Timecard Detail has two sections, theWeekly Summary and Enter Time sections.

Weekly Summary

This section displays a summary of all the time entered for this employee in a given week.The Weekly Summary section displays number of hours worked per day with a weekly total located at the end of the row. If an employee has multiple transaction types, such as regular, overtime, mileage, etc., each typewill be displayed in its own row.

Enter Time

Time can be entered in the Enter Time section, which is marked with "Please enter the time for employee here." The information in each column is described in the table below. For more information on how to enter time, see the Add Time section below.

Column

Description

Apply

Mark the check box next to the date to apply the times listed in the header row to that individual date.Note: The times applied are the times entered in the respective boxes in the header row for columns Start Time, End Time, and Break Hours.

Type

Displays the transaction type.

Date Worked

Displays the date.

Day

Displays the day of the week.

Start Time

Displays the start time for the day.Note: This box is editable for non-submitted time cards. Times entered in the box in the header row are applied to all days with the Apply check box marked.

End Time

Displays the end time for the day.Note: This box is editable for non-submitted time cards.Times entered in the box in the header row are applied to all days with the Apply check box marked.

Break Hours

Displays the break hoursfor the day.Note: This box is editable for non-submitted time cards. Break time is displayed in hours or portions of hours. A 30 minute break would be entered as .5 hours.Times entered in the box in the header row are applied to all days with the Apply check box marked.

Total

Displays the total time worked for the day.Note: This time is calculated and is not editable.

Notes

Additional notes regarding the day worked.

Additional Items

Additional items such as mileage charges, equipment charges, drug test charges, etc. can be entered as part of Time Entry. Any additional item that has been added will display in its own row in the Weekly Summary section. For more information on adding Additional Items to this section, see the Add Additional Items (i.e. Mileage, Equipment, etc.) section below.

Action Buttons

The action buttons at the bottom allow the user to take action on the time that was entered. From here, time can be saved, submitted, approved or rejected. For more information how to perform these actions, see the Action Buttons section below.

Navigate to Summary Section

Log into the Customer Portal.

Click Time Entry from the top menu.

Click Summary from the menu on the left side of the screen.

Under Select Week End Date, select a work week from the drop-down menu.

Click theEmployee Name link under the Employee column to view additional details about the employee. The Employee Summary page opens.

Add Time

Ensure the correct employee has been selected by referencing the Employee Detail section.

Ensure information in the Timecard Detail section are accurate for the selected employee.

Under "Please enter the time for employee here," enter the Start Time, End Time and Break Hours in their corresponding columns. The same hours can be applied to multiple days or custom hours can be entered for each day worked. See the chart below for instructions on each method:

Method

Process

Enter the same Start Time, End Time and Break Hours for multiple days.

Enter the Start Time, End Time and Break Hours in the blue header bar.

Click the checkboxes under the Apply column next to the days where that time should be applied.

Click Save or Submit.

Enter different Start Time, End Time and Break Hours for each day individually.

Enter the Start Time, End Time and Break hours in the blank fields under each day of the week.

Click Save or Submit.

Add Additional Items (i.e. Mileage, Equipment, etc.)

Click the Additional Items button at the bottom of the screen, below the Action buttons. The Add New Other Time window will display as a pop-up window.

Enter information:

Field

Description

Type:

Select the transaction type from the drop-down menu.Note: The transaction types available are populated if the Allow Web Time Entry check box is marked in Admin Tools > Transaction Type > Detail section. For more information on transaction types, view the Admin Tools: Transaction Type help page.

Worked Date:

Select the date from the drop-down menu.Note: The dates are populated based on the work week of the selected time card.

Unit:

Enter the number of units.

Note:

Enter any additional notes to the transaction type.

Click Add to add the item to the Employee's time card. Click Cancel to close the window without saving changes.

The additional items will appear at the bottom of the timecard. Click the to edit the item or click the to delete an item.

Action Buttons

Enter time in the employee's timecard using the instructions listed under the section.

Take action on the entered time:

Button

Description

Save

Saves the time entered without submitting it.

Submit

Submits the time entered.

Approve

Approves the time entered.

After an action has been taken, a pop up will display confirming that the action was successful.

If the Submit or Approve buttons were clicked, the Reject button will also display.

Click either Approve or Reject to take that action on a timecard.

Button

Action

Approve

After this button is clicked, a notification that the action was successful will display. All buttons will be un-clickable except for the Reject button. It is possible to reject time after it has been approved.

Reject

After this button is clicked, a field displays below the action buttons. Enter a reason in the Enter reason for reject field. Once a reason has been entered, click either Reject or Cancel.

Click the button to move to enter time in the Summary section for the next employee.

A Web User can approve time in the Customer Portal through the Summary, Time Card Approval and Group Time areas. Before time can be approved, the Customer Portal and the Aviont Core Application must be configured to allow selected Web Users access to this functionality.

In this Article...

Prerequisites

Set up Config Options and Web Properties

Contact Role Properties

Web Options

Portal Properties

Portal Configuration

Sub-Menu Configuration

Approve Time

Summary Section

Time Card Approval Section

Group Time Section

Prerequisites

The following requirements must be met in order to set up the Customer Portal for time approval:

Every contact that approves time must have a web login that is used to access the Customer Portal. At least one contact per customer must have a Web Role of "Web User." See the Admin Tools - User Tab - Web Login User article for more information on creating a Web Login.

Time must be entered or submitted into the Customer Portal through a Time Clock, the Employee Portal or directly through the Customer Portal in order for it to be approved.

Set Up Config Options and Web Properties

Several config options must be set up in order to approve time in the Customer Portal. All required config options are marked as "Required" and optional config options are marked as "Optional."There are three sections that require configuration. Click the links below for more information:

Contact Role Properties

Web Options

Portal Properties

Contact RoleProperties

The instructions below describe the process for updating the Contact Role properties. Click here to see the properties:

Open the Aviont Core Application.

From the Main Menu, navigate to Front Office > Customer.

Search for a customer using the search fields at the top of the screen.

Select a customer by double-clicking their name in the grid.

Select Contact Roles from the sub-menu.

Locate the contact who will approve time.

Under the Property column, click the Time Entry - Customer Portal - Group Time Section button. The Web Portal Property window displays.

Search for each of the portal properties listed below in the blank field under Property. Ensure that the required contact role properties listed below are set to "True."

Required Contact Role Properties

Portal Property

Description

Valid Values

Additional Notes

AllowApproveRejectWebTimeEntry

Controls if the user is able to approve and reject time in the Customer Portal.

True, False

A value of True is required for a web user to approve and reject time.

AllowApproveTime

Controls if the user is able to approve time in the Customer Portal.

True, False

A value of True is required for a web user to approve time.

AllowWebAccess

Controls if the user is able to access the Customer Portal.

True, False

A value of True is required for a web user to access the Customer Portal.

Portal Property

Description

Valid Values

Additional Notes

Optional Contact Role Properties

ReceiveTimeEntryNotificationEmail

Controls if the userreceives a notification email when time has been entered.

True, False

A value of True is required for a web user to receive an email when time has been entered.

Click Finish to save changesand close the Web Portal Property window.

Web Options

The instructions below describe the process for updating Web Options. Click here to see the properties.

Open the Aviont Core Application.

From the Main Menu, navigate to Front Office > Customer.

Search for a customer using the search fields at the top of the application.

Select a customer by double-clicking their name in the grid.

Select Sales & Service from the sub-menu.

Click the Service Info tab on the right side of the window.

Click the Web Option button in the Options section. The Web Portal Property window will display.

Search for each Web Option listed below in the blank field under Property. Ensure that the required Web Options are set to "True."

Required Web Options

Web Option

Description

Valid Values

Additional Notes

Web_Customer_TimeEntry_Show_ApproveButton

Controls the visibility of the Approve Time button in the Customer Portal.This action submits and approves time if the time has not yet been submitted.

True, False

A value of True is required for use of Time Approval.

Optional Web Options

Web Option

Description

Valid Values

Additional Notes

Use Time Clock

Check box indicating the Customer utilizes the Time Clock Portal.

Marked, not marked.

This is a checkbox located in the Service Info tab, but is not found in the Web Options.

web_AllowEmployeeOnlineTimeEntry

True, False

Web_Customer_TimeApproval_SP

Stored procedure used to approve time.

Stored procedure

Web_Customer_TimeEntry_Approval_Email_Scheduled

True, False

Web_Customer_TimeEntry_GenerateWebTransactionMode

Daily, Weekly

Web_Customer_TimeEntry_RegHours_ShowType

Controls what values will be displayed and available to entry on the Time Entry portal.

0, 1, 2

Web_Customer_TimeEntry_Show_OtherHours

Controls if additional transaction types will be shown in the Customer Portal.

True, False

Web_Contact_Role_View_Option

Controls what information the contact is able to view in the Customer Portal.

CustomerContactRole, OrderContactRole

Click Finish to save changes and close the Web Portal Property window.

Portal Properties

The instructions below describe the process for updating the Portal Properties. Click here to see the properties.

Open the Admin Portal and log in.

Navigate toHome and select Portal Property from the selections on the left menu bar.

From the Portals drop-down menu, select Customer.

Locate each of the portal properties listed below in the Property list.

Optional Portal Properties

Portal Property

Description

Valid Values

Additional Notes

Web_TimeEntry_Allow_SelectWeekEnding

Controls whether the staffing supplieris allowed to select the week ending date.

True, False

This setting is found in the Admindrop-down menu selection.

Web_TimeEntry_Approve_Note

The message displayed on the Time Entry Approve page.

Alphanumeric value

This setting is found in the Admindrop-down menu selection.

Web_TimeEntry_Approve_PopUp_Message

The message displayed in the pop-up after the time card is approved.

Alphanumeric value

This setting is found in the Admindrop-down menu selection.

Web_Time_Entry_Customer_Approve_To_EmployeeEmail_Send

Allows the time approver to receive the copy of the approved email(s).

True, False

This setting is found in the Customerdrop-down menu selection.

Web_Time_Entry_Customer_Approve_To_Vendor_Begin

The beginning of the email sent to the vendor when time has been approved.

Alphanumeric value containing HTML tags.

This setting is found in the Customerdrop-down menu selection.

Web_Time_Entry_Customer_Approve_To_Vendor_End

The end of the email sent to the vendor when time has been approved.

Alphanumeric value containing HTML tags.

This setting is found in the Customerdrop-down menu selection.

Web_Time_Entry_Customer_Approve_To_Vendor_Subject

The subject of the email sent to the vendor when time has been approved.

Alphanumeric value

This setting is found in the Customerdrop-down menu selection.

Web_Time_Entry_Customer_Reject_Email_Begin

The beginningof the email sent to the employeewhen time has been rejected.

Alphanumeric value containing HTML tags.

This setting is found in the Customerdrop-down menu selection.

Web_Time_Entry_Customer_Reject_Email_End

The endof the email sent to the employeewhen time has been rejected.

Alphanumeric value containing HTML tags.

This setting is found in the Customerdrop-down menu selection.

Web_Time_Entry_Customer_Reject_Email_Subject

The subject of the email sent to the employeewhen time has been rejected.

Alphanumeric value

This setting is found in the Customerdrop-down menu selection.

Web_Time_Entry_Customer_Reject_SendEmail

Controls whether the employee receives an email when the time has been rejected.

True, False

This setting is found in the Customer drop-down menu selection.

Type the appropriate valid value per supplier in the field next to the supplier's name.

Click Update at the bottom of the page to save each Portal Property setting.

Repeat Steps 4-5 for each Portal Property.

Portal Configuration

Once the prerequisites listed above have been met, the Customer Portal can be set up to approve time.

Log into the Admin portal.

Navigate to Home > Menu.

Select Customer from the Portal drop-down menu.

Click the View link next to Time Entry. The Portal Menu window will display in a new window.

Place a checkmark in the box next to the individual branches in which the Time Entry section will be available or click theSelect All buttonto select every branch.

Click Update. To configure additional sub-menu items, see the Sub-Menu Item Configuration section below.

Sub-Menu Item ConfigurationSelect which sub-menu items will be visible by choosing items listed under the Menu Label column.

Select Time Entry from the Menu drop-down menu.

Click the View link next to the desired item under the Menu Label column. A window will display with the branch options.

Place a checkmark next the branch if the selected section should appear as a sub-menu item.Alternatively, click the Select All button to mark every branch.

Click Update.

Repeat steps 1-3 for all items that should be added.

Approve Time

Once the Customer Portal has been set up, time can be approved through the Summary Section, Time Card Approval section and the Group Time section. See the sections below for a brief description of each method and a link to more detailed instructions for using that method.

Summary Section

A web user can view all time cards for a selected work week in the Time Entry Summary section. To view a specific employee's time card, click the link with the employee's name. See the Time Entry - Customer Portal - Summary Section article for more information on approving time through the Summary section.

Time Card Approval Section

The Time Card Approval section allows a web user to select and approve multiple time cards at once. See the Time Entry - Customer Portal - Time Card Approval Section article for more information on approving time through the Time Card Approval section.

Group Time Section

The Group Time section allows web users to mass enter and approve time for an order. See the article for more information on approving time through the Group Time section.

Approving time through the Time Card Approval section in the Customer Portal is best used when approving many employee timecards at once.The Time Card Approval section displays all of the unapproved employee timecards in a list. Each timecard in the list displays basic information for that specific timecard with the option to view each one in greater detail.

In this article...

Navigate to the Time Card Approval Section

View Timecards

ApproveTimecards

Navigate to the Time Card Approval Section

In the Customer Portal, navigate to the Time Entry section.

From the menu on the left side, click Time Card Approval.

If a timecard is not visible on the page, click the button next to Search Options to search for a timecard.

Select a week from the Week Worked drop-down menu to view the associated timecards.

View Timecards

Each timecard lists basic information with the option to view it in greater detail by clicking the View Detail link in the lower right corner of thetimecard.Clicking this link will display the Timecard Summary section.

The information displayed for each timecard is outlined below:

Element

Description

Assignment ID

The ID of the assignment associated with the time card.

Skill

The skills required for the job position associated with the time card.

Total Hours

Total hours worked in the time card.

Employee

The employee associated with the time card.

Shift

The shift worked for the time card.

Submit Date

The date the time card was submitted.

Approve Timecards

Users can approve multiple time cards at once in the Time Card Approval section.

To select all timecards, check the Select All checkbox.Checking this box places a checkmark in every time card.

To select individual timecards, place a checkmark in the box next to each one.

Click Approve Selected to approve the timecards.

Dependency Check is a diagnostic feature that is used to make sure that the Avionte core application and Avionte web portals are matched up with the proper database version as well as versions for any third-party software applications you may have installed and that are needed for use with Aviont. The checks verify whether any third party dependencies such as Resume Parser, PDF web service, application and portal versions, Vertex, etc., are set up correctly.

Note: The dependency check for Application Version is always checked upon startup as a precaution, regardless of the configuration in Admin Tools.

Dependency checking can also be set up for portals. See the portal topic for Dependency Check.

If asite is set up with the Dependency Check feature, a window as shown below may appear when you launch Aviont. This window will not appear every time Aviont is opened, but only those times when an error is discovered with a dependency.

If the Severity column displays any value of Error, a message on the window will indicate that the user cannot continue and will need system administrator assistance.

If the Severity column only displays values of Warning, the user will be prompted to contact the system administrator, but is allowed to close the window and continue with using Aviont.

Configure Dependency Checks

From the Start Page, select Admin Tools from the Actions menu or click the Admin Tools shortcut button.

With the System category selected, double-click Dependency Check in the options list to the right. The Dependency Check window appears. Notice that the lower portion of the window is empty at first.

The Severe checkbox indicates whether the message type is Severe, meaning the user will not be able to continue and will be prompted to contact their system administrator. If a message type of Warning is encountered, users will be notified of the issue, but can close the Dependency Check window and continue working as long as no severe issues are also discovered.

The Active checkbox indicates the services that are to be checked each time the core application starts up (this is a read-only value automatically set ).

Set the dependency checks to be automatically run at startup using the Auto dependencies check at startup checkbox:

If checked (default), when users open or restart Aviont, it automatically launches the Dependency Check window and displays any errors encountered while performing the dependency checks.

If unchecked, dependency checks are not performed when users open or restart Aviont.

To run dependency checks at any given time, click the Check Dependencies button. The checks are immediately run and results are displayed in the lower grid with the required error, version information, and error types for any active dependencies.

A message is displayed as Cannot continue with severe error. Please contact your system administrator for severe types of dependency checks, and Aviont cannot be reopened until the error is resolved by the administrator.

The following are Aviont's recommendations for correcting data and producing proper ACA reporting. Consult legal counsel, your broker, a tax professional or contact the IRS directly for questions regarding insurance offerings or ACA compliance.

See the Greenshades 1095-C and 1094-C Filing Instructions help article for instructions on the initial filing process.

For a list of common errors and information on the corresponding corrections, see the Greenshades E-Filing Submissions - Common Errors and Corrections help article.

For a list of IRS ACA Resources, see IRS ACA Resources article.

Submission Status

Note: Greenshades Tax Filing Center separates the corrected 1094-C and corrected 1095-C submissions automatically and alsoincludes a non-authoritative (transmittal) 1094-C with the corrected 1095-C submission.

Status

Description

Additional Information

Resubmission Deadlines

Acknowledged (Accepted)

The e-file was successfully submitted to the IRS and processed without any errors.

No additional action is required and the submission is complete.

None

Acknowledged with errors (Accepted with errors)

The e-file was successfully submitted to the IRS. It was processed as "acknowledged," however the IRS returned at least one error. The error returned was not severe enough to prevent submission or trigger a rejection.

The error(s) may have occurred in the 1094-C summary data (Company-Level Errors), the 1095-C data (Employee-Level Errors), or in both sections.

Any e-file(s) with a submitted date of 6/30/2016 or earlier would have satisfied the deadline for original submissions.

Submissions with this status may or may not require that a Corrected 1095-C and/or 1094-C be filed.

The IRS requires e-files with this status be corrected and returned "as soon as possible." The IRS does not have a set deadline for when the corrections need to be submitted.Submit the corrections using the correction process outlined in the Greenshades E-Filing Submissions - Fixing an "Acknowledged with Errors" Status article.

Rejected

The e-file was successfully submitted to the IRS. During processing the IRS found an error (or errors) severe enough to trigger a rejection.

The error(s) may have occurred in the 1094-C summary data (Company-Level Errors), the 1095-C data (Employee-Level Errors), or in both sections.

For any e-file(s) with a submitted date of 6/30/2016 or earlier, this status would have temporarily satisfied the deadline for original submissions.

Usually requires action by the client but in some cases (such as some spec issues/scenarios not involving the client data) Greenshades can resolve the issue on their end and reprocess. If the rejection error was vague, Greenshades will work with their Development team to confirm the cause before following up.

60 calendar days from the original submission date.Submit a replacement file using the correction process outlined in the Greenshades E-Filing Submissions - Fixing a "Rejected" Status article.

Errored

This refers to the Greenshades status of "errored." An error occurred in thee-file (or e-files)before being successfully submitted to the IRS.

Something in the data or e-file(s) was discovered before being sent to the IRS and was severe enough to trigger the error. Had it been submitted to the IRS successfully, it likely would have been "Rejected."

If the error is in your data (not something on the Greenshades side that can be resolved and re-submitted), Greenshades will notify you of the error with an explanation and suggested resolution.Greenshades will cancel the submission with the "errored" status to prevent any issues with your future submission(s).

The file has not yet been submitted to the IRS. The original submission dates still apply.

Prerequisites for Re-Submitting Corrections

A previous submission must have been filedwith Greenshades using the Tax Filing Center. If the Tax Filing Center was not used to file, do not use this guide and instead contact Aviont for further instructions.Greenshades will check to ensure there is a valid 1095-C XML file being fed into the Tax Filing Center.

Corrections can only be made for submission statuses of:

Acknowledged

Acknowledged with Errors

Rejected

The Employee Report records employee information such as assignments, contract information, etc.

Print or Export the Employee Report

Select Employee Report from the Actions menu of the Employee section, or, if available, click the Employee Report button on the Shortcut group of the Summary item of the Employee section.

Select the items to include in the log by checking the box that corresponds to the particular item you plan to include.

When you have selected all of the items you want to include click the Preview button to open the Report Viewer window.

Once on the Report Viewer print or export the log as needed.

The Users item of the Agency section is used to record which users perform a particular role for the agency.

Add a User to the Grid

Select a user role from the bottom-most cell of the User Type column.

Select your user from the adjacent cell in the User column.

Delete a User from the Grid

Right-click on the user to be removed. The Delete User Type(s) button will display.

Left-click the Delete User Type(s) button. A confirmation window will display.

Click Yes to confirm the deletion.

File location of the company logo image.

Note:This can beoverriddenby other Admin Portal properties.web_CompanyLogoImage properties

Property location:

AviontAdmin Portal> Portal Property>Admin portal

Default:

NULL

Valid values:

Any valid file path (e.g.~/Images/Logo_large.png)

Where the setting is reflected...

All web portals.

Counters, found on the Start Page, allow users to keep tabs on pending items. There are, for example, counters that list the number of new candidates, of new orders, of calls to make: of items awaiting some response or action.

Admin Tools - Counter

For a full list of available counters, and to understand the logic that increases or decreases each counter when certain conditions are met, see Available Counters.

Click on any counter to open a window with the relevant data for the counter. For example, click on New Candidates to see a list of new portalapplicants who are available for assignments.

For information abouthow to configure counters, see .

If you're an integration partner, you have access to the Aviont Support Center and can create tickets on behalf of your customers.For instance, if a customer would like to use your Aviont integration, you can create a ticket that designates who, what, where, etc. in an efficient, trackable format that will be immediately assigned to the proper Aviont personnel.

If you're a partner and need AviontSupport Center credentials, email [email protected].

Support Center Glossary

Agents- Aviont staff members who completeticket requests.

Organizations- Companies using Aviont software.

Requesters- ADPemployees. The individuals who are using the Support Center to set up new integration requests and incidents requiring support.

Create Credentials

The designated Requesters in your organization will receive an email from Aviont Support asking them to follow a link to create their Support Center usernameand password. These Requesters must click this link to set their display name and Support Center password. Only the designated Requesters will be able to create credentials and signin.

Sign In

Requesters have the ability to log in to the Support Center, submit tickets, and track tickets. To access Avionts Support Center, navigate to support.avionte.com. This address will bring you to the Support Center homepage.

Click Sign inon the top-right side of the Support Center home screen. You will then be prompted to sign in with your credentials. Your sign in credentials are your email (the one to which you received your initial welcome email) and the password you set via the email link. You can change these credentials at any time by signingin and editing your user settings.

support.avionte.com

Edit User Settings/Password

You can make adjustments to your user profile such as changing your display name, email, and/or phone number if necessary. To do this:

Navigate to the Support Center homepage at

Log in with your Requester credentials via the Sign inbutton on the top right corner of the home screen.

Click on your name.

Select Edit my profile.

From the drop-down menu, type in your changes and click off to save.

You may also change your password via this drop-down menu by clickingChange password. Click this and the system will prompt for your current password and a new password.

Ticket Submission

When Should I Use the Online Ticket System?

The Support Center should be utilized to submit new client integration set up requests or incidents related to integrations requiring additional support.

Who Can Submit Tickets through the Support Center?

Only Requesters can submit tickets through the Support Center. These Requesters will be contacted by Aviont to set up a Support Center username and password. These users will be required to sign in before they are allowed to submit a ticket request.

Submit a Ticket

Sign in to the Support Center on the home screen by clickingSign inon the top-right side of the screen. Remember: Only Requesters are allowed to sign in and submit ticket requests.

ClickSubmit a ticket. The Ticket Submission page opens.

A drop-down menu will prompt for the nature of the request.Select one of three options:

I would like support with an issue I have encountered Choose this if you need to report an incident requiring additional support from the Aviont Technical team

I would like an update specific to my Aviont application Choose this if you would like to request a new integration set up for a client.

I would like help understanding how to use a specific functionality This is used by staffing companies only. Please disregard.Your choice from the drop-down menu will prompt you to answer further questions below. These fields populate automatically based on your answers to sub-questions to give Aviont all the information we need to assist you.Required fields are marked with an asterisk (*). You are also encouraged to attach screenshots to your submission to help our team better understand your needs. To attach a file, click Add fileunder the Attachments section at the bottom of the screen. Locate your file and click Open.

Once you have completed the questions and attached any relevant documents, clickSubmitto submit your ticket. If you are missing any required fields, an error bar will appear at the very top of the screen telling you what fields you are missing.

Incident Ticket Request

Select I would like support with an issue I have encountered from the drop-down menu.

In the Subjecttext box, type ADP - [client name] and a subject regarding the issue

In the Ticket Type drop-down menu, first select Integrations and then ADP

Under the Did you attach a screenshot?drop-down menu, select Yes or No

In the Please provide a specific example of the issue box, indicate any integration specific unique identifiers or affected records. If not applicable, type N/A

In the Description field, provide a detailed description of the incident and any relevant details.

In the Priority drop-down menu, please select a severity level for the incident.

In the Ticket Requester Preferred Phone Number text box, provide a phone number to best reach the appropriate resource.

Attach any relevant documents, screenshots, etc. in the Attachments section.

Click Submit.

You will not be able to submit until all required fields are filled.

Request a New Setup

Select "I would like an update specific to my Aviont application" from the drop-down menu.

In the Subject text box, type ADP : New Set-Up

In the Ticket Type drop-down menu, first select Set Ups and then Integration and then ADP

Under the Please provide your integration credentials text box, indicate any specific credentials.

In the Did you receive documentation from an integration partner? drop-down menu, indicate Yes or No.

In the Description field, provide detailed information that will be required for proper set up.

Attach any relevant documents in the Attachments section.

Click Submit.

You will not be able to submit the ticket without all required fields filled out.

ADP-Specific Required Elements:

Provide Integration Configuration Package document.

Ensure all fields are provided

If client ops for e-document approach for the integration:

Provide URL

Provide confirmation code

Provide client ID and Company code for export purposes

Activities Page

The Activities page allows Requesters to view all of tickets that they are copied on in order to follow progress and follow up as needed. This page will load after you have submitted a new request or when you click My ticketsfrom the home screen.

Tracking Tickets

As a Requester, you can track your organizations tickets in the Support Center on the Activities page under Requests I'm CC'd On.

Use the Search Requests bar to search tickets by Ticket ID, Subject, and many other descriptors.

Use the drop-down to the right of the Search bar to filter tickets by Status. The three statuses you can view are Open, Solved, and Awaiting Your Reply. Tickets marked Awaiting Your Reply require a response from a Requester. Please make sure to check these as they may require the response of ADP resource or the staffing company resource. To respond or make comments on a submitted ticket, you first need to view it.

View a ticket by clicking on the tickets Subject.

From here, you can view all comments on the ticket, reply or add comments, and see all of the ticket information submitted.

To comment or reply on a ticket, simply type your response in the Add Your Reply field, then click Add Reply.

You may submit a new request from this screen by scrolling to the bottom and clickingSubmit a Request.

If you're an integration partner, you have access to the Aviont Support Center and can create tickets on behalf of your customers.For instance, if a customer would like to use your Aviont integration, you can create a ticket that designates who, what, where, etc. in an efficient, trackable format that will be immediately assigned to the proper Aviont personnel.

If you're a partner and need AviontSupport Center credentials, email [email protected].

What is the Support Center?

The Aviont Support Center is a ticketing system that makes it fast and easy to find information and help you be successful.

Support Center Glossary

Agents- Aviont staff members who completeticket requests.

Organizations- Companies using Aviont software.

Requesters- Asurint employees. The individuals who are using the Support Center to set up new integration requests and incidents requiring support.

Create Credentials

The designated Requesters in your organization will receive an email from Aviont Support asking them to follow a link to create their Support Center usernameand password. These Requesters must click this link to set their display name and Support Center password. Only the designated Requesters will be able to create credentials and signin.

Sign In

Requesters have the ability to log in to the Support Center, submit tickets, and track tickets. To access Avionts Support Center, navigate to support.avionte.com. This address will bring you to the Support Center homepage.

ClickSign inon the top-right side of the Support Center home screen. You will then be prompted to sign in with your credentials. Your sign in credentials are your email (the one to which you received your initial welcome email) and the password you set via the email link. You can change these credentials at any time by signingin and editing your user settings.

support.avionte.com

Edit User Settings/Password

You can make adjustments to your user profile such as changing your display name, email, and/or phone number if necessary. To do this:

Navigate to the Support Center homepage at

Log in with your Requester credentials via the Sign inbutton on the top right corner of the home screen.

Click on your name.

Select Edit my profile.

From the drop-down menu, type in your changes and click off to save.

You may also change your password via this drop-down menu by clicking the Change passwordbutton. Click this and the system will prompt for your current password and a new password.

Ticket Submission

When Should I Use the Online Ticket System?

The Support Center should be utilized to submit new client integration set up requests or incidents related to integrations requiring additional support.

Who Can Submit Tickets through the Support Center?

Only Requesters can submit tickets through the Support Center. These Requesters will be contacted by Aviont to set up a Support Center username and password. These users will be required to sign in before they are allowed to submit a ticket request.

Submit a Ticket

Sign in to the Support Center on the home screen by clicking the Sign inbutton on the top right side of the screen. Remember: Only Requesters are allowed to sign in and submit ticket requests.

ClickSubmit a ticket. The Ticket Submission page opens.

A drop-down menu will prompt for the nature of the request.Select one of three options:

I would like support with an issue I have encountered Choose this if you need to report an incident requiring additional support from the Aviont Technical team

I would like an update specific to my Aviont application Choose this if you would like to request a new integration set up for a client.

I would like help understanding how to use a specific functionality This is used by staffing companies only. Please disregard.Your choice from the drop-down menu will prompt you to answer further questions below. These fields populate automatically based on your answers to sub-questions to give Aviont all the information we need to assist you.Required fields are marked with an asterisk (*). You are also encouraged to attach screenshots to your submission to help our team better understand your needs. To attach a file, clickAdd fileunder the Attachments section at the bottom of the screen. Locate your file and click Open.

Once you have completed the questions and attached any relevant documents, clickSubmitto submit your ticket. If you are missing any required fields, an error bar will appear at the very top of the screen telling you what fields you are missing.

Incident Ticket Request

Select "I would like support with an issue I have encountered from the drop-down menu.

In the Subjecttext box, type Asurint - [client name] and a subject regarding the issue

In the Ticket Type drop down, first select Integrations and then Background Check

Under the Did you attach a screenshot? drop-down menu, select Yes or No

In the Please provide a specific example of the issue box, indicate any integration specific unique identifiers or affected records. If not applicable, type N/A

In the Description field, provide a detailed description of the incident and any relevant details.

In the Priority drop-down menu, select a severity level for the incident.

In the Ticket Requester Preferred Phone Number text box, provide a phone number to best reach the appropriate resource.

Attach any relevant documents, screenshots, etc. in the Attachments section.

Click Submit.

You will not be able to submit until all required fields are complete.

Request a New Setup

Select I would like an update specific to my Aviont application from the drop-down menu.

In the Subject text box, type Asurint : Avionte client name - New Set-Up

In the Ticket Type drop down, first select Set Ups and then Integration and then Background Check

Under Please provide your integration credentials text box indicate any specific credentials.

In the Did you receive documentation from an integration partner? drop down, indicate Yes or No

In the Description field, please provide a detailed information that will be required for proper set up.

Attach any relevant documents in the Attachments section.

Click Submit.

You will not be able to submit until all required fields are complete.

Asurint-Specific Required Elements:

Attach setup document to the Setup ticket. It should include all packages and associated credentials.

Activities Page

The Activities page allows Requesters to view all of tickets that they are copied on in order to follow progress and follow up as needed. This page will load after you have submitted a new request or when you click the My ticketsbutton from the home screen.

Tracking Tickets

As a Requester, you can track your organizations tickets in the Support Center on the Activities page under Requests I'm CC'd On.

Use the Search Requests bar to search tickets by Ticket ID, Subject, and many other descriptors.

Use the drop-down to the right of the Search bar to filter tickets by Status. The three statuses you can view are Open, Solved, and Awaiting Your Reply. Tickets marked Awaiting Your Reply require a response from a Requester. Please make sure to check these as they may require the response of ADP resource or the staffing company resource. To respond or make comments on a submitted ticket, you first need to view it.

View a ticket by clicking on the tickets Subject.

From here, you can view all comments on the ticket, reply or add comments, and see all of the ticket information submitted.

To comment or reply on a ticket, simply type your response in the Add Your Reply field, then click Add Reply.

You may submit a new request from this screen by scrolling to the bottom and clickingSubmit a Request.

Aviont provides a set of standard reports and advanced queries (AQs) through the Main Menu > Reports option.

This video provides a narrated tour through the Aviont reporting functionality.

Peoplenet, a workforce time entry and time management solution, integrates with the Aviont core application. Before using Peoplenet, Aviont must be set up and configured to use the Peoplenet integration. For more information on this see the Peoplenet - Overview article.Newly created assignments will be sent to Peoplenet after the integration key has been validated, customer subscriptions have been activated and saved, and all transaction types have been properly mapped.

Show Peoplenet Time View

The Peoplenet Time View section displays exported assignments, imported pay files, and errors generated from Peoplenet.

From the Main Menu, navigate to Back Office > Time Entry > Home.

Click the Actions drop-down menu.

Click Show Peoplenet Time View.Note: This option is only available if the user setting txn_main_ShowPeoplenetTimeView is activated. Peoplenet Subscription

The upper bar in the window displays a filter and a refresh button. The filter allows a user to only see pay files, error messages, and information from within the selected dates. The filter will remain until it is altered by a user.

Show Peoplenet Time View Tabs

Exported - Assignments Tab

The Exported - Assignments tab shows each assignment that is or will be exported to Peoplenet.See the Peoplenet Time Entry Process - View Exported Assignments for more information on viewing this information.

Exported- Assignment columns:

Column

Description

Assignment

The Assignment ID.

Last Name

The last name of the employee.

First Name

The first name of the employee.

Client

The client the assignment is for.

Job Description

A short job title.

Start Date

The start date of the assignment.

Date Sent

The date the assignment was exported.

Status Date

The date the status most recently changed.

Status

The most recent export status.

Click the +button to expand the file and view the messages associated with each assignment.

Column

Description

Message ID

The Message ID.

Assignment

The Assignment ID.

Last Name

The last name of the employee.

First Name

The first name of the employee.

Status Date

The date of the most recent status change.

Status

The status in regards to the exportation process.

Error Number

The number of errors occurred.

Error Description

The description of the error.

Imported - Pay Files TabThe Imported - Pay Files tab displays all of the pay files for the customers subscribed to Peoplenet. All orders for a single customer, with all departments included, are combined into one pay file for the week.

Imported- Pay Files columns (upper portion):

Column

Description

Message ID

The ID of the message.

Date Sent

The date the message was sent to Peoplenet.

Total Records

The total number of records for the worked week in the pay file.

Processed

The number of records processed in the pay file.

Unprocessed

The number of records unprocessed in the pay file.

Status

The most recent import status.

Process

Click the button to process the files after review.

Click the small +button next to the pay file to view the daily punches of the employees assigned to orders under a customer.Individual Daily Punches columns:

Column

Description

Assignment

The Assignment ID.

Last Name

The last name of the employee.

First Name

The first name of the employee.

Client

The client the assignment is for.

Trans Date

The date of the time punches.

Pay Code

The pay code, indicating if the transaction is regular time, overtime, double time, etc.

Pay Unit

The total pay units for the transaction.

Bill Unit

The total bill units for the transaction.

Approved By

The username of the user who approved the time.

Approval Date

The date of time approval.

Processed

A checkmark is a visual cue indicating the file has been processed. This field is not editable.

Imported- Pay Files columns (lower portion):

Column

Description

Message ID

The ID of the message.

Last Name

The last name of the employee.

First Name

The first name of the employee.

Assignment

The Assignment ID.

Trans Date

The date the transaction occurred.

Error Date

The date the error occurred.

Error Source

The source of the error.

Error Message

Displays any error message associated with the import.

Voided

Messaging Errors TabThe Messaging Errors tab contains the errors that occurred during processing. See the Troubleshooting - Peoplenet - Importing Pay File Error article for more information. For all other issues, contact Aviont Support.

Messaging Errors Columns:

Column

Description

Message ID

The Message ID of the pay file.

Assignment

The Assignment ID.

Error Date

The date the error occurred.

Error Origin

The origin of the error.

Error Source

The source of the error.

Error Message

The error message.

ManageIndividual Orders

Time can be entered using Peoplenet services and imported back to Aviont for payroll processing. This can be controlled on an individual basis if certain orders need to be excluded from using Peoplenet.

An order's information regarding Peoplenet can be found in Front Office > Order > Detail tab > More Info side tab > Peoplenet Time Clock section. For more information on the Peoplenet Time Clock, see the section below.

Note:This section will only appear if the customer or parent customer has theActivecheck box marked in the Peoplenet admin tool. For more information see the Peoplenet - Overview and Setup article.

From the Main Menu, navigate to Front Office > Order.

Search for and select the order which will be excluded from using Peoplenet.

Click Edit Order, or navigate to the Order > Detail section.

Select theMore Infotab on the right-hand side to see the Peoplenet Time Clock.

Peoplenet Time Clock SectionThe Peoplenet Time Clock section displays an order's Peoplenet settings in Order > Detail > More Info side tab.Note: This section will only appear if the customer is subscribed to Peoplenet. For more information see the article.

In thePeoplenet Time Clocksection the following options are available:

Option

Description

Exclude Order

When this box is checked, assignments related to this order will not be sent to Peoplenet.

Clock Type

This clock type will be used if the order is sent to Peoplenet.Note: This field is not editable and is populated using the information in the Admin Tools section.

View Exported Assignments

Display the Peoplenet Time View window by navigating to Back Office > Time Entry > Home > Actions > Show Peoplenet Time View.Note: This option is only available if the Config Optiontxn_main_ShowPeoplenetTimeView is set toTrue.

In theExported - Assignmentstab, all assignments currently being sent to Peoplenet are displayed. These can be expanded and reviewed by clicking the + button next to the assignment number.

Review the Assignments to see if they were sent correctly. All errors for failed sending can be viewed by clicking the + button next to the Assignment number.

If there is an error, read the error description and take action to correct it. The integration will continually attempt to send the assignment until the error is corrected.Note: The last encountered error will stayreviewableeven afterasuccessfultransmissionto Peoplenet.

Process a Pay File from Peoplenet

The main time entry location is the Peoplenet window accessed from Back Office > Time Entry.The Peoplenet Time View section displays exported assignments, imported pay files, and errors generated from Peoplenet.

Display the Peoplenet Time View window by navigating to Back Office > Time Entry > Home > Actions > Show Peoplenet Time View.Note: This option is only available if the Config Optiontxn_main_ShowPeoplenetTimeView is set toTrue.

In theExported - Assignmentstab all assignments currently being sent to Peoplenet are displayed. These can be expanded and reviewed by clicking the + button next to the assignment number.

Click on the Imported - Pay Files tab to view all pay files generated when a Time Clock is closed through Peoplenet's software.

Select the desired pay file and expand the view by clicking the + buttonnext to the pay file'sMessage ID.This will display all of the assignments grouped under this pay file.

Review the punches to ensure they are correct.

Click the Process button for the selected pay file to start the import process.

Ensure the accounting period in the pop-up window is correct. Click Yes to continue.If the accounting period is not correct, click No and return to the home page of Time Entry and choose the correct accounting period. Once the accounting period is correct, follow the steps 1-4 in this section, and click Yes to continue.

A pop-up dialogue will display the total number of files successfully processed. Click OK to continue. After the pay file has been processed, a batch will automatically be created in Time Entry.Note: Any errors that occur during this process will populate in the lower portion of the window in the Pay File Processing Errors section.

To review the processed pay file, navigate to Back Office > Time Entry > Actions > Show Sheet View or Show Card View.

Review and verify the transactions are correct. View the daily punches for each employee in CardView.

Click Verify Batch. Resolve any errors that occur.

Click Close Batch to close the batch.

The Peoplenet Time Clock section in Admin Tools is used to activate and manage your subscriptions to Peoplenet.

Activate a Subscription

For more information on activating a Peoplenet subscription, see the Activate a Subscription section of the Peoplenet - Overview and Setup help article.

Subscription Status Changes

A Peoplenet subscription can be deactivated or deleted in the Peoplenet Time Clocks section of Admin Tools.

If a department or customer is no longer using Peoplenet, disable or delete the integration at the department or customer level.

Deactivate a Subscription

Deactivate a Subscription

Deactivate a subscription if it should not be active at the present but may become active again in the future. If it will never be used again, follow the steps below to Delete a Subscription.

From the Start Page, navigate to the Actions drop-down menu.

Click Admin Tools from the drop-down menu. The Admin Tool Main window displays.

Under Category, choose System and under Select, double-click Peoplenet Time Clocks. The Admin System Peoplenet Time Clocks window opens.

Select the desired staffing supplierfrom the Staffing Supplier drop-down menu.

Click checkmark next to Active to remove the checkmark from the box. This will deactivate the subscription.

Click Save Subscription.

Delete a Subscription

Delete a subscription if it will never be used again. If it may be used again, follow the steps in the section.

From the Start Page, navigate to the Actions drop-down menu.

Click Admin Tools from the drop-down menu.The Admin Tool Main window displays.

Under Category, choose System and under Select, double-click Peoplenet Time Clocks. The Admin System Peoplenet Time Clocks window opens.

Select the desired Staffing Supplier from the drop-down menu.

Click the Delete Subscription button.A confirmation dialogue will display.Note: This will remove all history for the subscription.

Click Yes to delete the subscription.

The Vendor Portal can be configured and set up for each individual user. Follow the steps outlined below to ensure that the Vendor Portal is set up correctly for each user.

Prerequisites

Ensure that the Vendor Portal is working properly by completing the steps outlined in the Vendor (VMS) Portal Test article. Completing the steps outlined in this article ensure that the Vendor Portal has been correctly set up and is ready for further configuration.

Contact Web Login

Access to the Vendor Portal is provided to individual contacts listed in the Aviont core application. Each contact has a unique username and password. See the Contact Actions Menu - Web Login article for more information on setting up web login credentials for each user.

Contact Permissions/ Settings

Every contact who uses the Vendor portal has configurable properties associated with that username. To view and adjust those configurable properties, follow the steps outlined below.

From the Main Menu, navigate to Front Office > Agency.

Search for an Agency using the search fields at the top of the application.

Double-click on an Agency's name in the grid.

In the sub-tree, click Contact Roles. below

Locate a contact name from the grid.

Click the button under the Property column. The Web Portal Property window displays.

Update the following Web Portal Properties with either as either "True" or "False" in the Value column. Selecting "True" grants permissions for that property while "False" denies permission. For more details on a given property, click the (speech bubble) icon under the Desc column. A list of Web Portal properties is listed below.

Click Finish when all properties have been updated.

Web Portal PropertiesA list of the Web Portal Properties that can be configured in the Web Portal Property window are listed below.

Property

Description

Valid Values

Where

AgencyReceiveOrderNotification

When you "Show Agency" on an order, this contact will receive an email notification.

True or False

Core Application: Order > Actions > Show Agency

AllowAgencyAcceptCandidate

If the candidate page is visible, the contact is able to accept candidates.

True or False

Vendor Portal: Candidates

AllowAgencyPostMessage

Contact is able to post messages from the Web Portal. The messages are listed in the Contact's profile within the core application. Contacts are only able to see messages they post. They cannot see the entire message history as it appears in the core application.

True or False

Vendor Portal: Home

AllowAgenncyRejectCandidate

If the candidate page is visible, the contact is able to reject candidates.

True or False

Vendor Portal: Candidates

AllowAgencyUpdateCandidateStatus

If the candidate page is visible, the contact is able to change a candidates status.

True or False

Vendor Portal: Candidates

IsDefaultContact

Indicates that this is the Agency's default contact for portal related items such as notifications.

True or False

Core Application: Agency

AllowAgencyApproveRejectTimeCard

If Time Entry is visible, the contact is able to Approve and/or Reject timecards.

True or False

Vendor Portal: Time Entry

AllowAgencySaveSubmitTimeCard

If Time Entry is visible, the contact is able to Save and/or Submit time cards.

True or False

Vendor Portal: Time Entry

Admin Portal: Configure Vendor Portal Menus

The Vendor Portal menu and portal properties are configured in the Admin Portal. The following instructions can be used to help users set up specific areas and properties in the Admin Portal.

Log into the Admin Portal.

Click Menu on the left menu bar.

From the Portal drop-down menu, select Vendor.

From the Menu drop-down menu, select a section to configure.For a list of all Vendor sections and menus, see the Vendor Portal Menus section below.

To set parameters for a specific item, click the View link to the right of the item. The item's Portal Menu Detailwill display in a pop-up window.

To set the item as "Visible", place a checkmark in the Is Visible checkbox.

Place a checkmark next to the individual branches that item should be visible for. To select all branches, click the Select All button. Clicking this button will place a checkmark next to every branch.

Click Update at the bottom of the window once the changes have been made.

Repeat Steps 4-8 until the Vendor Portal has been sufficiently configured.

Vendor Portal Menus

The Vendor Portal menu items that can be configured per each supplier are listed in the outline below.

Home

Summary

Messages

Update Account

Employees

Employee List

New Employee

Job Orders

Summary

Assignments

Candidates

Summary

Time Entry

Summary

Time Card Approval

Group Time

Reports

Summary

Admin Portal: Vendor Portal Properties

The Vendor Portal properties can be configured.

Log into the Admin Portal.

Click Portal Property on the left menu bar.

From the Portals drop-down menu, select Vendor.

Search for a property by entering text into the search field and click Search or scroll through the property list to select a specific property to update. A list of Vendor Portal Properties is listed .

Update the text in the Value field for each branch listed below. If the same value is used for every branch, enter the value in the first text field and check the box to apply that change to every branch.

When all branches have been updated, click Update, located at the bottom of the supplier list.

Repeat Steps 4-6 for any item in the Property list.

Vendor Portal Properties

Home (Main Menu)

Web_Vendor_Home_ShowAnnouncement

Web_Vendor_Home_ShowNotification

Web_Vendor_Home_ShowAssignment

Web_Vendor_Home_ShowTask

Web_Vendor_Home_ShowMessage

Job Orders

Web_Vendor_Order_DateSearchType

Web_Vendor_OrderDetail_Show_UpdateAssignment_Button

Web_Vendor_Order_SearchType

Web_Vendor_OrderCandidate_DH_Status

Web_Vendor_OrderDetail_Show_GoogleMap_Button

Web_Vendor_OrderCandidate_Status

Web_Vendor_OrderDetail_Show_NewAssignmentBtn

Time Entry

Web_TimeEntry_Note_Vendor

Web_Vendor_TimeEntry_ShowApproveReject_Button

Employees

Web_EmployeeDetailPanel_HideList

Web_Vendor_Show_Employee_ContactMethod

Web_New_Employee_Show_AddPastJobBtn

Web_Vendor_Show_GeoCode

Web_New_Employee_Show_AddSkillBtn

Web_Vendor_Show_Tax

Job Orders > Assignments

Web_Vendor_NewAssignment_AssignmentTypeConfigSyatemChoiceID

Web_Vendor_Assignment_DateSearchType

Web_Vendor_NewAssignment_DateTypeConfigChoiceID

Web_Vendor_Assignment_SearchType

Web_Vendor_NewAssignment_SearchType

Web_Vendor_Update_Assignment_RateShowType

Reports

Web_Vendor_Report_Show_Type

This Web Login option is located in the ContactActionsdrop-down menu. Selecting this menu item displays a contact-specific Web Login User wizard which allows Aviont users the ability to manage web login credentials for individual contacts.

PrerequisitesEnsure that the Web Login and Web Portal Menu User tabs are active by following the steps in Admin Tools: Wizard. If the tabs are not marked as active for the specific branch, they will not display.

Access the Web Login Window

From the Main Menu, navigate to Front Office > Contact.

Search for a Contact using the search fields at the top of the application.

Click on the contact for whom you are managing web login access. The Summary sub-tree item will open.

Click the Actions drop-down menu.

Select Web Login from the list. The Web Login User window displays.

Configure the Web Login Tab

The Web Login User window may display two tabs, the Web Login tab and the Web Portal Menu User tab. Enter the information in the fields according to the definitions outlined in the Web Login Tab Definitions section below.Note:The Web Portal Menu User tab only displays if the cnt_WebLogin config option has been enabled.Login Info Section

Field

Description

Login Name

(auto-populated) The username based on the Aviont Core application username.

Password

(asterisks displayed for security) The password that will be used to log into the Customer portal.

Note: If a password is not entered, a 16-character password will be generated for the user.Check the "Email Web Login" box to send the password to the user's email.

Click on the asterisks in the field.

Delete the asterisks.

Type in the user's new password.

Web Login password requirements:

At least eight characters

One special character

One capital letter

One number

Passwords with 16 or more characters may be any combination

Fivefailed password attempts will disable entry attempts for 15 minutes

Reset

Click the Reset button to populate the Password field with a random password. The usermay type over the password to install a custom password.

User Description

(auto-populated, but editable) A free-text description of the user.

Related User

This drop-down menu selection provides the ability to convenientlyconfigurethe contact'scredentials based on a role or other, already-existing contact.

Options Section

Field

Description

Account Locked

When unchecked, the contactis unable to access their account.

Reset Password at Next Login

When checked, the contactwill be prompted to reset their password during the next login.

Email Web Login

When checked, an email containing login credentials is sent to the contact.

Click Next to proceed to the Web Portal Menu User tab, if the config option has been enabled. If the config option has not been enabled and the tab does not display, go to Step 11.

Click Generate Web Portal Menu Users. A list of web items will populate in the grid.

Select the specific items listed in the grid that this selected user is allowed to view/access by placing a checkmark in the IsVisible column.

Click theFinish button in the lower right corner of the Wizard.

Web Login Tab Definitions

See the list of definitions below for more on completing the Web Login tab of the Web Login User window.

Login Info Section

Field

Description

Login Name

(auto-populated) The username based on the Aviont Core application username.

Password

(asterisks displayed for security) The password that will be used to log into the Customer portal.

Note: If a password is not entered, a 16-character password will be generated for the user.Check the "Email Web Login" box to send the password to the user's email.

Click on the asterisks in the field.

Delete the asterisks.

Type in the user's new password.

Web Login password requirements:

At least eight characters

One special character

One capital letter

One number

Passwords with 16 or more characters may be any combination

Fivefailed password attempts will disable entry attempts for 15 minutes

Reset

Click the Reset button to populate the Password field with a random password. The usermay type over the password to install a custom password.

User Description

(auto-populated, but editable) A free-text description of the user.

Related User

This drop-down menu selection provides the ability to convenientlyconfigurethe contact'scredentials based on a role or other, already-existing contact.

Options Section

Field

Description

Account Locked

When unchecked, the contactis unable to access their account.

Reset Password at Next Login

When checked, the contactwill be prompted to reset their password during the next login.

Email Web Login

When checked, an email containing login credentials is sent to the contact.

The New Unemployment wizard allows a user to create unemployment claims for an employee.

The New Unemployment wizard can be accessed from:

Employee Actions menu.

Unemployment main-tree option.

The Add Unemployment Wizard is separated into groups - Employee Lookup, Status, Dates, Note/Document, Options, and Total Charge Value.

Populate the fields according to these definitions and steps:

Employee Lookup Group

Select the criteria to search for an employee from the drop down.

Enter a value for that criteria.

Choose the correct employee from the generated drop-down menu.

Status Group

Claim Number

A unique number assigned to a claim.

Status

The current status of the unemployment claim - Open, Closed, etc.

Determination Status

Following a review of the claim, the current determination of the claim - Appeal Pending, Benefits Won, Protest Waived, etc.

Reason Status

The reason for the status determination - Company Appeal, Determination - Favorable, etc.

Dates Group

Claim Date

The date the employeesubmitted the unemployment claim.

Claim Received

The date the claim was received by the employer.

Branch Contacted

The date the employee's branch was contacted.

Appeal Determined

The date an appeal for unemployment was determined.

Benefits Expired

The date the employee's benefits expired.

1st Determined

The date the unemployment claim was initially determined.

Note/Document Group

Note field

A free-text field used to record information about the unemployment claim.

Attach Document

An upload feature used to attach documents to an unemployment claim.

Click Browse. The computer's File Chooser will display.

Navigate to the document that will be attached.

Select the document.

Click Open in the File Chooser. The document will appear in the Attach Document field.

Options Group

Terminated By Employer

Check box selectedif the employee was terminated by their employer from their previous job.

Separation Info Needed

Check box selected ifdetails on the employee's separation from their last employer are needed.

Claim Not Chargeable

Check box selected ifthe unemployment claim is not chargeable to the employee's previousemployer.

Protestable

Check box selected if the unemployment claim can be protested by the previous employer.

Appeal Pending

Check box selected if an appeal has been filed.

Total Charge Value

Start Date

The Start date for the employee's previous employment.

End Date

The end date for the employee's previous employment.

Total Earning

Press Calculate to calculate the amount of benefits earned by the employee.

Modifier

Adjust the multiplication modifier (1=(Cost*.01)) for the total charge. The value selected equals thepercentage that the employer will pay for the employee's unemployment funds. For instance, if two employers employed the individual - each for six months - one of the employers would enter "50" as a modifier value. The employer is agreeing to pay 50% of the former employee's unemployment funds.

Total Charge

Displays the total charge for the unemployment claim.

A company handbook can be uploaded through the Admin Portal for review by employees through the Employee Portal.

Once a handbook is uploaded, it will be available in the Employee portal under the eDocuments tab.

Log into the Admin portal and navigate to the eDocuments section.

Select the Company Handbook option from the left menu.

Select which branch this handbook will be under.

Click Upload. This will open the file upload wizard.

Select the correct file type from the dropdown.

Click Choose File to select the desired file. Once selected, click Open.

Click Upload, and the document will appear under the submission area where it can be viewed and deleted.

Note: The default maximum size of a document that can be uploaded is 15 MB. If it is found this value is not large enough, contact Aviont for assistance.

From the Admin Portal, the menus in the Web Portals can be customized to only show certain sections. This also removes these sections from being accessible to an applicant during their application workflow.

Select the Menu option from the left-hand menu.

Select which portal you wish to configure from the drop-down menu labeled Portal.

Select which Menu list you wish to configure.

Note: Selecting Applicant Portal allows you to disable part of the application workflow.

Click View to open window with options for this menu item.

Menu Label: Add/Edit the text that will display for this link.

Image Path: Edit the path to image that will display with this link (If Applicable).

Sort Order: Enter a Number if you wish to change the order this link will be display in relation to the other links.

Note: A lower number will place it higher on the list.

Page Path: Enter a link to file this link directs to.

Is Visible: Checking this box will cause this link to display for the branches listed below.

Branch: Select which branches will be effected by the Is Visible selection. To remove an item from view in a branch, un-check the box next to the corresponding branch.

Click Update within the opened window to save the changes made to the above fields.

Close the window and refresh or load the configured portal.

The Security Questions option in the Admin Portal provides a way for administrators to edit and add security questions used for assisting users when retrieving their passwords.

Note:This feature is available in Aviont version 13.2 and subsequent versions.

To access the Security Questions page, log into the Admin Portal and click the Home link. In the left-hand menu panel, click Security Questions. The Security Questions page appears.

View and update existing questions

To view and update existing security questions, click the respective Edit link. The fields for that feed are populated with information such as:

To view and update existing security questions, click the respective Edit link. The Question Detail window appears.

To change the order in which the question appears to the user in relation to other questions, change the Sort Order value as needed (0 - 99, with the value of 99 indicating to display last).

In the Question text box, edit the question if needed.

Check the Show On Web option to make the question visible in the web portals.

In the list of branches, you can select the branches to which the question is to be made available.

Click Update when finished making changes.

Add a new question

To add a new question, follow the steps below:

On the Security Questions page, click the Add Question link. The Question Detail window appears.

Complete the fields as described above in View and update existing questions.

Click Update to add the question.

An option in the Portal Property, Email Format, and Applicant Workflow sections of the Admin portal allows for the override of properties by Supplier, Site, and Site Group levels.

Within one of the three sections listed above, select the portal property to work with, or click the More link found to the right of the property (in the Email Format or Applicant Workflow sections). To view the current value where the property is set by default, look above the grid just to the left. Text, such as "The value is set at the Supplier level" will display.

Click the Enable override option checkbox, found to the right just above the grid.

On the confirmation window that appears, click OK to continue. The Value grid will change to display your selection (a list of suppliers, site groups, or sites). Also, the Override by drop-down list appears at the top of the grid to the left.

From the Override by drop-down, select the override value:

Supplier

The value entered here for each supplier overrides values defined at the site or site group level.

Site Group

The value entered for each site group overrides the values defined at the sites that are defined to the group. Site (branch) groups are defined in Admin Tools.

Site

The value entered here overrides any values that are defined at the supplier or site group level.

The values can be changed individually for each named entity in the grid. For example, the LA office in the example above could have its value changed to "Thank you for applying with ABC Staffing's LA office," or, you can mass update all entities by modifying the value in the top row entitled "Name," and then clicking the associated check box to the left. A confirmation window will ask you to verify the change.

If you edited the values for the entities individually, click the checkbox at the far left that is associated to each.

Scroll to the bottom of the page, if necessary, and then click Update.

The Feeds Setting option in the Home menu of the Admin portal provides the ability to generate and view other feeds like SnagAJobFeed, by basing the setup on the Standard RSS Feed provided.

View/Update Existing Feeds

To view and update the information for a feed, click the respective Select link. The fields for that feed are populated with information such as:

Select Link

Description

Standard job position feed

XSLT

(Extensible Stylesheet Language Transformations) is a language for transforming XML documents into other XML documents, or other formats such as HTML for web pages, plain text or into XSL Formatting Objects, which may subsequently be converted to other formats, such as PDF, PostScript and PNG.

XSLT File Location

Location of the XSLT fileto be used

Standard XML File

JobPositionHRXml.aspx

The location of the XML file to be used

Processing Method

wp_GetJobsFeedXml

The stored procedure usedto generate the data for this feed

System Name

JobHRXml

The system name for this XML feed

Click Update to save changes.

Add aFeed

To add a new feed, follow the steps below:

In the Admin portal, click the Home link.

Click the Feeds Setting option found in the left menu panel. The Feeds Setting panel appears.

Click the Add New button. The fields below the button are cleared for entering new information for the feed.

Enter a descriptive Feed Name.

For non-standard feeds, enter the Xslt File Location, or leave blank for standard feeds.

If a standard feed, enter the filename in the Standard XML File field.

Enter the System Name and any Processing Method required.

Click Add to create the feed. The new feed will appear in the Feeds grid.

View a Feed's XML

Click the View XML link to view the respective XML that is generated for the feeds.

Aviont enables the ability to publish an order's data to an RSS feed which is in turn pulled by anexternal job board or social media site.

While Aviont supplies an RSS feedout ofAviont, each customer isresponsible for configuring how the landingsite accessesthe feed.

Note that some sites, including Facebook, do not offer direct access for RSS feeds. However, a variety of RSS access tools (i.e. zapier or dlvr.it )are available to connect a feed to a landing site.

Note:An RSS feed requires that the Admin Portal's Portal Property Web_JobBoard_Detail_Page has been set up correctly.

Creating the RSS Feed URL

Copy the first part, and the company ID of the Login Link used for the portal URL in the Web_JobBoard_Detail_Page

Example: https://portal.yourstaffingcompany.com/avionte/main.aspx?App=3&CompanyID=YSC

Copy the second part of the URL for the RSS feed that was provided during training.

Example: http://portals.training.com/aviontetraining/feeds/indeed.aspx?CompanyID=NA

Merge these two copied sections together to create the URL for the RSS feed.

Example: https://portal.yourstaffingcompany.com/avionte/feeds/indeed.aspx?CompanyID=YSC

Test these links to see if orders show up on this feed.

The Admin Portal is the "master" portal which controls the configuration, settings and available documents and options in the other Aviont portals. This portal is only accessible to users who have their credentials configured within Aviont with the web user roleof Admin.

When a user logs into the Admin portal they will be directed to the Home page which contains the following sub-menu items related to portal and web configuration.

Menu

Allows for pages to be made visible, or invisible, within different portals.

ConfigChoice Mapping

Allows for the mapping of Config Choices from the Core App for use within the portal.

User Report

Used to generate reports relating to Web users.

Portal Property

Contains all of the settings for configuring the various portals.

User Counter

Allows for the selection of counters to display for Customers and Vendors within their respective portals.

Security Questions

Allows for the choosing of what security questions are available for employee and applicant usage when creating their online account.

Login As

Allows for a user to log in as another user (including applicants and employees) to view the various portals from their perspective.

Branch Property

Allows for the selection of some properties on a per branch basis.To remove an item from view in a branch, un-check the box next to the corresponding branch.

Email Format

Allows for HTML customization of any email generated from the web portals.

Applicant Workflow

Controls if, and what, pre-screen questions will display for applicants.

Skill Category Mapping

If a site uses skill category names that differ from the default, these can be linked on this page.

Skill Mapping

If a site uses skill category names that differ from the default, these can be linked on this page.

Past Job Setup

Allows for details pertaining to past jobs to be required when entered by applicants or employees.

Counter List

Displays default, and provides for the entry of customized counters for use in the web portals.

Update Account

Edit or viewthe current user's username, password, and security questions.

Feeds Setting

Manage or add Feeds within the web portals.

The Contact item of the Agency section records information about the staffworking atthe agency.

The Contactpane displays the following information regarding the contact:

Field

Description

Salutation

Formal greeting for the contact.

Full Name

Name of the contact.

Title

Position held by the contact.

Status

Indicates if the contact is currently active.

Branch

Branch associated with the agency to which the contact is attached.

View

The "jump" button here will navigate you to the Summary item of the Contact section.

Contacts can be added to the list from the New Contact option of the Actions menu or, if set up, from the New Contact button on the Shortcuts group of the Summary item.

Below is a list of advanced queriesthat are no longer available, and their replacements.

DeprecatedAQ

Replacement

Agency Checks

Agency >> Agency Check Screen or Paycheck Search Screen

Employee 401k AQ

Employee Benefit AQ

Customer List

Customer Search Screen

Contact List

Contact Search Screen

Employee List

Employee Search Screen

Paycheck List

Paycheck Search Screen

Invoice List

Invoice Search Screen

E-Time Card

Web Time AQ

Assignment Ending Snapshot

Ending Assignment List

Web Time

Web Time AQ

Daily Web Time

Web Time AQ

Gross Margin By Customer

Gross Profit Report

Source Of Employee

Referral Source AQ

W2 Count

Get Employee Fed W2

New Hire Act

New Hire Report

Active Orders Posted To Web

Order Posted To Web

Staffing Usage

Get System Usage

Web Employee Audit Log

Audit AQ

Payroll Note

No Replacement

Job Orders Report

Job Order Metrics

Uncleared Check by Date

Cleared Paychecks By Date or Paycheck Search Screen

Sales by State AQ

No Replacement

Vacation/Holiday Eligibility

Accrued Hours Report

Tax Credit Qualified Employee

No Replacement

Employee Referral Source

Referral Source AQ

Employee Tax AQ

Taxes Summary AQ

12 Month Look Back

Look Back Data Comparison

Admin Audit Log

Audit AQ

Healthcare LookBack Query

Healthcare Look Back Report

Working Employees with no I9

Should use DRM to prevent this

Report AQ Possible Issue AQ

Uses ReportServer but we do not have access. So removing from Standard.

Federal EEO AQ

Federal EEO Reporting AQ

User Log Stat

Monthly User Log

If you're an integration partner, you have access to the Aviont Support Center and can create tickets on behalf of your customers.For instance, if a customer would like to use your Aviont integration, you can create a ticket that designates who, what, where, etc. in an efficient, trackable format that will be immediately assigned to the proper Aviont personnel.

If you're a partner and need AviontSupport Center credentials, email [email protected].

Support Center Glossary

Agents- Aviont staff members who completeticket requests.

Organizations- Companies using Aviont software.

Requesters- Global Cash Cardemployees. The individuals who are using the Support Center to set up new integration requests and incidents requiring support.

Create Credentials

The designated Requesters in your organization will receive an email from Aviont Support asking them to follow a link to create their Support Center usernameand password. These Requesters must click this link to set their display name and Support Center password. Only the designated Requesters will be able to create credentials and signin.

Sign In

Requesters have the ability to log in to the Support Center, submit tickets, and track tickets. To access Avionts Support Center, navigate to support.avionte.com. This address will bring you to the Support Center homepage.

ClickSign Inon the top-right side of the Support Center home screen. You will then be prompted to sign in with your credentials. Your sign in credentials are your email (the one to which you received your initial welcome email) and the password you set via the email link. You can change these credentials at any time by signingin and editing your user settings.

support.avionte.com

Edit User Settings/Password

You can make adjustments to your user profile such as changing your display name, email, and/or phone number if necessary. To do this:

Navigate to the Support Center homepage at

Log in with your Requester credentials via the Sign inbutton on the top-right corner of the home screen.

Click on your name.

Select Edit my profile.

From the drop-down menu, type in your changes and click off to save.

You may also change your password via this drop-down menu by clickingChange password. Click this and the system will prompt for your current password and a new password.

Ticket Submission

When Should I Use the Online Ticket System?

The Support Center should be utilized to submit new client integration set up requests or incidents related to integrations requiring additional support.

Who Can Submit Tickets through the Support Center?

Only Requesters can submit tickets through the Support Center. These Requesters will be contacted by Aviont to set up a Support Center username and password. These users will be required to sign in before they are allowed to submit a ticket request.

Submit a Ticket

Sign in to the Support Center on the home screen by clickingSign inon the top-right side of the screen. Remember: Only Requesters are allowed to sign in and submit ticket requests.

ClickSubmit a ticket. The Ticket Submission page opens.

A drop-down menu will prompt for the nature of the request.Though there are three options, select one of these two options:

I would like support with an issue I have encountered Choose this if you need to report an incident requiring additional support from the Aviont Technical team

I would like help understanding how to use a specific functionality This is used by staffing companies only. Please disregard.Your choice from the drop-down menu will prompt you to answer further questions below. These fields populate automatically based on your answers to sub-questions to give Aviont all the information we need to assist you.Required fields are marked with an asterisk (*). You are also encouraged to attach screenshots to your submission to help our team better understand your needs. To attach a file, clickAdd fileunder the Attachments section at the bottom of the screen. Locate your file and click Open.

The third option, "I would like an update specific to my Aviont application." is for new setups that will always be initiated by Aviont. Global Cash Card should never need to use this option.

Once you have completed the questions and attached any relevant documents, clickSubmitto submit your ticket. If you are missing any required fields, an error bar will appear at the very top of the screen telling you what fields you are missing.

Incident Ticket Request

Select I would like support with an issue I have encountered from the drop-down menu.

In the Subjecttext box, type Global Cash Card- [client name] and a subject regarding the issue

In the Ticket Type drop-down menu, first select Integrations and then Global Cash Card

Under the Did you attach a screenshot?drop-down menu, select Yes or No

In the Please provide a specific example of the issue box, indicate any integration specific unique identifiers or affected records. If not applicable, type N/A

In the Description field, provide a detailed description of the incident and any relevant details.

In the Priority drop-down menu, please select a severity level for the incident.

In the Ticket Requester Preferred Phone Number text box, provide a phone number to best reach the appropriate resource.

Attach any relevant documents, screenshots, etc. in the Attachments section.

Click Submit.

You will not be able to submit until all required fields are filled.

Global Cash Card -Specific Required Elements:

Provide client-specific informationincluding credentials.

Activities Page

The Activities page allows Requesters to view all of tickets that they are copied on in order to follow progress and follow up as needed. This page will load after you have submitted a new request or when you clickMy ticketsfrom the home screen.

Tracking Tickets

As a Requester, you can track your organizations tickets in the Support Center on the Activities page under Requests I'm CC'd On.

Use the Search Requests bar to search tickets by Ticket ID, Subject, and many other descriptors.

Use the drop-down to the right of the Search bar to filter tickets by Status. The three statuses you can view are Open, Solved, and Awaiting Your Reply. Tickets marked Awaiting Your Reply require a response from a Requester. Please make sure to check these as they may require the response of ADP resource or the staffing company resource. To respond or make comments on a submitted ticket, you first need to view it.

View a ticket by clicking on the tickets Subject.

From here, you can view all comments on the ticket, reply or add comments, and see all of the ticket information submitted.

To comment or reply on a ticket, simply type your response in the Add Your Reply field, then click Add Reply.

You may submit a new request from this screen by scrolling to the bottom and clickingSubmit a request.

If you're an integration partner, you have access to the Aviont Support Center and can create tickets on behalf of your customers.For instance, if a customer would like to use your Aviont integration, you can create a ticket that designates who, what, where, etc. in an efficient, trackable format that will be immediately assigned to the proper Aviont personnel.

If you're a partner and need AviontSupport Center credentials, email [email protected].

Support Center Glossary

Agents- Aviont staff members who completeticket requests.

Organizations- Companies using Aviont software.

Requesters- rapid! PayCardemployees. The individuals who are using the Support Center to set up new integration requests and incidents requiring support.

Create Credentials

The designated Requesters in your organization will receive an email from Aviont Support asking them to follow a link to create their Support Center usernameand password. These Requesters must click this link to set their display name and Support Center password. Only the designated Requesters will be able to create credentials and signin.

Sign In

Requesters have the ability to log in to the Support Center, submit tickets, and track tickets. To access Avionts Support Center, navigate to support.avionte.com. This address will bring you to the Support Center homepage.

ClickSign inon the top right side of the Support Center home screen. You will then be prompted to sign in with your credentials. Your sign in credentials are your email (the one to which you received your initial welcome email) and the password you set via the email link. You can change these credentials at any time by signingin and editing your user settings.

support.avionte.com

Edit User Settings/Password

You can make adjustments to your user profile such as changing your display name, email, and/or phone number if necessary. To do this:

Navigate to the Support Center homepage at

Log in with your Requester credentials via the Sign inbutton on the top right corner of the home screen.

Click on your name.

Select Edit my profile.

From the drop-down menu, type in your changes and click off to save.

You may also change your password via this drop-down menu by clicking the Change passwordbutton. Click this and the system will prompt for your current password and a new password.

Ticket Submission

When Should I Use the Online Ticket System?

The Support Center should be utilized to submit new client integration set up requests or incidents related to integrations requiring additional support.

Who Can Submit Tickets through the Support Center?

Only Requesters can submit tickets through the Support Center. These Requesters will be contacted by Aviont to set up a Support Center username and password. These users will be required to sign in before they are allowed to submit a ticket request.

Submit a Ticket

Sign in to the Support Center on the home screen by clickingSign inon the top right side of the screen. Remember: Only Requesters are allowed to sign in and submit ticket requests.

ClickSubmit a ticket. The Ticket Submission page opens.

A drop-down menu will prompt for the nature of the request.Though there are three options, select one of these two options:

I would like support with an issue I have encountered Choose this if you need to report an incident requiring additional support from the Aviont Technical team

I would like help understanding how to use a specific functionality This is used by staffing companies only. Please disregard.Your choice from the drop-down menu will prompt you to answer further questions below. These fields populate automatically based on your answers to sub-questions to give Aviont all the information we need to assist you.Required fields are marked with an asterisk (*). You are also encouraged to attach screenshots to your submission to help our team better understand your needs. To attach a file, clickAdd fileunder the Attachments section at the bottom of the screen. Locate your file and click Open.

The third option, "I would like an update specific to my Aviont application." is for new setups that will always be initiated by Aviont. rapid! PayCardshould never need to use this option.

Once you have completed the questions and attached any relevant documents, clickSubmitto submit your ticket. If you are missing any required fields, an error bar will appear at the very top of the screen telling you what fields you are missing.

Incident Ticket Request

Select I would like support with an issue I have encountered from the drop-down menu.

In the Subjecttext box, type Rapid - [client name] and a subject regarding the issue

In the Ticket Type drop-down menu, first select Integrations and then Rapid

Under the Did you attach a screenshot?drop-down menu, select Yes or No

In the Please provide a specific example of the issue box, indicate any integration specific unique identifiers or affected records. If not applicable, type N/A

In the Description field, provide a detailed description of the incident and any relevant details.

In the Priority drop-down menu, please select a severity level for the incident.

In the Ticket Requester Preferred Phone Number text box, provide a phone number to best reach the appropriate resource.

Attach any relevant documents, screenshots, etc. in the Attachments section.

Click Submit.

You will not be able to submit until all required fields are filled.

rapid!-Specific Required Elements:

Attach setup document to the ticket. The document should include all packages and associated credentials.

Activities Page

The Activities page allows Requesters to view all of tickets that they are copied on in order to follow progress and follow up as needed. This page will load after you have submitted a new request or when you clickMy ticketsfrom the home screen.

Tracking Tickets

As a Requester, you can track your organizations tickets in the Support Center on the Activities page under Requests I'm CC'd On.

Use the Search Requests bar to search tickets by Ticket ID, Subject, and many other descriptors.

Use the drop-down to the right of the Search bar to filter tickets by Status. The three statuses you can view are Open, Solved, and Awaiting Your Reply. Tickets marked Awaiting Your Reply require a response from a Requester. Please make sure to check these as they may require the response of ADP resource or the staffing company resource. To respond or make comments on a submitted ticket, you first need to view it.

View a ticket by clicking on the tickets Subject.

From here, you can view all comments on the ticket, reply or add comments, and see all of the ticket information submitted.

To comment or reply on a ticket, simply type your response in the Add Your Reply field, then click Add Reply.

You may submit a new request from this screen by scrolling to the bottom and clickingSubmit a request.

The Email Profile section, accessible from the Email section, allows for additional email profiles to be set up. These profiles can be used to send out mass mails, text messages, or other emails where using apersonal email address would be undesirable. An email profile must be set up to use the email features.Other features such as Text Messaging and Mass Mail also utilize the Email Profile. For more information, visitthe Text Messaging and Mass Mail articles.

If you are using a version of Aviont that is 14.2 or older, see the Email - Profile (Self Hosted, Versions 14.2 & Older) help page.

Self-hosted customers may have additional fields available in the Email Profile window, such as User name, Password, Reply to Email Address, Outgoing Mail Server (SMTP), etc. If these fields are visible, see Email - Profile (Self Hosted, Versions 14.2 & Older).

Note: Users will only have access to profiles they have created or have been shared with their account.

Adding or Modifying an Email Profile

From theStart Page, navigate to Actions > Email Profile or from the Main Menu, navigate to Email > Actions > Email Profile. The Email Profile Wizard appears.

From the Actions menu, choose CreateProfile or click the CreateProfile shortcut button (if set up). TheEmail Profilewindowwill display.

On the Email Profile tab of the window, enter the following information:Note: If additional fields are visible, see Email - Profile (Self-Hosted, Versions 14.2 & Older).

Field

Description

Profile Name

Enter a name for this email profile.

Email Address

Enter the email address for this profile.

Reply To Email Address

Set up an email address where replies will go.

The HTML tab at the bottom of the window can be used to add additional items such as images, or social networking links as necessary. For more information on this, see the Email Signature section below.

Click Next to continue to the Share Profile tab.

On the Share Profile tab you can select the users you want to share this email profile with. Across the top are three buttons that provide options for selecting users. Those options are:

Select All Users From My Branch

Share this profile with all users at your branch.

Select All Users From My Supplier

Share this profile with all the users at your supplier.

Deselect All

Unselect all users.

Once you have selected the users with whom you would like to share this profile, click Finish to save. The email profile will appear in the grid.

To test the email profile, click the pencil icon, . The Email Profile wizard appears.Note: An email profile needs to be saved before attempting to send a test email.

Click the Send Test Email button to send a test email.

Password Update

Hosted customers do notneed to enter their username, password or other SMTP (email server information) into Aviont.

Email Signature

The email signature is located at the bottom of the Email Profile wizard, in the "Signature" panel.

From the Main Menu, navigate to Email > Profile.

Click on the pencil icon,, to the far right of the row for the profile that needs to be updated.

The Email Profile wizard opens.

When the signature has been updated, click Next.

Select the users that the email profile should be shared with by placing a checkmark in the box under the "Select" column for their username.

Click Finish.

Signature Formatting Tips/Tricks

Tip

Additional Information

Do NOT copy and paste your email signature from another source (i.e. Outlook, Google docs, etc.)

These applications contain proprietaryinformation that can lead to unexpected formatting and in some cases it can cause the signature to lose its edit-ability. If this happens contact theAviont Support Center.

Remove white space.

When adding your signature text, press Enter on your keyboard to move your cursor to the next line, leaving white space between rows. Press Shift + Enter on your keyboard to make the white space narrower between rows.

Enhance the text.

Use the toolbar in the editor to select fonts, color, sizes and styles to enhance aspects of the text in the e-mail signature.

Add an email address.

To add an email address to ane-mail profile, type theemail address.It is automatically set up with a 'mail to' and doesn't require editing in the HTML tab.

Add a link.

URLs are automatically set up as links, and do not require editing in the HTML tab.Simply add the URL in a "http://www.yourwebsitehere.com" format.

Add hidden link.

Hidden links are links to external websites that don't follow the obvious URL format (http://www.yourwebsitehere.com).Instead, they may appear as text that says "Click here." To add a hidden link:

Locate and copy the desired URL without the "http://"

Type the words that will appear instead of the URL(e.g. Click Here, Click to Register, etc.) in the Design tab of the editor.

Highlight those words.

Click the hyperlink icon,. The "Create a Link" window will display.

Select one of the options (either http:// or https://) from the drop-down menu on the far left.

Paste the copied URL into the text field.Note: A copy of the URL will appear in small, black text underneath the drop-down menus.

Click OK.

The link will display in your email signature as underlined text.

Add a Graphic via HTML

Save the graphic or photo to an internet accessible location, that is NOT thelocal PC.

Navigate to Start Page > Actions menu > Email Profile

Click the HTML tab at the bottom ofthe Email Profile wizard.

Find the image on the internet.

Right-click on the image.

Depending on the browser, select the option that inspects the image.

Locate the image's HTML.

Copy the image's HTML.

Paste the copied content to the HTML window in the Aviont Email signature section.

Select the Design tab to view the image.

Click Next.

Click Finish.

Issue

Logging in to the Employee Portal opensthe Applicant Portal instead.

Resolution

Employee's Web Role in Employee Summary screen > Actions Menu > Web Login is set to "Applicant." Visit the Admin Tools - User Tab - Web Login User article for instructions about how to change the user's web role.

Report Description

This report enables asearch for all Employee Education, Skills, Requirements, Past Jobs, Certifications, Documents, and E_Documents. It also enables a search for Employees missing the same information (education, skills, etc.), which is not possible with Advanced Search functionality.

Parameters

Parameter Name

Options

Description

SSN

All available SSN

Search Type

List of employees related to a search type. Like Certification, Contact method etc.

Employee Missing

Employees who are missing in related search types Like Certification, Contact method etc. It must be matched with choicecode.

Branch

All available branches.

Start Date

Employee Entered Date

End Date

Employee Entered Date

Employee Status

All available status.

Report Fields

Field Name

Description

Branch Name

Employee Branch

Will be visible for all parameter SearchType

Employee ID

EmployeeID from Employee.

Will be visible for all parameter SearchType

SSN

SSN from Employee.

Will be visible for all parameter SearchType

Last Name

Last Name of employee.

Will be visible for all parameter SearchType

First Name

First Name of employee.

Will be visible for all parameter SearchType

Employee Status

Status of employee.

Will be visible for all parameter SearchType

Primary Contact

Primary contact from employee contact method.

Will be visible for all parameter SearchType

Email

Email from employee contact method.

Will be visible for all parameter SearchType

Full address

Full Address from employee contact method.

Will be visible for all parameter SearchType

OnAssignment

OnAssignment from employee. Check for OnAssignment=1 and uncheck for OnAssignment=0

Will be visible for all parameter SearchType.

CertificationCategory

Category of certification from employee.

Will be visible for parameter SearchType=Certification

CertificationType

Certification name from certification type of employee.

Will be visible for parameter SearchType=Certification

IssuingAuthority

Authority Name from Certification authority of employee.

Will be visible for parameter SearchType=Certification

CertificatiionNumber

Certification number from employee certification.

Will be visible for parameter SearchType=Certification

IssueDate

Date of issue from employee certification.

Will be visible for parameter SearchType=Certification

ExpirationDate

Expiration date of certification from employee certification.

Will be visible for parameter SearchType=Certification

ValidatedDate

Validate date of certification from employee certification.

Will be visible for parameter SearchType=Certification

Notes

Notes from employee certification when SearchType=Certification.

Notes from date type when SearchType='Dates.

Notes from employee education when SearchType='Education.

Will be visible for parameter SearchType=Certification, SearchType='Dates, SearchType='Education

ContactMethodType

Contact method type from employee contact method where Category = 'EmployeeContactmethod'

Will be visible for parameter SearchType=Contact Method

ContactMethodValue

Contact method Value from employee contact method

Will be visible for parameter SearchType=Contact Method

Description

Description from employee contact method.

Will be visible for parameter SearchType=Contact Method

ConvictedNature

Name of nature of employee conviction. Category =EmployeeConvictionType. Eg: non-Violent, violent, Drug Related etc.

Will be visible for parameter SearchType=Criminal history.

ConvictedType

Type of convicted from employee conviction. Eg: Misdemeanor, Felony etc.

Will be visible for parameter SearchType=Criminal history.

Remarks

Remarks from employee conviction.

Will be visible for parameter SearchType=Criminal history.

ConvictedDate

Date of convicted from employee conviction.

Will be visible for parameter SearchType=Criminal history.

UserComments

User comment for conviction from employee conviction.

Will be visible for parameter SearchType=Criminal history.

VerifiedDate

Date of verified of conviction from employee confiction.

Will be visible for parameter SearchType=Criminal history.

DateType

Type of Date from date type where Category=EmployeeDate. Eg: Date Entered, Interviewed Date etc.

Will be visible for parameter SearchType='Dates

Date

Date from Date type of employee.

Will be visible for parameter SearchType='Dates

DocumentType

Type of document from employee document type where category=EmployeeDocumentType.

Will be visible for parameter SearchType='Documents

DocumentFileName

File Name from document.

Will be visible for parameter SearchType='Documents

Note

Note from document when SearchType='Documents.

Note from Skills when SearchType='Skills

Will be visible for parameter SearchType='Documents, SearchType='Skills

DocumentExpirationDate

Ecpiration date of document from document.

Will be visible for parameter SearchType='Documents

DocumentDateEntered

Entered date of document.

Will be visible for parameter SearchType='Documents

DocumentEnteredBy

User name of entered document from document.

Will be visible for parameter SearchType='Documents

edocumentType

Type of eDocument from eDocument. Eg EdocumentType like I-9, W4 2013 etc.

Will be visible for parameter SearchType='EDocuments

DateSubmitted

Submitted date of edocument.

Will be visible for parameter SearchType='EDocuments

EdocumentStatus

Status of edocument from from edocumentstatus. Eg Status like Input, Pending Signature etc.

Will be visible for parameter SearchType='EDocuments

IsVerified

Check if edocument is verified Isverified=1. Uncheck if edocument is not verified Isverified=0.

Will be visible for parameter SearchType='EDocuments

IsActive

Check for active edocument, IsActive=1. Uncheck for not active edocument, IsActive=0.

Will be visible for parameter SearchType='EDocuments

EdocumentCompletedDate

Pull the date of completed of edocument.

Will be visible for parameter SearchType='EDocuments

EdocumentExpirationDate

Pull the expiration date of edocument.

Will be visible for parameter SearchType='EDocuments

Degree

Education Degree of employee pull from employee education. Category=EmployeeEducationDegree

Will be visible for parameter SearchType='Education

Institution

Name of Institution of employee from employeeEducation.

Will be visible for parameter SearchType='Education

Specialization

Specialization of employee education. Like Business, Accounting etc.

Will be visible for parameter SearchType='Education

StartDate

Education start date from employee education.

Will be visible for parameter SearchType='Education

EndDate

Education completed or end date of employee education.

Will be visible for parameter SearchType='Education

IsGraduated

Show the completed graduation or not. Check for completed and uncheck for not completed.

Will be visible for parameter SearchType='Education

DateVerified

Graduation verified date from employee education.

Will be visible for parameter SearchType='Education

City

City of graduation done from employee education.

Will be visible for parameter SearchType='Education

State

Sate of graduation done from employee education.

Will be visible for parameter SearchType='Education

Country

Name of country from employee education.

Will be visible for parameter SearchType='Education

EmploymentCategory

Category of employment from employment category where category=EmployeeEmploymentCategory. Eg: DirectHire, TempToPerm, FT etc.

Will be visible for parameter SearchType='Employment category

EmploymentCategoryPriority

Number the priority foe mentioned employment category. 1 for first priority,2 for second likewise.

Will be visible for parameter SearchType='Employment category

EmploymentCategoryNotes

Notes related to that category from EmployeeEmployment category.

Will be visible for parameter SearchType='Employment category

Category

Category from employee extra value. Like Emergency Information, Marketing etc.

Will be visible for parameter SearchType='Extra

Label

Description related to category from employee extra value. Such as Emergency Contact Name, Referral Source

Will be visible for parameter SearchType='Extra

Value

Value of the category from employee extra value. Eg Jill Jablonski for label:emergency contact, Newspaper for label:marketing.

Will be visible for parameter SearchType='Extra

CustomerName

Employer name from employee past job where they had worked in past.

Will be visible for parameter SearchType='PastJobs

CustomerPhoneNumber

Employer phone number from employee past jobs.

Will be visible for parameter SearchType='PastJobs

JobTitle

Title of job that employee worked on past from employee past jobs (e.g. manager, Engineer, etc.)

Will be visible for parameter SearchType='PastJobs

AgencyName

Name of agency from employee past jobs.

Will be visible for parameter SearchType='PastJobs

TypeofJob

Types of job from employee past jobs (e.g. Perm, FT etc.)

Will be visible for parameter SearchType='PastJobs

Supervisor

Name of Supervisor from employee past jobs.

Will be visible for parameter SearchType='PastJobs

ReferenceComment

Reference comment from previous jobs from employee past jobs. Eg: Good etc.

Will be visible for parameter SearchType='PastJobs

IsContactSupervisor

Check if contact supervisor where IsContactSupervisor=1, uncheck for no contact with supervisor where IsContactSupervisor=0.

Will be visible for parameter SearchType='PastJobs

StartDate

Date of employee started work in past jobs.

Will be visible for parameter SearchType='PastJobs

EndDate

Date of employee last worked in past jobs.

Will be visible for parameter SearchType='PastJobs

DateEntered

Entered date of past jobs.

Will be visible for parameter SearchType='PastJobs

DateVerified

Date an employee's last job was verified.

Will be visible for parameter SearchType='PastJobs

LastPay

Last paid amount on past jobs from employee past jobs.

Will be visible for parameter SearchType='PastJobs

ReasonForLeaving

The reasons of leaving past job from employee past jobs.

Will be visible for parameter SearchType='PastJobs

Country

Name of country worked in past jobs.

Will be visible for parameter SearchType='PastJobs

Street1

Name of Street1 worked in past jobs.

Will be visible for parameter SearchType='PastJobs

Street2

Name of Street2 worked in past jobs.

Will be visible for parameter SearchType='PastJobs

City

Name of City worked in past jobs.

Will be visible for parameter SearchType='PastJobs

State

Name of State worked in past jobs.

Will be visible for parameter SearchType='PastJobs

ZipCode

Name of ZipCode worked in past jobs.

Will be visible for parameter SearchType='PastJobs

ReferenceType1

Type of reference from employee past job reference. Eg Supervisor, Personal etc.

Reference type may be many according to the employee filled (e.g. ReferenceType1, ReferenceType2, ReferenceType3 etc.)

Will be visible for parameter SearchType='PastJobs

ReferenceDate1

Date of reference from employee past job reference.

Reference Date may be many according to the employee filled (e.g. ReferenceDate1, ReferenceDate2, ReferenceDate3 etc.)

Will be visible for parameter SearchType='PastJobs

ReferenceNote1

Note of reference from employee past job reference. Eg Called supervisor,

Reference Note may be many according to the employee filled (e.g. ReferenceNote1, ReferenceNote2, ReferenceNote3 etc.)

Will be visible for parameter SearchType='PastJobs

RequirementType

Type of requirement for employee from employee requirement where category=Requirement (e.g. Drug Tested, safety Googles, Background Check etc.)

Will be visible for parameter SearchType='Requirement

RequirementValue

Value related to requirement type (e.g. True for tested, False for not tested. Also Date of tested date.)

Will be visible for parameter SearchType='Requirement

RequirementNote

Notes about requirement test from employee requirement. It may be failed or problem according to result.

Will be visible for parameter SearchType='Requirement

RequirementDateEntered

Entered date of requirement from employee requirement.

Will be visible for parameter SearchType='Requirement

SkillCode

Code of employee skills from employeeskills (e.g. Speak English, Write English, Overtime etc.)

Will be visible for parameter SearchType='Skills

SkillStrength

Strength of the employee on related skills.

Will be visible for parameter SearchType='Skills

SkillValidateDate

Validate date of the skill code from employee skills.

Will be visible for parameter SearchType='Skills

Unit

Unit from employee skills (e.g. 1 in Unit type:year, 2 in Unit type:year etc.)

Will be visible for parameter SearchType='Skills

UnitType

Type of unit from employee skills. (e.g. year, etc.)

Will be visible for parameter SearchType='Skills

EmployeeDNACustomer

Name of customer from employee customer DNA where category=EmployeeCustomerDNA and value=EmployeeDNACustomer.

Will be visible for parameter SearchType='Skills

CustomerDNAEmployee

Name of customer from Customer Employee DNA where category=EmployeeCustomerDNA and value=CustomerDNAEmployee.

Will be visible for parameter SearchType='Skills

UserType

Type of employee from employeeuser where category=EmployeeUser.

Will be visible for parameter SearchType='Users

UserName

Name of the user from employee user.

Will be visible for parameter SearchType='Users

Report Description

This report enables the search for an E-Verify completion status for all employees by their submission dates.

Parameters

Parameter Name

Options

Description

Employee Branch

All available branches

Everify Requested Date (From)

Everify Requested Date (To)

Report Fields

Field Name

Description

Everify Case ID

E-Verifys Case ID

Branch Name

Employees Branch

Employee ID

Employees ID

Employee Name

Employees Name

SSN

Employees SSN

Case Number

E-Verifys Case Number (For E-Verify Current Status = E-Verify EmployeeCertification, Certification Number is displayed for this column)

Sent Date Time

E-Verifys Sent Date Time (For E-Verify Current Status = E-Verify EmployeeCertification, Certifications Date Entered is displayed for this column)

Everify Current Status

Displays E-Verifys Current Status dynamically according to the ResponseCode.

For example if Response Code is 8 then this column displays Authorized for Work

For example if Response Code is 100 then this column displays Case closed

For example if Response Code is 30 then this column displays Reverify requested, etc.

Case Closed

If IsCaseClosed of EverifyCase is 1, then this column displays Closed. Else displays Open.

Authorized To Work

If ResponseCode of EverifyCaseResponse is 8 or 16, then this column displays Yes

Sent By

Name of the User who sent this E-Verify request.

Report Description

Gives information associated with a PO number.

Parameters

Parameter Name

Options

Description

Customer Name

Filters data by customer name.

Start Date (Assignment)

End Date (Assignment)

Active

Active, Inactive

Pulls active or inactive PO number.

Report Fields

Field Name

Description

Customer ID

Pulls customer ID from customer.

Customer Name

Pulls customer Name from customer.

Department Name

Pulls department name from customer.

StaffingOrderID

Pulls staffing order ID from staffingorder.

PONmber

Pulls po number from po number.

PODescription

Pulls Description from po number.

POLimit

Pulls POLimit from po number.

POStartDate

Pulls StartDate from po number.

WarningValue

Pulls WarningValue from po number.

AmountUsed

Pulls AmountUsed from po number.

PORemaining

If polimit =0 then 0 else polimit amountuser.

AssignmentID

Pulls assignment id from Assignment.

EmployeeName

Pulls employee name from employee.

Shift

Pulls shift name from assignmentschedule.

IsActive

Pulls isactive from ponumber.

Report Description

This AQdisplays staffing messages.

Parameters

Parameter Name

Options

Description

Branch

All available branches

User Branch

Date Type

EnteredDate, StartDate, EndDate

Start Date

End Date

Entered By

All available message entered by a user

Filters result by user name who entered message.

Is Complete

All, Complete, Non Complete

Filter by the complete or non complete message.

Action Type

All available action type

Customer Name

Filters result by customer name.

Report Fields

Field Name

Description

Staffing Company

Supplier company from supplier

Branch Name

Supplier branch

Action Type

Message action type from message (e.g. Cold Call, Email, FollowUp, Meeting etc.)

Message Type

Message type from message (e.g. Task, Appointment etc.)

Subject

Message subject from message.

Message

Message

Date

Pull Orginal Start Date if parameter Date Type =EnteredDate, StartDate if parameter Date Type =StartDate and Endate if parameter Date Type =EndDate from message. The date is between parameter StartDate and EndDate.

Entered By User

Username from message.

Employee Name

Name of employee message send. For Message Action origin=Employee

Customer Name

Name of customer message send. For Message Action origin =Customer

Contact Name

Name of contact message send. For Message Action origin=Contact

Link Users

Users name who are linked with the particular message.

Is Complete

Check for IsComplete =1 for complete message and uncheck for IsComplete=0 for not complete message.

Order ID

OrderId for message send to Order, Pull order ID having Message Action origin=Order_Dh, having Message Action origin=Order_Temp.

Assignment ID

Assignment ID for message send to Assignment. Pull Assignment ID having Message Action origin=Assignment

Agency Name

Name of Agency for message send to Agency. Pull Agency Name having Message Action origin=Agency

WC Claim ID

WcClaim ID for message send to WcClaim. Pull WcClaim ID having Message Action origin= WcClaim.

Unemployment ID

Unemployment ID for message send to Unemployment . Pull Unemployment ID having Message Action origin= Unemployment .

Required Setup

Staffing message report

Report Description

Details how WC (Worker's Compensation) claims affect gross profit. This report is useful for determining the financial impact that a single or group of WC claims had on your company and is easy to sort as an advanced query.

Parameters

Parameter Name

Options

Description

Branch

All available branches.

WcClaims Branch.

As Of Date

Filters for the WcClaims till As of Date entered

Claim Status

ALL, Closed, Open

Choice codes present in WcClaim Claim Status

Claim Number

Filters results by Claim Number.

Customer Name

Filters results by Customer Name.

Employee Name

Filters results by Employee Name.

Report Fields

Field Name

Description

CustomerName

Customer Name associated with Worker Compensation Claim.

ClaimNumber

Claim Number of Worker Compensation Claim filed.

ClaimEnteredDate

Claim Entered Date of Worker Compensation Claim.

WcCode

Worker comp code associated with Worker Compensation Claim.

EmployeeName

Name of Employee associated with Worker Compensation Claim.

ClaimStatus

Status of the Worker Compensation Claim filed.

StaffingCompany

Supplier associated with Worker Compensation Claim filed.

BranchName

WcClaim Branch.

JobOrderID

Order ID associated with WcClaim.

Jobtitle

Job Tile associated with WcClaim.

TotalBillAmount

Life time to Date Bill Amount.

GrossProfitBeforeWCCost

Sum of Gross profit from transactions till As of Date parameter.

GrossProfitAfterWCCost

(Total Gross Profit Before Wc Cost) (Total WcClaim Cost),

Where Total WcClaim cost = Total WcClaim Cost present in NetIncurred choicecode of category WcClaimCostType for a particular WcClaim.

YTDCustomerBillAmount

Year To Date Bill Amount.

BodyParts

Name of the Body Parts affected.

If the client has set up the choice codes for category WcClaimCostType, and if any of these choice codes are present in WcClaimCost for a particular WcClaim then each of these choice codes are displayed after the BodyParts column along with the amounts associated with these choice codes.

For e.g: Medical, Transportation, Wages etc.

Report Description

This report is a template that makes it easy to print employee information onto blank 1099 forms. The 1099is a tax form that reports the year-end summary of all miscellaneous non-employee compensation.

Parameters

Parameter Name

Options

Explanation

Supplier

All available suppliers

Year

Free-text

Check dates year

Report Fields

Field Name

Explanation

Payers Name

Supplier Name

Street address, city or town, state or province, country, ZIP or foreign postal code

Suppliers full address

Telephone Number

Supplier main phone number

Payers federal identification

Supplier FEIN

Recipients identification

Employees SSN (TIN from GS_VendorInfo)

Recipients name

Employees Name

Nonemployee compensation

Value of BoxValue from GS_Vendor1099Info table

Street address (including apt. no.)

Employees street address (from GS_VendorInfo)

City or town, state or province, country, ZIP or foreign postal code

Employees City, State and Zip (from GS_VendorInfo)

**This report will have two employees per page i.e. one person on top and the other at bottom.

Report Description

See how much gross profit your company is making and see the information that makes up the gross profit.

https://support.avionte.com/hc/en-us/articles/211115577-WcCode-Tab-Worker-s-Compensation-

Parameters

Parameter Name

Options

Explanation

Roll up to Parent Customer

True/False

Based on this parameter, result will either displayed per individual customer department or rolled into Root Customer.

Customer Name

Filters results by Customer Name.

Date Type

Accounting Period Date, Week Worked

Transactions Accounting Period or Week Worked.

Order Type

All Temp & DH Order types

Start Date

End Date

Group By

Branch, User, Customer, OrderType, WcCode, Employee

Branch

All available branches

User Level

Assignment, Customer, Order

User Type

All Available user types based on User Level selected.

Show Legend

True/False

This will show/hide legends of columns description & calculation in 1st page of the report.

Include burden Factor

True/False

Pulls number based on Admin Tools >> Burden Factor.

User

All Active and Visible users

Report Fields

Field Name

Explanation

Branch

Transaction Branch.

Will be visible when Branch is selected under Group By Parameter.

User

Pulls User Description from Transaction Extra based on User Level and User type parameter selected.

System copies User when each transaction is generated only if Copy To Transaction Property is set to be True.

Will be visible when User is selected under Group By Parameter.

Customer

Customer Name from Transaction.

Will be visible when Customer is selected under Group By Parameter.

Order Type

Order type from Transaction.

Will be visible when Order type is selected under Group By Parameter.

Wc Code

Worker comp code from Transaction

Will be visible when Wc Code is selected under Group By Parameter.

Employee Name

Employee Name from Transaction

Will be visible when Employee Name is selected under Group By Parameter.

Pay/Bill Hrs

Pay and Bill Total hours.

If Pay and Bill hours are same, it will only show the hours only one time. Like 40.00 else it will show them in Pay/Bill format 40.00/35.00

Hours in Aviont is calculated as SUM of Reg, OT, DT plus any pay code that is setup with Property IncludeInOtherhours = True.

Bill Amount

Sum of Item Bill of all Transaction type which is taxable i.e. Is Adjustment = 0

DH Fee

Sum of Item Bill for Transaction Type that is under Category DirectHire

GP Adj Bill

Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to True.

Discount

Discount Amount, if used.

Gross Wages

Sum of Item pay for transaction types that is taxable. i.e. Is Adjustment = False

GP Adj Pay

Sum of Item Pay for Transaction types that is nontaxable and has property GPCalculation set to True.

Agency Cost

Sum of Item pay is transaction is linked to Agency or Non W2 Employee (Sub contractors)

Employer Taxes

Sum of all Employer Taxes.

Worker Comp

Sum of Worker Comp Cost.

See to know more on how Aviont calculates worker comp Cost.

GP Adj Cost

Sum of Item Cost for Transaction types that is nontaxable and has property GPCalculation set to True.

Burden

Sum of Additional Burden, if used (Admin tools >> Burden)

Gross Profit

(BillAmount + GPAdjBill DiscountAmount) (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden)

GP/Billed Hour

Gross Profit divided by Bill Hours

GP(%)

Gross Profit divided by (BillAmount + GPAdjBill DiscountAmount)

Required Setup

In Order to pull correct DH Fee, the category for Direct Hire should be DirectHire.

User is pulled from Transaction Extra, so any user type that you are planning to run this report for, should be setup with Property CopyToTransaction = True & user needs to be updated/added before the transaction is generated and processed in Time Entry.

***Once New Report is deployed, need to fix ER Contributions.

Report Description

See the invoices that have been billed with the invoice information and payments made to those invoices. This report makes it easy to pull information on the status of all invoices during a specific time period for a specific customer.

Parameters

Parameter Name

Options

Explanation

Roll up to Root Customer

True/False

Based on this parameter, results will either displayed per individual customer department or rolled into Root Customer.

Customer Name

Filters results by Customer Name.

Date Type

Accounting Period Date, Invoice Date

Invoices Accounting Period or Invoice Date.

Start Date

End Date

Group By

Branch, Customer, Invoice Date

Branch

All available branches

Include Zero Balance Invoice

True/False

When set to True, also pulls invoices with a 0 balance amount.

When set to False, does not pull invoices with a 0 balance amount

Also Show Payment

True/False

When set to True, displays the detailed information of the payments (Date Posted, Payment Type, Payment Amount, Check number) made on a particular invoice.

Note: This parameter functions only when at least one of the Group By parameter has Invoice Date selected.

Report Fields

Field Name

Explanation

Branch

Invoice Branch.

Will be visible when Branch is selected under Group By Parameter.

Customer

Name of the Customer.

Will be visible when Customer or/and Invoice Date is selected under Group By Parameter.

Department

Department name

Will be visible when Customer or/and Invoice Date is selected under Group By Parameter.

Payment Terms

Payment Terms

Will be visible when Customer or/and Invoice Date is selected under Group By Parameter.

Invoice Date

Date of the Invoice.

Will be visible when Invoice Date is selected under Group By Parameter.

Inv. No.

Invoice number.

Will be visible when Invoice Date is selected under Group By Parameter.

Invoice Amount

Pulls the sum total of invoice amount based upon the group by parameter. So, if only Customer is selected in the Group By parameter, then Invoice Amount column pulls the sum total of invoice amount per Customer. Similarly, if Branch, Customer and Invoice Date is selected in Group By parameter, then Invoice Amount column pulls the sum total of invoice amount per invoice per customer per branch

Payments

Pulls the difference of the sum total of invoice amount and sum total of Balance Amount based upon the group by parameter. So, if only Customer is selected in the Group By parameter, then Payments column pulls the difference of the sum total of invoice amount and sum total of Balance Amount per Customer. Similarly, if Branch, Customer and Invoice Date is selected in Group By parameter, then Payments column pulls the difference of the sum total of invoice amount and sum total of Balance Amount per invoice per customer per branch

*(Formula) Payments=SUM(InvoiceAmount) - SUM(BalanceAmount)

Balance

Pulls the sum of Balance Amount based upon the Group By parameter selected.

Finance Charge

Pulls the sum of Finance Charge based upon the Group By parameter selected.

Required Setup

The Payment Terms need to be set up by client in the Back Office Billing Setup for the customer.