Summer Webinar Series, August & September

Don’t miss out on the Summer Webinar Series. Click on the Register link to view the available date/time for each topic.

Outlook Connector and Messages/Appointments/Tasks

Fri, Aug 26th, 2016 – 9 AM CDT

Mon, Sept 26th, 2016 – 11 AM CDT

This webinar is intended to give instruction on setting up the Outlook connector and communicate best practices for utilizing the messages, appointments, and tasks features of Avionté. After attending this webinar users should be able to:

• Assign messages to multiple employees, customers, users or more at once
• Create an appointment from the messages window and vice versa
• Create a task from the messages window and vice versa
• Use and customize message action types to indicate different kinds of communication
• Know what reports will retrieve broad stats regarding logged messages or individual user/employee data
• Utilize counters that correspond to different message types
• Pull appointments into Outlook directly

Register here.

Admin Tools: Permissions

Wed, Aug 17, 2016 – 1 PM CDT

Wed, Sept 14, 2016 –  11 AM CDT

This webinar will discuss specifying user permissions in Admin Tools, including: Config Option, Form, Reports, and Counters, all of which are located in the System section of Admin Tools. We will also include a brief discussion of new user set up in the Employer section.

Register here.

Admin Tools: Transaction Type/Reporting

Thurs, Aug 18, 2016 – 11 AM CDT

Thurs, Sept 8, 2016 – 10 AM CDT

This webinar will include:

• Basic setup (an overview)
• Properties (including those on the Detail page) and how they translate to reports
• W2
• 1095
• Gross Profit

Register here.

Accruals

Learn how to create new accrual plans and review your existing ones.

Mon, Aug 29, 2016 – 1 PM CDT

Mon, Sept 19, 2016 – 10 AM CDT

Register here.

Avionte Time Clocks

Tues, Aug 23, 2016 – 1 PM CDT

Tues, Sept 6, 2016 – 2 PM CDT

This webinar will discuss:

• Time Clock setup (in core app and Admin Portal)
• Demo of time clock log in/punches
• Time approval on Customer portal
• Importing time into Avionte for Payroll/Billing

Register here.