Ready, Set, Grow! Presented by Erica Hjelle, Client Manager Jerry Olson, Project Manager Subir Shrestha, Implementation Manager

Introduction and Objectives Know how to setup a new branch and supplier from start to finish Be able to setup user and group permissions setting Learn how to utilize the Knowledge Base to become self- service Please hold questions until the end

Adding a Supplier – Getting Started Items to Be Considered at Time of New Setup Supplier/Business Information Branch Information WC Codes and Rates SUTA Tax Rates Bank Information Users/Permissions

Adding a Supplier Admin Tools Employer Right Click Add New Supplier

Adding a Supplier - Details Details tab will appear Enter supplier information Add contact methods Enter the address Click Save

Adding a Supplier - Branch Click Add New Button Enter site information Add contact methods Add the address Click Save Click Browse Select Logo 10 KB file size Click Open Save NOTE: Branch overrides Supplier

Adding a Supplier – WC Code Click the Add New button Enter Worker’s Comp Detail information Code for WC Processing Method RG FG Hourly Add WC Rates in percent and the start and end date of the WC Mark branches the WC Code will be shared Click Save

Adding a Supplier – Bank Click the Add New button Enter Bank Details Account number – you can only enter one per entry Mark to generate ACH or Pos Pay Click Browse Signature Accepted dimension 2.2 in by 0.4 inch Select branches/sites able to view new bank Click Save

Adding a Supplier – Tax Click the Add New button Enter Tax Rate Details Click Save

Adding a Supplier – New Tax Select the applicable tax Enter the 9-digit EIN Click Save

Adding a Supplier – Locality/Country Click the Add New Select a Country Select a State/Province Enter any Notes Enter Minimum Wage Mark if locality Requires Sales Tax Click Save

Adding a Supplier – Locality/Country Click the Add New Select Supplier Name Select the Country Code Enter Minimum Wage Click Save

ACTIVITY! If you need to remember how to setup a branch after Client Connection, what should you do? A.) Call Client Manager B.) Knowledge Base C.) Call Subir 867-5309 Knowledge Base

Adding a Supplier - User Group Click Add New Enter User Name and Description Check Is Group Box Select Default Site Apply User Permission Click Save Next we are going to dive in a bit more to further explain these user groups and how they are setup. These user groups offer a way to quickly assign access to multiple users who requires the same specialized permissions to specific aspects of Avionte. With setting up a user group it is similar to creating a new user. You will first want to navigate to your Admin Tools Menu and select the employer category. Double click on the employer you are working with and a new window will appear with the employer’s data. On this window select the user tab from the options at the top of the page and then click the Add/Edit button and then it will display this admin user details page. Once you are on this page you will want to press the Add New button and by clicking that button it will clear any data populating the fields in the User Info section so you create your new user group. Just like when you were creating a user you will want to fill in the user name and description field. A big difference when creating a user group is you will want to make sure that Is Group checkbox is marked – this box will separate creating a user and a user group. After you make sure that box is checked you will want to select a default site. After selecting the default site you can then move over to apply user permissions. Under this table you will want to select any and all branches that you would like this user group to have access to. Then you final step is to click Save.

Adding a Supplier - User Group After you click Save, a Warning will appear Click Yes to finish adding the new group After you click save a Warning box will appear. Please do not be alarmed by this as this is an expected behavior. All you will need to do is click yes and then you will receive a save confirmation that the new group has been saved successfully.

Adding a Supplier - User Username: must match exactly to the username in the Avionte User Manager Description of the user Check if the user is Active Select Default Branch Mark if user is visible Check is user IsSuperUser Enter First and Last Name Select either Apply Group or Copy profile from user Group Click Save! NOTE: Users must be added to the active directory for complete setup! Now we are going to continue down the line of when you are creating a new supplier with the next tab – the user tab. When you click on this tab and you want to add new users to your new supplier you will click on the add/edit button and then this Admin User window will appear. Your first step will be to click the Add New button here. After you click that button the below field will become blank and you can fill it in with your user information. First you will want to create the user name for this particular user. This user name is the unique name of the user and please note that this user name must match exactly to the user name in the Avionte User Manager. Next you will fill in the description of this user – so as you can see I created myself and I only want to be an Admin user, but other descriptions could be Front Office, Back Office, Recruiter, Sales and Marketing, etc. Whatever you want that particular user to be classified as. After the description you will want to make sure the Active checkbox is check and that you select a default site for this user. A dropdown list will appear and you will be able to pick the default site you want for this user. Next you see the Visible checkbox – you will want to verify that this is mark for the user. Below that checkbox you will input the users first and last name – please make sure your spelling is accurate in order to avoid confusion or further issues down the line. You next option here is to either apply this user to a group or copy the profile from a user. If you are applying this user to a group, such as this example where I have applied my user to the Front Office & Back Office group that is existing you will want to than save this user profile. It is important that you save at this point in time and just check the group setup that you just applied to make sure that user has the correct user permissions. So for example if you applied this user to a group and then went to check all site names in the following column and click save. Those sites that you just applied get overridden by the permission you setup when creating the user group. It is just a good place to stop and double check in order to avoid any further confusion down the line. On the other hand if you choose to copy profile from user than whatever permissions you setup for that user profile you are copying such as form and branches will be applied to this new user. A good time to utilize this tool is if you had an employee working for you and they left your company and you hired a new employee to fill their spot you can just copy that profile you had previous setup to this new employee. It makes it quick and simply!

Adding a Supplier - User Select the branches or sites the user has permission to access Add Contact Methods Click Save After you have applied a group to your user remember you will want to save in order to verify the permission and branch setting are correct. If adjustments need to be made you would complete the user tab under the user permission setting and check which branches you would like this user to be able to see. Then finally at the bottom you also have the options to be able to list contact methods for this user such as phone, fax, email information. There is also a column listed here called Is Primary and you can check which contact method would be the best for this user. After all of this data is entered then you final step is to click Save. After you click save a pop up box will appear that will state your Save is complete. You just have to click ok and then this user to all setup.

User Permission - Form To adjust user permission: Admin Tools > Form Select the Main tree/Sub tree item that you are going to allow/deny access to that user Click User or Group radio button Search for the User/Group Check/Uncheck the Is Visible box to allow/deny access Click Save Restart is required

User Permission - Property Select the User/Group radio button Search for User/Group Adjust ConfigOptionValue Tab Off Admin Tools > Config Option > Config Option by FKName Search for Property Name such as EEOViewPermission

User Permission - Reports Admin Tools > Reports Utilize the Report Tab Search for the Report or AQ Highlight it Click the User/Group radio button Search for User or Group Mark the checkbox next to their name Click Save A restart may be required

ACTIVITY! Where would you go to grant a user access to the Back Office on the Main Menu Subtree? A.) Form B.) Config Option C.) Skill Code

Knowledge Base http://support.avionte.com Utilize the search option Click on a category

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ACTIVITY! What property value would you search for in order to allow/deny access to EEO? A.) CallErica B.) EEOViewPermission C.) EEOAccess Knowledge Base

Questions?