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

2. 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

3. 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

4. Adding a Supplier
Admin Tools
Employer
Right Click
Add New Supplier

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

6. 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

7. 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

8. 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

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

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

11. 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

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

13. 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
Knowledge Base

14. 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.

15. 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.

16. 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!

17. 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, 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.

18. 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

19. 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

20. 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

21. 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

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

23. If you find an article that you reference often you have the option to Follow this article
Receive updates to any changes/additions to this article
Knowledge Base
We would love to hear your feedback!
Click Submit
Review related articles
Also keep track of recently viewed articles

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

25. Questions?