Admin Tools - Set up and Access

Admin Tools is a section of Avionté used to manage how Avionté functions, what actions each user can perform, and company-specific settings used to conduct overall business functions.

• Admin Tools Overview

Access

The Admin Tools functionality is found in the Start Page > Actions menu. 

Admin Tools can also be set as one of the Shortcut buttons on the Start Page. Finally, Admin Tools can be accessed through the keyboard shortcut of Ctrl+L from any page in Avionté.

Setup

During implementation, the Admin Tools functionality is used to align the Avionté system with a client's processes. For instance, if a client performs payroll on a bi-weekly basis rather than a weekly basis, Admin Tools are configured to match the frequency. 

These elements are addressed during the initial setup:

Element	Admin Tools Functionality
Taxes	Set up any state taxes outside of the state income tax. This would include State Unemployment Insurance (SUI) and any sales taxes.
Accrual Plans	Set up any accrual plans such as PTO, Vacation, or Sick Leave that your company offers to external or internal employees.
WC Codes	Review WC Code setup and ensure that all WC Codes that your company uses are added in with the appropriate rates.
Skill Codes	Review the current lists of Skill Codes and Job Titles to ensure that the selections you need have been added and the selections you do not use have been removed.
Certifications	Review the current list of Certifications to ensure that the selections you need have been added and the out-of-the-box Certifications you do not use have been removed.
Counters	Make sure users have been set up to have access to the counters that they need and have had access restricted to counters you do not want them to see/edit.
Reports	Make sure users have been configured to have access to the reports that they need and have had access restricted to counters you do not want them to see/edit.
DRM	Review the Data Requirement Messages (DRMs) currently active to ensure that your users are notified or prevented from proceeding if data is missing from an Employee, Order, or Customer.
Wizards	Set up the New Employee/Customer/Order/Assignment wizards to match your workflow and the information you would like to collect when entering a new record.
Transaction Types	Review the Transaction Types set up in the system to ensure that any health care plans, pay codes, or necessary deductions/contributions will be available to use.
Integrations	Ensure you have completed all necessary setup in Admin Tools for any integrations you are using with Avionté’s partners.

Once these items have been reviewed, your employer can now successfully adopt the basic functionality and workflow of Avionté. The next section will help determine other settings or permissions you can alter in Admin Tools to further customize the system to your needs.