Employee Portal Setup

The Employee Portal has been configured according to the selections made on the Employee Worksheet. Reference the Employee Worksheet when completing the testing steps below to ensure that the selections from the worksheet align with the Employee Portal. Testing is complete when all steps below have been completed and the portal selections verified.

On This Page
→ Avionté Core Application: Set Up For Verification · Configure the Web Login · Configure eDocuments · Configure Announcements → Avionté Employee Portal · Login Page · Home Page · Messages Sub-Page · Update Account Sub-Page	· Personal Info Page · Assignments Page · Summary Sub-Page · Pay History Page · Year to Date Sub-Page · Work History Sub-Page · W-2 Sub-Page · Accruals Sub-Page · eDocuments Page · Time Entry Page · Log Off

Avionté Core Application: Set Up For Verification

Follow these instructions to set up an employee's portal login within the Avionté core application.

Note: To test every facet of this portal, choose an employee that is currently on assignment and has payroll data.

Configure the Web Login

Configure the Web Login

1. Open the Avionté core application.
2. From the Main Menu, navigate to Front Office > Employee.
3. Search for and open an employee record.

4. Click the Action drop-down menu and select Web Login.

   

5. The Web Login User window displays. Fill out the required fields.

   

   Field	Description
   Login Name	Create a name to use when logging in.
   Password	Create a password for the login name.
   User Description	A brief description about the user.
   Related User	A user related to the account (usually yourself).
   Web Role	Select Employee from the drop-down menu.
   Account Locked	Optional. Locks the account so it is inaccessible.
   Reset Password at Next Login	Optional. Resets the user's password the next time they log in.
   Email Web Login	Optional. Emails the login credentials to the user.

6. Click Next.

   

7. Select what information is visible in the web portal by placing a checkmark under IsVisible for each item (e.g., check the box in the Education row to display education information).

   

8. Click Finish.

   

Configure eDocuments

Follow these instructions if you use eDocuments.

Configure eDocuments

1. From the Main Menu, navigate to Front Office > Employee > Documents sub-menu.

   Note: Search for an employee if needed.

2. Select the EDocuments tab on the right side.

   

3. Click New EDocument.

   

4. The E-Document window displays. Select which eDocument will appear in the Employee Portal by checking the box under Select.

   

5. Click Finish.

   

Configure Announcements

Announcements can be configured to display in the Employee Portal.

Note: These steps require Admin Tool access.

Configure Announcements

1. From the Start Page, navigate to Actions > Admin Tools > System > Announcements.

2. When the System | Announcements window displays, click Add New. Blank fields will appear under Announcement Details.

   

3. Fill in the fields:

   Field	Description
   Subject	Text displayed in the subject line.
   Announcement	Text displayed in the body of the announcement.
   Priority	Determines the placement of this announcement relative to all other announcements.
   Announcement Date	The date the announcement will appear in the Announcement section.
   Expiration Date	The date the announcement will be removed from the Announcement section.
   User	Select the user linked to this announcement as the sender.
   Portal Checkboxes	Select the portal where the announcement will appear. Check Employee for it to appear on the Employee Portal.

4. In the Shared By panel, select the branches where the announcement will appear by checking the box next to each branch name.

   

5. Click Save.

   

Avionté Employee Portal

Follow these instructions to verify setup in the Employee Portal.

Login Page

Login Page

1. Open the link to your Employee Portal:
   [3-digit company code].aviontego.com/portals/Login.aspx

   
2. Verify that the page is set up to your company's specifications, including the logo and color scheme.
3. Enter your username and password.
4. Click Login. The Home screen will display.

Home Page

Home Page

If the Home page was requested as visible, it will display. The Home page will automatically open to the Home sub-page.

1. Verify that the page is set up to your company's specifications (required fields, verbiage, etc.). Pay special attention to the items below:

   Item	Description
   Announcements	Ensure the announcement posted in the core application is showing.
   Current Assignments	Ensure the employee's assignments are visible. Note: Click on Assignment ID to view the assignment's details.

Messages Sub-Page

Messages Sub-Page

1. Click Messages on the sub-menu panel.

   
2. Review the messages.
3. Click on the subject of a message to view its details.
4. Click Reply to type a response. A Post Message window displays.
5. Enter text in the subject and body of the message.
6. Click Post to send or Cancel to cancel.

7. To create a new message, click New Message.

   

8. A New Message window displays. Enter text in the subject and body fields.

   

9. Click Post to send or Cancel to cancel.

   

Update Account Sub-Page

Update Account Sub-Page

1. Click Update Account on the sub-menu panel on the left side.

   
2. Update the username, password, and security questions as needed.

3. Click Update to save changes.

   

Personal Info Page

If the Personal Info page was requested as visible, it will display.

Personal Info Page

1. Click Personal Info from the top menu bar.

   

Personal Info Sub-Page

The Personal Info page will automatically open to the Personal Info sub-page.

1. Verify that the page is set up to your company's specifications (required fields, verbiage, etc.). Pay special attention to the items below:

   Item	Description
   Personal Information Sub-Pages	Ensure that the correct sub-pages are visible.

Personal Info Sub-Menu Items

(e.g., Contact Method, Skills, Education, etc.)

1. On the sub-menu panel, confirm that the correct sub-menu options are visible.
2. Click on each Personal Info sub-menu item to confirm the correct information displays.

Assignments Page

If the Assignments page was requested as visible, it will display.

Assignments Page

1. Click Assignments from the top menu bar.

   

Summary Sub-Page

The Assignments page will automatically open to the Summary sub-page.

Summary Sub-Page

1. Verify that the page is set up to your company's specifications (required fields, verbiage, etc.).

2. Verify that the employee's past, current, and future assignments are listed.

   
3. Search for an assignment that is not currently visible.

4. Click the + icon to expand the Search Options display.

   

5. Select search criteria and click Search.

   
6. Click the link under Assignment ID for additional details about the assignment.

Pay History Page

If the Pay History page was requested as visible, it will display.

Pay History Page

1. Click Pay History from the top menu bar.

   

Paychecks Sub-Page

The Pay History page will automatically open to the Pay History sub-page.

1. Verify that the page is set up to your company's specifications (required fields, verbiage, etc.). Pay special attention to the items below:

   Item	Description
   Pay History Sub-Pages	Ensure that the correct sub-pages are visible.

2. To view specific check information, click a check number under the Check # column.

   

Year to Date Sub-Page

Year to Date Sub-Page

1. Click Year to Date from the sub-menu.

   

2. Click the + icon to make the advanced search options visible.

   

3. Click Search. Individual tax types will be listed with their contribution amounts.

   

Work History Sub-Page

Work History Sub-Page

1. Click Work History from the sub-menu for a listing of all assignments for this employee.

   

2. Click the + icon to expand the Search Options window and enter search criteria.

   

3. Click Search.

   

W-2 Sub-Page

W-2 Sub-Page

1. Click W-2 from the sub-menu.

   

2. This displays all W-2s produced in Avionté after Greenshades has been run.

   Note: This feature will not be available for testing until after tax season.
3. Click on a year to preview and print W-2s.

Accruals Sub-Page

Accruals Sub-Page

1. Click Accruals from the sub-menu.

   

2. The accrual plans are listed. Click View for more details on a specific accrual plan.

   

eDocuments Page

If the eDocuments page was requested as visible, it will display.

eDocuments Page

1. Click eDocuments from the top menu bar.

   

eDocuments Sub-Page

eDocuments Sub-Page

The eDocuments page will automatically open to the eDocuments sub-page.

1. Verify that the eDocuments selected on the Employee Worksheet are visible.

2. Click Input to view and submit an eDocument.

   

Time Entry Page

If the Time Entry page was requested as visible, it will display.

Time Entry Page

1. Click Time Entry from the top menu bar.

   

Time Entry Sub-Page

The Time Entry page will automatically open to the Time Entry sub-page.

1. Verify that the page is set up to your company's specifications (required fields, verbiage, etc.).

2. Select the applicable work week from the drop-down menu.

   

3. Click on the customer name to open the Time Entry page.

   

4. Enter time for the employee in the blank fields.

   

5. Click Additional Items to add items to the record (mileage, drug test, etc.).

   

6. Click Save to save changes or Submit to submit the finalized time card.

   

Log Off

1. To log off the Employee Portal, select Log Off from the top menu bar.