Employee Extra

The Extra item of the Employee section is used to record auxiliary data in various categories regarding the employee. See also: Using the Transaction Extra field.

On This Page

→ Add a New Extra Field	→ Referrals
→ View all Referrals	→ Add Options for the Drop Down

Add a New Extra Field

1. Click on the Admin Tools button.

   

2. Click on Config Choice.

   

3. Click the Add New button.

   

4. Fill out the fields for the new Extra Field:

   • Category Type: EmployeeExtra
   • Choice Code: Type the new Extra field name
   • Description: Type a brief description of the field
   • Select (Locations): Select the Branches/Locations that should have access to this
   • Click the Save button. It is recommended to restart the application to see the changes.
   

Referrals

Employee Extra can be used to record information about how an employee learned about the company.

Add Referrals in Avionté

1. From the Main Menu, navigate to Front Office > Employee > Extra sub-menu.
2. In the "Enter New Here" panel, click the field under the Label category.

3. Click the drop-down menu and select Referral Source.

   
   Note: The drop-down menu icon will appear when the cursor hovers over the field.
4. Press Tab to move to the "Value" column.

5. Select the applicable referral source from the drop-down menu.

   
6. Press Tab to save the changes.

7. The updated referral information will appear under "Category: Marketing" in the main panel.

   

Add Referrals in the Applicant Portal

1. Log into the Admin Portal.

2. Select Interview from the Menu bar.

   
3. From the "Select Page" drop-down menu, select Interview.

4. Click the New Question button. The "Question Detail" window displays.

   

5. Enter the information into the following fields:

   Field	Description
   Question Type	Select Dropdown. The applicant can only choose one answer.
   Description	This is an uneditable field that describes the above choice.
   Category	This is a freeform field that describes what category this question belongs to (e.g., Employee Interview).
   Sort Order	Select the placement within the series of questions asked.
   Related Config Choice	Select EmployeeExtra | Referral Source from the drop-down.
   Question	Enter the question that will appear to applicants (e.g., How did you hear about ABC Staffing?).
   Value List	Populates the answers that applicants can choose from (e.g., Website, Referral, Job Fair, etc.).
   Required	Check this box to make this question required for applicants to answer.
   Show on Web	Check this box to make this question visible on the survey.
   Branch	Select the branches that will include this question in the survey. Note: Check "Select All" to include this question for all branches.

6. Click Add to add the question.

   

View all Referrals

A Referral Source Advanced Query (AQ) is the best way to see all referral information. For more information on Advanced Queries, see Advanced Queries.

1. From the Main Menu, navigate to Report > Reports.
2. In the "Report Category" panel, select Advanced Query.

3. From the list of titles, choose Referral Source.

   

4. Select query values and click the Run Query button.

   

Add Options for the Drop Down

This allows fields to be listed in their respective sections.

1. Click on the Admin Tools button.

   

2. Click on Config Choice.

   

3. Click on the ChoiceProperty tab.

   

4. Type (or select) EmployeeExtra.

   

5. Choose an option in the ChoiceCode column. Below are some examples of available options.

   Note: The same Choice can appear in multiple sections (see "Badge ID" below).

   Choice Name	Choice Category
   1095-C Line 14 Override	ACA
   3rd party sick pay	Misc
   Badge ID	InvoiceExtra
   Badge ID	Misc
   Contact ID	Contact
   Convictions	Background
   EmergencyContactName	Emergency Information
   Max Travel Distance	Preference
   Referral Source	Marketing
   ROE Comment	ROE

   
6. Determine if you want the new field available to specific or all branches.

   • To apply to all branches: Click Apply changes to all Branches, then click Go.

     

   • To apply to a specific branch: Select a branch from the Select Branch drop-down menu, then select the branch from the Branch column in the results.

     

7. Scroll to the right to see the ValueList and ValueType fields. Hover over ValueList to see all options.

   
   
8. Click into the record you want to edit.

   • To add a new value: Go to the end of the list of values and type the new option. Each option must be preceded by a comma with no space after it (e.g., ,Park Bench). Click on another field — a pop-up will appear asking if you want to apply the change to all branches. Select Yes for all branches or No for only the current branch.

     
     
   • To remove an option: Click on the values in the ValueList and remove the options you don't want. Ensure there are no spaces after commas and no trailing comma at the end. Click on another field — a pop-up will appear asking if you want to apply the change to all branches. Select Yes for all branches or No for only the current branch.
9. Once done, restart the application.