Employee Extra

The Extra item of the Employee section is used to record auxiliary data in various categories regarding the employee.

Using the Transaction Extra field

CHAPTERS

Add a new Extra Field
Add Referrals in Avionté
Add Referrals in the Applicant Portal
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 adding a new Field
   1. Category Type: EmployeeExtra
   2. Choice Code: (Type the new Extra field name)
   3. Description: (Type a brief description of the field
   4. Select (Locations): Select the Branches/Locations that should have access to this
   5. Click the Save button
      1. 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 (i.e. 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 (i.e. How did you hear about ABC Staffing?).
   Value List	Populates the answers that applicants can choose from. (i.e. 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 select 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 will allow the fields to be listed in their respective sections

1. Click on the Admin Tools button
   
   
   
   
2. Click on Config Choice
   
   
   
   
3. Click on ChoiceProperty Tab
   
   
   
   
4. Type (or select): EmployeeExtra
   
   
   
   
5. Choose an option in the 'ChoiceCode' Column
   1. Example of some of the options available
      1. Note: You can have the same Choice 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 to be available to specific, or all, Branches
   1. To apply to all Branches
      1. Click Apply changes to all Branches
      2. Click Go
         
         
         
         
   2. To apply to specific Branches
      1. Individual Branch
         1. Select a Branch from the 'Select Branch' drop down menu
         2. Select a Branch from the 'Branch' column in the results
            
            
            
            
7. Scroll to the right, to see the 'ValueList' and 'ValueType' fields
   1. Hover over the 'ValueList' to see all the options:
      
      
      
      
      
      
8. Click into the record you want to edit
   1. To add a new value
      1. Go to the end of the list of values
      2. Type the new option
         1. Must have a comma before each option
         2. Do not include spaces after the comma
            1. 1. Example:       ,Park Bench
                  
                  
                  
                  
      3. Click on another field and then a pop up will appear
         1. Asks if you want to apply the change to all Branches
            1. Yes = All Branches
            2. No = Only the Branch you made the change on
               
               
               
               
   2. To remove an option
      1. Click on the values in the 'ValueList'
      2. Remove the options you don't want
         1. Make sure there are no spaces after commas
         2. Verify there isn't a comma at the end of the options
      3. Click on another field and then a pop up will appear
         1. Asks if you want to apply the change to all Branches
            1. Yes = All Branches
            2. No = Only the Branch you made the change on
               
               
               
               
9. Once done, please restart the application