Create a Job Process Overview

Creating a job in AviontéBOLD is a multi-step process that begins with ensuring your company and worksite records are in place, then configuring templates and requirements, and finally entering rates and schedule details. This article walks through each step from start to finish, with brief instructions and links to full documentation for each sub-topic.

On This Page

Steps at a Glance

Step 1: Create a Company

Step 2: Add a Worksite

Step 3: Add Requirements & Templates

Step 4: Add Start Dates, Times, Shifts, Pay & Bill Rates

Steps at a Glance

Click any link below to jump directly to detailed documentation for that step or sub-topic.

• Step 1: Create a Company Process Overview
• Step 2: Add a Worksite
• Step 3: Add Requirements & Templates
  • Custom Job Order Templates
  • Job Requirements
  • Email Templates
  • Adobe Templates
  • Company Contracts
  • Start Sheet Template
  • Required Docs for Placement
  • Talent Onboarding Tasks
• Step 4: Add Start Dates, Times, Shifts, Pay & Bill Rates
  • Job Details Tab (Start Dates, Times, Shifts)
  • Job Mark-Ups
  • Rate Changes

Step 1: Create a Company

Before a job can be created, the client company must exist in AviontéBOLD. Complete the full company setup before moving to Step 2 — each sub-step below links to its own detailed article.

How to Create a Company

1. Hover over the Companies tab and select Add New Company.
2. Complete all required fields in the Create New Company flyout (required fields are marked with an asterisk and configured by your admin).
3. Select a Company Type if applicable, and associate with a Parent Company for multi-location accounts.
4. Save the company record, then complete the remaining setup sub-steps below before creating a job.

Company Setup Sub-Steps

• Create a new Company — Add the company record with all required fields.
• Create an Office / Department — Set up location-based offices that jobs will be tied to.
• Create a Worksite — Add the physical worksite address (covered in detail in Step 2).
• Setup Billing / Invoicing — Configure how invoices are generated and delivered for this company.
• Contact access to Invoices — Control which contacts can view and access invoice records.
• Company Markup — Set default markup rates at the company profile level.
• Job Markup — Configure markup rates that apply at the job level.
• Setup Taxes and/or Invoice Fees — Apply applicable tax rates and any additional invoice fees for this company.
• Commission Allocation — Set up how commissions are split across recruiters and account managers.
• Create a Contact — Add the client contacts associated with this company.
• Assign Contact a Role:
  • Billing Contact — Designate which contact receives invoices.
  • Timesheet Approver — Set up who approves timesheets for this company.
• Add Statuses, Opportunities, and Templates:
  • Opportunities — Track sales opportunities linked to this company.
  • Contact Status — Set status values for contacts at this company.
  • Company Status — Track and update the overall company contract status.

Note: If the company already exists in AviontéBOLD, verify the company record is complete before creating a job against it, then proceed to Step 2.

Full documentation: Create a Company Process Overview

Step 2: Add a Worksite

A worksite is a specific location address tied to a company office. Worksites ensure that jobs are associated with the correct physical location for payroll, tax, and reporting purposes.

How to Add a Worksite

1. Navigate to the company record and open it.
2. Select the Contacts tab.
3. Click Add New Office. The Create a New Office flyout opens.
4. Fill in the office name and location details. While no fields are strictly required, leaving them blank is not recommended.
5. Save the office record. It will now appear as a selectable option in the Company Office field when creating a job.

Key Office Fields

Field	Details
Office Name	Base the name on location. Hyphens (-) and parentheses () are acceptable; avoid +, /, @, and #.
Address	Street address, city, state, and zip for the worksite location.
Billing Address	Enter if the billing address differs from the worksite address.
Sales Tax	Select or update the applicable sales tax for this location.

Note: Only offices added to the company record will appear in the Company Office dropdown when creating a job.

Full documentation: Create and Manage Company Offices — Add a Worksite

Step 3: Add Requirements & Templates

Before creating a job, configure the templates and requirement groups that will be available to attach to it. Setting these up at the company level means they auto-populate during job creation, saving time and ensuring consistency across job orders. Each sub-section below is optional — configure only the items your workflow requires.

Custom Job Order Templates

Job Order Templates pre-populate job fields when a new job is created, reducing manual data entry and ensuring consistency across similar job orders.

How to Create a Job Order Template

1. Navigate to the Company record you want to create the template for.
2. Click on the Requirements tab.
3. Click the Create New Order Template button.
4. Enter the template details: Template Name, Office, lock settings, Commission Allocation, Additional Transactions, Client Information, Job Details, and Title & Description.
5. Click Save. The template will be available in the Select a Job Order Template field when creating a job for this company.

Note: To create a template based on an existing one, use the Existing Template to Start With field. Only one template can be set as the default per company.

Full documentation: Custom Job Order Templates

Job Requirements

Requirements Groups define the qualifications, certifications, or conditions that talent must meet before they can be placed on a job. Once a group is assigned to a job, AviontéBOLD enforces those requirements at placement time.

How to Set Up a Requirements Group

1. Navigate to the Company record you want to create the template for.
2. Click on the Requirements sub-tab.
3. Click Create New Requirement Group.
4. Select the desired options across: General Requirements (fields required at placement), Custom Requirements (skills, tags, contract types), Onboarding Tasks, Criminal History Conviction Restrictions, and/or Age Restriction.
5. Click Save. The group will appear in the Select a Custom Filled Job Requirement Group field when creating a job for this company.

Note: Users need Sales Manager access to create and manage Requirement Groups. This can be set in Account & Settings > User Accounts > Edit Access.

Full documentation: Requirements Groups — Custom Filled Job Requirements

Email Templates

Email templates standardize outreach and communications tied to job orders and placements. They can be viewed, shared across your team, and applied directly from within AviontéBOLD.

How to View or Share an Email Template

1. Click Account & Settings.
2. Click Utilities.
3. Click the Email Template Editor tile.
4. Browse your templates under My Templates, or view templates others have shared with you under Shared Templates.
5. To share a template, select it and click Share. Select the Groups and/or Users to share with, then click Save.

Full documentation: Viewing and Sharing Email Templates

Adobe Templates

AviontéBOLD integrates with Adobe Sign to support electronic document signing for job-related paperwork. Adobe templates are created in Adobe Sign, mapped to AviontéBOLD data fields, and then configured in BOLD before they can be sent to talent or clients.

How to Map an Adobe Sign Document to AviontéBOLD

1. In Adobe Sign, open the document template and click on a field you want to map.
2. Select Customize Field from the dropdown menu.
3. In the left-side panel, update the field name to the appropriate AviontéBOLD mapping key (copy/paste from the mapping reference to ensure exact case and spacing).
4. Click the back arrow to return to the document and repeat for each field to be mapped.
5. To add a new field, select the field type from the left-hand panel and drag it to the correct location in the document, then map it using steps 1–3.

Note: Adobe Sign integration must be enabled by your Avionté account manager before templates can be created or used. When creating a reusable document template in Adobe Sign, select Reusable document as the Template Type and Any user in my organization for who can use it.

Full documentation: AviontéBOLD: Adobe Overview

Company Contracts

Company Contracts allow you to send, track, and manage client-facing agreements directly within AviontéBOLD using Adobe Sign templates.

How to Configure Company Contracts

1. Click Account & Settings > Utilities.
2. Click the Adobe E-sign Company Contracts tile.
3. Toggle the desired contract templates On to make them available to send.
4. Click on a template name to set its Contract Type, number of Signatures required, and user group permissions (Send, View, Delete).
5. Click Save. Repeat for each active template.

How to Send a Company Contract

1. Navigate to the company profile and open the Documents tab.
2. Click Send Contract with Adobe Sign in the Adobe E-sign Documents section.
3. Complete the fly-out: select the Recipient, Role, Contract Type, Adobe Sign Library Document, and personalize the Email Message.
4. Click Send to deliver as-is, or Edit and Send to modify the document before delivery.
5. Monitor document status (Out for Approval, Out for Signature, Completed) from within the company record.

Full documentation: Sending Company Contracts in AviontéBOLD

Start Sheet Template

The Start Sheet is generated at placement time and summarizes assignment details for the talent. Customizing the template lets you add company-specific fields and branding beyond the default BOLD layout.

How to Customize the Start Sheet Template

1. Click Account & Settings.
2. Click Utilities.
3. Click the System Email Settings tile.
4. Click the Edit button to the right of Start Sheet Email Templates.
5. Edit an existing template or click Create New to build a new one using standard and custom merge fields.
6. Save the template. It will be used automatically when a Start Sheet is generated from any placement.

Note: To add custom job details to the Start Sheet, navigate to Account & Settings > Table Editor > Custom Job Details to create the fields, then add them to your template as merge fields.

Full documentation: Customize Start Sheet — BOLD

Required Docs for Placement

Configure which documents must be on file before talent can be placed on a job. This includes federally mandated forms (I-9, W-4) and any company- or job-specific documents you require.

How to Configure Required Documents

1. Determine whether to require documents at the system level or company level:
   • System level: Go to Account & Settings > Table Editor > New Filled Job Requirements and enable “I-9 (Contract only)” and/or “Federal W4 (Contract only).”
   • Company level: Navigate to the Company > Requirements tab, open a Custom Filled Job Requirement Group, and enable the same options there.
2. Ensure documents are collected from talent via one of these methods:
   • Adobe Sign: Configure the I-9 or W4 template type in Utilities > Talent Onboarding Tasks > E-Signature Templates.
   • Manual upload: Upload to the talent profile using the correct Document Type (I-9 or Federal W4).
3. When placing talent, AviontéBOLD checks for the required documents automatically and alerts the recruiter if any are missing before the placement can be completed.

Full documentation: Requiring Important Documents when Placing Talent on Jobs

Talent Onboarding Tasks

Talent Onboarding Task Packets group required onboarding actions (document submissions, acknowledgments, training completions) so they can be assigned automatically when talent is placed on a job.

How to Create an Onboarding Task Packet

1. Click Account & Settings.
2. Click Utilities.
3. Click the Onboarding Task Packets tile.
4. Click the + button to create a new packet.
5. Set the Packet Name, select the Talent Tasks to include, and arrange their order.
6. Click Save.

Note: The packet name is visible to talent, so use a clear and recognizable name. Individual task permissions (who can send, finalize, view, or delete each task) are configured separately in Utilities > Talent Onboarding Tasks.

Full documentation: Set Up and Create Talent Onboarding Task Packets

Step 4: Add Start Dates, Times, Shifts, Pay & Bill Rates

With the company, worksite, and templates in place, you are ready to create the job record. Job creation in AviontéBOLD uses a multi-tab flyout that captures client information, scheduling, skills, rates, and notifications.

How to Open the Job Creation Flyout

Choose any of these paths to begin:

• Contact > Quick Actions: Open a contact profile and select Create Job from Quick Actions.
• Jobs tab: Navigate to Jobs > Add New Job.
• Company > Contacts tab: Open a company, go to the Contacts tab, and select Create a Job.
• Quick Search: Type in the Quick Search bar and select New Job.

Client Profile Tab

The Client Profile tab captures the client and location details. Complete all fields before advancing.

Field	Description
Company	Enter or select the company the job is being created for.
Manager	Select the manager responsible for this job.
Company Office	Select the office / worksite added in Step 2.
Billing Contact	Select the billing contact, or choose to enter billing information manually.
Address	Job location address (street, city, state, zip, country).
Division / Department	Enter the division and department associated with the job.
Cost Center	Enter the cost center for billing and reporting purposes.

Operations & Financials Tab (Start Dates, Times & Shifts)

The Operations & Financials tab is where scheduling, rates, and classification are entered. This tab also links the job to any pre-configured requirement groups and templates from Step 3.

Field	Description
Custom Filled Job Requirement Group	Select the requirement group configured in Step 3.
Job Order Template	Select a pre-configured template to auto-populate job fields.
FLSA Classification	Select Exempt or Non-Exempt. Used for California Pay Data reporting.
Worksite Address	Confirm or update the worksite address for this job.
Job Type	Select the type of job (temporary, contract, direct hire, etc.).
Job Status	Select the job status. Status changes sync automatically to Back Office.
Start Date	Enter the job start date. (Required)
End Date	Enter the anticipated end date.
Available Positions	Enter the total number of positions to fill. No system-imposed limit.
Estimated Hours	Enter the estimated hours for the engagement.
Rate Type	Select the rate type (hourly, salary, etc.).
Week Duration	Select the day the payroll and billing week begins.
Overtime	Select the overtime type: Straight Time, Paid and Billed, or Paid Not Billed.
Default Overtime Rule	Select a default OT rule or create a custom rule. Not available when Overtime is set to Straight Time.

Note: If any rates entered are incorrect, erase all rate fields before re-entering values. This ensures all calculated fields (mark-up, bill rate) update correctly.

 

Full documentation: Create a Job — Job Details Tab

Job Mark-Ups

Mark-ups define the margin between pay rate and bill rate. AviontéBOLD calculates the opposing rate automatically as you enter either value.

How to Apply a Mark-Up

1. In the Job Details tab, locate the mark-up field.
2. Select the checkbox to activate it.
3. Enter either the pay rate or the bill rate. The system automatically calculates the other.
4. To set pay and bill rates independently, uncheck the checkbox. The mark-up percentage continues to display for reference even when not applied.

Note: Organizations that negotiate specific overtime and double time mark-ups with clients can configure custom OT/DT mark-up rules. Contact your Avionté account manager to enable this feature.

Full documentation: Job Mark-Ups

Rate Changes

When a contractor's rate needs to change after the job has been created, AviontéBOLD allows you to update rates without creating a new job record. All changes are tracked in an audit trail.

How to Change a Rate (Individual)

1. Navigate to the job page and locate the Hired Details section.
2. Find the talent whose rate needs to change and click the pencil icon to the right of their name.
3. In the fly-out, locate the rate fields and make the necessary adjustments.
4. Click Save. The rate change applies in both Front Office and Back Office.

Note: Never leave rate fields blank when saving — doing so will remove the rates from the record.

How to Change Rates (Mass)

1. From the Job Details page, scroll down to the Hired Details widget and locate the talent needing rate changes.
2. Check the boxes next to each talents name individually to select only certain talent or check the box above them to select all.
3. Use Mass Actions > Mass Update Rates to open the rate change fly-out.
4. Enter the Start Date (when the new rate takes effect) and the Reason for Contract Extension.
5. Enter the updated Bill Rate and Pay Rate, and determine whether to keep or adjust OT/DT rates.
6. Click Save.

Note: If a job is tied to a locked template, the Mass Update Rates option will not appear. In that case, use the pencil icon next to each individual talent's name to make changes one at a time.

Full documentation: Job Rate Change