Migration Toolkit

Overview

Updated 01/31/2023

• Click here to download a printable version of the Transition Verbiage
• Click here to download BOLD Best Practices (high level)
• Click here to download BOLD Best Practices (detailed)
• Click here to view webinars on migrating to BOLD

Helpful KB Articles
KB Search Best Practices
    Chapters
Transition Verbiage
    Basic Navigation
    Company - Profile Tabs
    Company - Widgets
    Contact - Profile Tabs
    Contact - Widgets
    Jobs
    Talent - Profile Tabs
    Talent - Widgets
    Candidate management - Buckets
    Candidate Management - Verbiage
Talent / Contact colored links

Helpful KB Articles

Click on the links below for more information

• Dashboard Widgets
• Echo plugin
• Custom Job Order Templates
• Custom Filled Job Requirements
• Standard Reporting Permissions and Lists of Reports
• Adobe Sign Mapping
• Sending Company Contracts
• Careers Page Editor

KB Search Best Practices

Click here to view the video in a new window

Click here to view the standalone article for the video

Chapters

1. Brands
2. Search Best Practices
3. Article Layout

Transition Verbiage

Basic Navigation

AviontéBOLD	AviontéCLASSIC	Additional Notes
myDashboard	Start Page
Widgets	Counters	Widgets function slightly different
Widgets	Counters	Widgets function slightly different
Profile tabs	Sub-menu
Universal / Basic Search	Basic search	Not main menu specific in BOLD
Advanced search	Advanced search	Main menu > search
Jobs main-menu	Order & DH Order main-menus
Talent main-menu	Employee main-menu
Companies main-menu	Customer & Contact main-menus
Documents main-menu	Documents sub-menus
Analyze main-menu	Reports main-menu

Company - Profile Tabs

AviontéBOLD	AviontéCLASSIC	Additional Notes
Activities	Message sub-menu
Contacts	Contact Roles & Address submenus, Department Tree
Documents	Documents sub-menu
Organization	Contact Roles sub-menu	With the addition of contact hierarchy
Jobs	Actions Menu > View Temp/DH Order
Overview	N/A
Tags	Skills, Sales Info & Extra sub-menus
POs	Order Options > PO tab
Sales	N/A
Opportunities	Revenue Opportunity sub-menu
Time Sheets	Work History sub-menu

Company - Widgets

AviontéBOLD	AviontéCLASSIC	Additional Notes
Name	Summary, Detail & Dates submenus	Date created and updated listed here
Company Dashboard	Order jump buttons
Company Information	Detail & Contact Method submenus	Geocodes found here, only main address
Operational Information	Detail, Order Options & Billing Setup sub-menus	Branch, status, WC codes & markups found here

Contact - Profile Tabs

AviontéBOLD	AviontéCLASSIC	Additional Notes
Activities	Message sub-menu
Tasks Message sub-menu	Message sub-menu
Jobs	Contact Role sub-menu
Tags	Skills & Extra sub-menus

Contact - Widgets

AviontéBOLD	AviontéCLASSIC	Additional Notes
Name	Detail sub-menu
Social Profiles	N/A
Contact Information	Contact Method sub-menu
Organization Information	Summary sub-menu
Referral Information	N/A
Quick Actions	Actions Menu
Contact Status	Detail sub-menu	Read only
Custom Widget	N/A

Jobs

AviontéBOLD	AviontéCLASSIC	Additional Notes
General Information	Detail, Summary & Candidates submenus
Client Profile	Address, Contact Methods, Detail & Contact Roles sub-menus
Hired Details	Assignment sub-menu
Operations and Financials	Order > Detail sub-menu, Customer > BO Setup & Order Options sub-menu	W2/1099 indication
Custom Job Details	N/A
Position Categories & Skill Set	Skills sub-menu
Job Approvals	N/A
Job Notes	N/A
Job Descriptions	Detail sub-menu	Not free text
Job Posting Status & Options	Actions Menu > Post Order to Web OR Aero Posting Tab
Job Ending Reminders	N/A
Job Costs	N/A
Adobe Sign Documents	N/A
Job Documents	Documents sub-menu
Job Sub Vendors	N/A	Similar to sub-agency in EE record

Talent - Profile Tabs

AviontéBOLD	AviontéCLASSIC	Additional Notes
Activites	Message sub-menu
Tasks	Message sub-menu
Education	Education sub-menu
Work History	Work History & Past Jobs submenus
Resume	Documents sub-menu
Documents	Documents sub-menu
Onboarding	AERO Tasks
Comments	Professional Summary sub-menu
References	References sub-menu
Tax	Payroll > Tax sub-menu	Should be managed in BO
Tags	Skills and Certifications sub-menus	Might be more
Offers	Candidate sub-menu
Results	Interview sub-menu
EEO	Detail sub-menu > EEO	Only Tax > DOB & Gender flow to BO
Screenings	Background Check sub-menu
Feedback	N/A
Video Interviews	N/A
Timesheets	Work History sub-menu

Talent - Widgets

AviontéBOLD	AviontéCLASSIC	Additional Notes
Name Widget Detail sub-menu
Social Profiles	N/A
Contact Information	Contact Methods sub-menu
Operational Information	Detail, Interview sub-menu	Office, wage requirements, geocodes listed here
Referral Information	Interview/Extra sub-menu
Talent Contracts	N/A	Read-only, pulls from contracts under Document Profile Tab
Current Stage	N/A
Quick Actions	Actions Menu & Shortcuts
Placement Status	Candidate sub-menu > C-Status
Custom Widget	N/A

Candidate management - Buckets

AviontéBOLD	AviontéCLASSIC	Additional Notes
Nominated	N/A	External (Customer) Review
Pipelined	Candidates sub-menu	Internal (User) Review
Vendor Applicants	N/A
Web Applicants	Candidates sub-menu
TI Ideal Talent	N/A
Auto Matcher	Actions Menu > Auto Match	Looks at Position Category and Zip Code
Resume Matcher	N/A
Talent Search	Candidates sub-menu > Talent LookUp

Candidate Management - Verbiage

AviontéBOLD	AviontéCLASSIC	Additional Notes
Stage	C-Status
Flag	N/A
Green 'Click to Start' checkmark	Assign Button

Talent / Contact colored links

Example