Helpful links and information for Migrating clients.
CHAPTERS
Helpful KB Articles
KB Search Best Practices
Transition Verbiage
Talent / Contact colored links
Helpful KB Articles
Click on the links below for more information
- Download a printable version of the Transition Verbiage
- Download BOLD Best Practices (high level)
- Download BOLD Best Practices (detailed)
- Download conversion build-to-build settings transfer
- Webinars on migrating to BOLD
- 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
Open the video in a new window
Standalone article for the video
Video Chapters
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 | |
| Requirements | Customer > Requirements |
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
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