Migration Toolkit

Helpful links and information for Migrating clients.



Helpful KB Articles
KB Search Best Practices
Transition Verbiage
Talent / Contact colored links



Helpful KB Articles

Click on the links below for more information



KB Search Best Practices

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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
Jobs Actions Menu > View Temp/DH
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
Company Dashboard Order jump buttons  
Company Information Detail & Contact Method submenus Geocodes found here, only main
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  




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
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
Resume Matcher N/A  
Talent Search Candidates sub-menu > Talent



Candidate Management - Verbiage

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



Talent / Contact colored links





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