Client Care
Self-Service Portal
Overview Guides
- Messages Overview
- Notification Overview
- Employee Directory Overview
- Available Leave Overview
- Personal Information Overview
Setup Guides
- Notification Setup Guide
- Widget Setup Guide
- Messages Setup Guide
- Employee Directory Setup Guide
- Available Leave Setup Guide
Advanced Setup Guides
Transition Guides
- Messages Transition Guide
- Personal Information Transition Guide
- Additional Information Transition Guide
- Emergency Contacts Transition Guide
- Dependents Transition Guide
Security & Access
- Avanti Self-Service Registration Setup
- Forgot Password on ASSP Setup
- Change Statement Password Setup Guide
- Changing Forgot Password Message
- Self-Service Registration
Configuration
- Messages Widget on the Self-Service Portal
- Maximum File Size of Documents Uploaded on ASSP
- French in Avanti
- Tax Slip Setup on ASSP & Avanti Go
- How to Delay Tax Slip Display on ASSP & Avanti Go
Document Review
Avanti Go Mobile
Year-End
Year-End Prep
- Year-End Prep Checklist
- Reviewing Codes for CRA and RQ Compliance
- Reviewing Accumulators
- Reviewing Terminated Employees
- Ensure No Entries Remain in Time Cards and Time Data
Year-End Balancing
- Balancing Your Year-End Overview
- Review Your Payroll Totals
- Balance Your CPP Remittances
- CPP Reconciliations Did Not Balance
- Balance Your Receiver General and Quebec Remittances
Year-End Processing
- Year-End Processing Checklist
- Initialize Employee Totals
- Verify the New EI Rate and Update EI Reduced Rates
- Verifying CPP and QPP Rates
- Verifying QPIP Rates
Year-End Resources for Payroll
Year-End Resources to Share With Your Employees
Tax Slip Processing
- Tax Slip Checklist
- Review Tax Slip Boxes Indicated on Codes
- Reviewing your Dental Benefits on Pay Groups
- Ensure all Employee Addresses and Social Insurance Numbers are Up-To-Date
- Add, Review, and Update the Transmitter Data
Tax Slip Adjustments
Additional Tax Forms
Canadian Payroll
Employee Profile
- Export Employee Documents
- Import Employee Documents
- Import Employees
- Mass Termination
- Delete Terminated Employees
Payroll Processing
- Initialize Entitlements and Vacation
- Pay Out Entitlements
- Payroll Processing I: Payroll Data Batches
- Bonus Earnings
- Cancelling a Payment in Avanti
Payroll Configuration
- Dental Benefits Reporting in Avanti
- Opting out of CPP and QPP
- Enhanced CPP and QPP Setup Guide
- Set Up Vendor Remittance for Receiver General
- Set Up Vendor Remittance for Quebec Receiver
Payroll Data Entry
Compliance in Payroll
Payroll Reports
General Ledgers (GLs)
Time & Attendance
Approvals
Scheduling
- Schedules: Templates
- Schedules: Selecting Days on the Calendar
- Create Employee Schedules using Templates
- Unassign Requirements on Cancelled Entries
- Schedule Reminder Workflow
Schedule Pooling
- Schedule Pooling Overview
- Sort Employees in Schedule Pooling
- Allow Pickup Requests Only in Schedule Pooling
- Notifications when Post is About to Expire
- Schedule Pooling Notifications for Employees
Configuration
- Premiums and Differentials: Shift Premiums
- Premiums and Differentials: Position Premiums
- Import Clock Punches
- Import Time Data
- Adjust Time Cards by Daylight Savings Time Setup
System Administration
System Administration
- How to Add New Items to Your Avanti Menus
- Remove Items From Your Menu
- Backup Your Company to a Test Company
- Email Settings
- Changing a Company from a Production Company to a Non-Production Company
Securities
Role Assignments
User Setup
- Set Up Microsoft Sign-On in Avanti
- Set Up Avanti Users for Microsoft Sign-On
- Disable Avanti MFA When Using Microsoft Sign-On
- Microsoft Sign-On: No Employees Can Sign In
- Setting Employees up for the Self-Service Portal
Signing into Avanti
Benefits Administration
Recruitment & Onboarding
Workflows
Report Designer
FAQ
Avanti Product Feedback Forum
Clock Connect
Getting Started with Clock Connect
Employee Management
- Adding an Employee to a Clock
- Adding an Employee Directly on a uFace 800 Clock
- Update Employee Verification on uFace 800 Clocks
- Adding Multiple Employees to Clocks
- Allow Employees to Punch on Another Clock
Clock Management
- Adding a New Clock in Avanti
- Replacing a Clock
- Remove a Clock
- Restrict Access to uFace 800 Clock Menus
- Employee Punch Types on Clocks