Emilie Cordell Modified on: Thu, 15 Oct, 2020 at 11:03 AM New Avanti Experience Getting Started in the New Avanti Experience How to Enable the New Avanti Experience Additional Information Overview Compensation Overview Setup Guides Notification Setup on the New Avanti Experience Additional Information Setup Guide Compensation Setup Guide Transition Guides Additional Information Transition Guide Compensation Transition Guide Avanti Go Mobile Guides for Avanti Administrators Avanti Go Setup: How To Set Up the Mobile App Schedule and Web Punch Setup on Avanti Go Avanti Go Setup: How To Set Up Notifications How to Receive Workflow Notifications on Avanti Go Guides for Employees and Managers Which Avanti App is right for you? How to Post a Shift on Avanti Go How to Request to Work an Additional Shift on Avanti Go Canadian Payroll Employee Profile Mass Rehire Import Employees Delete Terminated Employees Import Employee Documents Renumber Employees Mass Termination Show ROE Exported Assign a Position to an Employee Employee Profile: Master Earnings Terminate an Employee Issuing Multiple ROEs for the same employee. Employee Profile Overview Hire an Employee Employee Full Time Equivalency (FTE) Add Additional Tax for Employee Change Employee Vacation Options Change an Employee’s Name Additional Employee Direct Deposit Information Employee Tax Factors Payroll Processing Initialize Entitlements and Vacation Pay Out Entitlements Bonus Earnings Process Manual Payments Basic Garnishment Deduction Code Payroll Processing I: Payroll Data Batches Payroll Processing II: The Payroll Process Issue a Cheque Generate Retroactive Pay Payroll Data Entry Batch Payroll Configuration Automobile Allowance Configuration Set Up Vendor Remittance for Quebec Receiver Remittances Set Up Vendor Remittance for Receiver General Federal Personal Leave (PL), Bereavement Leave (BL), and Leave for Victims of Family Violence (LVFV) Ontario Personal Emergency Leave (PEL) Vendor Remittance Report – Temporary Wage Subsidy Formulas: Troubleshooting During Payroll Employment and Job Status Code Wizards Pay Statements: Statement Forms and Formatting Update Employee Information for All Employees Vacation Group Levels & Advancement BC EHT - Installing the Remittance Report Garnishment of Net Income Direct deposit file default directory BC EHT - Changing Payroll Thresholds Extra Income Tax Deductions BC EHT - Creating a Source Code Group Employment Defaults Formula Variables Adding a Position Code Formulas: Earning Code Formula Basics Employee Expense Reimbursement with Payroll Location Code Setup Guide Entitlement Configuration Future Dated Rates Position Rates Maximum Payment Warning on Pay Groups Override Bonus Tax Rate Grid: Setup Guide Tax Groups Payroll Data Entry What is a Payroll Data Entry Payroll Data Entry: Adding a Bonus Payment Payroll Data Entry: Changing Batch Status Payroll Data Entry: Create a New Batch Compliance in Payroll Minimum Wage Changes in 9.45 Payroll Reports GL Distribution by Earning/Deduction Code General Ledgers (GLs) Exporting your G/L Default the G/L Export Type Export the G/L for a Previously Exported Payroll Time & Attendance Approvals Time Flow Reversed: From Payroll to Schedules Approving Time Cards Time Flow: From Schedule to Payroll Scheduling Import Schedules Create Employee Schedules using Templates Schedules: Templates Assigning Requirement Schedules to First Available Employee (Avanti Desktop) Assign from Requirement Schedule in Schedule Approval - (ASSP) Assign from Requirement Schedule in Schedules By Group - (Avanti Desktop) Unassign Requirements on Cancelled Entries Schedule Assigned Workflow Schedule Reminder Workflow Schedules: Selecting Days on the Calendar 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 Schedule Pooling Notifications for Managers Schedule Pooling Setup Guide Configuration Adjust Time Cards by Daylight Savings Time Setup Import Time Data Import Clock Punches Adjusting Alberta Holiday Pay Calculation - Bill 32 Albertan Averaging Arrangement, Overtime Averaging Period - Bill 32 Bill 2: Changes to General Holiday Pay and Banked Overtime Premiums and Differentials: Position Premiums Premiums and Differentials: Shift Premiums Overtime Rules: The Setup Break Rules: The Setup Premium and Differentials: Corresponding Earning Codes Time Card Entry: Enable G/L Segments System Administration System Administration Creating a New Test Company Backup Your Company to a Test Company How to Add New Items to Your Avanti Menus Create a Document Type Email Settings – Configuration Avanti Software Update Installation Guide Changing a Company from a Production Company to a Non-Production Company Company Information Locations Securities Avanti Security Overview: User Groups & Avanti Users Employee Profile Menu Access Control User Group Selection Restricting Access to SIN Role Assignments Role Assignments Responsibilities User Setup Set Up Microsoft Sign-On in Avanti Set Up Avanti Users for Microsoft Sign-On Microsoft Sign-On: No Employees Can Sign In Setting Employees up for the Self-Service Portal. Microsoft Sign-On: Employee Cannot Sign In Creating an Admin User Group Signing into Avanti Signing In Using Microsoft Sign-On Benefits Administration Coverage Terminating Employee Benefits Benefit Eligibility Configuration Benefit Rates Benefit Carriers Human Resources Training & Development Recruitment & Onboarding Job Requisitions Job Offer Letters Setup Digital Evidence for Job Offer Letters Workflows Guides Workflow Email Notification Settings Create a ‘Bank Direct Deposit Info Change’ Workflow Workflow Notification Settings Workflow Notification Recipients Running a Scheduled Workflow Report Designer Getting Started Report Designer Overview Creating New Reports - The Basics Sorting Reports Filtering a Report Creating Stylized Reports Creating a Formula Driven Report Report Designer: Seniority Report Include Your Report on the Avanti Self-Service Portal Add a Report to the System Menu Saving Reports to your Favourite Folders Save Reports to OneDrive Save Your Report Setup Report Templates How to import the Banking Information Change Report The Canada Emergency Wage Subsidy Report Self-Service Portal Configuration Employment Verification Letter - Modify Employee Name Format on ASSP How to Set Up Tax Slips on ASSP Allow Employees to add Additional Information Maximum File Size of Documents Uploaded on ASSP Employment Verification Letter - Set Up Change Statement Password Setup Guide Set Up Expense Reimbursement on ASSP Messages Widget on the Self-Service Portal How to Delay Tax Slip Display on ASSP Password Reset Expiry Time Reset Password Text Document Review Employee Document Review Security Permissions on Documents Year-End Year-End Prep Year-End Prep Checklist Reviewing Codes for CRA and MRQ Compliance Reviewing Accumulators Reviewing Terminated Employees Ensure No Entries Remain in Time Cards and Time Data Ensure Manual Cheques and Cancelled Payments are Processed and Updated Ensure All Payroll Batches are Processed Ensure Payroll is Processed for the Last Pay of the Year Install the Avanti Tax Update Verifying the January 1 Update Installation 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 Balance Your Entitlements 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 Update WCB Rates and Maximum Assessable Earnings Add the Financial Calendar for the New Year Add the Payroll Calendars for the New Year Updating Pay Periods per Year for Weekly and Bi-weekly pays Update the Vendor Remittance Reports Review Formulas for the New Payroll Year Updating Holiday Dates for the New Year Update the Company Web Settings for the New Year Update Time Entry and Time Approval for the New Year Year-End Resources for Payroll Year-End FAQs 2022 Source Deductions, Rates, and Payroll Changes Holiday Calendar for Payroll 2021 Source Deductions, Rates, and Payroll Changes Year-End Resources to Share With Your Employees Year-End FAQ for Employees Employee Tax Slip Guides Tax Slip FAQ for Employees Tax Slip Processing Tax Slip Checklist Review Tax Slip Boxes Indicated on Codes Ensure all Employee Addresses and Social Insurance Numbers are Up-To-Date Add, Review, and Update the Transmitter Data Create, Update, and Review Tax Slip Groups Pension Adjustment Formulas Extract Employee Tax Slip Data Importing Your Employee Tax Slip Information Tax Slip Import File Format Import Tax Slip Pension Adjustments Review, Modify, and Add Employee Tax Slips Validate Your Tax Slips Print Tax Slip Review Listings Tax Slip Balancing Repeat Tax Slip Modification, Import, Validation, and Review Print and Update The RL-1 and RL-2 Summary Create Tax Slip Transmission Files for CRA or MRQ Save Employee Tax Slips Printing Your Tax Slips Printing Your Laser and Self Mailer Slips Emailing Tax Slips Delivering Tax Slips to Terminated Employees Tax Slip FAQs Tax Slip Adjustments Amending Tax Slips Cancelling T4 and T4A Tax Slips Cancelling RL1 and RL2 Tax Slips Delete Tax Slips Additional CRA Tax Forms Generate T2200 Form Generate T2200S - Working at Home Due to COVID-19 Release Notes Release Notes What's New in Avanti 10.04 - Cloud What's New in Avanti 10.04 - On-Prem What's New in Avanti 10.03 What's New in Avanti 10.02 - Cloud What's New in Avanti 10.02 - On-Prem Upgrade Your .NET Framework to 4.8 What's New in Avanti 10.01 What's New in Avanti 10 - Cloud What's New in Avanti 10 - On-Prem What's New in Avanti 9.45 - 2021 Year-End Tax Update 2020 Federal TD1 Settings 2020 TD1 Aditional Details 9.45 Release Guide 9.44 Release Notes 9.43 Release Notes 9.42 Release Notes 9.41 Release Notes 9.40 Release Notes 9.39 Release Notes 9.38 Release Notes 9.37 Release Notes 9.36 Release Notes Anniversary Date and Birthday Notifications FAQ FAQ How to Navigate the Menu in the Avanti Desktop How Many Licenses do I have? Keeping Time Clocks Sanitary I can't login to Avanti/Password reset didn't work Avanti Product Feedback Forum How-To Guides Avanti Feedback Forum: Getting Started Clock Connect Getting Started with Clock Connect Clock Connect Overview Adjust Daylight Savings Time Automatically Assign Clock Enrollment to Employee Employee Management Adding an Employee on a uFace 800 Clock Update Employee Verification on uFace 800 Clocks Adding an Employee to a Clock - Enroll in Avanti First Adding Multiple Employees to Clocks Allow Employees to Punch on Another Clock Copy Employees From Another Clock Removing an Employee from Clocks Clock Administrator Access for Salaried Employees Clock Management Adding a New Clock in Avanti Remove a Clock Restrict Access to uFace 800 Clock Menus Employee Punch Types on Clocks Setting the Allowed Employee Verification on Clocks Disabling Facial Recognition on a uFace 800 Clock Troubleshooting Clock Connect Punches Not in Maintain Punches Employee Punches not Appearing in Time Cards UFace 800 Clock Cannot Recognize Faces Confirm an Employee's Clock Enrollment Using the Clock Connect Log Cloud Migration Migration Phase Logging into Your Avanti Desktop for the First Time Backing Up Your Avanti Databases and Application Folder How-to Transfer Files Using WinSCP Cloud Migration Requirements Final Considerations for Migration Launch Phase Turn Off Clock Service Stop the Avanti Login Service Exploration Phase Uninstall the Avanti Clock Service Archive Reference Guides Applicant Management Reference Guide Benefit Administration Reference Guide Canadian Payroll Reference Guide Career Connector Reference Guide Cheque Reconciliation Reference Guide Dynamics AX Reference Guide Dynamics GP Reference Guide Dynamics NAV Reference Guide Dynamics SL Reference Guide Email Pay Statements Reference Guide Employee Profile Reference Guide Epicor Reference Guide Financial Systems Reference Guide Human Resources Reference Guide OrgPlus Reference Guide Position Management Reference Guide Report Designer Reference Guide System Administration Reference Guide Time and Attendance Reference Guide Time Clocks Reference Guide Training and Development Reference Guide Web Services Reference Guide Web Time Reference Guide Workflows Reference Guide Year-End Reference Guide Installation Guides Avanti Installation Guide Career Connector Installation Guide Clock Service Installation Guide Email Pay Statements Installation Guides Web Services Installation Guide Workflows Installation Guide Open navigation 9.44 Release Notes To access the 9.44 Release Notes, choose from one of the links below:9.44 Release Notes [On-Premise]9.44 Release Notes [SaaS]Included in this release are some client feature suggestions. Thank you to everyone who contributed ideas for changes to the Avanti software.