Partner Up Presented by Becky Fox Parris Vitela

Integrations Overview Asurint Background Integration PeopleG2 Background Integration Liberty Screening – Coming Soon! Global Cash Card Rapid! Paycard

Session Goals To become more familiar with the background check and paycard integrations offered by Avionté. To review the setup of each integration. To understand the basic functionality and benefits of each integration.

Background Check Integrations

Benefits of Background Check Integration Convenience – logging into one application Reduces duplicate data entry Easily accessible Can run multiple checks at one time Can use more than one background check partner

Requirements on Employee Record First and Last Name Full Address (Street, City, State, Zipcode) Full SSN DOB (from EEO)

Background Check - Setup

Background Check - Setup

Background Check - Setup

Background Checks - AdminTools Admin Tools>Form>Employee>Background Check

Background Checks – Admin Tools ConfigOption: AllowOpenBackgroundCheckDocument

Background Checks – Admin Tools Config Option: AllowEditBackgroundCheckActionRequired

Background Checks – Admin Tools ConfigOption: ShowBackgroundCheckActionRequiredNotification

Initiating Background Check Employee>Background Check

Initiating a Single Background Check

Initiating Background Check Start page>Background Check Request

Background Check Grid

Submitting a new request Customer: Ability to select customer for billing/invoice break down. Select the package Select employees – multiple, or one at a time Ability to send request immediately upon finish or queue until ready to send

Viewing Results Order status Open = not sent Pending = waiting on results Action Required = need to review results* Completed = determination complete*

Asurint - Verifying and seeing results Launches Asurint platform Print, Matrix, Compliance Pre-Adverse Action Chat feature

PeopleG2 – Verifying and seeing results Same process as Asurint Background Check integration Results in platform only Launch PeopleG2 platform View Detailed Report

Completing the process Action Required Button Enter info into Employee Record > Criminal History Section Displays on Detail Screen

Pay Card Integrations

Benefits of Pay Cards Employers No check distribution Reduced costs related to check distribution Reduction of fraud due to forgeries/cashing checks Funds can be loaded or removed at any time Employees Faster, safer, and more convenient way to get paid Save money on check cashing and money order fees Offers access to cash 24 hours/7 days a week Can make purchases or pay bills by phone, online, or in store

Global Cash Card A direct deposit pay card solution that gets the employee’s funds to them efficiently and safely. You have the option to automatically or manually load pay cards. Employees can use cards at any ATM.

Set Up of GCC in Avionté Easy to set up! Once you have an account setup with Global you will need to put your account credentials into Admin Tools.

Options for Loading Cards Manual- Select Global Cash Card LoadCard options from the Payroll Section Actions Menu after processing payroll. Select each employee’s card you would like to load. Automatic- Once you process payroll within Avionté it will automatically load the employee’s card that is processed within that batch. ACH- When the ACH file is uploaded to the bank the cards that will be funded from the ACH will be paid. These funds will show in your ACH report.

Direct Deposit setup for the Employee Auto/Manual Load GCC Only Leave the account type as Global Cash Card ACH Pay only Once the direct deposit account is saved in the Employee’s record you will need to go back in and update the account type to Pay Card Auto/Manual Load and ACH If you choose to have some employees paid though the normal auto load while others through ACH, the Account Type for the normal auto load should be Global Cash Card. Employees with GCC being loaded through ACH should have the account type of Pay Card.

Rapid! PayCard A direct deposit pay option that has no monthly service charges or overdraft fees. Includes a free interest bearing savings account. Ability to use at any ATM, request a check, bill pay, or card to card transfer. Free Mobile Cardholder App

Rapid! Paycard File feed automates new card registrations Versions prior to 16.1 uses Rapid! Paycard export Version 16.1 and greater uses Rapid! Paycard integration

Set up of Rapid! In Avionté

Options for Loading Cards Manual- Select rapid! Paycard Load Card option from the Actions menu after processing payroll. Select each employee’s card you would like to load. Automatic- Once you process payroll within Avionté it will automatically load the employee’s card that is processed within that batch. ACH- When the ACH file is uploaded to the bank the cards that will be funded from the ACH will be paid. These funds will show in your ACH report.

Employee Bank Setup on Employee Account Type: PayCard – The funds directed to this employee will be added to their paycard during ACH generation Rapid! Paycard – The funds directed to this employee must be manually added. This is also known as Instant Pay. Note: The account number is not the same as the number on the face of the employee’s card.