Customers hosted in a Viewpoint cloud solution receive the latest update automatically. For customers who update modules manually, see Update the Portal for help.

Highlights and General Changes

Following are the main highlights for this release. See the sections that follow for detailed information on the highlights and enhancements made in each module.

HR Management Highlights

The following customer suggestions were added in this release. For a list of defect corrections, see the Issues Fixed page.

• Onboarding / Applicant Tracking

  • New! Include direct deposit and emergency contact steps in onboarding

    • When creating or modifying a hiring profile, you can now select Include Direct Deposit and Include Emergency Contacts to add these steps to your onboarding process. New hires can enter up to four direct deposit accounts and as many emergency contacts as they would like. See Set Up Onboarding Profiles for details.

      Important: Before you can include the direct deposit step, you must enable the new portal setting Initialize New hires to Payroll, which allows direct deposit fields to be updated in Payroll when new hire records are initialized to Vista. When this setting is enabled, a PR Employee field displays (grayed out) on the Initialize to Vista pop-up window in Onboarding and will be updated with the new hire's employee number during the initialization process. Setting location: Admin > Portal Settings > Onboarding / ATS > General Configuration. See Configure Direct Deposit for Onboarding for details.

  • The default for the portal setting Required Fields on Personal Info (Onboarding Only) has been changed as follows:

    • Previous default: FirstName,LastName,Email
    • New default: FirstName,LastName,Email,Address1,City,State,Zip

    Setting location: Admin > Portal Settings > Onboarding / ATS > General Configuration.

• Personal Information

  • New! Add employee profile photos

    • Allow employees to add profile photos by enabling the new portal setting Enable users to upload employee photos in the portal.

      • This adds a section called Update your employee Profile Photo to the Update My Personal Info page and includes a signature box for obtaining employee consent for storing photos. You can customize the text that displays in this section by configuring the new portal setting Employee Photo custom obtain consent, disclose purpose, and privacy policy text.

      • Employee profile photos are routed to the Document Admin for approval, and, once approved, are uploaded to the PR Employee record in Vista using the attachment type listed in the portal setting Attachment Type for Employee Photos.

      All settings referenced above are located under: Admin > Portal Settings > Personal Information > General Configuration. See Configure Personal Information for more details.

  • New! Assign default attachment types for direct deposit forms

    • Use the new portal setting Attachment Type for Direct Deposit Attachments to assign a default attachment type for supporting documentation, such as a voided check, that employees submit as part of their direct deposit setup. This default attachment type displays during Personal Info Approval. Setting location: Admin > Portal Settings > Personal Information > Direct Deposit Configuration. See Configure Direct Deposit for Onboarding for details.

  • The portal setting Custom combo box type for emergency contact relationship types is no longer an advanced setting.

• Timecards

  • On the Timecard Approval grid, Start and Stop times without notes and photos now display as gray text. Entries with blue text indicate a photo or note attached to the time clock entry.

Field Management Highlights

The following customer suggestions were added in this release. For a list of defect corrections, see the Issues Fixed page.

• Field Management Mobile App

  • Improved performance and speed of entering and submitting time!

    • Previously, the mobile app would slow significantly as more data was added and eventually stop functioning, requiring users to clear their data approximately every two weeks or even delete and reinstall the app. With this latest release, those issues have been resolved and users can expect significantly improved performance when performing day-to-day activities, including entering time, allocating hours, and submitting time.

  • New! Offline Time Clock Kiosk

    • The Offline Time Clock Kiosk allows employees to clock in and clock out of jobs and phases using a tablet at the job site. Compatible with iPads and Android tablets, the Offline Time Clock Kiosk was built to be used on job sites that have weak or non-existent mobile connectivity.

      • Users assigned as FM Kiosk Admins can launch the Offline Time Clock Kiosk in the mobile app so that employees can clock in and out.

      • During clock-in or clock-out, a picture of the employee is captured and stored. These pictures are available for managers to review and approve during Timecard Approval and Job Time Approval.

      See the Offline Time Clock Kiosk page in Help for more details.

• Equipment

  • The portal now references the HQ Material Item Description and the EM Work Order Part field in Vista for the Work Order > Parts tab.

• Job Approval

  • Users can now view and approve time clock photos from the Job Approval page:

    • Time clock entries with a photo attachment will be displayed as a blue link. Select the time entry to review the photo associated with the time clock entry.

    • When the grid is filtered to one employee or if the portal setting Enable full time worked editing on Grid Timecard page outside of modal window is enabled, you can see the start and stop times.

      Setting location: Admin > Portal Settings > Timecard > Time Clock.

  • The Pay Period Ending drop-down is now organized by active and inactive pay periods.

  • Reviewers can now view all historic timecard lines on the Job Time Approval page.

    • Job Time Approvers can now see lines they previously approved on the Job Time Approval grid.

• Crew Timecards

  • On the Timecard Approval grid, Start and Stop times without notes and photos now display as gray text. Entries with blue text indicate a photo or note attached to the time clock entry.

Vista Field Service Highlights

The following customer suggestions were added in this release. For a list of defect corrections, see the Issues Fixed page.

• Close a Trip

  • New portal setting: Default Trip Stats for return trips. Enter the code for the default status to use for return trips scheduled at trip closeout. This status defaults on return trips that have a technician assigned to them. See Configure Field Service Portal Settings for a list of codes.

• Work Order Dashboard / Work Orders

  • Create purchase order numbers specifically for your service companies with the new portal setting Allow manual entry of PO number on SM PO. If you enable this setting, when a technician adds a PO item type in Add Work Completed, a PO field displays in work completed details, allowing the technician to manually enter the purchase order number. Setting location: Admin > Portal Settings > Field Service > Work Complete.

  • New portal setting Require work completed notes on specified line types allows you to indicate whether notes should be required for work completed line types by SMCo. If an SMCo is not listed in this setting, notes will not be required for that company. Setting location: Admin > Portal Settings > Field Service > General Configuration.
    Note: Notes will not be required, regardless of this setting, if you have selected to hide work completed notes or make them read-only in the portal setting SM Note Settings.

  • New portal setting Show Equipment Entry on Labor Work Completed Entry. Enable this setting to make the Equipment field available when users add labor work completed lines. To require equipment entry for labor lines, use the new option to Require Equipment available in the portal setting Labor Work Completed Settings. Both settings are located under: Admin > Portal Settings > Field Service > Work Complete.

  • The portal setting Trip Completion Settings has been modified as follows:

    • Under the Automatic Return Trip Creation drop-down, a new option called Disable Return Trip has been added. Select this option to hide the return trip fields during trip closeout.

      Note: As part of this change, the portal setting Hide Return Trip Options during Trip Complete has been removed.

    • A new check box called Require Return Trip Notes allows you to control whether notes are required when a return trip is created.

    Setting location: Admin > Portal Settings > Field Service > Trip Close-Out.

  • Show budgeted hours on the scope summary of a work order by enabling the new portal setting: Show Budgeted Labor Hours on Scope Summary. Setting location: Admin > Portal Settings > Field Service > General Configuration.

  • Set the Include Unscheduled Trips toggle to default as on by enabling the new portal setting Toggle "Include Unscheduled Trips" by default on Work Order Dashboard. Setting location: Admin > Portal Settings > Field Service > General Configuration.

  • The portal setting Show SM Trip notes on the completion screen instead of SM Scope notes has been removed. Manage notes using the portal setting SM Note Settings. Setting location: Admin > Portal Settings > Field Service > General Configuration.

  • When creating a PO for a service trip, the Date field now defaults to today's date.

  • For job-related work orders, the Price Method now shows as Job instead of T&M.

• Portal Setting Location Changes

  • Under Admin > Portal Settings > Field Service, the following portal settings have moved to different sections:

    Portal Setting	Previous Location	New Location
    Allowable Upload file types	Trip Close-out	General Configuration
    Automatically capitalize all Field Service notes text when saving	Work Complete	General Configuration
    Enable Clock-In	Work Complete	General Configuration