What's New in 2022 R5

What's New lists the enhancements and changes made in the 22.5 release. This release is available as of 5/11/2022. Android users can download the mobile app the same day as its release. For iOS users, apps take 24 to 48 hours following the release date to become available in the App Store.

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

Important: Complex passwords now required
  • Complex passwords are now required for all users who log in to the portal with their employee number.

    • A complex password must be at least eight characters long and must contain at least three of the following: lowercase letters, uppercase letters, numbers, and special characters (such as #, $, or %).

    • Existing users will not have to update their passwords immediately. Instead, they will be required to enter a complex password the first time they request a password change following the update to version 22.3.

      Note: As part of this change, the portal setting Enforce complex password requirement has been removed from Admin > Portal Settings > Security / Login > Log In Page.

General Highlights

  • Performance Improvements

    • Significant performance improvements were made across the web portal to ensure faster page loading speed and a smoother installation process.

  • New Administrative Actions on the Portal Settings page:

    • Clear Company Logo Cache: If you change your company logo in the portal, you can use this option to reset the cache without having to restart the web service to see your changes.

    • Clear Portal Settings Cache: If you have issues with the portal settings cache, this option allows you to clear that cache if instructed to do so by Support.

  • New! Enhanced styling for Web: Styling updates have been made to the Equipment Dashboard to enhance the look and feel of the web portal. These changes have no impact on portal workflows or functionality.

    Look for additional styling updates in upcoming releases.

  • General improvements were made for attachments uploaded to timecards, Personal Info, and AP invoices.

HR Management Highlights

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

  • Document Library

    • Report Server database names that include a period (.) are now accepted.

  • Onboarding / Applicant Tracking

    • The direct deposit step can now be made optional during onboarding. When setting up an Onboarding Profile, instead of a check box for Include Direct Deposit, you will now see a drop-down field with the following options: Include Direct Deposit (Required), Include Direct Deposit (Not Required), and No Direct Deposit (No Direct Deposit is the default).

      Note: To include the direct deposit step (as required or optional), you must enable the portal setting Initialize New hires to Payroll. Setting location: Admin > Portal Settings > Onboarding / ATS > General Configuration. See Configure Direct Deposit for Onboarding for details.

    • New portal setting Custom text to show on Direct Deposit page allows you to add custom rich text to the direct deposit step (if enabled) that new hires see during onboarding. Setting location: Admin > Portal Settings > Onboarding / ATS > Custom Headers.

    • If you have enabled the portal setting Initialize New hires to Payroll and attempt to initialize onboarding records with incomplete W-4 or I-9 information, the following warning message now displays: SSN is blank. Disable the "Initialize New hires to Payroll" portal setting to initialize this new hire to HR Resources in Vista.

    • In the emergency contacts step in Onboarding, the Add New button has been renamed Save for improved usability. Previously, new hires had to select Add New in order to save their emergency contacts.

  • Timecards

    • All historical payroll information is now shown for closed pay periods. Closed pay periods no longer filter for active users even when portal setting Show only Active Timecard Portal users in Timecard Dashboard is enabled.

      Setting location: Admin > Portal Settings > Timecard > Timecard Dashboard.

    • When the Unapproved filter on Timecard Approval is selected in the Status drop-down, only submitted timecards for users that the logged in user has Approval permissions for are displayed. Previously, the Unapproved filter would also show employees they have enter approval for and approval permission.

    • The Time Worked By Employee section has been removed from the Grid Timecard Bulk Clock window. For individual Time Worked entry, users should use the Grid Timecard Time Worked section when you filter to one employee when portal setting Enable full time worked editing on Grid Timecard page outside of modal window is enabled.

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

    • Direct Company Logins are now supported for Kiosk Mode. In a browser tab, navigate to your Direct Company Login URL (if enabled), and replace the "/Login" portion of the URL with "/KioskLogin." See the example below:

      This Direct Company URL Becomes this in Kiosk Mode
      https://vistawebportal.com/Account/Login?co=ABC123 https://vistawebportal.com/Account/KioskLogin?co=ABC123

Financial Controls Highlights

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

  • AP Invoice Review

    • New portal setting Default PDF Zoom Level allows users to set the default zoom level for AP invoice attachments. When set to Width, the PDF will take up the full PDF viewer width. When set to Fit, the PDF will only load enough to fit into the PDF Viewer.

      Setting location: Admin > Portal Settings > AP Review > Invoice Attachment.

Field Management Highlights

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

  • Equipment

    • Selected checkboxes on the Equipment Dashboard now stay selected for bulk transfer when scrolling pages or changing filters.

  • Field Management Mobile App

    • Hide, show, or allow users to change their class in the mobile app using the portal setting Options for Employee classes, which has the following three options: 0 = Read Only Class; 1 = Editable Class; and 2 = Hide Class (this hides the class on every page of the mobile app).

      This setting replaces the portal setting Allow employees to enter time for Classes other than default, which was a check box. With the update to 22.5:

      • If you had not enabled the former setting, the new setting defaults to 0.

      • If you had enabled the former setting, the new setting defaults to 1.

      • If you want to hide classes in the mobile app, you will need to enter a 2 in the new setting.

      Note: Setting location: Admin > Portal Settings > Field Management Mobile > General Configuration.

    • For overhead, mechanic - work order, and mechanic - equipment line types, zero hour timecard lines now display when reviewing and submitting timecards.

      Note: To submit zero hour timecard lines, the portal setting Grid Timecard and FM Mobile: allow zero hour lines to be saved and submitted must be enabled. If this setting is not enabled, the user will receive an error when submitting zero hour timecard lines. Setting location: Admin > Portal Settings > Timecard > Grid Timecard.

    • In the Offline Time Clock Kiosk, when using the Change Task option, users no longer have to select the pencil icon to change a phase.

  • Field Tickets

    • Improved performance when cloning Field Ticket templates.

    • Field Tickets now supports usage units to be entered in the Values column on Grid Timecard Layouts when portal setting Show Equipment on Payroll lines for operators is enabled.

      Setting location: Admin > Portal Settings > Field Tickets > General Configuration.

  • Job Approval

    • New portal setting Number of past pay periods to have available in Job Approval allows users to limit the number of past pay periods to display in the Job Time Approval page. If the value is zero or blank, only open pay periods and open portal batches will be displayed.

      Setting location: Admin > Portal Settings > Timecard > Job Approval.

  • Crew Timecards

    • New portal setting Employee Group to Enable Auto-Create from Time Clock on Grid Timecard. If an employee is listed in this employee group, they will have a new option in the Actions drop-down on the Grid Timecard called Create From Timeclock to create timecard lines from clock action data.

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

      This process will allow users across multiple templates to bring in timecard lines from Clock In and Clock Out records. It is recommended to use this setting only with Daily Timecard Templates on the Grid Timecard.

      If timecard lines are added through this process, selecting Create From Timeclock again will clear the lines that were previously added.
      Note: This portal setting should not be used with the other auto created timecard lines options: Enable the ability to create unsubmitted Timecard Lines from Time Clock actions, Enable the ability to create submitted Timecard Lines from Time Clock actions, or Auto Create Timecard Line on Clock-Out.

    • All historical payroll information is now shown for closed pay periods now when portal setting Show only Active Timecard Portal users in Timecard Dashboard is enabled. Closed pay periods no longer filter for active users.

      Setting location: Admin > Portal Settings > Timecard > Timecard Dashboard.

    • The Time Worked By Employee section has been removed from the Grid Timecard Bulk Clock window. For individual Time Worked entry, users should use the Grid Timecard Time Worked section when you filter to one employee when portal setting Enable full time worked editing on Grid Timecard page outside of modal window is enabled.

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

    • When the Unapproved filter is selected in the Status drop-down, only submitted timecards for users that the logged in user has Approval permissions for are displayed.

    • Direct Company Logins are now supported for Kiosk Mode. In a browser tab, navigate to your Direct Company Login URL (if enabled), and replace the "/Login" portion of the URL with "/KioskLogin." See the example below:

      This Direct Company Login URL Becomes this in Kiosk Mode
      https://vistawebportal.com/Account/Login?co=ABC123 https://vistawebportal.com/Account/KioskLogin?co=ABC123

  • General Portal Setting Changes

    • Inventory Companies to include for EM Work orders (comma separated)

      • Setting has been renamed: Inventory Company locations to include for EM Work Orders (comma separated).

      • Setting location: Admin > Portal Settings > Equipment > General Configuration.

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

    • The tax amount on flat rate work orders is now shown in the Payment Collection section when closing a trip.

    • New portal setting Attachment Type ID for Trip Closeout allows you to specify an attachment type ID for the trip completion summary that is saved to Vista. Setting location: Admin > Portal Settings > Field Service > Trip Close-Out.

  • Work Order Dashboard / Work Orders

    • On the Work Order Details page, the print and delete buttons were re-added for required forms.