January 2025 - Release Notes

Created by Mark Cadman, Modified on Fri, 10 Jan at 5:33 PM by Mark Cadman

HR Onboarding Package

We have released a new version of the Fiddletree HR Onboarding Package. Here’s what you can look forward to:

E-verify Integration
- Trimble has added an enhancement in their December Vista Web release that adds additional security to the Start E-Verify Button.
  - The visibility of the Start E-Verify button is now hidden except for specific users. Admin > Portal Settings > User Group for Onboarding E-Verify Permissions
    - If you are already using Fiddletree when you update to this version, a new employee group called OnboardE-verify will be created containing Onboarding Admins and the employee group will be assigned to this portal setting. Then you can edit the group as needed.
New State Forms for 2025
- Arizona
- California
- Colorado
- Connecticut
- Georgia
- Idaho
- Iowa
- Kentucky
- Maine
- Maryland
- Minnesota
- Mississippi
- Montana
- North Carolina
- New York
- Oregon
- Rhode Island
- South Carolina

Resource Planning

We officially launched Resource Planning in October, but we have been busy adding many enhancements:

Job Map
- See all of your jobs with addresses pinned on a map
Recommendation Map
- See all of the recommended resources with address information pinned on a map with the assignment's Job pinned
Labor Projections
- Project the daily resource count required to fully resource the opportunity/project based on Budgeted Labor Hours, Start/End Dates, and the option of Even Distribution, Front Weighted, or Back Weighted.
Setup > All Imports > Added the ability to import all the following data into Resource Planning:
- Business Group
- Certifications
- Employee Positions
- Tags
- Employees
- Employee Certifications
- Jobs
- Phase List
- Job Phases
- Job Certifications
- Job Tags
- Asset Categories
- Assets
Assignments
- Added lock/unlock dates for both Start and End Dates
- Added "Entire Job" phase to all projects
- Improved assigned resource selection
- Improved date picker now has option for today's date and an easy year selector
Reports
- New Daily Availability, Weekly Availability, and Weekly Availability by Job reports

Vista Web Add-ons

We have added a few more great add-ons to our website as standard enhancements:

HR Salary Awards to Payroll
- HR Salary Awards is a great place to keep track of things like employee bonuses. With this add-on, we will provide an import template to add these records into HR Awards and then these records can be added directly to a PR Timecard Entry batch to pay the employee awards on their next paycheck.
Consolidated Approval Emails
- With this customization, we will create one email for all Timecard, Expense, Time Off, and Personal Info Approval emails so your approvers don’t get several emails a day for each module.
Per Diem Automation using by road distance
- The first part of this customization will run employee addresses and project addreses through Azure or Google Maps APIs to save their geolocations to Vista.
- The second part of this will compare employees to projects geolocations through the Maps API, figure out the by road distance, and add per diem timecard entry lines for the employees that are eligible based on custom criteria.
Onboarding cell phone SMS invite
- This adds a new portal setting so you can add custom text that will send to a new hires cell phone number. During the Onboarding Invite process, if a cell phone is entered, the new hire will be sent a SMS of the custom text using the portal standard SMS setup. Twilio or email.