February 2025 - Release Notes

HR Onboarding Package

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

• NEW feature: Post Hire Workflows
  • We are proud to announce this new feature that is included in the Onboarding Package. When a new hire is initialized, you can create and assign HR Action Items to different groups of employees to complete for that new hire.  We decided to add this feature because of how many votes it got on the Viewpoint HR Management suggestion box.
    • For example, you can create a new HR Action Item for different tasks that IT will need to do like setting up a laptop or providing an employee access to different software applications.
    • Learn more about setting up this new feature here: Configure Post Hire Workflow
      
• New State Forms
  • California Spanish 2025
  • North Carolina EZ
  • Resolved NY issue where city deductions are added when user answered No on form

Resource Planning

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

• Integration with the Vista ERP through an automated file transfer
  • Once installed, your Vista data will update or insert into Resurce Planning on a periodic basis.
• Open APIs are now available System Admins and can be found in Setup > All Imports > API Docs.  APIs are available for all main data objects:
  • Business Group
  • Certifications
  • Employee Positions
  • Tags
  • Employees
  • Employee Certifications
  • Jobs
  • Phase List
  • Job Phases
  • Job Certifications
  • Job Tags
  • Asset Categories
  • Assets
• Job Gantt and Resource Gantt
  • Users can now right click on any white space in the bottom right pane of the Gantt Charts to create New Assignments
  • Users can now right click on any of the bars in the bottom right pane of the Gantt Charts to Edit Assignments
  • Users can now drag the assignment start or end dates in the bottom right pane of the Gantt Charts as long as the date is unlocked and in the future
• Improved Grid Behavior
  • Last selected view is now saved for all users
  • When navigating into records from a grid, all grid filters, sorts, and pages are persisted when you exit the record
  • Consolitated the filter options under the new Manage View button
  • Added new text search option
• Learn more on our website here: Resource Planning 

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.