August 2025 - Release Notes

Created by Mark Cadman, Modified on Wed, 27 Aug at 12:46 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:

State Forms
- Resolved issue for negative withholding for Louisina
Reminder about New Feature: Pre-Initialize New Hire Workflows
- Similiar to our Post Hire Workflows feature, but for new hires that are not yet hired. This feature will add a new Onboarding Task that is admin only. On this task, admins can select the HR Action Items they would like created prior to this new hire is initialized into Vista as an employee. Once they select a confirmation "Yes" button, these HR Action Items will be created and emailed to the template admins.
  - This feature requires being on the Vista Web version 1.25.4.386 or later
  - Learn more here

Vista Web Add-ons

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

Avalara Tax Integration
Onboarding - Default Initialize to Vista modal fields based on profile or pull from Onboarding Task
- We are now able to default the values in the "Initialize" screen! Control defaults by PR Group, Onboarding Profile, or other logic so you can quickly initialize with minimal input. A HUGE timesaver for those initializing many new hires at once.
Merit Increase Workflow - Performance Reviews to HR Action Item Merit Increase
Expense Approval Updates - Use User Access Manager or add manager once Job Approval is completed

Power BI Dashboards

We continuously make improvements to our Financials, Operations, Executive, People, and Recruiting Dashboards. To learn more, checkout our website here and if you would like to see a demo, please reach out to us at info@fiddletreesystems.com.

Resource Planning

We have been adding many enhancements to Resource Planning since the last release:

Platform
- UI style improvements throughout
- Grid Views are now publishable to all other users by Tenant Admins
- Added labels and grouping between individual and public views
- Audit Logs added to most records
- Added prompt to users on unsaved changes when trying to leave a page
- Discard/Save buttons are now always viewable on editing screens once changes are made
Permission Groups
- Reset Business Groups Selected Count after adding
Jobs
- Details
  - When a Work Schedule is assigned to a job, it will now show the details of that schedule on the Job details page.
- Phases
  - Added support for Job specific phases
    - Only Tenant Admins or Users linked to an Employee with Position that has Job Role = Project Manager
  - Resolved issue with Job Phase dates not allowing manual entry on the year
- Projections
  - Added Job Projections distribute by bulk add workers per day option
  - Jobsite Projection Row Delete option added
  - First column is now frozen for easier scrolling
  - Fix Job projections initialize modal dates not allowing to type year
  - Fix Job projections when manuall adding new labor projections
  - Resolved issue with Begin Date filtering
- Budgets
  - New page for importing your Estimated Costs and Estimated Labor
    - This will only be available to users with the Can View Sensitive Data option for Jobs
- Global Projections
  - Awesome UI styling improvements!
  - Added saved views to this page and the ability to filter by Job Business Group and Resource Business Group independently
  - Added assigned employee counts and the difference between total employees and assigned
  - Fixes for global projection totals and jobsite budgeted hours calculations
  - Fix total laborers count on global projections
  - Updated Assignment column to Project Manager and will only list assigned employees with position set to Job Role = Project Manager
Scheduling
- Assignments
  - Recommendation map now requires CanViewSensitive permission for users to see employee pin locations
  - Positions will now only appear if the Scedule Type is set to Both or Long Term.
  - Added Duration field for Jobsite Phase allocations
  - Improved mobile responsiveness
  - Expanded Site Name field so longer Job names are more visible
  - Resolved issue on Crew requests
  - Resolved issue with Jobsite phase dates when manually entering the year
- Daily Scheduling
  - Awesome UI Styling Improvements!
  - Added new Copy button to copy the current schedule to additional days
  - Show General section label if there's Projected General labor
  - Show "Multiple Assigned" badge when an employee is on multiple jobs on a single day
  - Allow Assets to be dropped on Employees for operators
    - This only applies to employees that are not in a crew. Operators in crews is still in development.
    - This will be expanded by default
  - New Quick Job filters based on projected labor counts and daily assignments
  - Resolved issues with Daily Scheduling Crew Leads showing on other Crews
  - Daily Scheduling is now available for users with Can View permissions on the Job as ready only. Dragging and dropping resources to Jobs will require Can Dispatch permissions to those jobs.
  - Resource list columns now support sorting
  - All Crews now default to open
  - Crew Leads will always show at the top of their Crew
  - Employees with Time Off will show up as comitted with a and they can't be dragged onto any Jobs
  - Employees assigned to a non primary labor type will show a label
- Resource Gantt
  - Added Begin and End Date Range for filtering the view of assignments shown in the Gantts
- Job Gantt
  - Awesome UI styling improvements
    - Merged bottom and top section so it is easier to see the employees assigned to a job
Resources
- Employees
  - Employee grid Default view is now filtered to only Active employees
  - External Employee Number field is now shown
Reports
- Added option to download all reports as PDF or CSV
- Charts now have saveable filters and views
- Daily Assignment
  - Added date picker and saveable views
  - Added formatted excel option
  - Export to PDF now prints what is shown on page and formatted better
  - Report columns can be hidden and re-ordered which is saveable to the view
Setup (renamed to Admin)
- All Imports
  - Added Loading Spinner for Import File Loading
  - Now ignores unknown sheets
  - Column headers on import files are no longer case sensitive
- Import Settings *New Page*
  - New Import Settings page for setting up which fields you would like updated for existing records during imports
  - Import Settings, Template, and File Import all support Job Budgets and Job Actual Labor Hour imports
- Business Groups
  - Fixed business group detail page loading issue for tenant admins lacking explicit permissions
- Users
  - Allow navigation to permission group from user detail page
- Crew Types
  - Resolved issue with Crew Type creation when Include in Forecasting is not enabled
Learn more on our website here: Resource Planning