November 2025 - Release Notes

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

• I-9 Documents 
  • Introducing the I-9 Documents Onboarding Task! This task allows for employees to attach their List A or List B & C documents during Onboarding. A trigger will prevent the employee from completing the task without attaching either a List A document or a List B & C document via an error message. This task will appear in your Hiring Process Builder after running the Fiddletree Updater. 
• Reminder about New Feature: Pre-Initialize New Hire Workflows
  • Similar 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  

Resource Planning

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

• Platform
  • Assets and Crews options are now hidden if user doesn't have access to them on the Home Page and the navigation bar under Resources
  • Added ability for users that are linked to an employee with the Job Role = Project Manager to view all Jobs they are assigned to, regardless of Permission Groups. 
  • Jobs, Employees, Crews, and Assets will now show the detail fields as read only if user does not have edit permissions. 
  • Quick Search on grids no longer get added as a filter 
  • Improved import defaults when certain fields are missing
  • Added Employee Number, Name, User ID, and Employee ID to User Info. You can access your User Info by clicking on the profile picture in the top right section of the page.
  • When sending a Notification email, Job Notes will be included.  
  • Added a Grid Total Results that appears at the bottom of each Grid page, allowing you to quickly see the total number of records. 
    
• Permission Groups
  • Remove option to select Users or Business Groups that have already been added
• Jobs
  • Phases
    • Added Jobsite Phase Predecessors. When adding a phase to a Jobsite, you can now make it "Driven By" one of the existing Phases on the Jobsite. This will set up the start date of your new phase to be based on the end date of the Predecessor phase. If an edit is made to the dates on a predecessor phase, the dependent phases will have their start and end dates updated as well. 
    • Added Filtering to the Jobsite Phase page. 
    • Assignments can now have multiple phases with overlapping dates. 
  • Labor Projections
    • Renamed from Projections to Labor Projections
      
    • Added new chart that shows the projected labor counts vs assigned labor
  • Initialize Projections
    • Added new fields to help with labor curves
      • Duration
      • Peak Workforce
      • Week at Peak
      • Week at Decline

    • Added a new chart to show the labor curve before initializing them

    • Added a "Bell Curve" option to the Distribution dropdown

  • Assignments 
    • Added a new filter to sort by Begin Date and End Date
    • Crew Assignments > Crew Tab show crew members and allow for editing of working date ranges and updating that assignments crews 
    • Added Work Schedule to Assignment Requests 
  • Global Labor Projections
    
    • Renamed from Global Projections to Global Labor Projections
      
    • Freeze First Column for Labor Type and Date Capacity Summary for visibility
    • Preserves date range when navigating into Jobs from this page and then back
• Scheduling
  • Assignments
    
    • Added a "Send" button to allow dispatchers to send an email to all employees who have been assigned to a request. This will let the employee know the details of their assignment. 
  • Daily Scheduling
    • Added job number in Copy modal
    • Resolved issue with Copying schedules
    • Resolved issue with employees with multiple assignment
    • Resolved issue with Committed resource list not rebinding on update
    • Resolved issue with Multiple Assignment tag not showing up if employee is on the same job

    • Added Multi-Select option for the Resource Category Filter

    • Added ellipsis for Job Notes on Job cards, this saves to the Job Detail > Notes 

  • Resource and Job Gantt
    
    • Weekend dates are now greyed out on all Gantt pages.  
  • Dispatch Board
    • Introducing the Dispatch Board! This new page allows you to drag a job / phase to any resource to create a new long term assignment. You can access our Article on the Dispatch Board through the following link: Resource Planning Dispatch Board
  • Assignment Hours
    • Introducing the Assignment Hours Page! This new page allows you to easily modify the hours assigned per day or per week for any resource that has an assignment. You can access our Article on the Assignment Hours page through the following link: Resource Planning Assignment Hours
      
• Resources
  • Assets
    • Added the "Down" option to the Asset Status Dropdown.  
  • Employees
    
    • Resolved issues with additional labor types preventing save 
    • Added a Country Selection for Phone Numbers. Enhanced display of Phone Numbers as well. 
    • Added Work Schedule to Employee details 
• Reports
  • All Reports will now start on the Sunday of the current week.
    
  • Added a new report! Introducing the Daily Assignment by Crew Report, where you can view what crews are on which jobs, with a list of employees. 
  • Report views can save selected groupings 
  • Download as PDF set to always fit the report on a single page 
  • Save-able views on DailyAvailability, WeeklyAvailability, JobWeeklyAssigned 
    
• Admin (Previously Setup)
  • Import Settings and File Import
    • Large datasets are now split into chunks for a more robust importing experience.
    • Added Jobsite ID to Assets in Import Settings.  
  • Integrations
    • Sensitive information is now hidden on the ProjectSight "Integrations" page.  
    • The "Integrations" page will now appear above the "API Docs" page in the Admin dropdown menu. The Imports Settings section has also been renamed to "Integrations and Imports" for clarity.
      
  • Permission Groups
    • User and Business Group dropdowns will now hide already added values
    • Added CanView Asset Permission for Resource Gantt 
    • Added Resource Gantt CanView for Employees, Assets or Crew 
    • PM Users can view the Daily Scheduling page 
• 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:

• Timecard Notifications for employee injury or meal break violations
  • When employees answer timecard submission questions a certain way, an email will be sent to a specified email list.  The email will include the employee's question and answer details.  This makes it easier to track when employees say they missed a meal break or were injured during their shift.
  Vista Payroll Corrections and Recoding
  • With this customization, payroll teams can quickly re-code timecard lines coded to a specific job to a different job.  
  Dynamically Assigned State Withholding Forms
  • Auto assign state withholding forms to new hire based on their address or the jobsite address they will be working from
  Scheduled Performance Reviews
  • Process to auto initialize performance review process 60 days before every employee anniversary date 
    

Power BI Dashboards

We have added a new report Dashboard and made some awesome improvements.  For more information, check out our website or reach out to info@fiddletreesystems.com.

• Reminder of newer Dashboards: People Dashboard - Manager Team view
  • We have added a new option to our People Dashboard that allows us to filter the view to each manager to only see the information for their employees.  This allows managers to see the aggregated data for their team and to drilldown into their individual employee record to see their detailed human resources /payroll information from Vista.
• Reminder of newer Dashboards: Recruiting Dashboard (powered by the Vista Web Applicant Tracking System)
  
  • This dashboard will show data from Vista Web ATS Job Requisitions. Open Requisitions by location, Time to Fill by role, Top Sources, Offer Acceptance Rate, and Acceptance Rate by Role.
  • This dashboard can also be customized to pull in data from multiple Job Boards on a T&M basis.