Vista Integration Questions

Created by Mark Cadman, Modified on Mon, 8 Sep at 3:29 PM by Mark Cadman

Which Vista companies would you like to have resources imported from?
1. Employees, Equipment, Crews
How do you want your Business Groups assigned?
1. These can be HQCo, PRCo, PR Department, JC Departments or udfields
2. The Business Groups are how you define which users in Resource Planning will get access to resources. These are typically based on regions, type of work they perform, or both.
Employee Position Codes
1. When requesting a resource, Resource Planning relies on the Employee Position Codes assigned in Vista. These should be normalized/standardized for all field employees that will be scheduled in Resource Planning.
2. Are all of your HR Position Codes for employees standardized and filled out on their HR records?
3. Are there any HR Position Codes you would like to exclude from the integration?
Employee Certifications
1. Certifications can be used as job requirements when selecting a resource for a position on a job.
2. Have all of your HR Skills/Training Codes in Vista been cleaned up?
3. Are there any HR Skills/Training you would like to exclude from the integration?
Employees
1. Which employees should be included in the import?
2. Is there some kind of employee attribute we can use to only select the right employees?
Equipment
1. Which equipment should be included in the import?
2. Is there some kind of equipment attribute we can use to only select the right equipment?
Jobs
1. Which Jobs should be included in the import?
2. Is there some kind of job attribute we can use to only select the right jobs?