Stop penciling your reminders and start scheduling your changes!
Kylie Willoughby - Associate Consultant
By Kylie Willoughby - Associate Consultant
·
2 min read
Schedule Data Changes for Fields
Did you know that you can set a schedule for changing data for a specific field in Viewpoint?
Awesome, neither did I!
Let’s say that an employee informs you that they are moving in a month and will need to change their address for payroll purposes, you could set the address field in PR Employees to update to the new address automatically on the specified date.
Come on, let's run through this together.
1. Right-click on the field that you wish to change, and the system will display the shortcut menu.
2. Select Scheduled Changes. The system displays the VA Scheduled Changes form. 3. Enter the date for changing data in the Effective Date field, or press the Calendar button to select the date from the Calendar window.
4. Tab off of the Effective Date field and the system will enable the New Value field. 5. Enter the new data in the New Value field. 6. Save the record
The system updates the field with the new data on the effective date that you specified. If you need to update the scheduled change for a field prior to the effective date, just right-click on the field to access VA Scheduled Changes and edit the data in the New Value field.
Note: If you have created a change for the incorrect date, you will need to create a new record for the correct date and delete the record that you created previously.
Think about all the ways you can use this handy hidden feature.
Deductions/Liability Codes When SUTA rates change on 01/01/23 or the subject amount changes on FICA on 01/01/23, this allows you to schedule it as soon as you know instead of trying to remember the day of.
Employee Leave Codes When a single union rate changes, like wage assessments or union dues, mid-year versus first of the year, just schedule it and forget it!
PR State Insurance: Update WC rates if you get them early and they are effective on a certain date.
HQ Tax Rate Updates,PR Employee Craft/Class Changes, and so much more!
Stop penciling your reminders and start scheduling your changes!
3. Enter the date for changing data in the Effective Date field, or press the Calendar button to select the date from the Calendar window. 
5. Enter the new data in the New Value field.
6. Save the record
