Tip-Tuesday

Viewpoint Employee Portal 2023-R2 has arrived!

Viewpoint Employee Portal 2023-R2

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Chase Fortner - Associate Consultant

By Chase Fortner - Associate Consultant

2 min read

Viewpoint Employee Portal 2023-R2 has arrived!

Check out some enhancements with the 23.2 release
Recurring Scheduled Jobs can now be managed directly from Portal Settings!
Admin>Portal Settings

Scheduled Jobs no longer need to be managed with SQL Server Management Studio (SSMS). These can now be managed directly from the Employee Portal. Before this change, you could choose from very general settings in the Portal Settings for things like automatic creation of portal batches - at midnight on the first day of the pay period, the day after the first day of the payperiod, or the day before the first day of a payperiod. Now you will be able to be more specific on the timing of the automatic creation of the batch. Also the timing of email notifications like an automatic welcome email for a new hire can be scheduled to a more specific time and/or day.

Admin Portal Settings
NOTE: Make sure to review your custom SQL jobs before updating to the newest version, as they will be deleted. Modification of any default SQL jobs will require an update to the schedule on the Scheduled Jobs page.

Stay Tuned: More information to come in future blog posts.

Embed fillable PDF forms in a document!

You now have the ability to embed PDF attachments with fillable fields in a document for signature or acknowledgement. Information captured in the PDF form is saved directly in Vista.
Enabled Attachments

Rejection reason for bills in Job Billing!

Users now have the ability to select from a dropdown list the reason for rejection in the Job Billing Dashboard. Unlimited character notes can also be used to communicate the reason for rejection.
Reason codes can be customized by System Admins within Portal Settings.

Voluntary Self-Identification form updates!

The Voluntary Self-Identification form includes new sections to comply with EEOC requirements for reporting gender and to include non-binary gender and veteran designations. The corresponding fields with populate within Vista.
Self-Identification FormSelf-Identification FormSelf-Identification Form
Check out more information here!

Stay tuned for an upcoming tips or reach out to us for help!
consulting@constructech.io 
 
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