Deactivate Job Templates: On the Job Templates page, Onboarding or ATS admins can now deactivate job templates, preventing users from creating new job requisitions with those templates. Users can still apply to posted jobs that use the deactivated template. Deactivated templates can be reactivated. For more information, see Create and Modify Job Templates.

Set up Canadian provincial withholding tax forms as fillable PDFs: When setting up a withholding form as a PDF, you can now choose from Canadian provinces. Provinces are listed after the states in the dropdown.

For details about adding a provincial withholding form, see Create a State Withholding Form.

New portal setting defaults Lump Sum as the unit of measure on expense receipts: With the new Default expenses to lump sum setting enabled, all expense items have a unit of measure of lump sum (LS), and the Unit of Measure, Unit Cost, and Qty fields are removed from the Edit Expense Receipt page . For more information about setting up expenses in the portal, see Configure Expenses.

Portal setting location: Admin > Portal Settings > Expense > General Configuration

Expense approvers can now view notes on expense items during review: To view notes added to individual expense items, from the Expense Approval page, select View to open the receipt. Each expense item with a note displays a bookmark icon that you can select to view the note. For more information, see Approve Expenses.

Choose which expense field populates the AP Unapproved Invoice Item Description in Vista: By default, the Expense Receipt Description serves as the invoice header Description in Vista AP Unapproved Invoice Items. The new advanced portal setting AP Line description source allows you to choose how you want to populate the invoice item Description field.

Choose from one of the following options: Header Note, Item Note, or Expense Receipt Description. For more details about this setting and its options, see Configure Expenses.

Advanced portal setting location: Admin > Portal Settings > Show Advanced Settings > Expense > Advanced Configuration

New Onboarding Profile Setting allows you to choose whether or not to require attachments for direct deposits: When setting up a new Onboarding Profile from the Hiring Process Builder page, if you chose either Include Direct Deposit option, you can now also choose if you want to make attachments required or optional. For more information about this setting, see Set Up Onboarding Profiles.

Note: This Required Attachment checkbox is automatically selected for all existing Onboarding Profiles already set up with direct deposit.

New Onboarding Status indicates when there is an attachments error during initialization to Vista: If there are issues when initializing attachments, the Status on the Onboarding Dashboard displays as Initialized, attachments error. In this status, you can still send attachments to Vista using the Initialize (Attachments Only) option.

The Initialize Date is now added to the attachment file name to prevent duplicating attachments. You can also see this date on the Onboarding Employee Details page. For more information, see Initialize a New Hire to Vista.

In this 25.6 release, the portal setting Require I-9 Section 3 for Rehires has been removed, as it is no longer applicable.

For information about setting up manager comments, see Create and Edit Performance Review Templates. For information about adding comments, see Add Manager Comments to Performance Reviews.

Meal break option during clock-in / clock-out now available from the navigation bar: The meal break feature was introduced in the previous Vista Web 25.4 release. The portal setting Minutes to restrict clock in if a user has clocked out on a meal break allows you to set the number of minutes (per PR Co and PR Group) that users will be restricted from clocking in after they clock out on a meal break.

In this 25.6 release, employees can now clock out on a meal break from the navigation bar. For more information about configuring this setting, see Clock In / Clock Out Configuration.

View your employee's meal breaks on the Time Clock Dashboard, which includes a Meal Break column and icons indicating the Start and Stop times associated with a meal break. The total meal break time (in hours) displays on the line when the employee clocks back in. For more information, see Time Clock Dashboard Fields.

• J: Job line type
• S: SM line type
• M: Mechanic line type

This setting applies to all areas an employee can clock in except the FM Mobile Offline Time Clock Kiosk. Employees must clock out of one type before they can clock in with a different type.

When clocking in with a Mechanic line type, Equipment and Cost Codes are required fields. Work Order and Work Order Item are not required, however they filter the equipment and cost code option fields.

Automatically create SM and Mechanic time clock lines on standard and grid timecards: With the portal setting Enabled Line types on Clock-in configured with SM or Mechanic line types, and the advanced portal setting Auto Create Timecard Line on Clock-Out enabled, timecard admins can use the Create Lines from Timeclock feature to pull in SM and Mechanic lines. This was previously limited to Job lines.

Timecard Admins can create lines from timeclock entries from the Timecard Dashboard (which populate the standard timecard) or enter clock-in clock-out time on the Grid Timecard.

New portal setting: Hide Work Order and Work Order Item fields for Mechanic line types clock-in: With this setting enabled, the Work Order and Work Order Item fields will not display when a user selects a Mechanic line type during clock-in. Equipment and Cost Code fields will still be required.

Portal setting location: Admin > Portal Settings > Timecard > Time Clock

New option to select all employees when creating lines from time clock entries: On the Grid Timecard, if you choose to create timecard lines from clock entries, you can now choose Select All or Select None when adding employees. For more details, see Enter Clock-In Clock-Out Time on a Grid Timecard.

Filter Timecard Approval page by Timecard Template: The new Template filter allows you to view employee timecards associated with a particular template. If an employee has timecards for more than one template, only the timecards with that template will show. For timecards with no template name, choose Standard Timecard from the filter dropdown. You can filter only one template at a time. For more information, see Approve Time as a Timecard Manager.

Timecard Dashboard performance improvements: Performance improvements increased the load speed of the Send Email Reminder feature on the Timecard Dashboard.

Associate PO or Pending PO job line entries with a field ticket number: The new portal setting Enable Field Ticket for PO Job Lines allows users to associate job line entries with a field ticket number for tracking and reconciliation. The portal setting enables a Ticket field on PO or Pending PO job lines, which matches the Ticket field in Vista PO Pending Purchase Order and PO Purchase Order Entry. Options in this field are based on the JCCo and Job. For more information, see Create a Purchase Order.

Setting location: Admin > Portal Settings > Purchase Orders > General Configuration

Expected Date field added to Purchase Order, PO Requisition, and SM Purchase Order header: When creating a new purchase order, PO requisition, or SM purchase order in the portal, you can now enter an Expected Date in the header. The Expected Date is the date you anticipate you will receive the materials or services. This value populates the Date Expected field in Vista PM Purchase Orders.

Meal break option during clock-in / clock-out now available from the navigation bar: The meal break feature was introduced in the previous Vista Web 25.4 release. The portal setting Minutes to restrict clock in if a user has clocked out on a meal break allows you to set the number of minutes (per PR Co and PR Group) that users will be restricted from clocking in after they clock out on a meal break.

In this 25.6 release, employees can now clock out on a meal break from the navigation bar. For more information about configuring this setting, see Clock In / Clock Out Configuration.

View your employee's meal breaks on the Time Clock Dashboard, which includes a Meal Break column and icons indicating the Start and Stop times associated with a meal break. The total meal break time (in hours) displays on the line when the employee clocks back in. For more information, see Time Clock Dashboard Fields.

• J: Job line type
• S: SM line type
• M: Mechanic line type

This setting applies to all areas an employee can clock in except the FM Mobile Offline Time Clock Kiosk. Employees must clock out of one type before they can clock in with a different type.

When clocking in with a Mechanic line type, Equipment and Cost Codes are required fields. Work Order and Work Order Item are not required, however they filter the equipment and cost code option fields.

Automatically create SM and Mechanic time clock lines on standard and grid timecards: With the portal setting Enabled Line types on Clock-in configured with SM or Mechanic line types, and the advanced portal setting Auto Create Timecard Line on Clock-Out enabled, timecard admins can use the Create Lines from Timeclock feature to pull in SM and Mechanic lines. This was previously limited to Job lines.

Timecard Admins can create lines from timeclock entries from the Timecard Dashboard (which populate the standard timecard) or enter clock-in clock-out time on the Grid Timecard.

New portal setting: Hide Work Order and Work Order Item fields for Mechanic line types clock-in: With this setting enabled, the Work Order and Work Order Item fields will not display when a user selects a Mechanic line type during clock-in. Equipment and Cost Code fields will still be required.

Portal setting location: Admin > Portal Settings > Timecard > Time Clock

New option to select all employees when creating lines from time clock entries: On the Grid Timecard, if you choose to create timecard lines from clock entries, you can now choose Select All or Select None when adding employees. For more details, see Enter Clock-In Clock-Out Time on a Grid Timecard.

Filter Timecard Approval page by Timecard Template: The new Template filter allows you to view employee timecards associated with a particular template. If an employee has timecards for more than one template, only the timecards with that template will show. For timecards with no template name, choose Standard Timecard from the filter dropdown. You can filter only one template at a time. For more information, see Approve Time as a Timecard Manager.

Timecard Dashboard performance improvements: Performance improvements increased the load speed of the Send Email Reminder feature on the Timecard Dashboard.

Expected Date field added to Purchase Order, PO Requisition, and SM Purchase Order header: When creating a new purchase order, PO requisition, or SM purchase order in the portal, you can now enter an Expected Date in the header. The Expected Date is the date you anticipate you will receive the materials or services. This value populates the Date Expected field in Vista PM Purchase Orders.

Set up Field Service Form Templates with Service Items to automatically populate Service Item Detail fields: Set up your Field Service Form Template with the new Service Item Fields option. For details, see Create Field Service Form Templates with Service Item Fields.

Technicians can select a service item on the form and the service item detail fields automatically populate with the data from Vista.

Form template setup:

Work Order scope form with Service Item selected – Service Item Detail fields auto-fill:

View Service Items in the Labor section of the Work Completed summary: A new Service Item column in the Work Completed Labor section now allows technicians to see service items associated with each labor entry. This is especially helpful for technicians with work orders that have multiple service items.

New checkmark displays when there are work completed lines associated with a Service Item on the Work Order: This can help technicians track service items they have already entered work for on that Work Order.

Add miscellaneous items to Misc work completed lines on a Work Order Scope: Technicians can now enter the quantity and cost of miscellaneous materials when adding Misc work completed to a scope. Type the Misc Item in the field and select the green plus sign to add it, then enter the Quantity and Cost of the item. View miscellaneous items in the Misc section of the Work Completed summary. For more information, see About Work Completed Item Types.

New advanced portal setting: Show Budgeted Hours on WO Scope Summary: Enable this portal setting to display budgeted hours next to each scope summary on a work order. Hours display in parentheses after the scope name.

Portal setting location: Admin > Portal Settings > Field Service > Advanced Configuration