We received the roll out for the direct deposit to be optional rather than required. We love this feature because not every person onboarding will use direct deposit. However, the attachment for the Optional direct deposit is still being required. Not all employees will have an attachment We use PreNote for this process and do not require attachments. Can you make the attachment be an option but not required on the optional submission.
Kylie Willoughby
| Company | B&D Industries, Inc. |
| Job Title / Role | Business Analyst |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2024 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
I'm fully onboard with making this an option. As it is now it stops employees in their tracks from being able to sign up for direct deposit at the time of onboarding.
We really need this attachment to be optional during onboarding!!! Any updates that can be provided??
I'm with Vaughn on this. There is already a related setting, Personal Information > Direct Deposit Configuration > Require an attachment for changing direct deposit information. That setting should apply to onboarding as well.
It would have to be an option. Because my Payroll department does not want to set up any direct deposit without a printed backup of the account numbers. No back up means not direct deposit set up for us.
One wrong account number and dealing with the aftermath and it became our company policy. Offical printed backup or no set up. So we like the current settings but can see where you may want that option.