Submit your Suggestions for Vista Web

Include direct deposit configuration in the onboarding process

The direct deposit feature for employees is great, but we would love it if we could have new hires enter their Direct Deposit info during the onboarding process. Would it be possible to add that in?

  • Jeremy Wheeler
  • Feb 13 2019
  • Shipped
Company VIP Structures
Job Title / Role CTO
I need it... Yesterday...Come on already
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  • Jon Glenn commented
    May 09, 2022 19:37

    Also, making DD a required area, if enabled, basically made adding this a moot point until we can get it set as optional. Please, please, don't take the 3+ years that it took for this to be implemented.

  • Vaughn Naber commented
    March 24, 2022 18:48

    To be honest, we made our own Direct Deposit form a long time ago. It is optional and is added to all our profiles. So we likely will not turn on the official new form. We will keep our current form and process.

    But if someone else wants to submit the suggestion for the official form to be optional I will vote it up.

  • Admin
    Mark Cadman commented
    March 24, 2022 17:11

    Hi Vaughn,

    The Direct Deposit information should be reviewed before the new hire record is initialized to Vista. Is this something your Onboarding Admins can add to their process?

    We currently require all of our enabled standard onboarding tasks to be required. If you would like this to be optional, can you add a separate suggestion for that?

    If you post it here, other customers can add their votes to it if they need it to be optional as well.

    Thank you

  • Vaughn Naber commented
    March 24, 2022 15:00

    The direct deposit form would need to be optional. If we hire 20 guys today which ones will need direct deposit? We do not know who wants direct deposit when the invite is sent out. It should be the same profile regardless of the direct deposit but the direct deposit should be optional.

    Plus we have had employees mistype the account numbers. Our payroll department does not want to load the direct deposit information until they see the printed numbers from the bank, not just the employee entered numbers. Is there an option to APPROVE before loading into Vista? -It is a nightmare when that first check hits the wrong account!

  • Admin
    Mark Cadman commented
    March 24, 2022 14:26

    Hi Scott,

    This task is only required if it is enabled on the Onboarding profile. You can create an Onboarding profile where it is disabled and one where it is enabled.

    Will this work for your new hire process?

    Thanks!

  • Scott Baugh commented
    March 24, 2022 13:34

    How do we allow the new Direct Deposit in Onboarding to not be a required step? Not every single employee uses direct deposit. I want to be able to allow them to opt-out during onboarding.

  • Admin
    Mark Cadman commented
    March 22, 2022 15:25

    Yes, this is now available in our 22.3 version of the portal. This will require that you push new hire to Payroll through the web portal which is now an option with the new "Initialize New hires to Payroll" portal setting. Additional details are located in our release notes here: https://help.viewpoint.com/viewpoint-hr-management-for-vista/viewpoint-hr-management-for-vista/whats-new/whats-new-in-2022-r3

  • Jon Glenn commented
    March 22, 2022 14:07

    I just got notification that this was changed to "shipped". This has been added to the onboarding process? That's excellent news! I'll have to update our portal sooner than later!

  • Brad Dunn commented
    January 31, 2022 22:11

    Thanks Mark. Can we please ensure that this is built on a flexible approach so that it can be adapted for other items. A great example here is the requirement for all construction workers to be Covid-19 vaccinated in parts of Australia. Ideally we should be requesting the vaccination certificate as part of the onboarding process prior to actual commencement.


    Also happy to test or validate anything if the dev team requires.

  • Laura McGillicuddy commented
    January 31, 2022 18:44

    This is so important in Onboarding that we had custom work done by Viewpoint to implement along with quite a few other must haves. If you can't wait for the item to actually be included in standard, you can have it done.

  • Jon Glenn commented
    January 31, 2022 18:12

    Thanks for posting Lynn and the reply Mark. No offense intended, but we're 2 weeks away from being 3 years since it was first added as a suggestion. It's why we rarely bother putting in suggestions any longer.

    Hopefully it'll get pushed forward and implemented in 2022.

  • Admin
    Mark Cadman commented
    January 31, 2022 17:20

    Hi Team,

    I'm hoping to have our team review this item in our next planning session.

  • Lynn Anderson commented
    January 30, 2022 13:17

    has this died on the vine?

  • Mike Biskie commented
    April 06, 2021 17:54

    Highly anticipating this delivery, Marc! Thanks!!

  • Jon Glenn commented
    April 06, 2021 17:34

    Excellent Mark! Adding this would be great.

  • Vaughn Naber commented
    January 08, 2021 20:53

    My PR department would want to make sure that the backup is attached and that the employee entered numbers get verified before interfacing to Vista.

    Currently we built our own form for this and our HR department reviews it and makes sure that it has all needed attachments and backup before interfacing to Vista and sending the form and backup to PR.

  • Admin
    Mark Cadman commented
    January 08, 2021 20:44

    Hey Team,

    I wanted to let you know that we are currently looking at this work and hope to have a plan to put the design together later this year.

    Thank you all for your patience!

  • Peter Gaynor commented
    January 07, 2021 21:58

    This is a much needed feature! We need the ability for new hires to enter their direct deposit info during their onboarding process.

  • Jensy Jimenez commented
    September 18, 2020 18:05

    Please consider as it would be beneficial to include direct deposit configuration in onboarding.

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