March 2023 Feature Releases

Here are the changes we made within the system in March

Here are the changes we made within the system in March:

• Missing Data Fields and Group

• Additional Time Period Features

• Reports Dashboard Performance

• Placement Sales Figures

Web

• Font Management – Squid Template

CRM

• Contract Workflow Settings

Integrations

• ZIP Code Radius Searching

Missing Data Fields and Groups

To give more flexibility on what can be reported on within the reports dashboard we have added more data to the company and job module.

The following Groupings, Filters and Columns have been added to the company module:

Tables can't be imported directly. Please insert an image of your table which can be found here.

• Contract Recruiter (Agency only)

• Industry

• Perm Recruiter (Agency Only)

• Size

• Source

• Town

• Type

These Groupings, Filters and Columns will only be enabled when the fields are enabled within the company configuration settings.

The Company Owner grouping has also been updated to agency only as part of this work.

Examples of the charts that can now be created are:

The following Groupings, Filters and Columns have been added to the job module:

• Job Source

• Job Stage – This shows the most advanced stage that a job is at currently.

We have also added in the ability to filter by the candidate stage within the job module.

Examples of the charts that can now be created are:

Fish Tank

Create and manage your Reports

Creating, and Editing Report Cards

Font Management – Squid Template

We have now added the Font Management feature to Squid Template. Existing and New Clients opting for Squid will now be able to customise their fonts across the site.

 

You can find full information on Font Management on the following Fish Tank page:

How to Update the Font on Your Website

Contract Workflow Settings

This week we have tidied up the Contract Workflow Settings page.

None of the functionality has been changed, but the settings are now in an order which matches the job workflow.

This will make the page easier to use and keeps it consistent with the Permanent Workflow Settings page.

The page is split into five sections:

• Job Summary

• Offers

• Placements

• Extensions

• Terminations

Fish Tank Article

Manage Your Contract Workflow Settings

Additional Time Period Features

You will now see additional time period filters for:

• Tomorrow

• Next Week

• Next Month

• Next Quarter

• Next Year

Candidate Meetings and Contact Meetings will be available to report on when the future time period filters are selected, allowing you to view upcoming scheduled meetings as well as arranged meetings.

An All Time time period has also been added to the report dashboard filters.

When All Time has been selected this will show all activity that has been completed on the site, including activities that have a future date.

Reports Dashboard Performance

We’ve also made improvements to the loading performance of the reports dashboards, substantially speeding up the loading time of the dashboard as well as when adding or deleting dashboard.

Further improvements have also been made to the performance of the Candidate and Contact data to ensure that the data shown in the chart and the underlying data used to create that chart are consistent.

Fish Tank

Create and Manage Your Reports Dashboards

Creating and Editing Report Cards

Reports Dashboard Graphs and Charts

Placement Sales Figures

Over in the Analytics team we have added the ability to report on Placement Sales Figures in the Reports Dashboard.

To do this we have added a new Placement Details Dataset to the Job module. This dataset has two new group by options:

• Sales Date

• Sales Type

When these groupings are selected, the Measure by will be locked as ‘Sales Amount’:

Sales Date

Cards that have been created using the primary display Sales Date will display the total placement sales amount by date for your chosen time range – selected using the global time filter.

Sales Type

Cards that have been created using the primary display Sales Type will display the total placement sales amount by sales type for your chosen time range – selected using the global time filter. The sales types that are currently reported on are:

• Placement

• Extension

• Termination

The following columns have also been added to cards using the new Placement Details Dataset:

Tables can't be imported directly. Please insert an image of your table which can be found here.

· Sales Date

· Placement Date

· Extension Date

· Termination Date

· Termination Reason

· Sales Type

· Placement User

· Job Ref (Updated from Job ID)

· Candidate ID

· Candidate

· Placement Benefits Value

· % Total Sales

· Split Amount

· % Split

· Sales User

Examples of the cards that can now be created are:

Fish Tank

Zip Code Radius Searching

We are releasing the Zip Code radius searching feature this week, which will be presented as a toggle in System Configuration -> General>Date & Calendar Settings:

The enhanced postcode lookup expands our radius searching and postcode detection features to include America, Canada and Republic of Ireland as well as the UK.

This feature is being limited to Enterprise customers only at this stage as a multi-region product.

Future work will look to provide a single region option for Professional customers.

For all Enterprise customers, this feature will be available but switched off by default. Should they switch it on, it will offer a bit of an accuracy boost to their UK radius searching but it’s primarily there for anyone who recruits in North America and/or Republic of Ireland.

The toggle will be visible, but inactive and switched off for basic/professional customers. (who will see a tooltip that invites them to enquire about an upgrade to Enterprise).

Introducing this feature involves a significant overhaul to how we process radius searching in general, however, there are no front-end UI differences that should be noticed by our customers.