May Product Releases

Here's what we've released in May

CRM 

AWR Reviews 

Version(s): Basic/Professional/Enterprise 

We have introduced a new quick link for contract jobs called ‘AWR Reviews’. This allows our users to view all candidates placed on a PAYE contract job that falls within the selected timeframe. 

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Users can enable the quick link within Job Configuration > Contract Workflow > Placements tab. 

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The quick link can only be enabled when ‘Timesheets’ is toggled on. 

Employer Portal users can also view the quick link. 

AWR Reviews follows the same rules as Probation Review: 

  • Set the timeframe for reviews to appear in
  • Place a candidate on a PAYE within the timeframe
  • Open the AWR Reviews quick link on the dashboard 

 3-May-08-2024-10-01-06-0202-AM
 

Please note: Next week’s release will include a follow on to provide matching Diary Events. 

 

Fish Tank Article 

CRM 

Candidate Notice Period as a Merge Field 

Version(s): Basic/Professional/Enterprise 

We have added Candidate Notice Period to the merge fields for the Candidate Card (Insert). This means users can choose to show a candidate’s notice period when sending their CV via Candidate, Contact or Job records. The email templates this has been added to are: 

  • Jobs / General / Candidate Card (Insert)
  • Candidate / Action / Candidate Card (Insert)
  • Contact / Action / Candidate Card (Insert))

1-May-24-2024-08-50-06-5187-AM

Fish Tank Article(s) 

  

 Analytics 

 New data columns in Reports Dashboard 

Version(s): Basic/Professional/Enterprise 

In the Candidate module you are now able to select the following data columns: 

  • LTD Name
  • LTD Address
  • LTD Town
  • LTD County
  • LTD Postcode
  • LTD Number
  • VAT Number

This information comes from the Pay tab of the Candidate profile:
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Also in the Candidate module, the following new data columns are available: 

  • Availability Date (name determined by the label name within People Configuration > Candidate Setting, and column not available if disabled in these settings)
  • CV (Yes/No)
  • Formatted CV (Yes/No)
  • Own Transport (Yes/No)
  • VOIP

In the Job module – when using the Job Activity, Job Workflow, Sales Details, Projected Sales or Actual Sales datasets – you are now able to select the following data columns: 

  • Candidate Owner
  • Agreed Salary (not available for Projected Sales / Actual Sales dataset)
  • Agreed Rate 

The Agreed Salary / Rate information comes from the Offer and Placement screens on both Permanent and Contract jobs. 

Permanent – Offer Page 

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Permanent – Placement Page
 

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Contract – Offer Page
 

5-May-24-2024-08-56-33-8316-AM

Contract – Placement Page 

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Also in the Job module, a new column ‘Interview Date’ is available for the Job Activity and Job Workflow datasets only. This shows the interview date that has been arranged for a candidate and remains in the data even if the candidate has moved on from the Interview stage, the job is closed or all the available positions for a job have been filled.