October Product Releases

Here's what we released in October.

Analytics 

Unique URL for Reports Dashboards 

Version(s): Basic/Professional/Enterprise 

Each dashboard now has its own URL. This link can be shared, allowing users (with correct permissions) to directly access a specific dashboard.  

At the moment there is not a specific button to share this – users would just be able to copy the URL from their address bar – but in an upcoming release there will be a Share button which will make this more obvious. 

One thing that has changed is in the User Activity Panel, which will show the name of the last Reports Dashboard they visited: 

  1-Oct-08-2024-08-33-47-4026-AM

Fish Tank Article(s) 

Web 

Adverts

Version(s): Professional/Enterprise 

Candidates who have completed an application to an advert will no longer display in the prospects tab. Previously, the candidate would show on both the prospects and applications tabs, making it difficult to differentiate between candidates who had successfully applied, and those who never completed the application. This update makes it clear which candidates have clicked apply but not completed the application process. 

 

Fish Tank Article(s) 

 

CRM 

3000 Character Limit for Candidate Summary 

Version(s): Basic/Professional/Enterprise 

On the candidate record, we have implemented a limit of 3000 characters in the Candidate Summary like the one on the Recruiter Summary, with a character count which updates as the user types. This will help prevent candidates from adding excessive information, which could lead to potential loading speed issues for the record. 

1-Oct-11-2024-12-18-35-5826-PM

2-Oct-11-2024-12-19-01-1972-PM

Fish Tank Article(s) 

 

Max Potential Matches Increased to 500 

Version(s): Basic/Professional/Enterprise 

On the Permanent and Contract workflows there is a setting within Job Configuration > Potential Matches that allows a user to select the maximum number of potential match results that are returned on a job.  

The maximum number of potential matches that we currently allow to return is 100 however we have had some feedback that this is not enough, so we have increased this to 500. 

The default value for this dropdown is 50. 

  

Fish Tank Article(s) 

 

Integrations 

New Standard Report - Timesheet Totals Summary 

Version(s): All 

A new standard report is available in the Jobs Module called “Timesheet Totals Summary”.  

This report is modelled on the existing “Timesheet Summary” report, however it provides totals for hours worked according to rate type based on the full timesheet week, rather than each individual day. 

The report can be filtered according to: 

  • User 
  • Team 
  • Timesheet Status 
  • Supplier 
  • Period From 
  • Period To 

3-Oct-11-2024-12-20-54-0092-PM

4-Oct-11-2024-12-21-07-0810-PM

Fish Tank Article(s) 

  

Analytics 

Benchmark chart updates 

Version(s): Basic/Professional/Enterprise 

We’ve updated the Candidate Engagement chart by splitting it out into two pie charts – one for Average User and one for Benchmark User. This means the colours for Average and Benchmark users are consistent across the Benchmark dashboard and makes it easier to see the proportions of Active and Dead data for each user type. 

  5-Oct-11-2024-12-21-37-6500-PM

Fish Tank Article(s) 

Candidate Details available on Job module of Reports Dashboard 

Version(s): Basic/Professional/Enterprise 

The following Candidate details are now available to add as data columns for the Projected Sales, Actual Sales, Sales Details and Job Workflow datasets within the Job module on the Reports Dashboard: 

  • Candidate Address 1 
  • Candidate Address 2 
  • Candidate Town 
  • Candidate County 
  • Candidate Country 
  • Candidate Postcode 
  • Candidate Direct Dial 
  • Candidate Home 
  • Candidate Mobile 
  • Candidate Email 
  • Candidate Own Transport 

These can be found under the Candidate Details grouping. 

 6-Oct-11-2024-12-22-11-1768-PM
 

 Fish Tank Article(s) 

Integrations 

Public API – Actions Endpoint Pagination 

Version(s): Basic/Professional/Enterprise 

The Actions API now supports Pagination as an optional feature. The pagination feature allows a third party to request “pages” of data with up to 1000 results at a time and the integrator will be given additional information on how many results there are in total.

This means that requests can be automated to retrieve all the expected results page by page.  

By default, when requesting a list recent activity using the API we still just return the most recent 1000 results of a given range with no other information as per previous behaviour.

This allows existing integrators to update their platforms at their leisure, should they need to use Pagination. 

 Fish Tank Article(s) 

Analytics 

Email A Reports Dashboard 

Version(s): Basic/Professional/Enterprise 

Users can now email a reports dashboard to any active user. They can do this if they either (a) own the dashboard or (b) have view and edit permissions for a dashboard.

They will need to have an email address set up in both My Integrations and Integrations > System Email. 

  

Fish Tank Article(s) 

Web

Side Panel

We are enabling the Side Panel beta on all sites that were included in Phase 1 of the Candidate UI beta.

 

Google Schema 

Version(s): Basic/Professional/Enterprise

We have updated the Google Schema with the following: 

  • AddressRegion has been mapped to County with the description ‘The county of the company associated with the advert.’ 
  • AddressCountry has been added with the description ‘The country of the company associated with the advert.’ This has been mapped to the Country of the Company. 
     

Fish Tank Article(s) 

 

New User Email Template 

Version(s): Basic/Professional/Enterprise 

We have updated the content of the System > Welcome and Send Password email template so it now includes some clarification on the password expiring after 24 hours once the license is activated.

1-Oct-21-2024-08-03-51-9368-AM

 

CRM 

New Custom Fields in Permanent Workflow 

Version(s): Basic/Professional/Enterprise 

We have added three new custom fields to the Permanent workflow, which can be enabled in System Configuration > Properties > Permanent Workflow. Their system names are: 

  • Custom Text 10 
  • Custom Dropdown 8 
  • Custom Dropdown 9 

Fish Tank Article(s) 

 

Integrations 

Zapier Filters 

Version(s): Basic/Professional/Enterprise 

To ensure users only have the relevant options and filters in their Reports Dashboard, Zapier Actions are now only available to select as reportable data fields whilst the integration is enabled. 

 

Fish Tank Article(s) 

 

Web 

Chat GPT Model Upgrade 

Version(s): Basic/Professional/Enterprise 

We have updated the model of Chat GPT we are using to a newer version.  
You should notice that we get more accurate and faster responses when using our various Chat GPT integrations.  

 

Fish Tank Article(s) 

 

Integrations

Xero/Timesheet/Tempaid Filters  

Version(s): Basic/Professional/Enterprise  

To simplify the Reports Dashboard, Xero Actions, Timesheet Actions, and Tempaid Actions are now available as reportable data fields only when their respective integrations/Timesheet toggle are enabled. This ensures users see only the relevant options and filters in their dashboard.

The following actions and filter have been renamed: 

  • “Time Entry Updated” action is now “Timesheet Entry Updated” 
  • “Time Capture Submitted” action is now “Timesheet Submitted - Tempaid” 
  • “Time Capture(s) Submitted” action is now “Timesheet(s) Submitted - Tempaid” 
  • “Time Entry” filter is now “Timesheet Entry” 

Fish Tank Article(s)