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Help Topic: New Features (November 2024)


Timesheet Portal

Job Location

The job location is now displayed on the Timesheet Portal Home Page.

 

Form Sends

Default Period in Record Block

Users can now specify the time period they’d like to view within Form Sends record blocks across the system. The field is set to the current default to avoid immediate disruption, but it can be customized in Tools & Settings.


Form Sends now display color-coded indicators for record type and print to the correct record type


Forms without signatures can now be saved as PDFs

 

Shifts

Creating Shift Jobs

You can create shift jobs from anywhere, especially from the Shift Planner. Just enter a Company Name to get started.


Enhancements were made to the Shift Planner for Availability

'View All' picks up the time period from the planner and shows the entire week of color-coded availability


Navigating directly to a Shift from the Shift Dashboard

Previously, you had to leave the Shift Dashboard to view the Shift in the Planner. Not anymore! We've added an icon to the Shift Dashboard for easy navigation.

 

Lists

All Candidates from a Shortlist can now be copied for Clone and Renew


Longlist custom fields are now wrapped to prevent them from taking up the entire screen

 

Candidate Search

'More Skills' filters are now available in Candidate Search

 

Match Jobs

A URL link to the job is now available in 'Match Jobs'

 

Campaigns

The Campaigner tool now sends campaigns through SendGrid

 

Email Alerts

Email alerts now include more details, with direct links to records related to the action.

 

Activity Templates

Adding Activity Templates to Follow Ups

Previously, setting an activity as a Follow Up removed access to Activity Templates. Now, you can use Templates with Follow Up Activities. For example, if you keep rescheduling a call because you can’t reach the prospect, you can still apply your template each time.