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Help Topic: New Features (September 2025)


Quick Approve and Reject

From the Shortlist Card (External Applicants and Candidates Shortlisted by the team) users can now not only color-code candidates but change the Placement Status as well.

 

Clicking the Thumbs Up and Thumbs Down buttons during Candidate review will automatically apply a Green or Red color to the Shortlist Card.

Configuring the options within Placement Settings will seamlessly apply a desired status in addition to the color and advance to the next candidate making the review process faster than ever.

Expanded Off Limits Indicator

We've made Off Limits much more visible for Candidates and Contacts by adding the indicator to the Quick View, Quick Search. For Candidates, you’ll clearly see this indicator on the Shortlist as well.

 

Client Portal Enhancements

We've made numerous enhancements to the Client Portal with a focus on self-service. You can watch a full video of these enhanements here (https://youtu.be/RXk35XeMmC4), or read about them below. 

  • Creating Jobs of any kind
  • Creating Purchase Orders
  • Creating Candidates and self-assignment to Jobs
  • Setting rates
  • Viewing Active Placements
  • Requesting Changes to Active Placements

You can turn these items on for any contact

 

You can identify standard configuration for every contact in the portal settings. 

 

Creating Jobs of any kind

 

View and creating Purchase Orders

 

 

Creating Candidates, automatically assigning to Jobs and setting rates

 

 

Viewing Active Placements

 

 

 Requesting Changes to Active Placement