Market Candidates
We’ve made it faster and easier than ever to share multiple candidates with multiple contacts — all in just one step!
To get started:
1. Review the Market Candidate Summary fields under Tools & Settings → Candidate Settings.
2. Create a quick email template using the new System Template (Market Candidates) and include the tag [[Market Resources]].
3. Run your Contact Search, select one or more contacts, and use the Action Menu to market your candidates.
4. Send your email directly from Tracker. You can track recipient engagement in the Campaigns area — including whether resumes were accessed by the recipient.
Job History from Candidate View
Want to see a candidate’s job history without opening their full record? Now you can!
A new column on the Candidate View makes it easy to see whether candidates in your search have appeared on a shortlist.
Just like our Shortlist and Shortlist (All) columns on the Jobs View, you can now view each candidate’s stage within their placement records at a glance.
Compliance Sets Expanded to Shifts
Our popular Compliance Sets feature just got more powerful! We’ve expanded it to include the Shift Planner, helping customers manage compliance for shift-based roles.
Within the Compliance section of the Candidate Filter, you can now filter by Fully or Partially Compliant candidates based on the compliance items required for the selected role.
Blocking from shift assignments now also respects job-specific compliance items — and we’ve enhanced the visual indicators to match these requirements.
Generating Meeting Links for Interviews and Meetings
You can now generate Microsoft Teams meeting links directly from Tracker! Connect your Microsoft Teams account in My Settings.
When sending appointments, interviews, or meetings from Tracker, you’ll have the option to automatically create a Teams meeting.
Your Tracker activities will include a direct meeting link, and all invitees (including the organizer) will see the meeting on their Teams calendar.
Expanded Off Limits Indicator
We’ve made Off-Limits status more visible throughout Tracker. You’ll now see Off-Limits indicators clearly displayed in Quick View, Quick Search, and on Candidate Shortlists, helping you identify restricted candidates or contacts at a glance.
Enhanced Client Portal Access
You can now easily grant Client Portal access to multiple contacts for any job or candidate in bulk.
Use the new Portal Access field to select additional contacts associated with the company connected to the job.
Once selected, these contacts will automatically gain portal access to all shared jobs and candidates — even if they’re not listed as primary or secondary contacts on the job.
