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Help Topic: New Features (April 2026)


This month's release is all about giving you more control, clearer information, and fewer clicks to get things done.

Whether you're managing candidates, approving timesheets, publishing jobs, or sending invoices, there's something here to make your day a little smoother. Highlights include a brand new way to share feedback directly with the Tracker product team, smarter duplicate handling in the Client Portal, richer candidate timeline data, and a clutch of practical wins like pinning in Shortlist List View, bulk job publishing updates, and Document Packs for Invoices.

Read on for a full breakdown of everything that's new.

 

New Features

  • Help Us Improve

Feature Updates

  • Cascading Job Custom Fields

  • Client Portal - Hyperlink to Expenses & Zero Hour Filter Behaviour

  • Independent Time and Expense Actions - Worker Timesheet Detail (Client Portal)

  • Edit Publish Job Description Separately

  • New Candidate via Client Portal - Duplicate Handling

  • CV Timeline History - Education & Gaps

  • Shift Planner - Align Cards by Candidate

  • Handling Marketing Activities

  • Expanding Pinning to Shortlist View

  • Bulk Update Published and Date Published Job Fields

  • Document Packs for Invoices

 

Help Us Improve Form

A new Help Us Improve option is now available under the User Menu, giving you a direct line to the Tracker product team.

Use the form to tell us what you are trying to do and what would help you accomplish it. The more detail you can provide - your workflow, how often you need this, the benefits it would bring, and real-life examples - the better we can understand your needs and assess the impact for you and other users. You can also indicate how important the request is to you.

Your feedback shapes how Tracker continues to develop, and we read every submission.

 

Cascading Job Custom Fields

Custom Fields with the same name and type can now cascade automatically from a Job record down to its associated Placement records.

When a Job and Placement share a Custom Field with a matching name and type, any value set on the Job will be applied automatically to a candidate's Placement record at the point they are added to the shortlist - saving time and reducing the risk of missing key information across multiple placements.

To use this feature, ensure the relevant Custom Field block is included in your record layout for both the Job and Placement.

Here as some use case examples and the types of Custom Fields that might be applicable:

  • Approval to work the job - required and/or attained - Yes/No values

  • Site-specific induction requirements - required and/or provided - Yes/No values

  • Client Cost Centre codes - text values

  • IR35 Status - dropdown: Inside/Outside/Not Applicable

  • Expense Policy Type - dropdown to define which expense rules apply

  • PPE/Uniform requirements - Yes/No values or dropdown list

  • Probation Period - dropdown: 1 month/3 months/6 months

 

See it in action here:

Client Portal - Hyperlink to Expenses & Zero Hour Filter Behaviour

Navigating to expense details in the Client Portal is now significantly faster.

Previously, expense totals on the Team Timesheets page were displayed as static text, meaning portal users had to manually locate the correct timesheet and tab to investigate a figure. The expense total in the $ column is now a clickable link for any worker with a non-zero balance, taking the user directly to that worker's timesheet with the Expenses tab pre-selected, removing unnecessary steps when reviewing worker costs.

Alongside this, the behaviour of the Show Zero Hour Tasks toggle has been refined to handle expenses more accurately. Previously, unchecking this option would hide zero timesheet entries that had expenses attached, even where those expenses were valid and relevant. The filter now keeps any row where a timesheet task has hours logged or where a project has expenses greater than zero for the period, so portal users can be confident that toggling the view never causes expense data to disappear unexpectedly.

See it in action here:

Independent Time and Expense Actions - Worker Timesheet Detail (Client Portal)

The worker timesheet detail page in the Client Portal now handles time and expense approvals as separate, independent actions. Previously, the Approve and Reject buttons acted on both time and expenses simultaneously regardless of which tab was active, meaning there was no way to approve or reject them independently.

The action toolbar now adapts based on the active tab, showing time-specific actions when the Timesheets tab is selected and expense-specific actions when the Expenses tab is selected, with clear labelling throughout.

This means portal users can review and action time and expenses on their own terms, without either decision affecting the other, giving approvers greater control and a clearer, more intuitive workflow when managing worker timesheets.

 

Edit Publish Job Description Separately

The Publish Description field on the Job Posting tab is now read-only by default. Clicking the new Edit Description button opens a dedicated rich text editor overlay, where changes are saved in isolation, completely independent of the rest of the Job record.

This eliminates a frustrating data conflict that occurred whenever two users saved changes to the same Job simultaneously. Previously, editing the description inline meant any save could overwrite unrelated changes made by a colleague in the meantime. Now, each saves without interfering with the other.

The same isolated save behaviour applies when publishing directly to integrated job board partners such as LogicMelon.

 

New Candidate via Client Portal - Duplicate Handling

When a client submits a candidate through the Client Portal and a matching record is already found in the system, the duplicate confirmation popup now displays a structured side-by-side comparison. Recruiters can see exactly which fields were matched and how the submitted details differ from the existing record - replacing the previous generic caution message that offered no useful context.

The existing candidate record is used without modification, and this is clearly stated within the popup. Where no duplicate is detected, behaviour remains unchanged.

 

CV Timeline History - Education & Gaps

The CV History Timeline has been enhanced to give you a richer, more complete picture of a candidate's background at a glance. Alongside the existing work history visualisation, which makes it easy to assess career progression and spot overlapping roles, the timeline now incorporates education history (shown in green) and employment gaps (highlighted in red).

This means you can instantly understand not just where a candidate has been, but when they were in education, and where periods of unemployment may need further exploration, all without having to read through the CV line by line. For consultants working at pace, this significantly reduces the time spent sense-checking candidate histories and supports more confident, informed decisions before screening calls or submissions.

 

Shift Planner - Align Cards by Candidate

Tracking individual candidates across multiple days in the Shift Planner is now much easier. Previously, Candidate Cards were stacked, making it difficult to follow a specific candidate's schedule at a glance.

The new Align button repositions each Candidate Card to a consistent level across all visible days, so you can instantly see who is working when and identify patterns without manually scanning up and down the planner.

Before

After

 

Handling Marketing Activities

We've made a number of improvements to give users more control over how marketing activities appear across records, views, and sequences.

For teams doing a high volume of outbound marketing, activity logs can quickly become cluttered, making it harder to see genuine interactions and pick up where you left off with a contact. These changes put you back in control, so your activity data reflects what actually matters.

 

Default activity settings - control visibility of outbound marketing activities

There's a new setting in Display Settings > Default Activity Settings called “Show Outbound Marketing Activities”. You can choose to show outbound activities (the default) or limit the view to inbound only.

For teams where marketing activity is high volume, switching this off means consultants see a much cleaner picture of their meaningful touchpoints without having to filter through the noise.

Activities grid - toggle outbound marketing activities on records

There's a new” Include Outbound Marketing” toggle on the activities area on records. It mirrors your “Show Outbound Marketing Activities” default setting mentioned above, but you can override it on the fly, which is handy when you do want to check marketing engagement for a specific contact without changing your global settings.

Activities view - filter on outbound marketing in search

A new “Include Outbound Marketing?” filter is available in the Activities view.

Leave it blank and you'll see everything. Set it to Yes to include all marketing-flagged activities, inbound and outbound, or No to show inbound only.

This makes it much easier to analyse genuine engagement and spot contacts who are responding to your marketing without having to wade through every outbound send.

 

Expanding Pinning to Shortlist View

The ability to pin shortlisted placements is now available in List View, giving you the same powerful pinning experience whether you prefer card or list layout.

Pins are shared across both views, so your pinned placements stay consistent no matter how you switch between them - no duplication, no extra setup.

 

Bulk Update Published and Date Published Job Fields

We've added two new Bulk Update options in Job Record Views. You can now bulk update "Publish on My Website" and the "Job Publish" date, no more opening records individually to achieve this.

Publish on My Website

If you're activating a batch of new roles or taking jobs offline at the end of a campaign, you can now flip the website publish flag across multiple records in one action.

To use it, select your Job records from the Jobs list, click Action > Bulk Update, and choose "Publish on My Website?" from the field dropdown. Select Yes or No, tick the confirm checkbox, and click Apply.

Job Publish Date

Need to schedule a batch of roles to go live at the same time? You can now set the Publish Date across multiple Job records without touching each one individually.

Select your Jobs, click Action > Bulk Update, and choose "Job Publish Date" from the field dropdown. Pick a relative date (Tomorrow through to 1 week's time) or choose Custom Date to enter a specific date, then click Apply.

 

Document Packs for Invoices

Sending invoice documents to contacts just got a whole lot faster. You can now build Document Packs made up of Invoice templates and send them directly from the Invoices view, cutting out the manual work of attaching individual files and keeping your billing workflow clean and consistent.

Here's how it works:

Setting up your pack

A new Invoice association has been added to Document Packs. When building a pack, only templates tagged with the Invoice association will be selectable, keeping things organized and ensuring the right documents are always used.

Sending from the Invoices View 

Select a single contact or multiple invoices for the same contact, then use the new Send Document Pack to Contact option in the Action menu.

Choose your pack, hit Create & Email, and the generated documents are automatically attached as PDFs.

Finishing your email 

Write your message from scratch or pick from an email template with the Invoice association, then send, all without leaving the Invoices view.

 

See it in action here: