What's New in TrackerRMS
Check back here regularly to see what's new in TrackerRMS!
Last Updated on Monday 13 Dec 2021
Phase 5 Features
Release Date: 23 Aug 2021
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Phase 4.1 Features
Release Date: 23 Aug 2021
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Ticking multiple Payments will now show a running total
Release Date: 23 May 2021
When ticking multple payments you will see a running total.
Ticking multiple Invoices will now show a running total
Release Date: 23 May 2021
When ticking multple invoices you will see a running total.
Auto Discounts and Surcharges on Invoices
Release Date: 23 May 2021
A field has been added to the Company record where you can store Discounts are Surcharges
Once added, it will be automatically picked on on invoices created against that company.
Another option is to manually fill out the Discount on the Invoice itself if it is a one off.
Timesheets now have a built in California Overtime/Double Time Rules
Release Date: 16 May 2021
You now have the ability to apply Calfornia Timesheet Rules to Candidates On Assignment. We will now calculate the appropriate Overtime and Double time automatically when a candidate enters their hours
Go to this Help File for more information: https://academy.tracker-rms.com/Home/Lesson/912
Create Bulk Activities from Long List
Release Date: 16 May 2021
You can now create Bulk Activities from the Long List
Custom Activity that is a Task, can now be added to Task Boards
Release Date: 16 May 2021
Custom activities that are deemed a task, can now be added to Task Boards
Multi-Select Filter on Activities within a Record
Release Date: 16 May 2021
You can now filter on multiple activity types when viewing an activity section within a record
Manual Approval Auto added to emailed Invoices
Release Date: 16 May 2021
When a timesheet is Manually approved, the approval will now be automatically attached to Invoices that are emailed out.
Zoom Info added as a Job Board to search from
Release Date: 09 May 2021
Zoominfo has been added as a Job Board searching option.
Invoicing Per client by adding additional Assignments to an already created Invoice
Release Date: 09 May 2021
After creating an invoice with one Assignment, you can now add additional Assignments to that Invoice.
Go to this Help File for more information: https://academy.tracker-rms.com/Home/Lesson/911
New Quickbooks Desktop Features
Release Date: 09 May 2021
Ability to use Trakcer Department as "Class"
New Discount and Surcharge options
New Account System Customer Name
New Report Power User Feature
Release Date: 09 May 2021
This feature will allow you to select certain users on the team to be Report Power Users which gives them the ability to Claim Ownership and/or Delete other users Reports
New Type Ahead Feature on Placement Status Note and Margins, Taxes & Burdens section
Release Date: 09 May 2021
You can now type ahead in the Margin's Taxes, & Burdens section as well as the Placement Status note on the Placement record itself. This will allow you to find your option faster
New Refresh button to have the Shortlist Lifecycle Capture the newest Placement Statuses
Release Date: 25 Apr 2021
We now have a refresh button on the Shortlist Lifecycle. When moving candidates through the Recrutiment Workflow, you can click that refresh button to capture the changes real time on the job itself.
Quick Add Candidates Button Displays More Detail
Release Date: 25 Apr 2021
The Quick Add Candidates button has been inproved to show more detail. You also now have the ability to seach via Name or Email address
Allow Users to set Candidate Status to blank when using the want in order to retain existing status
Release Date: 14 Apr 2021
Leaving the status drop down blank will retain the current candidate status when uploading resumes for existing candidates. New candidates will default to your default candidate status you have set up.
Click the link on this helo file for more information: https://academy.tracker-rms.com/Home/Lesson/896
Updated options on who you can send Absence email approvals to
Release Date: 07 Apr 2021
You now have more options to choose from when setting up Absence Management
Check out this help file for more information: https://academy.tracker-rms.com/Home/Lesson/895
Sending Teams, Zoom or Hangouts Invites with attachments from Tracker
Release Date: 24 Sep 2020
If you use online or 2-way conferencing software such as Microsoft Teams, Zoom or Google Hangouts etc, you can now send meeting invites that include these details as links from Outlook.
In this example we will be using Microsoft Teams and Outlook to send an online meeting from Tracker.
Step 1 - Create an appointment activity such as an Interview
Step 2 - Use the new documents field to attach any documents required in the Invite
Step 3 - Within the appointment activity use the Calendar menu to create the event
Step 4 - Open the downloaded Calendar (ICS) file from the Download bar
Step 5 - Click the Teams (or other) online meeting button within the invite to add the link to the invite
Step 6 - Send the invite and confirm the appointment in Tracker
"Runners" Manager
Release Date: 12 Aug 2020
To further help the management of current "Runners" and their availability, we have created a new Runners option on the Timesheet menu that will show:
- Placement Candidates with a "Working" or "Complete" status
- Placement Candidates with a Start and End date within the current filtered month
In addition to this new page, we have included a means to track the availability of each placed Candidate by tracking the contact and confirmation of attendance, including contact made, confirmed attendance, non-attendance and no-shows.
This will allow you to better manage your temps intentions and performance througout the contract.
This is also available within the Planner page, the Candidate record and the Placement record (new block in the Layout Designer).
Email "Builder" Templates
Release Date: 29 Jul 2020
We are pleased to reveal that our popular template "Builder" (used in both Campaigns and Sequences) is now available for your standard email templates so perfect for building one-time promotional templates to send to anyone in TrackerRMS.
The Builder button can be found above the standard template builder editor and includes our 30+ free builder templates for you to start from.
Open Ended Placements
Release Date: 22 Jul 2020
We now support open ended Placements whereby you may not know the precise end date of the Placement at the point of booking.
This can be found inside the Placement (Job Candidate) record under the Placement Dates section:
Ticking Not Known will blank out the End Date and unticking it will prompt you to enter the date the Placement is due to end.
Please note that open ended Placements do not affect Timesheets so time can be booked in perpituity until an end date is specified or the Task is stopped. However the Candidate Planner (alos known as Utilization) will not be calculated on Open Ended Placements.
Improved CloudCall Integration
Release Date: 4 Jul 2020
We are pleased to announce new and improved CloudCall Integration enabling better conversations and tracking with the leading recruitment business telephony platform.
This improved integration offers:
- Auto Call Logging
- Playback Call Recordings
- Syncronized Contacts and Candidates
- Click-To-Call
- Power Dialer
- Voicemail Drop
- CloudCall Text/SMS Support
Quickbooks Desktop Integration
Release Date: 4 Jul 2020
We now fully integrate our invoices with Quickbooks Desktop, the first of 4 Account System Integrations which will extend to Quickbooks Online, Sage Online and Xero Accounts over the coming weeks.
This integration works via the long established Quickbooks Web Connector and instructions for use can be found here:
https://academy.tracker-rms.com/Home/Lesson/839
New Arrange Interview ICS Options
Release Date: 4 Jul 2020
We have improved the options around the Arrange Interview function.
We now offer additional options including:
- The ability to mark ICS Calendar Files as Private so they cannot be viewed in Shared Outlook Calendars
- The ability to exclude ICS files from the Candidate confirmations so only the Interview receives the ICS
- The ability to attach any Resumes or Agency Resumes to the ICS file making it easier for the Interviewer to reference the important documents when they open the Calendar Invite
New Semantics Only Skills Categories
Release Date: 4 Jul 2020
We now support "Semantics" only Skills Categories meaning you can create comprehensive semantics look ups without impacting your normal Skills Profile auto-coding.
Details and instructions can be found in the Skills Profile within the Tools & Settings.
Single Sign-On Only Access
Release Date: 4 Jul 2020
We now support single sign-on only which allows you to restrict users within your Active Directory domain or Office.Com portal to only access TrackerRMS via this single sign-on method.
This add another level of security in addition to our Multi-Factor Authentication (MFA) in preventing users from logging on with only their username and password via the standard TrackerRMS Logon Page.
Send Sequences as Alias
Release Date: 1 Jul 2020
You can now opt to send your Sequences from your own mail account or any other alias associated to your user record.
Keywords: New Features; Whats New