Candidates
New default Print CV template
It is possible to create a 'Print CV' for a candidate based upon a DocX Print CV template. We have default DocX Print CV templates which are available for all clients and client specific DocX Print CV templates. We used to have two default DocX Print CV templates ('Europass' & 'OtysStandard') and through client setting 'Candidates - Default DocX Print CV templates used' (SE3517) you are able to define which ones are visible for your client. We have added a third default DocX Print CV templates('OtysStandardV2') to this list.
Dashboard
Sorting options in support widget
We've made sure the following options are now available in the support widget to sort on: Last update descending, Last update ascending, Last answer descending, Last answer ascending, Entry date descending, Entry date ascending.
CRM
Added 'set as passive' as a batch action for contacts
In the configuration of which batch actions you want to use for your contacts we've added the option 'set as passive'. This way you can set one or multiple contacts as passive from your list view. Do note that this only works if you don't use statuses in your contacts, but instead show active/passive in the detail view of your contact persons.
General
OWS merge fields for job detail & apply URLs
In our Documents-module it is possible to add merge fields (for example for the candidate first name). Some time ago we created a new & unified system based upon OWS methods & field names for this. In this system (so based upon our OWS methods & field names) we were not yet able to merge the vacacny detail- & apply URLs. Now this is possible. OWS merge field '{{VacancyService.__JobUrl__}}' will merge into the job detail URL and OWS merge field '{{VacancyService.__ApplyUrl__}}' will merge into the apply URL. If you would like the URL of a specific website you can add OWS merge fields '{{VacancyService.__JobUrl__|[siteid]}}' & '{{VacancyService.__ApplyUrl__|[siteid]}}'. This way OWS merge field '{{VacancyService.__JobUrl__|2}}' will for example merge into the job detail URL of website 2.
Deeplink URLs for notes
We have 'deeplink URLs' for specific records in OTYS Go!, for example a candidate can be opened by opening URL 'https://[prefix].otysapp/[lang]/modular.html#/candidates/[candidateouid]' where '[prefix]' is the clients prefix, '[lang]' is the language code of the user interface and '[candidateouid]' is the OUID of the candidate. This for example allows external applications to show a link that immediately opens a candidate. Many of these records with deeplink URLs have a dossier in which you can place notes. There was not yet a deeplink available for a specific note, now there is. By adding '/note/[noteid]' to the current deeplink URL, it will not only open the record (for example the candidate) but also the related note on top of it. Opening 'https://[prefix].otysapp/[lang]/modular.html#/candidates/[candidateouid]/note/[noteid]' will thus show candidate '[candidateouid]' with note '[noteid]' on top of it. This has been implemented for candidates, vacancies, customers, contact persons, procedures, placements, projects, invoices, support tickets, tasks, products & sales trajectories.
Merge fields for date & time in appointment planner
In OTYS we have a really cool mergefield feature which uses the mergefields in regards to the webservice. We also have an appointment planner that is able to create teams meetings in and other meetings in the calendar of Outlook. For the confirmation message you can use Document templates. We now made it possible to use the date & time of the appointment in the merge fields of these documents.
New layout-option for detail pages
When configuring a detail page, you select a layout to determine the rows and columns to which you add widgets. A new lay-out option is now available with first a row with three columns, followed by a row with one, full width column.
'Status'-filter in Instant Match
The Instant Match widget displays suggestions for suitable candidates or vacancies based on match criteria. A 'status' filter has now been added; you can use it, for example, it to show only vacancies with status 'open'.
No more empty batch action menu in case of no batch actions
For most modules it is possible to define which batch actions a user has. If a user does not have any batch action permissions, most modules did show some kind of empty menu. We have made sure that if you do not have permissions for any batch actions, right clicking on an item in the list of any of the standard modules does NOT show you an empty menu.
Procedures
'Exclude'-option added to 'Candidate status'-filter
Within the procedure module there is a filter that you can search by the Status of the Candidate. We added the option to exclude in this filter.
'Exclude'-option added to 'Candidate website'-filter
Within the procedure module there is a filter that you can search by the application website of the candidate. We added the option to exclude in this filter.
'Exclude'- option added to 'owner' filters
Within the procedure module there is a filter that you can see all procedures with 'Vacancy owner' or 'Candidate owner' equals 'X'. We added the option to exclude in this filter.
'Exclude'-option added to 'Vacancy status'-filter
Within the procedure module there is a filter that you can search by the Status of the Vacancy. We added the option to exclude in this filter.
Exclude'-option added to 'Vacancy website'-filter
Within the procedure module there is a filter that you can search by the publication website of the vacancy. We added the option to exclude in this filter.
Extra fields available in Procedures listview
In the Procedures module we have 'extra fields', to give customers the option to configure custom fiels for information that does not have a default field in GO!. In other modules we have made these 'extra fields' available to add in the list view, this is now also possible for Procedures.
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Reports
Time-to-Hire Reports
The reporting module has been expanded with advanced options. These include Time to Hire and Time to Fill reports, as well as more pipeline data and extended filtering options within the reports. For optimal setup of these reports, we recommend working with one of our consultants. Feel free to reach out to our Customer Success team to explore the possibilities!
New report: Customer status changes
We've added a new report under the linked table 'Customer'. This report allows you to see how many status changes your team carried out in your CRM in a specific time frame. You can split this out for one particular user, or look only at certain statuses by using the configuration menu.
Option to (un)select all portals at once
In our traffic reports it is possible to report on (website) traffic, which includes data about 'portals' (LinkedIn, Indeed, etc). In some of these reports it is possible to exclude or include specific portals in the report configuration. However the portals needed to be selected individually so if you wanted to exclude/include all portals or all portals except for some; you need to do many-many mouse clicks. We have therefore made an option in this configuration to (un)select all portals at once.
Duplicate button in all reports
We've added a new button in the reports module to make (re)creating new reports much easier! This button is called 'Duplicate', and is located between the 'Legend' and the 'Download' button in the top right of your report page. By clicking this button, you can easily duplicate a report page. Once duplicated, you can change anything in either report freely.
Only show data from consultants who have data
We've added a new toggle in the reports module to make reading out the results a bit easier. From now on, even when you have all of your consultants/users selected, you can toggle that you only want to see those that have data in the table underneath your graph. This new toggle is titled 'Show users with no data in table'. This is set to 'yes' as a standard option so that when opening an existing report or creating a new one, everyone will be shown.