AI Assistant
Match Criterium suggestions now triggered when parsing vacancy
When you use the Vacancy Parser on the dashboard, OTYS Data Enrichment will now be triggered automatically to suggest Match Criteria for you new Vacancy.
Improved understanding of Dutch formal vs Informal
Within the OTYS AI Assistant you can change a tone to formal and informal. Dutch of course has 'u' ,'uw' and 'jij', 'jouw', where English would use'you', 'your' for both. The AI assistent sometimes had some issues with the Dutch versions, this has been improved.
Configuration & Settings
ABAC rules for keyword search options
In modules that use Actonomy search (Candidates, Vacancies & CRM) we have additional keyword search options when doing a keyword search. This way it is for example possible to define which fields should be searched in and if a wildcard should be applied automatically to the filled in keyword. For a user it is possible to store these settings as a default, so that they do not need to change it every time to their desired state. This is however a user specific setting. If a client wants all their users to search in the same way, it needed to be adjusted correctly for every user. Since we have lots of these user specific preferences in OTYS Go!, we have previously created an ABAC-functionality allowing to automatically adjust these user specific preferences based upon the organization units of a user. This way you can for example make sure all users will have the same detail views; or give specific detail views to Recruitment-users and other detail views to Marketing-users. We have now made it possible in ABAC to create rules that change these keyword configurations based upon the organization units of a user as well.
Field for email address now available in Interaction Forms for Vacancies
In the Interaction forms with action 'create job' and 'update job' you can now also use the field 'email address' to select an email address of the owner of the Vacancy.
Theme-toggle moved to My Profile
The option to switch between Dark-mode and Light-mode has now been available for around a year. Since users have by now found their favorite theme and will not switch much between the two, we cleaned up the header and moved the switch to the 'My Profile' menu. This can be found when clicking your profile picture, top right.
Fields for apply URL, preview URL & slug added to VacancyService
Some time ago, we have created a slug system that allows us to create vacancy URL's based upon a slug (a unique string for each vacancy) and additional logic; making the integration with external website builders much easier. We were already able to retrieve the (classic or slug) vacancy detail URLs using the OWS 'VacancyService' data handler (for example retrieving a list and their detail URL's using OWS method 'Otys.Services.VacancyService.getListEx'). We are now also able to retrieve the (classic or slug) apply URL using field 'PublishedLanguageApplyUrls', the (classic or slug) preview URL (using field 'PublishedLanguagePreviewUrls') and the slugs themselves (using field 'PublishedLanguageSlugs') using the OWS 'VacancyService' data handler.
OWS method to check if procedure already exists
Through OWS it is possible to create procedures using the 'Otys.Services.ProcedureService.add'-method providing the candidate OUID and the vacancy OUID for which you would like to create the procedure. If you provide a candidate OUID and a vacancy OUID for which we already have a procedure, OWS will (due to historic reasons) return the current procedure ID 'as if' it was created (while it was not). Parties integrating with OTYS will probably want to check if a procedure exists, before creating one. This was already possible (for example through the 'Otys.Services.ProcedureService.getList'-method); however we have made a specific method to make this a bit easier. You can now use method 'Otys.Services.ProcedureService.procedureExists' to check if a procedure exists. Like (almost) all methods, it expects a session token as a first variable. As a second variable it expects an object with parameter 'candidateUid' set to the candidate UID or internal ID and 'vacancyUid' set to the vacancy UID or internal ID. It will then return 'true' if the procedure exists, 'false' if the procedure does not exist or an error in case of an error (for example when providing an invalid candidate ID).
Candidate portal list available as client setting
In the OTYS Go! CMS we have a 'portals list' which allows users to see a list of their 'portals' (which can be both global portals and customer specific portals) and request new portals (which need to be approved before they will be actually added). The user interface of this portal list is currently part of the (old) CMS. Since more-and-more clients are NOT using this old CMS anymore, we are disabling this old CMS for more-and-more clients. However, since the portal list is relevant for these clients; these clients were not able to access it. We have therefore made the portal list available in the client settings as client setting 'Candidates - Portals' (GE372).
Keyword search using fallback translations in UTS Manager
Using OTYS Go! UTS Manager it is possible to then change/translate 'UTS templates'. It is possible to create a client specific translation, that by default applies to all websites of a client, or to create a website specific translation. When the template is opened, it will first check if there is a website specific translation, then check if there is a client specific translation and finally check the global translation. When displaying a UTS template in OTYS Go!, we were already applying this correct 'fallback' behavior. However, when searching on UTS templates it did not take the fallback behavior into account. Now it does, making finding a UTS template based upon some text which is used in a specific situation way easier.
Default type for notes via Workflow
It is now possible to configure a default note type for actions that trigger a note within workflows. When the note modal opens, this default type will automatically be preselected.
CRM
Kanban view in CRM- and Contact Person- details
Based on the popularity of the Kanban-view we have now also made it available in the details of Relations (CRM) and Contact Persons. In these Kanban views you will find an overview of the procedures for vacancies related to that Relation or Contact Person.
‘Exclude’ added to filter for Department and Profession in Contact persons
In Contact persons you can filter for 'Profession' and 'Department'. For these filters we added an 'exclude' option. We also updated the translation for 'Departments'; in Dutch and some other languages the translation was confusing because it was the same name as we use for 'Organization units', which is an unrelated functionality. Departments is now translated as 'Afdelingen' in Dutch, Abteilungen in German and Départements in French.
'Exclude' option in Contact status filter
In Contact Persons you can use a 'Status' field, if setting 'CRM - Enable contact person statuses'(SE3241) is active. In the right panel you can use these statuses in your search filter. We now added the option to also 'exclude' statuses in your search.
Display website in address as hyperlink
When a website URL is saved in a 'website' field in the Addresses widget in CRM, it will now display as a clickable link.
Filter on favorite Contact persons
It is now possible to filter on 'Favorites' in Contact persons. You can mark a Contact person as 'favorite' with the star icon in the header of the contact detail. Please note: 'Favorites' are always personal, you can not search for favorites of other users.
Favorites in Contact persons widget
In a relation detail in the CRM you probably use a 'Contact persons' widget. In this widget you will now see an additional column, showing which contact persons you marked as 'favorite'. When a relation has a long list of contact persons, this will help to quickly find the ones relevant for you. You can also filter for 'favorites' in the Contacts persons list view. Please note: 'favorites' are always personal for a user, you see the ones you marked as favorite, not the marks of your colleagues. Marking a contact person as favorite can be done with the star icon in the header, just like in for example Candidates or Vacancies.
Export Contact persons extra fields
We've added the option to export contact person extra fields to our export profiles. You can find these profiles in client setting ‘CRM - Export profiles customers & contact persons’ (GE144).
Search for has mobile and/or email in Contact persons
In the candidates module we have the option to search for candidates without phone and/or without e-mail by using 'has mobile' and 'has email' separately or in combination to each other. On request of our customers we have now also added these options to the Contact Persons.
Candidates
Improved UX for 'Onlince CV Presentation' -modal
The modal that is shown when you prepare to send an Online CV Presentation has been improved. These are UX changes only; the functionality is the same.
Improved CV Parser extraction screen
When using the CV Parser in a Candidate dossier, you will see a screen to check the results. We improved the UX of this screen to make it look better and easier to work with.
Dashboard
Improvements to Tasks widget on Dashboard
We have made more information available to show in 'Tasks' widgets on your dashboard. To keep the widgets organized, we changed the way we show information. By default the widget will show for each task the ID, title and a colored dot for the status. When configuring the widget, you can add one or more of the following 'extra fields': Assigned user, Status, Type, Priority, Deadline, Created date, Related to and Last comment. Assigned user will show in a line below the title of the task. When selected, status will show as a broader tag with the name of the status instead of the dot. Last comment will show as a separate, clickable icon. When you select one or more of the other fields, an 'i' icon will appear. Click it to show the fields.
Documents
Mergefield for email salutation in Documents
E-mail salutations can be configured via a user setting, or globally via a Client setting. When creating a template in the Documents module, you can use a merge field to show this salutation. Until now, this only worked for documents with output 'email'. Now it will also work for documents that have output 'Open document' or 'AddToEmail'.
General
New logic for 'New entry' button (candidate, vacancy, CRM)
in OTYS Go! we have the option to use interaction forms for creating entities. These forms can be linked to the create 'new entry' button, where an entry would be a candidate, a vacancy, or a CRM relation. This gives you a dropdown of options, or instantly opens a form to fill out. For those that do not use interaction forms for this purpose, we've always still shown a dropdown despite this dropdown only having one option (Emtpy entry). We've changed the behaviour of this button to always open an empty entry if no interaction forms are in use or available for this entry.
Flow for 'Vacancy types' now in Kanban
With 'Vacancy types' you can indicate which procedure statuses should be used per type. This makes it possible to have different procedure steps for different types of jobs. Our Kanban views will now also only show the procedure statuses that match the vacancy type. A Vacancy can only have one type. A Candidate can of course have procedures for multiple vacancies, with different types. Kanban views that show multiple vacancies, like in the Candidate detail or on the Dashboard, will therefore show a select field to switch between types.
Procedure history and candidate history via Kanban
In our Kanban views we changed the 'history' information you can open. You can now open both 'Candidate history' and 'Procedure history' on the Dashboard Kanban and the Kanban in the Vacancy- and Candidate details.
''Timed out'' message for large batch actions
Within Go! we offer batch actions in quite a few modules. They allow you to do the same action for many entities at once. This almost always goes well, but sometimes the requested action is too big for the system or your internet connection to handle in a certain timeframe. When this happened you used to not be made aware of this, and there was no indication that something had gone wrong. We've added a message to let you know that something has gone wrong that includes advice on how to prevent this.
Improvements to Quick Search
In each module, you find the 'Quick Search' bar in the top header. We have implemented some styling improvements and moved the positioning of the Quick Actions to make sure they catch the eye, because they can save a lot of clicking!
View documents (.docx and .pdf) without downloading
Until now all documents in a dossier had to be downloaded before they could be viewed. With this release we've added the option to view .docx and .pdf documents without having to download them by clicking the darkened icon in front of the item in the dossier.
Last note column available for list view in Vacancies, CRM, Contacts and Procedures
Recently we added a column 'last note' to the list view of Candidates. This will show an icon if there are any notes in the dossier, and the content of that note when you hover over that icon. This column, 'last note' is now also available for CRM, Contacts, Vacancies and Procedures.
Improved UX for 'create entity' Interaction Forms
When users create a new entity via a free interaction form, they are presented with multiple tabs to complete (e.g., general info, contact details, address, etc.). We improved the look of forms that are used in this way, to give a more 'wizard like' experience, guiding the user through the tabs.
Sales Select
'Contributors value'- widget in Sales Select
In the Sales Select module a 'Contributors value' widget is now available. Here you can see and change the distribution of value between contributors, adding together to 100%. This information is also stored to be used in Reports.
'Weighted value' for Sales Select
It is now possible to activate 'Weighted value' for the Sales Select module. The 'Weighted value' is the total value for the Sales opportunity, corrected with the probability. When my Sales opportunity has a total value of 10.000 and a probability of 50%, the weighted value will be 5.000. When activated, this 'Weighted value' will be used on the following locations: Kanban card, Header information, Top of kanban, Bottom of list view total, List view column, Dashboard extra field and Bottom dashboard total. The Opportunity information widget will still show the total value. This option can be enabled with client setting 'Sales Select - Enable weighted value'(SE3599).
'Stage'-filter in Sales Select
A new filter option is now available in the Sales Select module to improve efficiency when working with sales items. Added a Stage filter to the list of available criteria in Sales Select. The filter supports both inclusion and exclusion of specific sales stages. The value list no longer contains a “Nothing selected” option, ensuring cleaner and more predictable filtering.
'Dossier widget' added to Sales Select
Like most other details, the details in the Sales Select module have a 'dossier' tab. We now also made a Dossier Widget available. These can be used to show Dossier items on other tabs of the detail. Use the configuration options to for example only show a certain type of items (ex. Notes), and a create one or more 'short cut' buttons for a quick way to add new dossier items.
'Sequential Flow' for Sales Select
In the Sales Select module, you are by default able to move around items between stages in a flexible way and skip steps. If that does not fit they way you want to work and you want to make sure every step is always used, you can now activate 'Sales Select - Mandatory sequential stages' (SE3598). When this setting is active, it will only be possible to move between stages in the order they are configured (so no more skipping).
Exclude relation statuses in Sales Select workflow
With workflows it is possible to change the status of a Relation based on a Stage change in Sales Select. To prevent unwanted status changes for existing customers we have added a workflow condition to exclude relation statuses (ex. 'Customer'). The status is now also updated correctly when a new Sales Select item is created.
Partner widget for Sales Select
'Partner widgets' can be used to show external information within OTYS Go!. It is now also possible to use a Partner widget in the Sales Select module.
Reports for Sales Select
We've recently released our new Sales module that we've titled 'Sales Select'. This module offers a multitude of options and configurations to streamline your sales processes and pipelines. You can read more about the sales select module here. Having a streamlined sales proces and module is of course important to your process, but without reports you might have a hard time truly looking at how your previous periods have gone, what might be to come if you close certain deals, how long each states lasts on average, etc. For this reason we've added a number of reports for Sales Select in the reports module. You can find more on those here .
Vacancies
Setting for 'New version' button
When the ‘ Vacancy versions’ functionality is active , every user can create new vacancy versions by default. Disable new setting 'Vacancies - Create new versions' (SE3602) to prevent this. This is a customer/user setting; it allows you to set the default for all users at customer level and make exceptions for individual users.
Columns for Vacancies listview when using Vacancy versions
In Vacancies we have columns for Applications, Applications per day and Placements. When using 'Vacancy versions', you can create multiple versions of a vacancy, for example to use a different tone of voice for different target groups. When 'Vacancy versions' is active, you will now be able to use additional columns to the Vacancies list view, to have the numbers for both the specific version of the vacancy and the totals.
Configure Applications widget to only show results for current vacancy version
When setting 'Vacancy Manager - Enable jobs versioning' (SE1979) is enabled, users can create new 'versions' of a vacancy. The 'Applications' widget showed Applications connected to all versions of the vacancy. Sometimes that is what you want, sometimes you would like to see only the applications of the version of the vacancy you are looking at. We have added a configuration icon to the Applications widget in vacancies that will show, if Versions is active, when you are in configuration mode for the detail view. Via this configuration icon in the widget, you will see a checkbox 'Show only applications of this version'.
Configure Placements widget to show results for all vacancy versions
When setting 'Vacancy Manager - Enable jobs versioning' (SE1979) is enabled, users can create new 'versions' of a vacancy. The 'Placements' widget showed only Placements connected to the version of the vacancy you are looking at. Sometimes that is what you want, sometimes you would like to see all placements of the versions of that vacancy together. We have added a configuration icon to the Placements widget in vacancies that will show, if Versions is active, when you are in configuration mode for the detail view. Via this configuration icon in the widget, you will see a checkbox 'Show placements of all versions'.
Field 'Total number of positions' in vacancies
In vacancies you can fill a field for 'Number of positions'. When using Vacancy versions, this is currently a field that you can fill per version. We added a field that will show the total number of positions for all versions of the vacancy. This field can not be edited. It is available in the Vacancy info widget, Vacancies list view and Interaction forms when setting 'Vacancy Manager - Enable jobs versioning' (SE1979) is enabled.
Field for Vacancy widget on dashboard when using Vacancy versions
When using 'Vacancy versions', you can create multiple versions of a vacancy, for example to use a different tone of voice for different target groups. We have made additional fields available to add to Vacancies widgets on dashboard, to have 'Placements' and 'Number of positions' for both the specific version of the vacancy and the totals.
'New version' button moved to 'versions' button
When setting 'Vacancy Manager - Enable jobs versioning' (SE1979) is enabled, users can create new 'versions' of a vacancy. The button to create the new version was part of the 'more' (3 dots) menu in the vacancy header. There is a separate button to view the current versions and switch between them. We moved the 'new version' button from the 'more' menu to the 'Version' button.
Batch action to change published languages
In the Vacancies-module we have various batch actions, including batch actions to publish/unpublish vacancies and to change the published websites of vacancies. In a vacancy detail it is possible to select the published languages, however we were not able to change these in batch. It is now possible to change published languages in batch. To be able to do so, you will need to select the option 'Change published languages' in client/user-setting 'Vacancies - Enabled batch actions' (SE3408).
Vacancies filter for 'no candidates connected'
In Candidates we already had a filter for 'no vacancies connected. We now added the reversed filter in Vacancies, 'No candidates connected', to show Vacancies without any candidates. Use for example in combination with Vacancy status to look for Vacancies that need your attention.