CRM
Widget 'Online Presentations' in CRM
We have created the widget 'Online Presentations' in CRM so you can see the all the Online CV presentations a CRM relation has received. There is also an Online CV Presentation widget for Contacts.
Added 'Change status' and 'Change type' batch actions in contact module
We've added the following options to the batch actions for contact persons: ‘Change type’ and ‘Change status’. If you wish to use these, please enable them for both the client and the individual users. Do note that if you work with active/passive instead of status for contact persons you will not be able to alter there status.
Filtering on status in the CRM placement widget
We've added the option to filter on status in the CRM 'placements' widget. By clicking the filter icon you can select which placements you wish to see by selecting one or multiple statuses.
Follow-up date for customers & contact persons
For Candidates we already had an (official) 'Follow-up date', allowing you to simply set the date the candidate needs follow-up include it in search queries or widgets. For CRM customers and contact persons we did not. Since various customers indicated they like this follow-up date-field, we have created a similar follow-up date for CRM customers and contact persons. The field is included in the standard (customer/contact person) information widgets, in the search, list columns and in interaction forms.
Contact person owner now available for export profiles
The field 'owner' for Customer contacts is now available to use in CRM export profiles.
Note: Contact persons only have a visible owner if client setting ‘Customer Manager - Contact person owner’ (SE1726 ) is enabled, otherwise the owner of the contact person is the owner of the relation.
Field ‘Deviating contract agreements’ now available for export
In the Financial widget for relations you find the field 'Deviating contract agreements', this field is now available to use in export profiles for Relations.
Extra vacancy title added to jobs widget in CRM
The 'Extra vacancy title' is an optional functionality, used by some customers to register for example an internal job title. This field will now also show in the Jobs widget in CRM and Contact persons.
The Extra vacancy title can be activated by key users with client setting 'Vacancy Manager - Original job name' (SE1929). Please note this field is not the same as a 'normal' job title and will not show on all the same locations.
Field 'Relation contact type' available in interaction forms
The field 'type' for Contact persons is now available to use in interactionforms with the actions 'Update contact person' and 'Update contact person'.
Configuration and Settings
Partner settings in ABAC rules
In the Settings-module it is possible to change many settings, including user settings. Since this makes it hard for larger clients with many users to make sure each user has the right permissions, we have created an Attribute Based Access Control (ABAC) layer on top of it allowing to automatically adjust these user specific settings based upon the organization units of a user. This way you can for example make sure all users will have access to the Candidates-module, while only users of department 'Marketing' have user access to the Mailing lists-module. We already were able to create these ABAC rules for 'DB' & 'SE' user settings and other user specific configuration (like for example assigned list and detail views); however we were not able to create these ABAC rules for 'PA' (Partner) user settings. We have now made it possible to also create ABAC rules based upon these partner settings.
Sending online cv & job presentations consistent with merge fields
We have an 'online CV presentation' to send a candidate to a customer contact person (and ask the customer contact person if he/she is interested in the candidate or not) and we have an 'online job presentation' to send a job to a candidate (and ask the candidate if he/she is interested in the job or not). These presentations can be send in various ways, which will trigger an email to the candidate or contact person with a hashed link of the online presentation. There were some inconstancies in this process, including in the email templates being used. Besides that, the emails send in this process are currently a bit generic (for example 'we have a vacancy that is possibly interesting for you' with a link to the presentation. This was a deliberate choice in the past when this functionality was created to give very little information and to stimulate the person clicking on the email; however we were getting requests to DO show more information in these emails. We have therefore made the merge fields '{$candidateName}', '{$vacancyName}'and '{$relationName}' available in various templates. Please note that these merge fields might need to be added to your UTS template. Additionally, since we made it work more consistent; creating an online presentation through your preferred route might now use a different template.
Unlink option for procedures can now be disabled
It is possible to unjoin a candidate from a vacancy on different locations. There are not so many reasons to do this; most of the time the fact that there has been a procedure is useful information. It is now possible for customers to decide if they want to show this option. It is a client/user setting; Key users can decide the default for the client (example: disabled) and make exceptions for specific users (ex.: enabled for Key users). The setting is 'Procedures - permission to unlink' (SE3592).
Hide 'Delete'-button in Sales Select
For the Sales Select module it is now also possible to configure who should have the 'delete' button. The user setting is ‘Sales Select - Hide delete button Sales Select’ (SE3591) and is available for key-users.
Website-setting to enable/disable slugs per website
Some time ago, we have created a slug system that allows us to manipulate 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. Before, it was only possible to enable this slug system on a client level using client setting 'Vacancies - Enable custom URL slug-system for client' (SE3452). This was causing issues if we want to 'move' a client from an OTYS website to an external website. We have therefore created an additional website setting 'Vacancies - Enable custom URL slug-system for website' (SE3593) to enable/disable slugs per website. This website setting is enabled by default, it will therefore not change the current behavior. However, it does allow you to disable it for specific website when moving a client from an OTYS website to an external website.
Open Interaction form based on CRM status change
It is now possible to create a workflow based on Relation status change, that will open an interaction form to update the relation.
Dashboards
Year, if not current, in dashboard widgets
Widgets for Procedures, Relations etc on the dashboard showed only day, month and time for entry date. For dates, that are not in the current year, we now also show the year.
Documents
'Source'-icon in (document) snippets
In the Documents-module it is possible to create documents based upon 'snippets'. To define the contents of such a snippet, we are using a (CKEditor) WYSIWYG-editor. In some very specific cases, advanced users might want to change something directly in the source code of the snippet. This was already possible when changing the users email signature by clicking a 'Source'-button in the editor of user setting 'Mail - Signature' (GE84). We did not have such an option yet when updating document snippets. Now we have the same 'Source'-icon in the editor when updating document snippets.
Integrations
Populate field 'AlternativeJobCategory' with 'Subcategory'
We have several organic xml feeds. A few of them display the sub job category, but no info was send with this tag. This tag will now be populated with data from the 'Subcategory'-field. Client setting 'Vacancy Manager - Use alternative categories', 'SE524' should be enabled to use this field.
Procedures
'Exclude' option added to 'procedure owner' filter
When setting 'Procedures - Enable procedure owner (SE3195)' is enabled, procedures will have owners separate of the owners of the candidate, vacancy and relation of that procedure. In the Procedures module you could already filter for this 'procedure owner', we now also added the option to search with 'exclude'.
Rejection Reasons
Although we all love placements, unfortunately not all procedures end that way. We have now added a new feature to track the reasons it doesn't always work out. This new approach with structured data will help you see the patterns and improve your succes rate. Instead of notes, quick evaluations or an extra long list of procedure statuses, you can now use Rejection Reasons. When a procedure is set to a status that marks an end that is not a placement, a the user will be asked to select a rejection reason. Rejection reasons are available to use in workflows and reports. They will show in Kanban views and can be added as column in the listview of Procedures.
Support
Improved support wizard
We have updated the user interface of the Support Wizard to make make everything more clear and easy to use.
Vacancies
'Nothing selected' in 'Publication languages'-filter
We have added the option 'Not set' to the filter 'Publication languages' in vacancies.
Option to delete vacancy video
Via the widget 'Vacancy video' you can save an embedded video to show with the published vacancy. We improved the options to remove a video. The url will be cleared when you set 'position' back to 'nothing selected' and we also added a clear 'delete' button.