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Table of Contents
Acendre Release Notes - Release 5.5
New Feature Summary
Recruitment Enhancements
Feature 1: Hiding Automatically Displayed Logon Information
Feature 2: Configuring the Number of Records Displayed in a List
Feature 3: Ability to Delete Global Questions from Forms when Deleting Form Steps
Feature 4: New Applicant Pool Sort Order
Feature 5: Candidate Portal Password Enhancements
Performance Enhancements
Feature 1: Multi-Phase Reviews
Feature 2: Check-In Tool: Add note & file against a competency in performance diary
API Enhancements
Feature 1: Global Assessment API
Feature 2: Workflow Identifier and Search API
Fixes
Acendre Recruitment
Acendre Performance
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Product | Feature | Description |
Recruitment | Hiding Automatically Displayed Logon Information | When users logged into Acendre Recruitment or Performance they were automatically presented with logon information relevant to the user. Customer feedback was that this automatic display hampered the user's ability to promptly navigate through the system. As a result, we have amended the functionality so that it no longer displays automatically. |
Configuring the Number of Records Displayed in a List | The ability to customise the information displayed in lists has been enhanced. Existing functionality allowed the user to customise the number of records displayed to be 10, 20, 30 or 50. The setting could be customised on each list, but would revert to the default of 20, when the user logged out. We have enhanced the functionality to allow for greater customisation of the number of records in lists and the selection will no longer revert to a default when the user logs out. |
Ability to Delete Global Questions from Forms when Deleting Form Steps | When a super user had a need to delete a form step from either within an active record, from the form template library or within a template the only available options to manage the included Global Questions was to move them to an alternative existing form step or to delete the questions manually prior to deleting the form step. To remove the administration attached to this feature we have expanded the options to allow a selection of deleting the global questions within the form step. |
New Applicant Pool Sort Order
Title 5 recruitment regulations allow for candidates to be preferenced based on their Veteran status. In order to facilitate this function, there has been a new sort option added to the Applicant Pool entitled Use Preference Status.
Candidate Portal Password Enhancements
Candidate Portal Password Enhancements | The candidate portal password feature has been enhanced to allow clients the ability to control the locking of candidate portal accounts. New functionality has been introduced to allow clients to determine how many incorrect password attempts a candidate can perform and configure a lockout period. | |
Performance | Introduction of multi-phase reviews | 'Multi-Phase Review' feature has been an outcome of the feedback we have received over time and our continuous approach to innovate. With multi-phase review feature you will have the ability to manage your organisations performance reviews (quarterly, mid-year or annual) in a single template which would enable a seamless employee experience. Performance diary feature will provide the ability to capture continuous feedback from your employees during the review period. This guide provides insight into the changes which have been made. |
Performance | Check-In Tool: Add note & file against a competency in performance diary | Currently in Acendre Performance a diary note can be added against a goal. We have extended this capability to competencies and now notes can be recorded against both goals and competencies. This feature will provide the ability to capture feedback for metrics against which an employee is appraised. |
API | Global Assessment API | We are introducing a new API into our API product suite which will allow to send/export information anytime during the assessment process and receive/import information for the sent request. |
Workflow Identifier and Search API | We have extended our application identifier and search API and introduced a new API endpoint – workflow identifier and search endpoint which will provide the ability to search for any workflow in the Acendre product suite. For example: requisition, jobs or reviews. |
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Below are the listed enhancements included within the 5.5 release. These items are centred around usability improvements and expanding our candidate password management functionality.
If you require any further information regarding these new features, please reach out to your Client Success Manager who will be able to take you through these further.
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Description: When users logged into Acendre Recruitment or Performance they were automatically presented with logon information relevant to the user. Customer feedback was that this automatic display hampered the user's ability to promptly navigate through the system. As a result, we have amended the functionality so that it no longer displays automatically.
How this helps: There have been no changes to the information that will display within the logon pop up, but it will no longer automatically display. Users will need to click the Logon Information menu item to view the information.
The pop up can be closed by simply clicking anywhere on the page or clicking on the X in the top right.
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Description: When a super user had a need to delete a form step from either within an active record, from the form template library or within a template the only available options to manage the included Global Questions was to move them to an alternative existing form step or to delete the questions manually prior to deleting the form step. To remove the administration attached to this feature we have expanded the options to allow a selection of deleting the global questions within the form step.
How this helps: The expansion of this feature allows for quicker management of form steps and addresses the frustrations in having to manually delete each global question within that form step.
Example: There is an existing Application Form within the form template library that I would like to reuse on a new job template. Within the Application form there is a section that is not applicable to the new Job Template. Previous functionality, would have meant that I needed to copy the Application Form, manually delete each question within the no longer relevant form step before deleting the form step. New functionality will allow me to delete the no longer relevant form step and all the global questions within that step.
How to use the new options
Step Number | Description |
1 | Navigate to the form that requires a form step to be deleted. This feature can be used within the Form Template Library, on the applicable Template or within an individual record. |
2 | Locate the no longer required form step and select Delete step |
3 |
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4 | Select the option Remove all step questions from form and click Delete |
5 | A warning popup will be displayed and Cancel or Proceed can be selected. |
If Delete is selected the Form Step and the Global Questions within the step will be removed and you will be navigated back to the Form with a confirmation message displayed....
- CP or CPS in alphabetical order, followed by
- XP in alphabetical order, followed by
- TP in alphabetical order, followed by
- SSP in alphabetical order, followed by
- NV (non-veteran) in alphabetical order
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Step Number
Description
1
Navigate to the Vacancy Dashboard and select Applicant Pool
2
Scroll to the Sort Options section and locate the new option Use Preference Status When the Use Preference Status tick box is selected the Use Entitlement Groups and the Sort Type will become read only.
3
Applicants will then sort in the following order:
is selected, you will be navigated back to the Delete Step Confirmation screen. |
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4: Candidate Portal Password Enhancements
Description: The candidate portal password feature has been enhanced to allow clients the ability to control the locking of candidate portal accounts. New functionality has been introduced to allow clients to determine how many incorrect password attempts a candidate can perform and configure a lockout period.
When the lockout period has elapsed, the candidate will be able to either reset their password or attempt to login again.
Facilities to manually unlock a locked candidate portal account have also been provided, should there be a need to manually unlock the candidates account before the lockout period has elapsed.
How this helps: This feature provides enhanced security control by locking candidate portal accounts. The configurable lockout period allows the lock and unlock process to occur without any intervention from the client.
How to use the new feature
- Determine how many logon attempts you would like to permit candidates. This number can be between 3 and 10.
- Determine how long you would like the lockout period to be. This number is recorded in minutes and must be a minimum of 30.
- What information would you like to display to candidates when they lock their account? This is configurable on a per audience basis. A default message has been provided.
- Would you like to use a notification email to advise the candidate when their account is locked and then unlocked?
- Which users/user groups have permission to unlock locked accounts?
Step 1 – Configure the number of incorrect logon attempts
Step Number | Description |
1 | Navigate to the System tab and select the option Configure CP Password Policy within the Candidate Portal menu |
2 | The Configure CP Password Policy will be displayed. Navigate to the Manage Candidate Portal Lockout Policy section and enter the desired number of incorrect password attempts in the field Candidate ID Retries Before Lockout. |
3 | Select Save |
Step 2 – Configure the required lockout period
Step Number | Description |
1 | Navigate to the System tab and select the option Configure CP Password Policy within the Candidate Portal menu |
2 | The Configure CP Password Policy will be displayed. Navigate to the Manage Candidate Portal Lockout Policy section and enter the required lockout period in minutes. |
3 | Select Save |
Step 4 – Determine the message displayed to the candidate when they lock their account
Step Number | Description |
1 | Navigate to the System tab and select the option Configure CP Password Policy within the Candidate Portal menu |
2 | The Configure CP Password Policy will be displayed. Navigate to the Manage Candidate Portal Lockout Policy section and all configured audiences will be displayed |
3 | The information that will be presented to the candidate is displayed in the column CP Lockout Message
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4 | When changes have been completed, select Save |
5 | The field CP Lockout Message is also available on the Manage Audience Type Details screen. This allows for the CP lockout message to be configured when a new audience is created. |
Step 4 – Configure notification emails to candidate
Step Number | Description |
1 | Navigate to the System tab and select the option Email Templates within the Communication Manager menu |
2 | The Email Template List screen will be displayed. There are two new email templates that have been created:
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3 | Select Edit to customise the content of these emails |
Candidate Portal Lockout Email Template: |
Candidate Portal Unlocked Email Template: | |
4 | If new email templates are required, they can be completed by using the new Email Template Types
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5 | When the templates have been edited or created, they need to be attached to the correct audience. |
6 | The Configure CP Password Policy will be displayed. Navigate to the Manage Candidate Portal Lockout Policy section and all configured audiences will be displayed |
7 | Use the Locked Email Template and Unlocked Email Template column to select the applicable email template. |
8 | When the required email templates have been selected click on Save |
9 |
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Step 5 – Configure the ability to unlock locked CP accounts
Step Number | Description |
1 | Navigate to the user or user group that you would like to give the permission that allows for manual unlocking of locked CP accounts |
2 | From either the Manage User or the Manage User Group screen, click on the Module Permissions action. |
3 | Ensure the user or user group has access to the Security module |
4 |
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5 | Scroll down the screen and locate the Security section and the item Locked CP Account List. Ensure this is ticked |
6 | Select Save |
7 | The Locked CP Account List will display any CP account that has been locked and allow for the manual unlock |
Candidate Experience
Step Number | Description |
1 |
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2 |
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3 |
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4 | If a locked email template has been configured, the candidate will receive an email confirming that their account has been locked. |
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Description Acendre Performance product team is excited to introduce 'Multi-Phase Review' feature. This feature has been an outcome of the feedback we have received over time and our continuous approach to innovate. With multi-phase review feature you will have the ability to manage your organisations performance reviews (quarterly, mid-year or annual) in a single template which would enable a seamless employee experience. Performance diary feature will provide the ability to capture continuous feedback from your employees during the review period. This guide provides insight into the changes which have been made.
How this helps:
- With multi-phase reviews you will not have to create and manage multiple review templates for each review cycle. It will take away the administrative overhead of managing multiple review templates.
- Multi-phase review will provide an overall result from different review cycles. For example, if you are an organisation who undertake mid-year and annual review, a final overall result will be available if you choose so.
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UI changes for the old review template
Step Number | Description |
1 | Review Cycle concept is introduced as a part of multi-phase reviews. Review cycles depict review period time - quarterly, mid-year, annual. Each review on a pre multi-phase review template will now have an additional ribbon/field to show review cycle. This does not impact the functionality or the way the review template was set, just an UI update. |
2 | The pre multi-phase review template will have the below view, |
3 | In the employee portal, you will see review cycle shown as an additional ribbon which will contain the phases of the review and the name of the cycle is the type of review which was set. No change is made to the functioning of the reviews. |
How you can use the new multi-phase template – Admin Portal
Step Number | Description |
1 | To create a new multi-phase review template, go to review templates and create new. |
2 | The type drop-down is removed from this screen with the introduction of review cycles. |
3 | Review template screen has template details, roles and notifications. A new action 'Add Review Cycle' is available to add review cycles to the template. |
4 | A few points to note.
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5 | Roles can be created or edited. No changes to existing roles functionality have been made as a part of multi-phase reviews. |
6 | Notifications work the same way as they work today. To cater for multi-phase notifications new merge fields have been added in editor. Select merge field value as review cycle name along with all the other tags available in the merge field list. Follow the screenshots below for the set-up. |
7 | To cater for multiple cycles in a single review and to reduce the administrative overhead we have introduced cycles concept. On a review template you can add quarterly, mid-year, annual and custom cycles and define the template in line with your organisation's performance reviews. |
8 | A few points to note.
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How you can use the new multi-phase template – Employee Portal
Step Number | Description |
1 | In the employee portal, each cycle will be displayed as an additional ribbon containing the phases for the cycle. |
2 | If a cycle contains linked Goals from other cycles, then Goal phase will not be visible in employee portal. But corresponding Goals/Competency will be available for rating in Appraisal Phase. In the screenshot below as goal phase is same for quarterly and annual cycle – you will have goals set only once and you can appraise them in the two phases. |
3 | If a cycle contains linked Goals from other cycles, then Goal phase will not be visible in employee portal. But corresponding Goals/Competency will be available for rating in Appraisal Phase. With the introduction of multi-phase reviews we have introduced a new tab called overall result which will provide the average overall score from multiple phases. |
4 | The user summary PDF is updated to capture the multi-phase review level changes. There is a section for each cycle created in the review. |
5 | Performance Diary has been updated to cater for the cycle, for which a diary note is being added. |
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Description: Currently in Acendre Performance a diary note can be added against a goal. We have extended this capability to competencies and now notes can be recorded against both goals and competencies. This feature will provide the ability to capture feedback for metrics against which an employee is appraised.
How this helps: The diary feature can be used in different ways:
- Diary notes provide a provision to write down progress or achievements against a goal during the review cycle.
- Diary notes can be used as a continuous feedback tool for managers and employees.
- Employees and managers can add private notes for their own reference which can be used during check-ins.
- The feedback captured against the goal during the year can be used during the appraisal discussion and can facilitate the discussion.
- Diary notes can also be used to capture notes during regular employee – manager check-ins and will in turn help in improving engagement.
- Employees and managers can upload files against goals and competencies. These files can be certification or any document which aligns with goals and competencies.
How to use the new option
Step Number | Description |
1 | Navigate to Performance Diary via the employee portal home page or help menu. |
2 | Create a new diary entry by selecting goal or competency from the type drop-down. |
3 | Complete the note information by adding in the details |
4 | The newly created competency note will be visible against the competency in appraisal phase for employee and manager and in the diary section with edit and delete option. |
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Description: We are introducing a new API into our API product suite which will allow to send/export information anytime during the assessment process and receive/import information for the sent request.
How this helps: This feature can be used in several different use cases:
- Assessment Provider Integration: If a client wants to integrate with their preferred assessment provider, the assessment API can be used in order to integrate with the third-party assessment system to send candidate information for required assessment and receive respective scores against the candidate(s). This integration, once in place, will make the assessment process seamless and will make Acendre the single source of candidate information.
- Background Check Integration: If a client wants to integrate with a background check provider and perform checks like police verification, criminal check etc, the assessment API can be used to integrate with the preferred third-party background check provider and receive results which would aid in decision making while progressing candidate(s) in the assessment process.
What we will do: If you are interested in understanding how you can benefit from the global assessment API, please contact your client success manager.
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Description: We have extended our application identifier and search API and introduced a new API endpoint – workflow identifier and search endpoint which will provide the ability to search for any workflow in the Acendre product suite. For example: requisition, jobs or reviews.
How this helps: This feature can be used in the following ways:
- If a client uses a different system for approvals of job posting and then raises the requisition in Acendre recruitment system. The workflow identifier and search API can be used to return the status of the corresponding workflow.
- This API can also be used to get the status of any Acendre workflow for tracking purposes.
What we will do: If you are interested in understanding how you can benefit from the workflow identifier and search API, please contact your client success manager.
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- GSD-3650: Some referees were experiencing form display issues when completing the referee form from the referee portal for older versions of Internet Explorer. The display issue has been resolved and the referee form is now correctly rendered in all supported browsers.
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- GSD-3431: Changes to Seek account numbers for job board accounts did not update corresponding configuration records required for posting job ads to Seek. The issue has been resolved and job ads can now be posted to Seek after updating the account number.
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- GSD-2463: Updates to job reference numbers were not reflected in the "My Recent Items" widget on the dashboard. The issue has been resolved and updates to job reference numbers are now correctly reflected in the widget.
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- GSD-2605: Special characters used in referee forms were causing issues generating referee reports, preventing reports from being attached to candidate application forms. The issue has been resolved and special characters are now supported in the referee report.
- GSD-3396: Merge documents could not be created when the selected merge document template contained group question merge tags. The issue has been resolved and group questions can now be used in the merge documents.
Anchor _Hlk13686101 _Hlk13686101 - GSD-3088: An audience type issue was discovered for several clients whereby the correct jobs were not displaying on a particular audience type. The issue has been resolved and candidates are able to see the correct jobs displaying in the candidate portal based on audience type.
- GSD-3656: It was found that data was not always updating correctly across the system on a candidate's profile when the single instance feature was being used. This has been rectified and the information now updates across the system as expected.
- GSD-3702: When viewing the Job Overview on requisition and job details forms, the WYSIWYG editor was displaying HTML code to users. A fix has been applied and the text in the WYSIWYG editor is displaying correctly.
- GSD-3746: When attempting to extract candidate files it was found that the email type did not have an associated 'mime-type' when the client queried our API. A script has been executed and the 'mime-type' file type is now accepted in the API.
- GSD-3928: In some situations, users reported screens becoming unresponsive and seeing an empty dropdown box appearing at the top of the Acendre Recruitment system. An update has been applied to the user interface to resolve this issue.
- GSD-4153: When users were creating ad-hoc user emails, a bug was found where the newly generated email was saved as a template. A code fix has been applied to ensure that these emails are marked as non-templates.
- GSD-4192: Candidate responses to free text questions containing a single 'less than' symbol (<) would have all following text removed when exported to Excel. This was due to the system treating that text as code to be removed and has been resolved by applying a condition-based code fix.
- GSD-4328: Candidate personal details on the candidate card sometimes failed to populate and display immediately. An update has been applied to the system data population logic and the candidate details are now pre-populating as expected.
- GSD-4408: When a calendar field was used in a form, the value field was not wide enough to show the full date. The text label and width for the date input type box has been adjusted and the calendar is displaying the full value.
- GSD-4668: Clients reported an issue with the Single Sign-On function which was caused as part of an upgrade. A code fix has been applied to ensure that the users can log in via SSO successfully.
- GSD-4712: An issue was found where API exports in CSV format had the incorrect date formatting, causing integrations to fail. Amendments were made to the sending service and date formats are now correct in CSV files.
- GSD-4713: The 'Matches' column in the Talent Warehouse failed to return matched values when a talent search was performed. A code fix has been applied to ensure that the 'matches' column now returns correct data.
- GSD-4702: Users found that they were unable to delete a sourcing audience from a job. This has been fixed to ensure that users can now delete a job audience from the sourcing tab.
- GSD-4722: An error exception was displayed when users added filters to the advanced search in requisition, job and candidate lists. This error has been resolved and users can now add filters when using the advanced search function.
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