5.14 Release Show and Tell

Table of Contents

New Feature Summary

Recruitment Enhancements

Feature 1: Task Reminders

Description: Task emails are configured to send to client users to let them know that there is a form or action they need to complete. This enhancement introduces the concept of task reminder emails that can be triggered to task owners when a task remains outstanding.

How this helps: This configuration is available on requisition and assessment steps that have be configured to send task emails. It allows for automatic reminders to help prevent bottlenecks in the process.

Step Number	Description
1	Locate the step in either the assessment process or requisition process the task reminder needs to be configured against and open step configuration.
2	Click on the Permissions tab and scroll to the bottom of the screen
3	Ensure that the step is configured to send a task notification email and the new option Send Task Reminder Notification Email will be available
4	Click the option Send Task Reminder Notification Email and choose the reminder email to trigger. Note that the reminder email will need to be configured in the email template library first. Please use the email template type Task Notification.
5	Enter the number of days you require between the original task notification email being sent and a reminder email triggering. If you would like the reminder to be triggered 5 days after the original task notification, then enter 5. The system will accept whole numbers between 1 to 99. If the process is rolled back, then the task reminder period resets and will start counting from the time that the task is reopened.

Feature 2: Bulk job archive

Description: Archiving jobs is an action that currently must be completed on an individual job by job basis. It is completed from within the job card and can be a time-consuming activity if there are multiple jobs that are ready to be archived at the same time. With this change multiple jobs can be selected and archived in the one action.

How this helps: This new feature will make the process of archiving jobs less time consuming and more efficient. It also paves the way for future bulk job functions by introducing multi-select functionality in the jobs list.

Step Number	Description
1	Select the jobs that need to be archived in the jobs list using the new tick boxes
2	Select Archive Jobs from the new actions drop down menu and click Go
3	The Update Job Status screen will be displayed, and any configured job archive status will be available for selection. Choose the applicable status option and select Save Note that any jobs with open audiences will automatically be closed, which will remove the advert from the candidate portal.
4	The update will process and direct the user back to the Job List displaying a confirmation message at the top of the screen Note that jobs with the status of Incomplete cannot be updated using this feature. If there is an incomplete job that needs to be updated, the creation process must first be finalised.

Feature 3: Additional custom columns in job and requisition list

Description: An additional two columns can be added to the jobs list and requisition list to enhance the information displayed. This is customised on a per user basis and is the same functionality that is already possible in the candidate list.

How this helps: Users can now choose extra information to display to help them navigate the jobs and requisition lists. The columns can be sorted and are useful for information such as job location, job department etc.

Step Number	Description
1	In order to add the additional columns in the jobs or requisition lists, the required global question must first be configured as an advanced search criteria. Select Show advanced search and use the Add Filter button to add the global questions required in the view. Selections from the Job details screen are available in the job list and from the first requisition step in the requisition list.
2	After the questions have been selected click on the cog icon in the list and scroll to the bottom. Two custom column options will appear and can be selected
3	When the tick boxes are selected, choose the applicable global question required in the list view and click Apply
4	The list will refresh, and the additional columns will display with populated data, if it exists Any additional columns added are user specific and will be retained between sessions. Note that only free text, multiple choice, Yes/No or date question types can be added as additional columns.

Feature 4: Updates to apply to another job functionality

Description: When using the existing apply to another job functionality from the candidate list, talent search or candidate card, the information that pre-fills into the new application is the most recent answer option across all of the candidates’ applications. There has been feedback that there is a need to be able to choose if the information prefills based on the most recent answer options or if the pre-fill is limited to the application that the apply to another job functionality was initiated from.

How this helps: This will now allow the user to choose where the application information is pre-filled from.

Feature 5: Multi-select questions and drag/drop functionality in form configuration

Description: Currently when reordering questions in form configuration each question must be individually selected and moved. Functionality has been introduced that will now allow multiple questions to be selected across form steps and dragged to a new location within the form.

How this helps: This will make the process of form configuration more efficient as multiple single movements can now be completed as one.

Step Number	Description
1	Use the tick boxes to select the questions that need to be moved. They can be across multiple form steps
2	Click and hold on one of the selected questions and when the mouse is moved all selected questions will be grouped together for the move. The number of questions will be represented by a red circle icon.
3	Drop the questions into the new location on the form and all questions selected will insert based on their original order and deselect. Questions that have been moved will have a yellow circle icon displayed indicating that their new location has not yet been saved. The form will need to be saved for the new location to be retained. If the screen is refreshed or navigated away, then the questions will revert to their original location.
4	When saved the yellow icon is removed and the question numbering is reset

Feature 6: Auto completion option on assessment form steps

Description: Configuration to allow for assessment form steps to be auto completed has been introduced. This will allow for configured pre-population to occur, automatic step submission and trigger any exit rules on the step without a user having to manually submit the information.

How this helps: This is particularly helpful when used in conjunction with the new assessment API. If an integration needs to be triggered at the beginning of an assessment process the auto completion option can be configured to automatically pre-populate data required for the integration and submit the step, triggering the API send action. This will allow for candidates to be triggered automatically without user intervention.

Step Number	Description
1	Open step configuration for the assessment form step candidates need to move through automatically. The new option Move candidate through this step automatically will be available.
2	Select this option if you would like the candidates to move through the assessment form step automatically and not require a user to manually submit the step. The info bubble reads:
3	Select Save to confirm the configuration and a confirmation screen will display Select Proceed to continue with the configuration or Cancel to return to the step configuration.
4	It is important to note that if this configuration is selected then the assessment form will be pre-populated based on global question pre-pop configuration and automatically submitted. If there are any global questions with mandatory configuration selected and they are not pre-populated, then the form will still submit, and the mandatory configuration is ignored. If the mandatory information is required for step rule actions to trigger, then the candidate may get stuck at the step and manual intervention will be required. Only use this step configuration in conjunction with global question pre-population.

Feature 7: Communicate candidate step and status in the candidate portal

Description: The advanced candidate portal functionality introduces two enhanced features. Enhancements to the candidate landing page in the candidate portal and the ability to display step and step status to the candidate. The step and step status can be customised on an assessment template basis or at a system level.

How this helps: The advanced candidate portal functionality helps communicate candidate movement through an assessment process automatically within the portal. It automates information sharing and removes the need to manually update the candidate as they progress.

Please reach out to your Client Success Manager if you would like to enable this feature and learn more about how your candidates can benefit from the enhancement. As part of the setup, system default statuses will be configured, but once enabled super users will have access to configure statuses at an APM step level

Configuring assessment step details to display – after feature has been enabled and configured

Step Number	Description
1	Locate the step in the assessment process template that the client would like to display the status to the candidate in the CP.  Open the step configuration and the tab Candidate Portal Options will be available
2	Tick the option Display in Candidate Task Summary List
3	When selected the option to rename the step label and set custom status labels will appear. Information configured here will override any system default configurations completed in the Advanced Candidate Portal Job Applications View for any jobs that use this assessment template.

Enhanced candidate view in candidate portal

Description: The candidate will be presented with the My Applications landing page in the candidate portal that will display all their outstanding tasks, current applications, and previous applications in a consolidated view.

Candidate assessment status view

Description: When the candidate clicks on the Job Title for their application from the My Applications view, they are directed to the Task Summary List for that application. In this view they can see any assessment steps that have been configured to display to the candidate providing they have passed through or are currently sitting on the step. Skipped steps and future steps will not display.

Feature 8: Pressing the enter key will log candidates into the portal

Description: A historical restriction in the candidate portal that was preventing candidate login credentials from being submitted when the enter key was pressed has now been removed.

How this helps: This aligns the candidate portal with the expected functionality of the enter key triggering login credentials to be submitted and thus streamlining the process.

Feature 9: SEEK integration updates

Description: In the previous release we deployed a new SEEK integration that aligns the Recruitment product with new job posting functions provided by SEEK. In this release we re-introduce some functionality that was possible prior to the new SEEK integration and aligns this new integration with previously expected behaviour.

Updates to audience field after successful job posting

Description: Once a job ad has been successfully posted to SEEK the job audience field on the SEEK job ad form can only be updated to an audience that is currently open. This ensures that the candidate will always be able to submit an application if the job is advertised on SEEK.

Posting job ads with a future opening date

Description: When posting a job ad to SEEK an audience with a future open date can now be selected. The SEEK job ad will have the status of Awaiting upload on audience open date until the audience open date is reached. Once the audience open date is reached, the SEEK job status will change to Sent to Job Board and then Job Open when it has been successfully received by SEEK.

Completion of SEEK job ad configuration during the job creation process

Description: The Sourcing step in the job creation wizard has been updated to display the previously removed Job Ad Configuration option. If this option is selected, then the SEEK job ad can be completed as part of the job creation process and will have the status of Awaiting upload on job completion. The job ad status will automatically update to the relevant status when job creation process is completed.

Expiry date logic in the manage job ads screen

Description: The manage job ads screen will now display the correct closing date for SEEK job ads. The logic is as follows:

• If the close date on the linked audience is greater than 30 days from job posting date, then the closing date will display the 30 day date

• If the close date on the linked audience is less than 30 days from job posting date, then the closing date will display the job audience close date

• If the linked audience is set to never close then the closing date will display the 30 day date from job posting date

• If the close date of the audience is updated, the original SEEK posting date will be used to determine the close date

Feature 10: Locking API send action on rules that have triggered

Description: When an API send rule action that has been configured on a step has triggered, the configuration on the rule action will lock. This will ensure that configuration cannot be updated after information has sent that would prevent any returned data from being successfully inserted. If the configuration needs to be amended, then the rule action needs to be deleted and reconfigured. It is recommended that this change in configuration is completed after any existing API Send data has been transmitted and returned.

If additional global questions need to be included on a mapping set that is configured on a form instance, then the process is to make the changes in the mapping set library, remove the mapping set from the form instance and add it back onto the form. This act of removing it and re-adding it will bring any new additions to the mapping set onto the form and the API Send rule action will remain intact.

Performance Enhancements

Feature 1: Prevent inactive and deleted users from showing

Description: The Associated Users view in the Manage Review screen has now been updated so that inactive and deleted users will not display as default. Active, locked or expired users will continue to display.

How this helps: This will ensure that the user list is easy to navigate, and irrelevant information is removed from the screen.

Acendre Analytics Enhancements

Feature 1: Horizontal Dashboard Filters

Description: Filters can now be added to your dashboard in a new horizontal format, allowing you to place filters along the top of a dashboard above your charts and reports.

Fixes

Recruitment

ADR-1184: An issue was found where using the Talent Search with certain characters would cause server performance issues. This has been resolved through a code fix.

ADR-1085: The job creation process was found to have been getting stuck for certain client processes. A code fix has been applied to resolve the issue.

ADR-1064: When a job was posted to SEEK, the SEEK advertisement remained open when the job was closed on the candidate portal. A code fix has been applied to ensure that the advertisement closes when the job is closed.

ADR-1046: The spellcheck system was found to not be functioning properly when editing global questions. A script has been run to update client systems to use the browser spellcheck instead.

ADR-1038: It was identified that standout SEEK advertisements were not populating with job highlights properly when posted through Recruit. A code fix has been applied to rectify the issue.

ADR-1032: When attempting to save a SEEK advertisement draft that fails validation, the ‘Save as Draft’ and ‘Send to SEEK’ buttons would grey out preventing the save. Various code fixes have been applied to enforce validation throughout the SEEK advertising process and prevent this issue.

ADR-1013: An issue was found where existing data would prevent a user from being able to save or submit a SEEK advertisement. This has been resolved through a code fix.

ADR-49: When processing large numbers of candidates, it was identified that the system would send multiple emails to the same users due to the server request being restarted. A change to the process has been implemented to ensure that the server request is not restarted entirely.

ADR-45: The formatting for approval form snapshot PDF files was found to be out of alignment. A code fix was applied to resolve the issue.

Performance

ADR-666: It was identified that emails from the Perform system were not being sent to users correctly and remained stuck in the queue. A code fix has been applied to address this issue.

ADR-389: An issue was found where the Perform sandbox system was inaccessible due to an incompatibility issue with a client API. This has been resolved through a code fix.

ADR-58: A formatting issue was discovered where the review information would be misaligned due to the review data conflicting with the code. A code fix has been applied to resolve the issue.

Acendre Analytics

• Resolved an issue where using mandatory filters in reports would disable the feature of advanced broadcast recipients.

• Resolved an issue where one or more mandatory filters with no default value would prevent the Current Filter Values option from being selected in a report broadcast.

• Resolved an issue where bookmarks could not be used as filters in report broadcasts.

• Resolved an issue that would cause a report broadcast to fail when a timestamp field was used as a filter.

• Resolved an issue that would prevent broadcast delivery rules from functioning correctly if a timestamp field contained a date.

• Resolved an issue that would prevent the Different From broadcast delivery rule from functioning correctly.