2024 Release Notes

Posted 5 days ago by Georgie Morton-Liddle

Georgie Morton-Liddle
Georgie Morton-Liddle Admin

OCTOBER 2024
 Candidate sites updates 


We are pleased to share enhancements we’ve made to our candidate sites, designed to streamline the application process and provide a better experience for your candidates. These updates focus on improving navigation, offering clearer guidance and making the application process more intuitive.


ENHANCEMENTS TO THE LIST OF VACANCIES PAGE

For candidates who are logged into the site, we’ve made it easier for them to stay on top of their applications from the list vacancies page:

  • Incomplete Applications: When logged in, candidates can see their application status directly on the job card. This status is now a clickable link, directing them to the specific page where they can complete any unfinished applications.
  • Action Required: When a candidate has submitted their application, sometimes they need to proceed with next steps, such as scheduling an interview or starting the onboarding process. The status on the Vacancies page is now a direct link to the appropriate action, helping to streamline the process.

IMPROVEMENTS TO THE 'MY APPLICATIONS' PAGE

We’ve reorganised ‘My Applications’ so candidates can quickly identify applications that need their attention. Candidate applications will now display in the following order:

  1. Applications that require further action from the candidate, such as scheduling an interview or starting the onboarding process, will now appear at the top of the page.
  2. Incomplete applications will follow next
  3. All other applications are then displayed based on the submission date, with the most recent appearing first.

ENHANCEMENTS TO THE 'COPY FROM A PREVIOUS APPLICATION' FEATURE

We’ve enhanced this feature to give candidates more control:

  • Candidates can now preview their previous applications before selecting one to copy from, enabling them to make more informed decisions.
  • If candidates initially choose not to copy from a previous application, they can now revisit this decision. From the ‘About You’ section, candidates can return to the ‘Copy from a Previous Application’ page and select an application to copy from, offering greater flexibility during the process.

CLEARER NAVIGATION

To improve navigation for candidates, we have renamed ‘My Homepage’ to ‘My Applications’. This adjustment makes it clearer to candidates where they can find their applications and ensures consistency throughout the interface.


We’ve also added a new ‘Supporting Documents’ header to the job advert page. Any supporting documents that have been uploaded will now be listed in this section, making it easier for candidates to access and view any additional documentation.


IMPROVED PASSWORD RESET PROCESS

We’ve also improved the password reset process with clearer instructions and guidance to create a smoother experience for candidates.



SEPTEMBER 2024



JOB NOTES ACCESS

We’ve made a change to how Job Notes are accessed. Access through the List of Jobs > More Menu and the Candidate Listing page is now controlled by existing Security Role access to Job Notes.  


For more information, read the full release notes here.


SYSTEM CUSTOMISATION AND APPLICATION STATUS UPDATES

What’s changed?

We’ve enhanced the labelling and layout of the System Customisation options within System Settings > System Customisation.  Notably, the Application Statuses section has been reorganised into distinct categories, with updated labels to improve clarity and usability. Some associated settings, such as Application Statuses have also been updated to support these changes.


Why have we made these changes?

These improvements are designed to help users better understand and configure core system statuses, leading to more efficient tracking and reporting of application progress. Some automated system actions and reports rely on these core statuses, so clear and accurate configuration is essential.


What do I need to do?

Nothing! This will simply update in the background – you do not need to make any changes. 


SYSTEM CUSTOMISATION: STATUSES

Core Application Statuses


These statuses are essential for managing the entire lifecycle of an application. They help track each application’s progress (e.g. incomplete, submitted), facilitate invitations to second-stage forms, and ensures hired candidates are correctly marked as internal applicants for future job applications.


Integration Statuses

These statuses relate to any integrations your organisation has enabled, such as DBS (Disclosure and Barring Service) checks, identity checks, video interviews or psychometric testing. The system only displays the integration statuses relevant to your configured integrations.


Interview Statuses

These statuses support your interview scheduling and management processes, whether managed manually or via calendar invitations. They include key actions like sending, accepting or declining interview invitations.


Job Statuses

Job statuses are crucial for managing actions related to job postings, including their creation, approval, and tracking. These statuses ensure that each phase of the job lifecycle is clearly defined.


Security Role permissions

Naturally, we want to ensure that only system users with the highest level of authority can make changes to the Core Application Statuses area of System Customisation.


Three Security Role controls in the Settings tab of Security Roles allow you to manage who can make changes to Core Application Statuses, Job Statuses and Mobile Statuses within Settings > System Customisation.


As an organisation, you should decide who has the level of authority to decide global changes to your system (which can affect reporting and other automated system actions) and enable access for those Security Roles.


For further information, see How to link statuses in System Customisation.


RESTRICTIONS ON EDITING OR DELETING STATUSES

General Settings > Application Statuses 


Any application statuses currently configured as a Core Application Status in System Customisation will now display with a red background. This highlights their importance in reporting and system actions. 


Before users can delete these statuses, they must first re-configure System Customisation to use an alternative status - see How to link statuses in System Customisation.



Deleting Application Statuses restrictions

The option to delete Application Statuses has been re-located to appear only when editing an Application Status. The number of candidates currently assigned to the status in question is clearly displayed, giving users a clear view of how many candidates will be affected by any changes.



See How to delete an Application Status.


Visibility

  • A new ‘Visible’ option allows you to easily show or hide Application Statuses for all Security Roles. This feature is useful for managing the introduction of new statuses or phasing out outdated ones without disrupting reporting data. However, any statuses marked as 'Core Application Status' in System Customisation cannot be hidden (if you need to hide a status that is restricted, System Customisation – Core Application Statuses must be re-configured first)
  • Impact of hiding statuses:
    When an Application Status is set to 'not visible', it doesn’t affect candidates currently assigned to that status. Instead, it prevents users from assigning that status to candidates in the future
  • Security Role adjustments
    If a Security Role has automatic access to all candidate statuses, making a status visible in Settings > Application Statuses will automatically grant access to that status. For any Security Roles where the ability to change candidate status is restricted to specific statuses only, you will need to update Security Role > Application Statuses to allow users to access the newly visible status.


            See How to Add an Application Status.


RECRUITMENT PHASE

  • A new mandatory field called Recruitment Phase has been introduced, which allocates each application status to a specific phase in the recruitment process. This helps identify where each candidate status fits within the overall recruitment process, particularly when custom or unusually labelled statuses are added
  • This field is mandatory for any new statuses created, but there is no immediate action to re-visit existing application statuses and update the recruitment phase (unless you wish to do so)
  • For ease of use, the list of Candidate Application Statuses in Settings can be filtered by Recruitment Phase



RE-ORDERING APPLICATION STATUSES

  • A new ‘Reorder Statuses’ option in the General Settings > Application Statuses actions menu, allows users to click and drag application statuses to change the display order of the application status list.
  • The re-ordered list of Application Statuses is reflected on the candidate listing page or when reviewing a candidate’s application record, however other areas such as search functionality remains in A-Z order (with a search as you type lookup).


Here’s a video of how to re-order your Application Status list.


SETTINGS > ADVERT SOURCE

A new mandatory field called Universal Advert Source has been created. This is linked to a list held in our system to allow Adverts to be grouped together into broader categories for better reporting/analysis.


JUNE 2024 


ENHANCEMENTS TO OUR RIGHT-TO-WORK (RTW) FEATURE


We’ve made several enhancements to our Right-to-Work (RTW) identity check feature, aimed at improving the flexibility of the identity verification process and providing increased visibility into the status of the check.

  • New Scheme field: A new "Scheme" field has been added to the Identity Check progress menu. This field works in correlation with the status field and provides additional information if any issues arise, such as an aborted check or missing mandatory documentation.
  • Enhanced Identity Report: The Framework and Scheme details are now included in the downloadable identity report, providing you with more comprehensive documentation.
  • Restart identity checks: You can now restart the identity verification process, particularly useful if checks have been aborted. Restarting will delete any previous data on the Identity Check progress page, including the report, but the history of previously requested checks will remain accessible in the History section.

    Upon restarting, the candidate’s details are resent to Yoti, generating a new Session ID. The candidate will receive an invitation email, which will be logged in their record in sent emails. The Identity Check Progress page will update with the new session details, reflecting the restart. More information in restarting an identity check.


For more details on our Right-to-Work feature, visit our guide.


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ONLINE DISCLOSURE CHECK RESULTS NOW DISPLAYED IN JOBTRAIN


We are pleased to introduce new enhancements to the Online Disclosure feature in Jobtrain. These updates ensure that completed checks are accurately and automatically reflected in the candidate record.


New features: Once checks are completed, the Online Disclosure section of the candidate record will automatically update and display:

  • Check result
  • Certificate issue date
  • Disclosure number

Email Merge Fields: Additionally, new merge fields have been created for Disclosure Outcome, Certificate Issued On and Disclosure Number. These can be inserted into email templates and accessed in the standard merge field reference table.


For more details, access our DBS Checking guide here.


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Shortlisting upgrades are here

We have introduced a new icon and filter options to enhance the shortlisting process, making it easier to identify the status of each candidate and ensure that all required actions are completed efficiently.

  • New exclamation mark icon: this displays for shortlisters listed in the Job Access > Shortlisters section in the job who haven't completed the shortlisting form yet. By clicking this icon, it will open the candidate’s record with the Panel Shortlisting form in editing mode.
  • Filter options: Shortlisters now have filter options similar to those on the jobs page to allow them to easily identify any candidates awaiting their shortlisting


Shortlisting icons

There are three different icons that will display throughout the panel shortlisting process:


Exclamation mark icon

This icon is specifically shown to shortlisters listed in the Job Access > Shortlisters section in the job who haven't completed the shortlisting form yet. Clicking this icon will automatically open the candidate’s record with the Panel Shortlisting form editing mode activated.

Grey eye icon

This indicates there is one or more shortlisters who have not completed shortlisting for this candidate. If a listed shortlister has completed their form but other shortlisters haven't, they'll see this icon.

Blue eye icon

This indicates that all shortlisters have completed shortlisting for this candidate. It will appear with a score against it (either the average or total of all shortlister scores, whichever was chosen when the shortlisting form was built).


Filter options:

A new filter option is available to shortlisters, and job users with three choices:



  • Complete: Displays candidates with the blue eye icon and a score. This option shows candidates where all shortlisters have completed their shortlisting.
  • Incomplete: Lists candidates with a grey eye icon. These are candidates shortlisted by the user, but other shortlisters haven't completed their shortlisting yet.

For users who aren't designated shortlisters, this option shows candidates whose shortlisting forms haven't been completed by all involved.

  • Outstanding: Lists candidates with an exclamation icon. This option specifically displays candidates where the user is listed as a shortlister but hasn't completed the shortlisting form. This filter option only applies to designated shortlisters. 
This filter option only applies to designated shortlisters.


For more information, see our Shortlisting Forms guide here


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Candidates can now upload images in both our of Onboarding products

In our commitment to enhancing flexibility in our standard and enhanced onboarding products, we're thrilled to introduce a new feature allowing candidates to upload images, alongside documents, when completing their onboarding and compliance packs.



For more information, see our Onboarding image upload release notes here


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Introducing the Accept/Decline interview feature!

We’ve introduced a new feature so candidates can accept or decline an interview direct from an email. With links in the email to candidates, they can easily accept or decline interview invitations, enhancing their experience and improving visibility and efficiency for recruiters and interviewers.


This feature will also help reduce manual follow-up and allows for better tracking of candidates’ responses, ultimately decreasing interview no-shows and improving the recruitment process.


The accept/decline functionality can be used for any manual interview bookings, excluding those using the MS Teams feature as acceptance/declining is managed by your email browser/MS Teams invite process.


For more information, see Accept/Decline interview guide here.


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New job alert expiry functionality

We have made some enhancements to candidate job alerts notifications by combining multiple job alerts into a single email and introducing expiry dates for alerts. This improvement aims to enhance the user experience and ensure that candidates only receive alerts that are applicable to them.


Key changes:

  • Customisable alerts: Candidates can now customise job alert criteria to their preferences by choosing specific categories they're interested in and skip others.
  • Job alert expiry: Alerts now have expiry dates (one month is the default and can be extended to three months). Expired alerts will display as "Expired" and can be refreshed by editing and saving.
  • Email notifications: Job alerts are now combined into one email per alert, listing jobs by date posted. Emails include job location, closing date and direct links to job adverts.
  • Expiry notification: An automated email will notify candidates when their alert expires, with a link to renew.
  • Auto-populating Search & Alerts from Job Details: Upon saving the Job Details, any common fields such as Job Region, Department, Location will auto-populate in the Search & Alerts criteria.


Configuration

No additional configuration is required. Upon the launch of this feature, a job alert expiry email is added to all sites and configured in Settings. Steps on how to make changes are provided below:

  • Clients can customise the expiry email content in Settings > Communications > Email Templates. Just select the Job Alert has expired email template and make any necessary changes.
  • Job alert expiry emails are configured in Settings > System Customisation > Emails > Opportunity alert expiry email.


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Change the date format in emails and contracts in Jobtrain

We are excited to announce a new feature that gives you the ability to choose the date format display when you use date merge fields in candidate contracts and offer letters.


This format will also apply when:

  • Sending manual emails through the communication option in the candidate list action menu.
  • Viewing contracts issued through standard or enhanced onboarding in the candidate site.
  • When using the print letter or print contract options.


The date format display can be configured in Settings > System Customisation > Date format for communications.



See our communications guide for more details.


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Export and print interview date and time

We’ve now added the ability when exporting candidate details to also export their interview date and time.


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Enhanced Onboarding product - improved compliance document management

We’ve made some improvements for better visibility when new documents are uploaded to replace a completed onboarding or compliance document.


New document uploads will now be logged in the candidate's history, including the date of upload, the user’s name who uploaded it and job details.


The compliance document upload policy has been updated to ensure that:

New uploads will display a green thumbs up icon.

The Mark Complete option will be available to use again.

Previous completion entries will remain in the history.


To learn more about Enhanced Onboarding, see our guide.


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Onboarding column label change

What was once labelled as Additional Info, we have now renamed this column in both our standard and enhanced onboarding to Bank Details Included.


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FEBRUARY 2024 



Add/remove documents in Onboarding

When you're setting up onboarding for candidates, keeping the momentum is crucial. For users of our Enhanced Onboarding feature, we're excited to reach out with news of an update.

 

Transform your onboarding process with a new feature to Add/Remove Documents in Onboarding. This innovative functionality puts you in control to effortlessly customise onboarding and compliance documents for each candidate, ensuring that they receive only the information that is truly relevant to their unique journey. It eliminates the need to create and manage multiple onboarding/compliance templates.

 

Read the release notes here: Onboarding and Compliance – Add / Remove Documents release notes.


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Include more content in Candidate Packs

We’ve updated what can be included in Candidate Packs. You can now include the Supporting Documents that were originally attached to the advertised job advert, as well as any references submitted via the online reference portal.

 

For clients using our standard Onboarding feature, you will need to enable this in your chosen Security Roles. This is covered in our Onboarding guide here.


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Making status notes clearer

When notes have been added when a candidate’s status is changed, a new purple notepad icon will be display in the candidate’s history for easier identification of the notes.

 

For more information, see our guide: Managing candidates.



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Simplified navigation to job details and advert copy

From a candidate’s record, you can now click the Job Ref number. Clicking on this will open a new window to display essential job details, including the advert copy. We’ve made this change to help when you’re reviewing applications for easy comparison with the advert details.

 

For more information, see our guide: Managing candidates



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Preview of onboarding and compliance and instructions

For our clients using our Standard Onboarding or Enhanced Onboarding features, you can now preview the instructions added to onboarding and compliance forms. By previewing the form on the client side, users can clearly see candidate instructions or add guidance for compliance forms that are to be completed by a system user.

 

For more information, see the relevant guide: Standard Onboarding guide and Enhanced Onboarding guide.


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Green Room Onboarding becomes the Welcome Hub

Welcome to the Welcome Hub! We’ve renamed what was called the Green Room to the ‘Welcome Hub’. This label change is throughout Jobtrain from the client side of the system to the candidate side. For those clients who reference ‘Green Room’ in any email templates and communications, we advise you to update the wording to ‘Welcome Hub’.

 

Why have we done this? There was sometimes confusion around the name ‘Green Room’ and for some it wasn’t obvious what it was. That’s why we’ve renamed it so it’s far clearer for both candidates and clients.


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Reporting on Bulk Recruitment jobs

For our clients using this feature, we’ve added additional reporting capabilities using the Advanced Insights tool. For more details, please take a look at our guides for more details:


Bulk Recruitment job posts

Advanced Insights – Bulk Recruitment Reporting


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Introducing the dark mode

Dark mode allows individual client users to change the colour theme of their own individual Jobtrain user account. We’ve designed this new theme to enable those people who may find it easier to use Jobtrain in a darker colour theme.

 

For more details, read our guide here: Dark mode in Jobtrain.


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New recruiter field

When creating a new job, we’ve added an optional Recruiter field on the Job Details page. This allows you to choose a recruiter from your list of system users. You can choose which system users can be designated as a ‘Recruiter’ from the system user’s profile. Once this feature is enabled, it can be added as an additional column on the list of jobs page and searchable in the Search Jobs section. Plus, you can report on this field in our Advanced Insights reporting tool.

 

Keen to switch this on? Contact our support team to enable this feature.




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