March 2018 - Customer Portal March 2018 - Customer Portal

NovoATS & CRM

Record Overview Enhancements

Published:

You asked and we listened! We’ve reduced the white space and increased contrast for improved readability.

So you can preview the new layout, there is a toggle at the top of the record that lets you switch between the new layout and the current Novo layout – this setting is sticky and all records will retain the user’s last selection across multiple sessions. Eventually the new view will be the default view for everyone.

NovoATS & CRM

Record Preview Enhancements

Published:

Record preview options are now available in find results, tearsheets, and submission tabs.

  • Open slideouts will now close when the binoculars icon is selected.
  • Preview slideouts now include a Notes tab which will show up to 10 notes and provide the option add or view all notes.

Candidates

  • Resume tab with general candidate comments
  • Recent Notes
  • Submission History – This will not be available in Find results or Tearsheet views.

Contacts

  • Recent Notes tab
  • Linked Candidate tab

Jobs

  • Job Description tab
  • Recent Notes tab
  • Submission History tab – This will not be available in Find results or Tearsheet views.

Leads

  • Recent Notes tab

Opportunities

  • Opportunity Description tab
  • Recent Notes tab
NovoATS & CRM

Document Editor Open Beta

Published:

You are invited to participate in the Document Editor open beta! You can edit your documents directly in Bullhorn. No more downloading, saving, and re-uploading!

  • Word processing functionality – if you’ve used Microsoft Word, you can easily navigate the Document Editor.
  • The editor does not support creating new files at this time.

Please contact Support if you are interested in joining the open beta.

NovoATS & CRM

Email and Notification Enhancements

Published:
  • The “Manage Distribution List” action is now available on records.
  • “Add Company” workflow is now available when adding a new contact from the Activity Center.
  • Message template pickers on compose message will now display full template titles.
NovoATS & CRM

Record Layout and ID Display Enhancements

Published:
  • Results in the Find dropdown will now display the record ID next to the name/title.
  • Last People Contacted now has a page refresh option.
  • The company description will now appear on the Company – Details card.
  • Cards added to the Record overview will now display at the top.
NovoATS & CRM

Submissions Enhancements

Published:
  • Submissions tab Current/All view preferences now persist between sessions.
  • The Submissions tab on records now displays the number of submissions for that record.
  • Job IDs will now display on Submission and Activity tabs.
  • The Add Submission page now displays all candidate attachments.
  • Creating a client submission from the workflow icon will now populate the same fields as when creating a client submission from the record actions dropdown.
  • The Submission tab slideout will display the close icon when viewing a job with a lengthy title.
  • The “Add Placement” option is now included in Action dropdown menus on slideouts.
NovoATS & CRM

Tearsheet Enhancements

Published:
  • The tearsheet owner filter is now sticky and will persist even after closing the tearsheet list.
  • “Send SMS” can now be selected from the actions drop down on tearsheets.
NovoATS & CRM

Administrator Tools: Enhancements

Published:
  • The secondaryOwners field can now be added to record overviews using View Layout.
  • Section headers now appear on the edit screen.
  • The following fields can now be added to Contact Custom Overview Cards via View Layout:
    • clientCorporationID
    • clientCorporationCompanyURL
    • clientCorporationPhone
    • clientCorporationStatus
    • clientCorporationName
    • clientCorporationParentCompany
NovoATS & CRM

Field Enhancements

Published:
  • The character limit for phone and mobile numbers has been increased to 50 characters.
  • The Country dropdown menu has been alphabetized.
  • The About field is now included on the Notes tab for Job records.
  • Candidate picker will now display the owner along with the candidate’s information.
  • The character limit for the leadSource field has been increased to 100 characters.
  • URL fields now allow for multiple linked URLs to be entered.
NovoATS & CRM

Appointment Resolved Issues

Published:
  • When creating an appointment with multiple attendees, only one appointment will be created, instead of multiple child appointments.
  • Child appointment counts are no longer displayed in the Interview workflow icon.
NovoATS & CRM

Career Portal and Job Publishing Resolved Issues

Published:
  • Candidate facing errors and duplicate web responses have been reduced.
  • If you have them, branded Career Portals can now be selected from the “Select a Brand” dropdown available on the Publish page.
NovoATS & CRM

Companies by Open Placement

Published:

The Placement “Date Added” filter is no longer being applied by default – only when specified by a user.

NovoATS & CRM

Email and Notifications: Resolved Issues

Published:
  • Adding multiple records to a distribution list now works as expected.
  • Clicking an email address from the job “Contact – Details” card or the Appointment overview screen now passes the correct recipient information for composing an email.
  • When forwarding an email, attachments are now included.
  • After saving an edited note, a notification will be emailed to specified recipients.
  • The “Popups Blocked” notification generated by clicking an email address in certain browsers will now persist until you close it.
  • Secondary email addresses can now successfully be added to a record from the Activity Center.
  • When adding a submission from the workflow icon, including a distribution list or user in the email notification picker will now send an email when the submission is saved.

 

NovoATS & CRM

File Resolved Issues

Published:
  • File type selections can now be applied immediately after uploading a file.
  • File previews are no longer overlapped by the download bar in Chrome.
  • The Files tab slideout will display the refresh and close icons when viewing documents with lengthy names.
NovoATS & CRM

Note Resolved Issues

Published:
  • Notes now retain Job References when edited.
  • Notes can be expanded to full page when text is removed or added.
  • In the Add Notes slideout, users can now expand the comments box.
  • Notes displayed on the Candidate Overview slideout now respect the formatting of the original note.
NovoATS & CRM

Record Layout and ID Display Resolved Issues

Published:
  • Clicking on the Google icon in the Candidate header will now search for the candidate name without the record ID.
  • The LinkedIn search icon now displays as expected on Lead headers.
  • Lead records no longer include the Pulse tab.
  • The Job Description and Candidate Resume cards now respect the formatting on the add/edit forms.
  • The “Reports To” field on the Contact Overview tab now hyperlinks to the contact record.
NovoATS & CRM

Submission Resolved Issues

Published:
  • The job reference field is now correctly populated on the compose a message screen for client submissions.
  • Comments in the Submission History slideout will now display line breaks.
NovoATS & CRM

Tearsheet Enhancements and Resolved Issues

Published:
  • Selecting All Tearsheets will now return the correct number of tearsheets.
NovoATS & CRM

Administrator Tools: Resolved Issues

Published:
  • Checking Enable All Users from the LinkedIn BH Connect menu now grants all users access to the LinkedIn tab on contact records.
  • When the System Setting currencyFormat is set to None, money fields will display without a currency symbol.
  • Candidate Certifications respect the field sort order configured in the field maps.
NovoATS & CRM

Field Resolved Issues

Published:
  • Extra spaces have been removed from state/county fields for Switzerland so they can be successfully filtered.
  • The timestamp for the “Latest Comment” field now only updates when the comment is edited instead of when the candidate’s status is updated.
S-ReleaseBBO

Employee Time Entry

Published:

System settings for employee timesheet portals have been updated to allow for greater control as to when employees can enter time after a placement end date. Contact support to confirm or update your settings.

S-ReleaseBBO

Manager Portal Reporting

Published:

Managers can now successfully run reports when accessing their portal via a timesheet notification link.

S-ReleaseOnboarding

E-Verify Logo on Case Printout

Published:

We’ve added the official E-Verify logo to case printouts.

S-ReleaseOnboarding

E-Verify Status Update

Published:

Case processing has been enhanced to prevent the E-Verify status from becoming stuck during the “Verification in Process” phase.

S-ReleaseOnboarding

Document Connection Update Notifications

Published:

Document connection notifications have been updated to prevent the document removal notification from being sent in error.


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