Sendouts Release Notes Version 8.8

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1 Sendouts Release Notes Version 8.8 Contents Ease of Use New Lookups Featuring Type Ahead Technology 2 New Match and Advance Process 3 Editable Snapshot 5 Updated Resume Split Screen & More Resume Views 5 Save s from Any Mail System 7 Send Resumes to Sendouts Users 8 New Skills Library 9 Send Test s 10 Candidate Summary Field 11 Integration Apply with LinkedIn 11 Sendouts Market 13 New Employment Screening Integrations 13 SpringAhead Connect for Contract 14 Report Designer 14 Notes Additional Release Notes 15 1 Sendouts Beta Guide Version

2 Sendouts Release Notes Version 8.8 New Features, Better Process The following features focus on streamlining the recruiting process, helping recruiters work with greater speed, and opening up their day to make more placements. New Lookups Featuring Type Ahead Technology Type-ahead technology looks up records as you type to reduce search time. The new lookups feature will replace anywhere in Sendouts where there is currently the button with the small line under it to search for records. Old New See search results as soon as you begin typing in the search field. Sendouts will pull from a large inventory of records that are specifically relevant to you and information that you have recently worked with. Records will be added to the inventory anytime that you interact with them, including hovering over a record to view the mini-profile, viewing a record, and pulling up a record in search results. The inventory will also include your favorites and saved lists. If you are looking for a record you have never interacted with or a record so old it has expired in your inventory, you can still search for the record. It just will not appear as you type. In addition, the new search has been updated to reduce the number of fields you see. Even if your record does not appear in as you type, and you have to generate a list of search results, it is a much easier to find the record you are looking for. 2 Sendouts Beta Guide Version

3 A new lookup showing type-ahead search results: If no type-ahead results display, or you wish to launch a full search, hit enter or click on the magnifying glass. New Match and Advance Process The new Match and Advance Process will help to drastically reduce the number of clicks that it takes to move a candidate through the hiring process. The entire process now requires 75% FEWER clicks. Candidates can be processed in less steps, and data loads substantially faster, translating into a huge gain in productivity for Sendouts users. 1. New Buttons for Advance and Reject. Immediately pick the next stage or any other stage right from the list and start moving matches through the process. 2. Updated Workflow Screens. Updated workflow screens clearly show your place in moving a candidate through the process. 3. Comments Screen. The comments screen is now present on every step of the process. 3 Sendouts Beta Guide Version

4 4. Automated Actions. Sendouts notes which automated actions you performed the previous time you went to this stage. Actions you commonly do or do not perform are already checked/unchecked when you arrive at the stage. 5. Finish Button. The changes to the comments screen and automated actions allow you to select Finish as soon as you have completed any of the required information. Note: Though the example below shows both screens that you would normally see, you can actually select Finish as soon as you get to the Details screen. 6. No More Waiting. After you click Finish, Sendouts will immediately close the Stage Wizard. Updates are performed in the background so you can move on with your day. 4 Sendouts Beta Guide Version

5 Editable Snapshot Now, snapshots can be edited on the spot. Editable snapshots promotes connectivity and reduces navigation within Sendouts. Snapshots are completely synced with the standard profile view. If you were to have a record opened side-by-side with its snapshot, any change to one side would update on the other. In addition, the toolbar on the standard profile view has been added to snapshots as well. Create a new record, save changes, refresh, disable, and advance a snapshot just as you would a record in the standard view. Updated Resume Split Screen & More Resume Views The resume can now be viewed from almost anywhere you see a candidate s name. This includes the full profile as it always has, but now you can also open it from the search result list, workflow and anywhere that you can hover to see the profile; most importantly dashboards, queues and the match section of job orders. The resume split screen has also been redesigned to more closely match the new look of 5 Sendouts Beta Guide Version

6 Sendouts and make key information and actions more obvious. The resume editor has also been replaced. The key benefit of this is allowing our users to view the resume in its original format. This will also give a better editing experience and make the options more clear. All of the changes mentioned also apply to the Job Requisition, which is the split screen in the Job Order module. From List: From Detail: From Mini-Profile: From Workflow: 6 Sendouts Beta Guide Version

7 Save s from Any Mail System Our users already love tracking s sent and received in Outlook. Now, you can enjoy the same functionality from nearly any client. If you don t use Outlook, or often send and receive s away from your desk, you can start tracking these s in Sendouts. Using your Sendouts Import address, you can forward any s you receive into Sendouts. You can forward s manually, or set up rules in your client. For example, to save all sent s, set up a rule to automatically BCC: your Sendouts import address each time an is sent. Similarly, to save all received s, create a rule to automatically forward any received to your Sendouts import address. Forwarded from Gmail, this would be added to the profile with an address of bimportant@bigcompany.com: 7 Sendouts Beta Guide Version

8 Send Resumes to Sendouts Users If you work a split desk, you may need to send resumes to your Account Manager to approve, or to the client. Now you can quickly send resumes internally to other Sendouts users, folding this step into your process. In the Candidate Approval Stage, select internal users you would like to send a candidate s resume to. Sendouts will automatically highlight the most appropriate user based on relevance to the job order. You can also add additional addresses as you see fit. 8 Sendouts Beta Guide Version

9 New Skills Library The new skills library is now organized by industry/category, so you can add skills faster than before. When adding new skills by going to File>Manage>Skills, you will now have the option to add skills based on a pre-filled library of standard skills. You are still able to add your own custom skills, but this allows you to very quickly add skills specific to your industry. 9 Sendouts Beta Guide Version

10 Send Test s Now, you can send test s to yourself and others to ensure complete accuracy when ing from mail merge forms. When you are composing an using the Sendouts system, you will now see a button that allows you to send a test . It will populate your address based on your user record, but you can add as many additional addresses as you would like. 10 Sendouts Beta Guide Version

11 Candidate Summary Field Long lists of candidates are now more manageable with the new candidate summary field. View a short summary of a candidate without clicking to view their whole profile, or hovering to view their mini-profile. The parsing engine automatically generates a candidate summary for quick and easy assessment in the list view. Apply with LinkedIn The Apply with LinkedIn button allows applicants to apply to jobs using their LinkedIn profile in just a few clicks. Apply with LinkedIn is an attractive option for passive candidates and mobile applicants alike, giving you exposure to more resumes. Add the Apply with LinkedIn button to jobs posted to your website via WebConnect. Candidates can apply using their LinkedIn profile in just a few clicks. Capture job seekers browsing jobs on their mobile device, as well as passive candidates lacking an updated resume. To add the Apply with LinkedIn button to all of your job postings, go to your company s LinkedIn page. Copy the last five digits in the url. Then, in Sendouts, go to File>Manage>WebConnect>Apply with LinkedIn and paste your company code there. Your WebConnect will automatically change, adding the Apply with LinkedIn button to every job post. 11 Sendouts Beta Guide Version

12 When a candidate chooses to Apply with LinkedIn they will see a summary of their LinkedIn page and can submit from there. They will then be directed to a confirmation page suggesting contacts at the client s firm. The candidate will then be redirected to your standard Thank You page. They will receive a confirmation from LinkedIn as well. A new candidate profile will be created in Sendouts, using the information submitted via the candidate s LinkedIn profile. 12 Sendouts Beta Guide Version

13 Sendouts Market Sendouts Market is a one-stop-shop for Sendouts integrations and add-ons. Optimize Sendouts by getting the right tools, and save time by shopping in one place. Don t miss out on any of our great features like free toolbars and apps, as well as savvy integrations for the Sendouts power-user. Visit Sendouts Market. New Employment Screening Integrations We now offer employment screening service integrations, like background checks, drug testing, skills assessment, and tax credits. Integrating Sendouts with employment screening services reduces paper work and limits data entry so that you can filter through candidates faster. To view and order all of the employment screening integrations we currently offer, please visit Sendouts Market. 13 Sendouts Beta Guide Version

14 SpringAhead Connect for Contract Contract staffing firms using Sendouts can now use SpringAhead Connect to export contract placements into QuickBooks or Great Plains. Report Designer Track your metrics, your way, and design perfect reports. Report Designer is ideal for larger firms who want more control over Sendouts reporting capabilities, and is open to clients of any size who want to customize reports. Report Designer allows for greater flexibility in configuring reports in Sendouts so that you can break-down data in ways that make sense for your firm. While it is not a completely custom solution, the Report Designer can help isolate key performance indicators, control the look of your reports, perform calculations on report-generated data, and help you to identify how to improve your metrics. For more information on customizing reports with Report Designer, visit Sendouts University. 14 Sendouts Beta Guide Version

15 Additional Release Notes Ease of Use Every button in Sendouts has been replaced to show a standard button with text, rather than the previous hyperlink buttons. New login screen with field names as watermark When adding an activity to a group of records, for example making a call list, the create new activity for each about association, checkbox is checked by default. This is not the case if you are creating a follow-up for an activity that has more than one association. Users on IE9 will now see enhanced performance If a user changes the Company on a Job Order, any matches will be updated with the new company User can now select a CC when adding a JO. This automatically fills the CO if completed first. Area was renamed to more closely resemble what it looks like in the Profile view Auto Populate closed date when moving a job to closed status - Sendouts will now automatically enter the current day s date in the Close date on any job orders that are moved to the closed status. Show all jobs on CC and CO module s JO section - The Company Contact and Company modules now display all jobs not just open. The first sort is to show Open jobs, the second is to show them based on the open date. The invalid Create Duplicate CC list option was removed When using import wizard there is now an option to mark new contact information and employment history as primary. The default WebConnect page is no longer green and red, it is a white with minimal images, suitable to be used without any additional design or if jobs are directed there through RSS or another source. The more/less buttons in WebConnect were changed to + - VMS Sync VMS Sync now supports PeopleClick Reports/Dashboards Users can now Drill into Sendouts from reports Clients can now click on a record in a report and jump to that record in Sendouts. Like other jumps in Sendouts this will also bring the other records in that section of the report into the list. 15 Sendouts Beta Guide Version

16 All reports have been redesigned to match the fonts and colors in Sendouts. They will also feature on page sorting on any column or group. The CN Coming off Contract dashboard has been updated to run off Available date, and will default to candidates with an available date in the next 30 days. The CN Candidates on Assignment Report now allows the user to Include Historical placements. Dashboards now respect DV security Report Queues can now be clicked to show a description and user can click the? to jump to a help article. Select reports now have drill down. This allows users to click on a line and it will roll out to show additional detail. Recon Enhancements Error reporting has also been updated to provide us and the user with more details about failures. Recon Searches cannot be created in test mode. Recon supports Canadian provinces Recon start times bug resolved Recon will now validate users credentials and show when they were checked and if they are or are not valid. 16 Sendouts Beta Guide Version

17 Administration Additional Duplicate Checking criteria - When records are created in Sendouts, you can now choose from 5 additional duplicate checking methods. They can be found in file>manage>duplicate check rules. Clients can now set their and website URL in the WebConnect settings. Everything required to set up WebConnect can now be done in that dialog, rather than going to the division module. The Net Promoter and Contact info screens are only shown to every 6 months and the Contact Info screen keeps the previous information the user entered. Template changes There are no longer any fields required when creating a template. The Owning DV, list now only shows DVs that the user has add access to and the field was moved to the end of the form. Because of the new split screen options and to resolve pre-existing issues, clients can now choose how they want their list view sized. The current and default setting will be to automatically size columns when the screen is resized, described as Always show all columns without a scrollbar. If the user unchecks this option, they will be able to make columns whatever size they want and if the screen changes to a smaller size or if they want to have more items than will fit on a single screen, there will be a horizontal scrollbar. 17 Sendouts Beta Guide Version

18 Profile view columns now remember the users sizing across sessions and when a split screen is opened. Delayed Releases - Once users have this version they can request to not be automatically upgraded when we push new versions, however, this will be used very selectively. 18 Sendouts Beta Guide Version