What's new?
Interview Summary card
Updating linked Interview Types Diary Events across multiple records
Hyperlink to records
Enhanced filtering
Additional columns and details
How do I start using it?
See the below points for details on how to use it:
Interview Summary Cards
If Interviews are added via My Actions ; Applicant Actions ; Interview Details ; by clicking on ✚ button on Interviews sublist, when the user navigates to Jobs ; Interviews:
A summary card is visible on top banner
The card displays the following information:
Applicant Photo (if added)
Job Title
Displays the Job
Client Name
The Client name is truncated if longer and displays the full Name when hovered over
Interview Contact - Contact Job Title
Displays the Contact Name
Interview Type
Interview Date Time
Applicant Phone
Displays Applicant Primary Phone
Applicant Email
Displays Applicant Primary Email
Contact Phone
Displays Contact Primary Phone
Contact Email
Displays Contact Primary Email
Favourite button
On click, adds the Interview to Favourite list
Filtering by Created User and additional data
Filter Window update
When the user clicks Filter button on Interview form:
A new option called Users appears under Categories (last option) list:
On clicking Users, a list of all the users appears under Available column
They can select more than 1 users to add it to Selected column
On clicking Apply Filter, the Interview data list is filtered where selected User/s match Interview created User
Add new Columns in table view
When the users switch to table view > Config columns:
The following columns are visible in the list:
Created User Name
Job Ref
Job Primary Consultant
These columns are not selected by default when Restore Defaults is clicked
When added to the view they can see Interview Created User name, Job Ref and Job Primary Consultant details in the column
Hyperlinks to records
On navigating to Jobs ; Interviews ; Details tab
the following fields display as hyperlink:
Applicant
Client
On clicking the hyperlink:
User can view the right summary panel and view the child window.
It displays No Access To Record and the link is not clickable if (existing behaviour):
If the Applicant has requested RTBF
If the user does not have access to the Client and Applicant record via Sectors
Additional Fields
On navigating to Interviews ; Details tab
a new read only field is displayed called:
Job
This field appears after Interview Contact
This field displays the following information as hyperlink:
If Job Reference exists, displays: '<Job Title> - Ref : <Job Ref>'
This field is not available in New mode.
This field is available in Edit mode but read only.
On clicking the hyperlink:
Users can view the right summary panel and view the child window.
📌 Note: hyperlinks are only available on records the user has access to (i.e. if the sector does not match on the record, they would not appear on the interview list - existing behaviour)
Applicant Actions - Ability to Send an Interview Confirmation from the Interview Tab
In the Applicant Actions form if the user moves the Applicant action stage to Interview, the interview details form opens and when they add the interview time / date / details and click Save:
The Interviews window closes
a standard message box appears asking Do you want to send the Interview Confirmation now? with Yes and No buttons.
On clicking Yes:
the message box closes
the Interview detail is saved and the Interview Confirmation wizard is opened
On clicking No, then the interview details save and the message box closes.
📌 Note: this does not apply to clicking on Save and New button
Interview Date & Time Confirmations Updates
Updating linked Diary Events
If the following steps are performed to add a linked Interview Diary event type:
An Applicant is added to a Job's Review List and an Applicant Action has been created with status of 'Interview'
Interview details are added
User navigates to:
Applicant Action ; Action ; Interview confirmation OR
Applicant record ; Action ; Batch Interview Confirmation
My Actions ; Interview Confirmations ; selecting the Applicant in Applicant Filter
Follows through the steps in the Interview Confirmation wizard
When the user navigates to either:
My Actions ; Diary ; linked Diary Event
Applicant ; Scheduling ; linked Diary Event
Applicant Quick View window ; Scheduling ; linked Diary Event
AND updates either or all of the following details:
Title
Start
End
Then after clicking Save on the Event window:
a green toast is displayed in the bottom right part of the screen reading Changes made successfully
The Title/ Start/End times are updated accordingly for the below linked Diary events:
Applicant Action Consultant ; My Actions ; Diary ; linked Diary Event
Sender Consultant (if they are a different person) ; My Actions ; Diary ; linked Diary Event
Applicant ; Scheduling tab ; linked Diary Event
Deleting linked Diary Events
If a linked Interview Diary Event is created when the user navigates to either :
My Actions ; Diary ; clicks on linked Diary Event to open Event window
Applicant ; Scheduling ; linked Diary Event ; clicks on linked Diary Event to open Event window
Applicant Quick View window ; Scheduling ; linked Diary Event ; clicks on linked Diary Event to open Event window
and clicks Delete button on Event window and then clicks Delete button on Delete Event dialog box:
The Interview Event is deleted from the following diaries:
Applicant Action Consultant ; My Actions ; Diary
Sender Consultant (if they are a different person) ; My Actions ; Diary
Applicant ; Scheduling tab