4.92 – CONTINUAL IMPROVEMENTS

What’s new?

This release sees a wealth of continuous improvements to the existing Access Recruitment CRM capabilities, resulting in improved screen navigation, useability, validation, and exposure of additional data, both on screen and through the APIs. Continual improvements are done to ensure we consistently improve our existing functionalities based on the customer and internal stakeholder validation and feedback. We target the entire Access Recruitment CRM, to ensure that bugs are fixed, system and process flows are improved along with improving the overall user experience ensuring that our day-to-day users of Access Recruitment CRM are benefitted and can do what’s more important to them. Areas of work include but are not limited to:

Net & Gross Invoice Totals on Table View
Mailshot SMS Wizard updates
Filter by ‘Favourite’ Value

4.92 – SEARCH UPDATES

What’s new?

This release, we've made significant enhancements to the searching functionality within Access Recruitment CRM, focusing on a major usability upgrade for Client and Contact Searches. Building on from the Applicant Search Updates, users can now conduct a Client or Contact Search and view results directly within the Client or Contact form, allowing seamless updates and modifications without the need for constant navigation

Search Results – Open Client and Contact Search results in the Client or Contact Main form

4.92 – REVIEW LIST UPDATES

What’s new?

Building on the updates introduced in our November 2024 and January 2025 releases includes enhancements to the Review List. The Review List functionality has been enhanced with smart Auto Match options that streamline recruiter workflows by introducing a three-choice modal when matching (Add, Overwrite with intelligent preservation of reviewed items, or Review Results), a new "Add to Active Applicant Review List" action directly from job search results that eliminates navigation steps, a configurable feature toggle for administrative control and new audit columns tracking who created and updated review list entries - collectively reducing clicks per matching action while preserving important review decisions and maintaining full backwards compatibility with existing workflows.

Review List – New Feature Toggle and additional actions when an Auto Match is performed
Review List – Refactor Applicant Match functionality from a Job
Review List – Add Review List Created / Updated User & Date Time Config Columns
Review List – Disable Auto Match from Jobs and Applicants if Restriction is applied
Review List – Add additional actions to perform when an Auto Match is conducted on an Applicant

4.92 – MERGE SUITE

What’s new?

In this release, we have added a new Merge Suite functionality that allows the users to merge Client Records. It is designed to enable customers safely and efficiently move and restructure Client record data in bulk. This tool empowers users with the correct permissions to manage their data independently and with greater ease.

Merge Suite – Client Merge

4.92 – ADJUST PLACEMENT SHIFTS

What’s new?

On-going improvements to Placement Manager to ensure functionality and accessibility is of the highest standard, constantly improving on useability and experience. For the October release the Placement Manager and Scheduling 2.0 have been enhanced to allow quick changes to the Placement shift start and end times, the shift rate and the shift type.

Placement Shifts – Ability to change shift times for candidates easily

4.92 – JOB WORKFLOW UPDATES

What’s new?

Continuous improvements to increase the efficiency of job input and management, allowing users to increase pipelines and drive all workflows through the Access Recruitment CRM. Changes encompass refinements to the main Job Wizard and Job contract rates flows.

Job Wizard – Organisation Chart – Include all contacts
Job Wizard – Contract Job creation to respect the selected Consultant
Job Wizard – Allow a choice of rates when multiple rates meet the criteria
Jobs Workflow – Client Rate to allow entry of an optional Shift Type

4.92 – PAY & BILL UPDATES

What’s new?

We've enhanced the Access Recruitment CRM Pay and Bill integration with additional fields and functionality to support improved payroll processing, particularly for our Irish customer base.

Pay & Bill – Default to electronic payslip setting up new Applicants
Pay & Bill – Applicant BIC and IBAN values to Datahub
Pay & Bill – Applicant BIC and IBAN values to PAB via PAB API
Pay & Bill Send Applicant’s region Code to Pay and Bill via the PAB API

4.92 – API UPDATES

What’s new?

We've expanded the Access Recruitment CRM API with additional data fields and endpoints, giving you more comprehensive access to your recruitment data.

API – Expose ‘HoursPerWeek’ on the Contract Job Entity
API – Expose Grade in the API for Contract & Perm Jobs + extended rules for Position
API – Surface Applicant Action Notes through the API for read and insert
API – Expose fields for the placement entity
API – Expose ‘StartCheckOK’ on the Contract Placement Entity
API – Extend Job End Date automatically when Shifts are added via the API
API – Expose Work Address under the Permanent Job Entity
API – Expose Job Client Hirer Legal Entity
API _ Expose Applicant Notes