Whats new?
Role-Based Access: Admins can now restrict access to the Diversity & Inclusion tab by role. Options include No Access, Read-Only, or Full Access.
Customizable Lists: Dropdown fields for Ethnicity, Religion, Sexual Identification, Sexual Orientation, and Place of Birth are editable.
New Applicant Tab: A new tab under applicant records displays diversity fields and a Disabilities sublist with add/edit/delete functionality and validations.
Enhanced Reporting: Diversity data is now available in Report Builder under new folders, allowing for detailed and customizable reporting.
API Integration: All Diversity & Inclusion fields are now exposed in the applicant APIs.
How do I start using it?
Role Restrictions
We've introduced new role-based access controls to enhance data security and ensure only authorized users can view or interact with sensitive content in the Diversity & Inclusion tab.
Administrators can now assign specific access restrictions to user roles via: Options ; Account ; Roles ; [Select Role] ; Role Restrictions (+).
New Restriction Options Available:
Diversity & Inclusion tab – No Access: Completely hides the tab from the user.
Diversity & Inclusion tab – Read Only Access: Allows users to view the tab without making any changes.
Diversity & Inclusion - List of Values
Users with administrator access to Options ; Manager ; Look Ups ; List of Values will see following List Names and their default List of Values for the Diversity & Inclusion functionality:
Ethnicity
Religion
Sexual Identification
Sexual Orientation
Place of Birth
Each List of Values is pre-loaded with a default set of values.
Each list can be maintained in the normal way by adding new, updating or deleting as needed to tailor your business flows.
Each list can also be ordered as needed using the new Position field. A number value can be assigned to adjust how a list is ordered (by position, followed by description alphabetically). This ordering is used when a list is used by a lookup field.
Diversity & Inclusion Tab
If there is no restriction for the Diversity & Inclusion tab added to the users role, the Diversity & Inclusion functionality will be available throughout Access Recruitment CRM.
Navigating to an applicant record and clicking the More tab will offer a new tab of Diversity and Inclusion.
The tab contains two columns of fields:
Column 1: Ethnicity, Religion, Sexual Identification
Column 2: Sexual Orientation, Place of Birth, Other Notes
All fields except Other Notes are dropdowns populated from a predefined list of values. Other Notes is a text area with a 300-character limit.
Beneath these fields, a sublist labeled Disabilities is displayed. This sublist includes a standard toolbar with ✚ (new), refresh, and settings (⚙) icons.
The sublist displays the following columns:
Disability
Created On
Created User Name
Notes
Updated On
Updated User Name
Created User ID
Updated User ID
Each row includes a 3-dot menu with a Delete option.
The cog menu (⚙) allows configuration of visible columns. By default, Disability and Notes are shown. Other fields are optional. Clicking Restore Defaults resets to the default view.
Clicking the ✚ icon opens a modal labeled Disability with:
A mandatory Disability dropdown (If the selected disability already exists in the sublist, a validation message is shown: Cannot update the Disability as it already exists for this applicant. Otherwise, a new row is added.)
A Notes field (text area, with a 300-character limit)
Each row also includes a pencil (🖉) icon. Clicking it opens the same modal in edit mode, with the Disability field disabled. Changes to Notes are saved when the Save button is clicked.
Report Builder to Include Diversity and Inclusion Fields
Users with permission to amend existing and build new reports in the ARCRM will have access to the Diversity and Inclusion fields via the applicant entity.
Under the Applicant Diversity And Inclusion folder of the applicant entity, the following fields will be available for selection and use in reports:
Ethnicity
Religion
Sexual Identification
Sexual Orientation
Place of Birth
Other Notes
Under the Applicant Diversity And Inclusion Disability folder of the applicant entity, the following fields will be available for selection and use in reports:
Disability
Created On
Created User Name
Notes
Updated On
Updated User Name
Created User ID
Updated User ID
Diversity and Inclusion Fields Exposed in Access Applicant APIs
The various applicants APIs have been modified to allow use of the Diversity and Inclusion fields in the usual way, where use of and validations will be applied to in the same manner as described in this document.
