Releases involving Bo Stevens

Bo Stevens October 3rd, 2017

Update: Carerix Release 5.0.182 - Updates for JobFeed and Candidate attachments!

This two weekly Carerix release update is a pre-release note. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.182) the following updates are included:

Measure Carerix placements as goals with Google Analytics

It becomes possible to measure your placements as goals with Google Analytics! By adding tracking codes to a match (the apply tag and the apply source) and a custom setup of triggers and document templates the creation of a placement can be shown in your Analytics dashboard. Now it is possible to track down the ultimate source of a placement and better measure your recruitment channels, job boards and websites.

We are looking for pilot customers to test and further refine this functionality. Interested? Please contact arco@carerix.com for more information!

JobFeed: add your own synonyms

To further improve your JobFeed functionality we enabled the option to enter your own synonyms to better specify your job searched through Jobfeed

Searchlines for candidate attachments

With new searchlines to filter candidate attachments one will be able to find those candidates that have outdated cv's and with the possibility to exclude files on their name it becomes much easier to extract relevant candidate information. Valuable to check if your candidate information is up to date and to check if you are storing outdated information you should get rid off to be GDPR compliant.


Feedback on Carerix version 5.0.182

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Updates

  • Candidates / Education | added a field for country

  • JobFeed | Add your own synonyms to your JobFeed environment

  • Talentpools (Pilot!) | Search talentpool matches for candidates from the job order/candidate search

  • Candidate Attachments | new searchlines for candidate attachments: creation date & name

Bugfixes

  • Print templates in portals | Fixed an autorisation failure issue

  • Quick Search | Fixed an issue with quick search navigating to your dashboards or email overview

  • Vacatureverbeteraar | Fixed an issue with Vacatureverbeteraar not showing in Carerix

  • Archiving job orders | Fixed an issue that throws exceptions in some edge cases when archiving a job order

  • CV Preview | Fixed an issue with LinkedIn CV's showing ugly pieces of code in the preview

  • My Carerix mobile app | Fixed an LDAP related issue that prevent users from logging on to the my Carerix Mobile application

  • Job order | Fixed an issue with adding a contact of a 2nd company in the job order causing an exception

Bo Stevens September 19th, 2017

Update: Carerix Release 5.0.181 - Add a vacancy from cxJobFeed to your Carerix system!

This two weekly Carerix release update is a pre-release note. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.181) the following updates are included:

CxJobFeed: Add vacancies to your Carerix system!

The JobFeed integration with Carerix is enriched with the button 'add vacancy'. Pushing this button will allow you to import the job order directly in Carerix following a Carerix wizard.

If you have a JobFeed account the tab JobFeed will be available in a candidate file. The recruiter is able to start searching for suitable jobs for this particular candidate right away. The new 'add vacancy' button within CxJobFeed will allow you to let the system import the most important information into your Carerix. The candidate you started your search from will be automatically matched with the newly created job order. In the wizard that starts by clicking the button 'Add vacancy' you can easily search for existing companies and contacts or create new once, if necessary. All new Job Orders, Companies and Contact will be assigned with the source field "JobFeed", so you are easily able to retrieve what was the source of the information.

Full address field in job order

To better suit our customer, integration and interface demands the full address field as is known from candidate, contact, company and user charts is now introduced into the job order as well.

Added 'Education name' & 'Course name' to the Textkernel Split Screen

To better accomodate recruiters to immediately put in the correct information while using the Textkernel Parsing service we have added the field Education name to the Textkernel Splitscreen.

Configuration Profiles, matches & candidates: added source + comment field for read-only option

For matches and candidates we added the possibility to enable read-only configuration on the source & comments fields in the candidate and match file.


Talentpools as a stand alone entity in pilot

The advantages of creating talentpools can be numerous. They can help you stay in touch with your candidates which will help you staying on their radar as a potential employer. It strengthens candidate engagement, which will help you fulfilling your customers demand at higher speed and improved quality levels.

Over the past couple of months we have been busy creating a more sustainable form of talentpools. While you currently probably are used to using your vacancies to create talentpools, it now becomes possible to have your stand-alone talentpool entity.

With talentpools you have a clearer overview on what talentpools you have and talentpool management becomes easier as you can send emails, create tasks, notes and meetings in bulk. All activities will be linked to the talentpool and are visible in the talentpool activity tab. As usual, it is possible to add candidates and contacts to a talentpool in multiple ways. By using the talentpool stage functionality it also is possible to create a flow to monitor candidate talentpool process as you are used to with the job orders and job order matches.

During the pilot stage talentpools are available for a selected number of customers. After the pilot stage we will enroll this new functionality as a setting to your Carerix system. Carerix system administrators will be able to activate talentpools to your system. The usual user role settings are available, so when activated, per user role it can be determined if talentpools are visible or not.

The talentpool functionality will be enriched further in the near future to better suit your needs. Future development is based upon your feedback and our best practices.

Keep your eyes on the releasenotes, for the moment it will be available for you too!

Feedback on Carerix version 5.0.181

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New Features

  • cxJobFeed | Add vacancy automatically from JobFeed search

Updates

  • Placement preview | added sales and purchase rate to the preview

  • Configuration profiles | added "source" and "source comment" fields to be set read-only

  • Duplicate check | is not case sensitive anymore, preventing the system from changing capitals in names automatically f.e. when a candidate applies again

  • Job order | Full address field added to the general tab

  • Textkernel CV Parsing | added the fields 'Education name' and 'Cpurse name' to the Textkernel splitscreen

Bugfixes

  • Triggers | Fixed some bugs causing malfunctioning of triggers

  • Email addresses | Fixed a bug showing email addresses twice in the user interface

  • Community app | Fixed a bug showing wrong publication text fields

  • Previews | Removed system activities from previews

  • Search filters | Fixed a bug for the search filter 'Email address - is not empty' showing results with empty email addresses

  • Configuratin profiles | Fixed a bug with read-only and mandatory fields settings making the system block you from proceeding

  • Publications | Fixed an issue with publication refreshing showing wrong red locks in the overview

  • User interface | Fixed a bug with disappearing phone numbers after navigating from the activity tab back to the general tab

Bo Stevens September 5th, 2017

Update: Carerix Release 5.0.180 - Add additional fields to your desired tab & panel!

This two weekly Carerix release update is a pre-release note. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.180) the following updates are included:

Add additional fields to desired tabs & panels

A highly demanded wish of many of our Carerix users and admins: why is it impossible to put a additional info field in a specific tab and panel? Untill today it was only possible to add the additional fields to the general tab of a particular file (except for some unique exceptions). In this Carerix release we offer you the opportunity to choose the particular tab and even panel where this additional field needs to be shown.

How it works:

1) As a system admin go to your table menu in the maintenance section of Carerix & search for the additional info field you want to re-position or add a new one

2) In the table settings, general section: define the tab and the panel you want the additional field to appear

It is not possible to add additional fields to custom tabs or panels and the fields will always be added under the existing default Carerix fields it is not possible to reshuffle the order of the default Carerix fields.

!!CAUTION: any existing configuration profile settings for additional fields that are moved to another position will be lost and require a new setup!!


Activity Status per user role

As earlier introduced for candidate statuses as per this version of Carerix it is also possible to attach statuses of activities (tasks, meetings, notes) to specific user roles. Together with the read only tag it thus becomes possible to further streamline (back office) processes and align them with internal policies or the law. It now is possible for example to lock down a task after the customer has been invoiced for it and any further future changes to the content of it are undesireable.

User roles can be chosen and ticked in the table settings of the particular status. User roles that are ticked can see and set the particular status in Carerix.

Consequently, user roles that have not been ticked in the table settings are not able to see the status and hence can not set this status. Not individually nor in bulk.

If a file is set to a status that is not available for your user role, one can not change the status anymore. If one is able to change the content of the file depends on the 'record read only tag'. If this is set, the whole record will be locked - except for the admin user role -, if it is not one can change the content, but not the status.

Of course user roles that have the possibility to set the status still will be able to change the status unless configuration profile settings prevent this.


UI/UX update: tab wrapping in previews

In previews a new tab will be introduced that wraps all tabs that do not fit the size. In this way horizontal scrolling will be abolished in previews too!

Deadline indications

Tired of looking after the deadline date of tasks and meetings in the long overviews? Too many clicks to set a search filter that immediately shows all activities with a deadline on today or with one that is already passed? In this release we introduce a coloured bullet in your activity overviews that indicates that the deadline is today (green) or (the day before) yesterday (red).


Feedback on Carerix version 5.0.180

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New Features

  • Additional Fields | Add additional fields to your desired tabs & panels (default tabs only)

  • Activity status linked to user role | Make activity statuses (tasks, meetings, notes) (un)available per user role

  • Activities | In activity overviews (meetings, tasks, notes) a coloured bullet is added to immediately see if a deadline is passed or will pass soon

Updates

  • UI/UX | Tabs in previews that do not fit the screen resolution will be wrapped in an extra tab/drop down

  • Professional Portal | Added the following fields on profile tab: home number, home number suffix and course name

Bugfixes

  • Triggers | Fixed an issue with triggers on job order statuses

  • Invoice | Fixed an issue with the header/footer of saved invoice PDF files

  • Email preview | Fixed an issue with the delete button that was unavailable

  • Internet Explorer UI | Fixed an issue with the procedure dropdown in candidate files collapsing with every click

  • Add a new candidate manually | Fixed an issue with attachment upload for manually added new candidates

  • Dashboard Leads & opportunities | Fixed an issue with the filters in the Leads & Opportunities dashboard

  • Configuration Profiles | Fixed an issue with Skills in the candidate section: if note field is hidden than skills should still show

  • Document Type of Attachment | Fixed an issue with document type of attachments not showing when 'not for web'-checkbox was ticked while they should show

  • Textkernel | Fixed an issue with Textkernel CV extraction giving an error when trying to parse education name and course name

  • RPO Portal | Fixed an issue with matching candidates from a talentpool

  • Professional Portal | Fixed an issue on duplicating, saving or updating fields if other fields are switched off in settings

Bo Stevens August 22nd, 2017

Update: Carerix Release 5.0.179 - Attach a user to multiple offices, confidential placements, UI improvements & changed IMAP (setup) settings

This two weekly Carerix release update is a pre-release note. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.179) the following updates are included:

Add multiple offices to a user account

To better facilitate organisations that work with multiple Carerix-offices in their needs for user role permissions, we introduce the possibility to attach multiple offices to a single user. In this way it becomes possible to see the candidates, offices and other files of multiple offices. If the user role restricts the user to only view items of the own office all items of the officies that are ticked as an additional office in the user account, will be shown.

Note: As of this release it is only possible to view files from other offices. It is not yet possible to create, edit or archive/delete files for additional offices.


Make placements confidential

By popular demand Carerix is offering the opportunity to make placements confidential. This means that once the confidential checkbox is ticked, the file is only visible for the owner of the file and - optionally - for indicated user roles. For candidates, job orders, matches as well as for email this option is already available for a longer period of time.

User interface improvements: introduction of tab-wrapping

Last sprint we announced the new previews to be available in the detail screens soon. We will start with a selection of customers from today and roll out generally in two weeks. The next step we take is the introduction of a drop-down tab that groups all tabs that do not fit your screen resolution. In this way we can abolish horizontal scrolling and improve the user experience a little further. During the first step of the implementation this tab is only available for the general menu overviews. During the upcoming two weeks we will start implementing new UI for grids and headers in detailscreens. Once this is implemted the tab wrapping will be in place in the detail screens as well.

IMAP Settings: disabled automatic folder selection and enabled the option to stop synchronizing a particular folder

For IMAP we disabled the automatically filled folders to be synchronized. As a user or admin you need to set folders that need to be synchronized manually during first set up. Additionally it now is possible to select an empty value which - once selected and saved - stops the synchronization of that particular folder.


Feedback on Carerix version 5.0.179

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New Features

  • Placements | added the possibility to make placements confidential

  • Users | added the possibility to attach users to multiple offices, regardless of hierarchy

  • Candidate Email address | added a setting which disables the Carerix application from allowing a user to create/add more than one email address to a candidate file

Updates

  • NEO UI/UX | introduction of the 'More...' button abandoning horizontal scrolling in Carerix

  • Starred | Make sender of emails dependent on file owners (f.e. owner of activity or owner of placement)

  • Activity Report | added lead stages, opportunity stages and talentpool stages as countable entities in the Activity Report

  • Job Order / Triggers | added a trigger to adjust the job order status when the number of successfully closed matches equals the number of job openings

  • Candidate date of consent | added configuration profile options to set this field to read-only or make it mandatory

  • MergePDF | added support for latest PDF versions

  • Job Orders | Filter on company number to see all job orders of a company

  • IMAP Settings | Select no folder now is supported to stop folder sync and automatic selection of folders to be synced is disabled

  • All portals | Upload of Image files like .JPG, .JPEG & .PNG now is supported

  • Professional Portal | An error message will be shown if a candidate wants to create a timesheet which is not available (due to placement settings f.e.)

  • Client Portal | Candidate last name is shown in the job order detail matches section - if anonymous setting is turned off

  • Client Portal | Added week numbers to the time sheet overview page

Bugfixes

  • Times sheets / Invoice lines | fixed an issue with timesheets not clearing from 'create invoice lines wizard' after creating invoice lines

  • CX5 Dashboard | fixed the link to 'all job orders' which was wrongly routed to 'all matches'

  • Dashboard Fasenbewaking (Dutch only) | fixed an issue with the column 'Gewerkt' which was limited to 50 weeks. This limit has been abolished.

  • Calendar invitations | fixed an issue with .ICS attachments send from Outlook which had missing buttons to accept or deny the invitations

  • LinkedIn Browser | Fixed two issues with phone numbers wrongly imported when updating a candidate from the browser and an issue with LinkedIn profiles that are linked to the wrong candidate in Carerix

  • Configuration Profiles | fixed an issue with wrong behaviour of fields after applying configuration

  • Professional Portal | Fixed an issue with wrong date notation of courses on the Education tab

  • RPO Portal | Fixed an issue with the talentpool search/filter which was broken

  • Client Portal | Issue with the dashboard hours to be approved (week) total hours column containing expenses and kilometres has been fixed

  • All portals | Changed max length for passwords from 20 to 200 characters

  • All portals | Fixed an issue with uploading files with extensions written in capitals (e.g. .PDF instead of .pdf)

  • Email preview | fixed an issue with the quick action button to delete an e-mail while I do not have permissions to do so

  • Read-Only setting | fixed the issue that made email address and street invisible when user has read-only rights to a certain file

Bo Stevens August 8th, 2017

Update: Carerix Release 5.0.178 - Introduction of the - succesfully closed - match counter, updates for the full copy of a job order functionality & bulk creation of placements

This two weekly Carerix release update is a pre-release note. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.178) the following updates are included:

Job Order: added a match counter to see how many openings have been (successfully) filled

The field job openings exists for quite a while in a Carerix job order. Untill today, this field has been nothing more than an adminitrative opportunity to list the number of candidates you are looking for. With this release we introduce a counter next to the job openings field that will show how many matches are successfully filled. The counting is possible by marking the match stages that correspond with a succesfully closed application procedure. With the counter, it becomes easier to track the number of candidates that have been placed. Especially for high volume recruitment organisations, but in general for all job orders where you are looking for more than one suitable candidates.

In future releases this functionality will be further expanded with trigger opportunities to further improve your internal processes.

Note that some basic setup by the system administrator is needed to make the counter work.

How this works:

1) As an admin go to your match stages menu and open a matchstage that represents a successful closure/placement within your recruitment process (of course this can be multiple stages too).

2) See that within the stage settings a new option is created via an extra check box. Tick this box for those stages that represent a succesfully finished apllication/ selection procedure.

3) Now see that the counter will count the number of matches with a stage that is marked as succesfully finished.

Default Status for full copy of a job order

Previously Carerix introduced the Full Copy button in a Job Order. With this button a user is able to immediately create a full copy of most information in the Job Order - except for Job Order specific (activity) information: matches and activities are not copied along. The full copy duplicated the status as well. As this is undesired behaviour as per this new Carerix version a (Full) copy of a job order will have the systems default status.

Create placements in bulk improved with wizard

Last spring we introduced the possibility to create multiple placements in just a few clicks by selecting the candidates/matches and applying the 'create placements...' bulk action. This new feature relied entirely on the existence of placement templates in the system. As those templates have to be available per company, the work process became too cumbersome. With this release we enable the opportunity to create a placement from scratch by offering the new placement wizard as you already know it from single placement creation.

Added filter lines to most multiple options list

To better facilitate searching in most default (long) lists in Carerix a text search/filter option is added. This makes it easier to filter those lines you are looking for! Note: not for additional info fields

Feedback on Carerix version 5.0.178

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New Features

  • Match counter counts your number of succesfully finished matches

Updates

  • Neo UI introduced the new previews in the detail screens

  • Full copy of a job order now does not copy along the current status but uses the system's default status instead

  • Matches added searchlines and columns for Candidate Region and Candidate job title in the matches menu and tabs

  • Security Updates we applied various security improvements

  • Bulk creation of placements now offers the possibility to create multiple placements from scratch - without useing a placement template

  • cxSearch! previously we introduced the setting to switch off search and filter options for gender and age in the candidate overviews. This setting now also includes the search/filter options for cxSearch!

Bugfixes

  • Neo UI fixed a bug related to the color settings of the Carerix interface, implemented an extra check on valid color code

  • Thalento fixed a bug with regard to automatically send emails to wrong email address.

Bo Stevens July 25th, 2017

Update: Carerix Release 5.0.177 - New filter options for contacts, less white space, more files, improvements for Additional Role functionality and more...

This two weekly Carerix release update is a pre-release note. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.177) the following updates are included:

New searchlines for contact persons to improve filtering

To enable recruiters to quicker find the right contact persons we have added four new filter options in the contacts overview:

- Job order.status | to find all contact persons who are linked to least one job order on the selected status

- Job order.functiongroup | to find all contact persons who are linked to least one job order with the selected fucntiongroup

- job order.function | to find all contact persons who are linked to at least one job order with the selected function

- job order.passive search | to find all contact persons who are linked to at least one job order that has been indicated to be a passive search

Improvements on UI: decreased white spacing for all resolutions

Adter decreasing the white space for low to mid resolution users during last sprint we decided to deploy this change for all resolutions. As a consequence the workspace is increased which results in more information on your screen. The changes deliver 4 to 5 more results in overviews. Below you can see the difference. First image is the new situation, second the current.

Additional roles:

For additional roles it appeared that by design additional roles created for inactive users got not activated along with the main user profile resulting in the additional roles being unavailable. We changed this behaviour to let the user role follow the active setting of the main user it belongs to. Set a user active or inactive changes the status of the additional roles that belong to this user accordingly.

Together with above mentioned change we also fixed a bug in the functionality that the system saves your most recent active role. When you log out and return you now automatically return to your last active (additional) role.


Feedback on Carerix version 5.0.177

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Updates

  • Textkernel CV parsing supports Greek CV's

Bugfixes

  • Translated non-translated table item 'Te verversen' for all languages

  • Search for companies with an empty address field had an issue which is fixed

  • Fixed an issue with creating a new candidate from an email - the email address was filled twice. while once is sufficient

  • Fixed an issue with German apps crashing in some scenario's when looking at timesheets (both details & overviews)

  • Fixed an issue with entering a new password after using the 'forgot password' functionality

  • Fixed an issue with some triggers not being triggered

  • Fixed an issue which caused the JobFeed integration to stall

Bo Stevens July 11th, 2017

Update: Carerix Release 5.0.176 - Search for candidate groups in matchoverviews, CxJobfeed, Portals update and more...

This two weekly Carerix release update is a pre-release note. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.176) the following updates are included:

Search for candidate groups in matchoverviews

It now is possible to search on candidate groups in the different matches overviews.

New setting: enable invoicing ignoring the invoice period

For practical purposes it now is possible to enable a setting that disables your invoice period limitations. Invoice periods in Carerix help your backoffice to respect all given invoice periods that can be set in the placement. If the week, 4 weeks or month have not finished yet it is not possible to create invoicelines from your timesheets and hence it is not possible to create invoices. In this way one cannot send invoices too early disrespecting the commercial agreements with your customers.

Sometimes, however, it is desired that invoices can be send before the week or month has finished. Enabling this setting disables the functioning of invoiceperiods and the protection on your invoice process. Enabling this setting thus will make it possible to create invoicelines and invoices at any time for any given invoiceperiod.

Note: it is not yet possible to have invoice protection on for the one invoiceperiod and off for the other. It is adviced to use your invoice periods with the ignoreinvoiceperiod-setting swithched off (NO).

CxJobfeed: added possibility to change target country

To better suit companies with cross border offices in Germany, the Netherlands and/or Belgium we have enabled multi-country settings for JobFeed. In this way it is possible to give individual users in one given Carerix application acces to either the German, the Dutch or the Belgian JobFeed. It also is possible to set one of the JobFeed environments for the entire system.

How does it work?

As a system administrator: go to your settings menu and search for the CxJobFeed fieldset.

Selecting the German, Dutch or Belgian JobFeed environment results in having this environment set for all users in the system except for those who have set a different environment in their user account.

To set a different JobFeed environment for an individual user, go to the user menu and search for the particular user(s) you want to give a different JobFeed environment. In the user chart you will find the above displayed tables in the additional information section.

In the list select the appropriate JobFeed environment. This environment applies now for this user and overrules the general setting:

Please note: JobFeed is an additional module for your Carerix system. If you want more information on JobFeed and its terms, please contact your accountmanager.

REST API: additional fields enabled to save multiple values in XML API

Carerix for quite some time already offers the possibility to create your own tables in most sections of the system. In this way it is possible to create better shaped fields with your own designed labels that better fit your organisations processes. These so called additional info fields or additional attribute fields are also accessible through our REST API. Untill today it was not possible to save multiple values of those attribute fields that consist of an array or list. We fixed this in this release so it now is possible to save multiple values in arrays. For more information, please check - or let check by your web developer - our Rest API documentation.

Improvements on UI for low to mid resolutions

We adapted the user interface for low to mid resolutions in this way that there is less white spacing, smaller buttons and smaller rows resulting in more work space for the recruiter.

Carerix Portals update, visible and required profile fields in your professional portal

Last Friday (7-7) a new release of our portals has been deployed. Apart from some translation bugs;

- we have fixed an issue with archived timesheets/placements unintendedly displaying in the professional portal

- we improved and eased the way we can adjust the personal profile for professionals that is visible after their login.

- we enabled the possibility to fill future timesheets (f.e. to register future Holiday hours)

Feedback on Carerix version 5.0.176

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New Features

  • Professional portal: New option to Fill in timesheets in the future (for example to register future holiday hours)

Updates

  • Created an easy way to restore the access token for Mailchimp after the XML password changed

Bugfixes

  • Professional portal: Added translations for email address labels within candidate profile

  • Professional portal: Portal shows hours for finished and archived placement

  • Professional portal: Added translations for months dropdown within timesheets

  • Client portal: Total amount of hours contains kilometers

  • LinkedInbrowser Fixed an issue with middle names being added to the first name instead of the surname field for international apps

  • User interface Fixed an issue with color settings changing unintendedly when changing offices through additional roles

  • Fixed a small bug with the source of a job order that - in some specific scenario's - could not be saved

  • User interface Fixed an issue with color settings changing unintendedly when switching offices/additional user profiles

  • E-mail settings fixed a bug with the email password after changing any email settings in 'My account'/User settings

Bo Stevens June 27th, 2017

Update: Carerix Release 5.0.175 - All phone numbers in previews & improved attachment linking from emails

This two weekly Carerix release update is a pre-releasenote. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.175) the following updates are included:

In previews all type of phone numbers are visible

By popular demand we re-introduced the display of all types of phone (and fax) numbers in the previews of the contact, the candidate, the company and the match. If a phone number is filled, it will be shown in the preview. Empty fields will not be displayed.

Linking of attachments from email has changed

It is possible now to link your attachments directly to any related record. Previously this was only possible for candidate and contact files. Additionaly one can immediately see to which records the attachment is already linked by the display of the corresponding icons.

Feedback on Carerix version 5.0.175

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Updates

  • Added a setting to lock down candidate login to the Carerix application

Bugfixes

  • Fixed an issue with translations in new placement wizard

  • Fixed an issue with activities not being copied when using job order templates

  • Fixed an issue with daily triggers not being triggered or triggered twice

  • Fixed several issues for the mailchimp integration

  • Fixed an issue with the (company) url in the previews

  • Fixed an issue the preview pane in the candidate tab of the company overview (wrong preview was shown)

  • Fixed an issue with (candidate) status color indication in a.o. matches overview and email overview

Bo Stevens June 15th, 2017

Update: Carerix Release 5.0.174 - New Previews Mailchimp, Leads & Opportunities, Anonymization through XML/REST API

This two weekly Carerix release update is a pre-releasenote. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.174) the following updates are included:

New Previews: Lead, Opportunities & Mailchimp

In our journey of interface renewal we added the new previews for leads, opportunities and Mailchimp.

Leads:

Opportunities:

MailChimp:

Anonymization of files through XML-interface in REST API

Earlier we introduced the option to manually anonymize files in your Carerix system. Until today it was not possible to perform this action through an interface. With enabling this option through our XML interface & REST API we provide a vast spectrum of opportunities for integrated systems and better facilities to make organisations compliant to privacy legislation.

Feedback on Carerix version 5.0.174

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New Features

  • Added Trigger option: Trigger on Job order deadline-date

Bugfixes

  • Issue with attachments not being sent with bulk mailings fixed

  • Issue with lay-out of groups in Vacancies fixed

  • Issue with additional information fields with type URL fixed in Publication

  • Issue with E-mail address validation fixed for all entities

  • Issue with required fields configuration profiles in related records section of Match fixed

  • Issue in XML/REST API with HasCar field in Candidate file fixed

Bo Stevens May 29th, 2017

Update: Carerix Release 5.0.173 - Connect candidate statuses to user roles & hide empty (useless) business lines in contact and company files

Your two weekly Carerix release will be a pre-release. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.173) the following updates are included:

Set Candidate status table availability per user role

To be compliant with different legislations Carerix introduces the opportunity to attach candidate statuses to specific user roles. For user roles that are not checked in the table settings, this status is not available in the status list. Candidates that have this status can be seen (if the user role has the correct rights), however the status cannot be changed.

New preview: Publication

In our journey of interface renewal we added the new preview for publications. This new preview also solves the non-translated publication text headers in old previews.



Business lines: status fields of contacts and companies --> hide empty lines

For customers that use the business lines functionality we enhanced the way Carerix displays the different statuses and owners per business line in the contact and the company files. One now is able to hide the empty lines if desired.



Privacy Legislation: Setting hide searchlines for age and gender

For businesses that want to reduce chances of discrimination on basis of age and/or gender it now is possible to further diminish the chance of a recruiter doing so by switching off the possibility to filter on this data. Simply switching on the setting HideSensitiveInformation. It removes the searchlines for gender and age in the candidates overview (general, search candidates in a vacancy and matches tab in a vacancy).


Email preview: added attachments

By Popular demand the direct download of (the first three) attachments is back in the email preview. To give a user quicker access to attachments in an email message one now is able to click on the attachments in the general tab of an email preview again.

Feedback on Carerix version 5.0.173

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Updates

  • For the Activity Dashboard it now is possible to choose whether you want the deadline of an activity to be counted or the creation date

Bugfixes

  • Resized the maximum size of attachments back to 20 MB

  • Fixed issue with default match stages and LinkedIn / Xing browser

  • Fixed several issues with CalendarSync

Bo Stevens May 16th, 2017

Update: Carerix Release 5.0.172 - Drag & Drop and multiple attachment upload in email, disable email address editing for non-admins

Your two weekly Carerix release will be a pre-release. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.172) the following updates are included:

Drag & Drop and multiple attachment upload in E-mail

As presented in release 5.0.171 we enabled drag and drop and upload of multiple attachments at one time now also in emails. As is in the attachments tab of files one can now drag and drop (multiple) files to the attachments tab of an email too. Again Type of attachment and description can be set on the overview.

In upcoming releases we will present drag & drop of attachments in previews and drag & drop to the general tab of an email.

Placements: Condition added to the field last date --> cannot be earlier than start date

As in practice the end date of a placement never can be earlier than the start date a often heard wish was to - by default - set a qualifier to the end date of a placement. Now it is not possible any more to enter a last date that is ahead of the start date.

Security update: Disable email address editing for non admins.

Until today it was easy for any user - regardless of user role - to change email address(es) of oneself. With an extra checkbox in user role settings admins can set the email address section to read-only.

1) In user roles simply indicate whether a user with this user role should be restricted changing email addresses in 'My account' and 'User Details' or not


2) Email address editable


3) Email address non-editable

Feedback on Carerix version 5.0.172

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Updates

  • Wordpress Plugin: disabled and erased the apply with LinkedIn profile page url

Bugfixes

  • Fixed issue with CV extraction from email: user lands on candidate file after extraction

  • Fixed issue with removing LinkedIn URL's from candidate files

  • Fixed issue with owner list of job order when no creation of job orders is allowed in the applied user role

  • Fixed several Mailchimp integration issues

  • Fixed issue with LinkedIn / Xing browser setting that disables the add & update candidate profile button

  • Fixed issue with LinkedIn / Xing browser messing up first and last names in some cases

  • Fixed an issue with the Wordpress Plugin concerning ASCII encoding

  • Fixed translation issues with Wordpress Plugin and Textkernel CV Parser

Arco Westbroek May 2nd, 2017

Update: Carerix Release 5.0.171 - Drag & drop attachments, preview update, Linkedin/Xing browser combine middle name with surname

Your two weekly Carerix release will be a pre-release. We would like to give you more insights in upcoming changes and give you the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes. In two weeks from now this update will be live.

In this Carerix Release (5.0.171) the following updates are included:

Drag & drop attachments

Yes we did it. You can now drag & drop attachments or browse and upload multiple files in detail screens.

Set type and edit descriptions are available in the attachment overviews.

We started with detail screens and will add drag & drop to email attachments and previews in the coming releases.

Previews

All candidate and email previews are updated to the new layout.

Linkedin / Xing browser

If you have switched off Middle name fields for Candidates and Contacts you are now able to do that with the Linkedin / Xing browser.
If YES: Middle name is combined with Surname field
If NO: Middle name is put in the Middle name field (default)

Set records read only for integrations

If you want to interface your companies and contacts with another application you want them read only in Carerix and editable via Carerix API's. In this release we added Status tags to table items for all statuses. For example you can set RecordReadOnlyTags to specific Company and Contactperson statuses (only administrators can change the status).

Feedback on Carerix version 5.0.171

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Updates

  • LDAP is extended with IsSecure option, LDAPS

  • Improved Calendar Sync infrastructure for higher volumes

  • Support Accept/Decline calendar invites for ICS file from Exchange/Office365

Bugfixes

  • MailChimp opt-out sync issue

  • Thalento error when opening a candidate profile

  • No text line breaks issue in new previews

Arco Westbroek April 18th, 2017

Update: Carerix Release 5.0.170 - International search for distance home-work location, translation module and primary email address

In this Carerix Release (5.0.170) the following updates are included:

International search for distance home-work location

The new functionality enables the majority of our international customers to search on distance between postal codes. Also for Dutch customers that operate in border areas it becomes possible to search for candidates, job orders or companies cross border.

Old situation, only with portal code:

New situation, postal code and country:

For more information you can use this knowledge base article.

Translations module

It's possible to change Carerix label names like Job order or Candidates in Vacancy or Professionals. This will help adopt Carerix even better because it reflects your name philosophy.

In the Default tab you see all existing label names. If you want to change 1 name you can copy the Default, after that it will be visible in the Custom tab and you are able to change it for each system language
Note: when finished changing please use Apply translations button to update your Carerix and make the changes visible for all users.

Primary email address

What to do when a candidate has several email addresses or a freelancer with home and work email addresses and they prefer to receive emails on 1 specific email address?

From now on you can set 1 primary email address for a candidate or contact.

Note: this will overrule the email template settings like use home email, work or other. It will always use the primary email address when 1 is selected (if none selected it will use email template settings).

Feedback on Carerix version 5.0.170

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Updates

  • For Dutch customers who are using CVMonitor we added new CVMonitor dashboard for a complete overview of outstanding requests

Bugfixes

  • Check 'use visiting address' in New Company Wizard does not fill invoice and email address

  • LinkedIn Browser name prefixes in first name field, phone number used from similar profiles

Bo Stevens April 11th, 2017

Update: Carerix Release 5.0.169 - Search on Document type of attachment, improved German Translations and extended field validation possibilities

From today your two weekly Carerix release will be a pre-release. Until now we have published our release notes on the day of the release itself. Since we would like to give you more insights in upcoming changes and give our customers the opportunity and time to prepare/adapt to upcoming feature releases, updates and bug fixes it is a pleasure to tell that from now on you will get our release notes two weeks in advance.

What does this mean?

In practice it means that new or (bug)fixed functionality described in the release notes will be available in next release, which usually takes place two weeks after publication of the release notes.

What release version do I have?

The current version of your Carerix can be checked in your user menu, top right in the Carerix screen. Click on your name, the menu opens. Your version number is listed near the bottom.

In the next Carerix Release (5.0.169) the following updates are included:

Search help will prefill default value for business line

Fed up with filling out that first drop down menu when you are looking for a function table to search for? The search help for tables like (desired/main) function, (desired/main) functiongroup will now automatically fill in the default value for business lines (Dutch: vakgebied), which saves you a click (and a lot of uselessness!

Usually the default table item (standaard) is already marked to be default. So this works automatically. If not, please contact our Helpdesk.


Invoice monthly timesheets of months that end on a weekday

For technical reasons untill now it was not possible to create invoicelines and - consequently - invoices for months that end on a weekday untill the week was finished. Therefore it occured that invoices could only be send up to 7 days after the month had finished. Since this is undesired behaviour, it now is possible to create your invoicelines the day after the month has finished.

Added searchline: Type of attachment at timesheet overview

From release 169 it becomes possible to search to timesheets that have a specified type of attachment attached to it.

Feedback on Carerix version 5.0.169

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New Features

  • Added language: Polish

Updates

  • Removed Masteruser from lists and standard reports/dashboards

  • Improved German Translations

Bugfixes

  • 2nd apply for existing candidate sets wrong match stage

  • Fixed an error with additional fields

  • Excluded candidates that are contacts at the same time from anonimyzation tool

  • Fixed a problem with monthly timesheets: monthly timesheets now can be invoiced if last day of the month is in the middle of a week

  • Fixed a problem with availability date in candidate overviews: incorrect date was visible

  • Fixed a problem with LinkedIn/Xing browser setting that prevents users from scraping candidates

  • Fixed problem with mandatory fields in activities

  • Fixed a problem with Internet Explorer 11 and checkboxes in the overviews

Bo Stevens April 5th, 2017

Update: Carerix Release 5.0.168 - Create Placements in bulk, use your own entity related help-url and add triggers to help your recruiters fulfill legal requirements concerning privacy

In the latest Carerix Release the following updates are included:

Create Placements in bulk

For staffing companies Carerix is improving the general process gradually by adding more bulk functionalities. In this way we facilitate the processing of bigger amounts of candidates, matches and eventually placements. With this release Carerix offers the opportunity to create multiple placements with just a few clicks!

Bulk creation of placements is possible from the match overview in a job order. To create placements in bulk at least one template placement is needed.

Entity Depended Help functionality

Carerix introduces in app help functionality to be defined by the customer. With a new table in Carerix we offer the opportunity to offer an entity and tab related help/information URL. Customers now can have their own web pages linked to a tab in a Carerix file which offers the opportunity to give customized in-app help with self hosted information pages and user manuals.

How it works:

1. A new table item has been created called 'Help URL'

2. The Help URL table enables admins to attach different url's to different tabs in all entities. Per language one can give a different url, so multilingual is supported.

3. Activitating a Help URL table item results in an information icon appearing in the active tab. Clicking on the icon will open the indicated url in a new window!


Privacy Legislation: Trigger on consent date

To further improve the possibilities and opportunities to apply legal conditions with respect to privacy legislation we previously added the field to register a date for legal consent from candidates to save their perdonal information. We now introduce the possibilty to set triggers on this date. One now for example can send notifications and create tasks once the date is about to expire and renewed/additional consent is needed.

How it works:

1. Activate the privacy legislation setting in the database: Go to settings → general → usePrivacyRestrictions = YES

2. In the candidate file a new section with a new date field is added: Process and save personal information / Approval date. This field can be used to save the date on which the candidate has given his/her consent to store his/her personal information.

3. In the candidate overview a new column 'Date of consent' is added as well as a new search line. Users now are able to quickly search and filter on consent dates and in the overview the date is visible immediately.


4. In the trigger menu a new trigger can be activated. Normal trigger options are available.


Feedback on Carerix version 5.0.168

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Like: http://tiny.cc/cxlike/&entry.2027024471=v5.0.168

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Updates

  • Added interface menu icon for Mailchimp

  • Search for timesheets on "has related Opportunity" in create invoice lines wizard

  • Timesheets: hours for days before start date and after end date of placement are not filled

  • Added related records section in Match file to Configuration Profiles

Bugfixes

  • Several Calendar Sync issues have been solved

  • Several Mailchimp issues have been solved