Roadmap

Status Enhance & Automation Project
- Will enhancement "Status" at Client level (to allow companies to be added a prospects/leads)
- Will add "Engagement Status" at Client User level (allows users to be added as prospects/leads)
- Will add "Activity Status" at Candidate User level
- Will add "Lead" as a Job status
- Will add configurability/custom status values to be added

Embedded Analytics

Financial Enhancements: Timesheet & Transaction Adjustments

MASTER TICKET: feedback and SR enhancements blanket ticket
- ADMIN: JobWB - add "Status" column to "Suggested Candidates" tab of "Recommend Candidates" page
- ADMIN: JobWB & CandidateWB - "Interview Feedback" tab enhancements
- ADMIN: JobWB - pop-up to provide feedback when "Suggest Recommends" are moved to "Passed On"
- NEW NOTIFICATION: 0201 & VMS-5080 - Suggest Recommend status change
- CLIENT PORTAL/ADMIN: JobWB - pop-up to provide feedback when "Candidates Recommended by your Job Manager" are moved to "Passed"
- CLIENT PORTAL: Job pages - rename "Interview Feedback" --> "Feedback"

ADMIN: Notifications including "Sourcer" (SRer)
- ADMIN: Notification Editor - add "Sourcer" to the dropdown list of users under "ROLES" in the following fields
- ADMIN: Notification Editor - add the following parameters for "Sourcer" in the "Jobs" section

CLIENT PORTAL/ADMIN: JobWB
- "Job Function Specific Resume" still pulling to candidate tile even if that Job Function was deleted as an area of interest

CAND PORTAL/ADMIN: CandWB
- Get rid of the "https://www.linkedin.com/in/" in the edit "LinkedIn Profile" fields

NOTIFICATION: 0088
- Font size is not consistent
- The part that says: "Candidate: [Name]" is in Arial I believe. Then the rest of the email is in Verdana

ADMIN: JobWB & NOTIFICATION
- Ability to edit the content of notification 0088 when you press "Email Candidate(s) to Client"

ADMIN: JobWB
- When a job is "On Hold" users should still be able to view and access the "Recommend Candidates" and "See Matches" tabs but not be able to action on anything (like they can when a job is "Closed")

MATCHING
- Remove some neighboring state logic for the proximity parameter

ADMIN: ClientWB
- Updates to filters
- Remove phone
- Add industry

ADMIN: all workbenches
- Sometimes when you are @ mentioning someone it retains characters that you were typing to the right of the user you select to mention (see attached video)

ADMIN: All workbenches
- "Note" enhancements
Ability to:
- Pin notes
- Edit notes
- Comment on notes
- @ mention on notes

NOTIFICATIONS: 0200 & VMS-5079 (A job is closed from Core or Admin -> notification to candidates on the See Matches page who "liked" the job) edit
- Should ONLY go to candidates who “Actively Looking = TRUE” at time of job closing/notification sending

ADMIN: CandWB
- Add "Hot Talent" checkbox

API to Webflow for branded careers page job posting

CLIENT PORTAL/ADMIN: JobWB
- Candidates who have never been "Recommended" on that job before should always move to the "Candidates Recommended by Your Job Manager" bucket if/when they are "Recommended"

ADMIN: CandWB
- Add a "Date" column to the "Recommended" tab on the "Job Activity" list view

ADMIN: CandidateWB
- All clients should show in the "Currently Employed" dropdown (Status = Active, Inactive, DNC)

ADMIN/C PORTALS: Update "Version" to 4.3.0 in Admin, Client, and Candidate Portals (UAT + PROD) with the next PROD deployment

ADMIN: ClientWB, JobWB, CandsWB, PlacementsWB - "Attachments" tab
- Add filter under "Action" to be able to filter by Archived and Unarchived attachments

ADMIN: JobWB & CandWB
- Add "Attachments"

NOTIFICATION: 0083 & VMS-5055
- BCC the "FROM" sender

CLIENT PORTAL/ADMIN: JobWB
- Should be able to put cents into "Hourly Bill Minimum" and "Hourly Bill Maximum" fields

ADMIN: ClientWB
- Change "email" field on ClientWB to "Client User" name, and allow email to be searched in master search

NEW NOTIFICATION: 0200 & VMS-5079
- A job is closed (from Core or Admin) -> notification to candidates on the See Matches page who "liked" the job

CAND PORTAL: make "Candidate Success Manager" widget only available to candidates where "Verified = TRUE"

CAND PORTAL: update subheader on "Experience & Responsibilities" page of candidate "Apply" flow

ADMIN/C PORTALS: Update "Version" to 4.2.3 in Admin, Client, and Candidate Portals (UAT + PROD) with the next PROD deployment

CLIENT PORTAL: Employer Info page - grey out "Submit" button until all required fields are entered

ADMIN/C PORTALS
- Move "LinkedIn" out of "Resumes" section of Candidate Profile

CAND PORTAL: Apply flow
- Move "Resume" from the "General Info" page to the "Candidate Info" page (1st page of the apply flow)

ADMIN: CandWB
- Should be able to download candidate's photo from Admin Portal

CAND PORTAL: update "Candidate Info" page subheader

CAND PORTAL: Public job page
- Update blurb at top of public job page

CLIENT PORTAL/ADMIN: JobWB
- Update labels of buckets on the "See Matches" page

CLIENT PORTAL: edit verbiage on pop-up when new user tries to register via Hire flow with a domain that already exists against a Client account

CLIENT PORTAL/ADMIN: JobWB
- Candidate tile, expanded profile view, and interview template need to follow gating/ungating configurability settings per tenant for:
- First Name
- “Resumes” section (LinkedIn, PDF/Word Resume, Video Resume, Additional Attachments)
- Contact information
- Pronouns
- Picture

CLIENT PORTAL/ADMIN: ClientWB
- Updated New Client Creation Flow

CAND PORTAL/ADMIN: CandWB
- Add ""Company Size"" as a required field when candidates are filling in their Experience & Responsibilities

CAND PORTAL: Create pop-up to notify candidates of new "Company Size" field

JOB XML: Website XML feed
- "<url>" should land the user directly on the "Candidate Info" page (thus skipping the public job page)

"Post to Indeed" now working to officially post jobs to Indeed through one click

JOB XML: Indeed XML feed changes

C PORTALS: when you log in to the candidate portal as a client (and vice versa) show a message to redirect user to the correct portal

C PORTALS/ADMIN: update "Additional Key Skills" on Job and Candidate profiles

RBS: "Post to..." buttons should be able to be checked and unchecked by all RBS

JOB XML: Job Posting integration with external job boards (XML feeds) enhancements (LinkedIn hashtags & backend tracking)

ADMIN: TimesheetWB
- Add grid lines or some contrasting feature on the TRX edit/view screens

CLIENT PORTAL/ADMIN: JobWb
- New "Offered" bucket under "Interview Priorities"
- The candidate should populate here once moved to the “Offered” bucket. The candidate will only be removed once moved to the “Accepted” or “Dropped” or the job is Closed

CLIENT PORTAL/ADMIN: JobWB
- Matching % will now stay on candidate tile if they move to the Shortlisted, Selected, or Passed buckets

"Business Development" field added on the Job page
"Business Development" filter added on the Job workbench
- Any active internal user can be entered into this field
- The follow RBS users can edit this field: Super Admin, Account Manager, Job Manager, and Recruiter
- Field can be edited on jobs with any status

"Business Development" field added on the PLC page
- Default user in this field to: - User who is on the corresponding job-level “Business Development” field
- If blank on the Job page default to blank on the PLC
- Can be edited
- Any active internal user can be entered into this field
- The follow RBS users can edit this field: Super Admin, Account Manager, Recruiter, CSM, Payroll, and Finance
- Can be edited on PLCs with the following statuses: Not Started, Active, and Inactive
- Users in this field being tagged at the TSE-level so that we can use this in commission calculation

"Verified By" field added on the PLC page
- Default user in this field to:     - If Record Type = Payroll: “Verified By” = blank
- If Record Type = Perm, Temp, VMS: “Verified By” = at the time of PLC creation capture the most recent user who marked that candidate as verified = TRUE (from field on the backend, not from Edit Logs). Static - doesn’t update the next time the most recent verifier changes
- Can be edited
- Any active internal user can be entered into this field
- The follow RBS users can edit this field: Super Admin
- Can be edited on PLCs with the following statuses: Not Started, Active, and Inactive
- Users in this field being tagged at the TSE-level so that we can use this in commission calculation

"Business Development" filter added on the PLC workbench
"Verified By" filter added on the PLC workbench