Version 2.4.5
Welcome to Version 2.4.5!!
Summary
No changes have been made to this module.
Leaderboards
Updated the automatic page refresh of the Billing & Cash In Leaderboards so that all of the elements get updated, including Cash Out / Receivables and the President’s Club Leaderboard. Prior to this update, when the page automatically refreshed, it only updated the billing and cash in numbers. The other two leaderboards stayed the same until the page was manually refreshed.
The Activities Leaderboard feature has been updated so that the AE/PC of the Year calculates properly and it was also updated to make it work with the new configuration changes in the Admin Dashboard. Some of the metrics were also not calculating properly and this has been resolved.
The new layout is shown below and can now include Billing and/or Cash In. You can also more easily change whether you’re viewing AE or PC and can also choose to see more than 5 results in the details. Prior to this update, Billing and Cash In could not be part of the feature and your view was limited to the top 5 results. In addition, changing the year dropdown changed the data of the page even if you wanted to see it for a different user type (AE or PC). This has been fixed.
Users
Ratios Comparison
Made some minor design changes to the User Ratios card that makes it much easier to use and more in line with the other elements of this module and other areas of HA. The year dropdown options have been moved and there is now a “Go” button next to them so that users can make their selections and then click the button to generate the ratios.
Prior to this update, the ratios changed every time you changed the dropdown menu and there were times that it would break or take a really long time to produce the table. This is now fixed.
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Chipboard
The user interface for changing the date of the chipboard has been improved to make it easier to use. Prior to this update, there were times that the dropdown with the date picker would just collapse and it could be difficult to get it to open again. This has been resolved with an accordion type UI that will prevent the date picker element from disappearing.
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Contests
No changes made to this module.
Reports
Hot Sheet Report
This report has been updated to fix a couple of items including the link to placements and the ability to properly remove candidates for tenants using the new PCR pipeline.
Placements Report
This report hasn’t had a design change in quite some time but we found that the filtering was in the wrong place and for the report run on all users it would be nice to have the ability to do grouping. With this version, the report now has grouping and the filter field has been moved to just above the placement data where it makes more sense.
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Phone Times Report
This report has been updated so that it works properly when trying to run the report based on the year. Prior to this update the results were unpredictable. This issue has been resolved.
Companies
Added the ability to turn off the Position Intelligence Report at the company level. Prior to this update, you could turn off certain parts of the report but you couldn’t disable it all together. There is now a toggle switch under Show on Invoice, as pointed out in the figure below.
Positions
No changes made to this module.
Placements
Added an invoice configuration option so that Admins can manually mark an invoice as paid or void. In addition, these toggles will automatically be set if the invoice has already been paid or marked as void and Admins can now turn this off. Prior to this update, if an invoice flag needed to be changed it would require your HA admin to change the flag directly in your database.
Fixed an issue with the API where automatic splits were not processing properly when a position was saved.
Global Trends
No changes have been made to this module.
Admin Portal
Dashboard
Completely reworked the Company Goals feature to make it easier to use. Prior to this update, once a goal was added, they could not be sorted and editing them didn’t always work properly. The UI has been updated to make it more in line with other parts of HA and the issues with saving changes have been resolved.
Auction Module
No changes have been made to this module.
Campaigns Feature
No changes have been made to this module.
Commissions Module
Fixed a number of “under-the-hood” issues with the Commissions Module including how some things are displayed in the list of users. A new “View” button has been added so that Admins can see the details of each user’s commission statement without having to leave the Admin Dashboard. Prior to this update, the only way to see the details was to go to the user’s dashboard and review their commission statement.
Contests Module
No changes have been made to this module.
Database Module
- Fixed the module so that data displays correctly. In addition, fixed all of the UI issues so that data can be edited directly through this module.
- Added the Call Log to the module so that calls can be added manually to the log and can also be edited.
- Added the ability to directly edit cash in and placement data.
Logs Module
No changes have been made to this module.
Milestones Feature
No changes have been made to this module.
Personal Bests
There have been some minor UI changes to this module. The icons have been updated to be duo-tone and also some issues with certain things not saving properly have also been resolved.
The Personal Best Awards section has been redesigned so that it is now a tab within the Personal Bests module, as shown in the figure below.
Placements Module
No changes have been made to this module.
Rankings Feature
There have been some minor UI changes to this module. The icons have been updated to be duo-tone and also some issues with certain things not saving properly have also been resolved.
Record Holders Feature
There have been some minor UI changes to this module. The icons have been updated to be duo-tone and also some issues with certain things not saving properly have also been resolved.
Reports
No changes have been made to this module.
Settings Module
Global Settings
Updated the President’s Club Settings section so that admins can now manually assign a qualification value for Project Coordinator type users. Prior to this update, you could only choose from a predefined list of options. In addition, we have updated the user interface so that the monthly track value is calculated automatically based on the President’s Club goal. Previously this had to be set manually.
We also rearranged the order of the fields to make it easier to use.
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Reports Settings
A new setting has been added to the Reports Settings tab that allows for the configuration of a starting year for all cash out / receivables. Prior to this update, HA would consider any placements from 2022 forward as open invoices which was problematic for new tenants. This has been resolved by allowing us to set the starting year when we implement HA for a new tenant.
Activities Settings
The Activities Leaderboard tab has been updated to allow for better configuration of both the AE/PC of the Month feature and the AE/PC of the Year feature. Admins can now turn AE and/or PC of the Year off. In addition, the configuration list has been updated to include a new column of Leaderboard Type, as pointed out in the 2nd figure below. This makes it easy for Admins to dictate specific activities just for the year or month awards.
Custom Fields
This area has received a slight design change to make it more like the rest of HA. The tabs for the custom fields now have icons. In addition, we have added two custom field settings to the Positions tab. These settings allow a custom field override for the username associated with a position.
Prior to this update, there was no way to change how HA determined the user for a position. However, some tenants use a custom field to denote who should be given credit for a position and/or who is the recruiter or project coordinator working on the job. These two fields allow tenants to have better control over how HA assigns ownership of a position.
Email Settings
No changes have been made
Users Module
No changes have been made to this module.
Other Updates
- Made some significant improvements to the Crelate API. We are now better integrated with Crelate and are using the current version of their API.
- Improved our integration with PCRecruiter by fully supporting the new pipeline. The legacy pipeline will continue to be supported by HA but now tenants who have migrated to the new pipeline can now expect full support of that in HA.