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Enhancements

1.  Marketplace - EOH Integration - Subscribe Share Personnel to Entire OnHire

Users can effortlessly Share Personnel to Entire OnHire. To get started, activate Entire OnHire through the Marketplace, and subscribe to Share Personnel to Entire OnHire; otherwise, it will be in Unsubscribe mode.

Key Changes:

  • Access My Profile → Administration → Market Place → Partner to view the Entire OnHire card.
  • Clicking on Enable will initiate a new page.
  • On the left side, the Entire OnHire logo will be displayed, reflecting the uploaded image during master creation from the admin side.
  • The description, as entered during master creation from the admin side, will be visible.
  • Tabs for snaps, videos, and contact details will be presented, maintaining their current functionality within the application.
  • If the user clicks on Get Started, a new page will prompt the user to input Entire OnHire Integration details provided by EHR.
  • The EHR Integration remains consistent, with the addition of a new Subscribe feature upon successful integration.
  • Share Personnel to Entire OnHire:
    • This feature is displayed with a description and a Subscribe By default, it is unsubscribed.
    • Users can activate the feature by clicking Subscribe, after which the Unsubscribe button appears.
    • Upon clicking the Unsubscribe option, a confirmation message will prompt, asking if you wish to unsubscribe from this feature. Upon confirming with a yes, the system will unsubscribe you and update the button label to Subscribe.
    • A static content reminder: Subscribe this feature to Share Personnel to Entire OnHire.
  • Select Employees to Get Notified:
    • Clicking the + icon opens a pop-up allowing you to select organisation and employees for notifications.
    • A maximum of 10 employees can be shown in the pop-up screen.
    • Upon saving, the system displays the employee’s name and organisation code (e.g., Ashu Mainwal EWM) for the selected employee(s).
    • Static text: Selected employees will receive notifications via email and through web notifications on the bell icon when candidates from Xeople Recruit are shared to Entire OnHire. The super admin will be notified automatically.
    • User can remove the super admin. There should be at least one employee or super admin selected for notification. If no employee/Super admin is selected and the user clicks on the save button, a message will prompt saying, choose at least one employee to get notified, or the save button will be disabled with a static message displayed, Choose at least one employee to get notified.
    • After unsubscribing, all selected employees will reset. Clicking on subscribe again will automatically display the super admin. 

2.  Job Summary under Grid View – Under Action - Share Personnel to Entire OnHire

Users can effortlessly Share Personnel to Entire OnHire by completing a form in the job action panel. To get started, activate Entire OnHire through the Marketplace, and subscribe to Share Personnel to Entire OnHire; otherwise, it will be in Unsubscribe mode. If you haven't subscribed to the feature, a red highlighted label will appear, saying Click here to Subscribe. Clicking on the hyperlink will redirect you to the Entire OnHire Marketplace integration page.

Key Changes:

  • Selecting this option will initiate the form, allowing users to input candidate details. Ensure all mandatory fields are completed.
  • The form now displays the following fields:
    • Select an option below to share personnel as: This single-selection field allows users to choose how to share personnel to EOH, either as an Applicant (default and enabled) or as a Member (disabled). For now, we can only share personnel as applicants.
    • All fields are segregated into sections:
      • Personal Details:
        • Title: A mandatory field coming from Entire OnHire client-side API.
        • First Name & Family Name: A mandatory free text field auto populated from Candidate Global data. Users can edit it, and changes will be updated in Candidate Global data.
        • Gender: Gender now functions as a drop-down field, sending gender details from Xeople Recruit to EOH, which converts accordingly. For instance, when "Male" is relayed, EOH will store "M" in its gender field value.
        • Date of Birth: It is an optional date picker field that captures the candidate's DOB. If available, it will be pre-filled from Global data. However, users can also manually enter the date from the calendar. Editing is allowed, and any changes will be updated in the Candidate Global data.
      • Contact Details:
        • Email: A mandatory free text field auto filled from the candidate's global data. It is greyed out and disabled.
        • Mobile No: A mandatory field with Code (dropdown) and phone no (numeric value). It should be pre-filled from global data, and users can edit it. Changes will be updated in Global data.
      • Professional:
        • Industry: A mandatory dropdown field coming from Entire OnHire client-side API, loading on demand.
        • Qualification: Qualification is now a single selection field. It displays all qualifications in a dropdown menu, coming from Entire OnHire client-side API, loading on demand based on the selected industry.
      • Address Details:
        • Street Address: This is a required free-text field designed as a Google pin address. Upon entering the address, it prompts a matching suggestion from Google services. If available, it is pre-filled from Global data. Based on this, all the fields below should be automatically populated.
        • Adress Line 1: A mandatory free-text field with a maximum limit of 100 characters. It auto-populates upon selecting the street address, allowing users to make edits as needed.
        • District/Suburb: A free text mandatory field filled based on the street address or entered manually. If not matched with EOH client data, a message will appear indicating, no corresponding master data entry for the value "Christchurch" was found in the Entire OnHire system under the field Suburb. Please generate the necessary entry to initiate the record creation.
        • Country: A mandatory dropdown field fetching data from the master field, if not matched with EOH client data, users will not be able to share personnel with EOH.
        • State: A mandatory dropdown field fetching data from the master field, if not matched with EOH client data, users will not be able to share personnel with EOH.
        • Post Code: A mandatory free text field pre-filled based on the street address or entered manually.

Note: Users can edit the address, and changes will be updated in Global data.

  • Additional Details:
    • Office Applying for: A mandatory dropdown field coming from the Office Master of Entire OnHire client-side API, loading values on demand.
    • Upload Resume: User-up loadable (formats: doc, docx, pdf; up to 2MB).
  • Buttons:
    • Share Personnel: Enabled when all required fields are filled.
  • Success Pop-up:
    • Users will see a success notification on the screen.
    • View more details link downloads an Excel sheet with all the details.
  • Failure Pop-up:

    • If there is a failure, a pop-up will appear to notify users of the issue.

    • Ok button closes the pop-up screen.
  • Email Notification:
    • Triggered to the selected employee and super admin by default.
  • All shared personnel activities will be meticulously recorded under the Activity tab.

3.  Job Summary page under Three-dot - Share Personnel to Entire OnHire

We've added a new feature, providing users with the option to easily Share Personnel to Entire OnHire as applicants. Access this functionality conveniently through the three-dot button on the Job Summary page.

4. Job Summary page under List View – Three-dot - Share Personnel to Entire OnHire

We've added a new feature, providing users with the option to easily share personnel to Entire OnHire as applicants.

  • You can conveniently access the Share Personnel to Entire OnHire option from the three-dot button on the job summary page under the list view.
  • Additionally, you can access it under the Actions tab>Entire OnHire to.
  • For a comprehensive understanding of how the Share Personnel feature operates and its associated benefits, refer to the following link: [Share Personnel to Entire OnHire].
  • To learn how to integrate with Entire OnHire and subscribe to the Share Personnel feature from the Marketplace, please refer to the following link: [EOH Integration - Subscribe Share Personnel to Entire OnHire].

5.  Candidate Summary page – Three-dot – Share Personnel to Entire OnHire

We've added a new feature, providing users with the option to easily share personnel to Entire OnHire as applicants. Access this functionality conveniently through the Candidate Summary page >Three-dot button.

6.  Job Landing – Other Owners Filters

We removed the Other Owners Filters from Quick Filter.

Key Changes:

  • The logged-in user's name has been removed from the drop-down list of the Owners Filter, as all their jobs and shared jobs are now accessible by default on the job landing page.
  • The other Owners public filter is accessible based on the Owners filter applied by the user.
  • Now, when a user sets a filter as Owners, such as Abhishek Singh, they can view:
    • Public jobs
    • Jobs created by Abhishek Singh, including those made protected and shared with others.
    • Jobs shared with Abhishek Singh in a protected mode.
  • When the super admin logs in, the system successfully displays all jobs of all users, including those categorised as Public, Protected, and Confidential.
  • Additionally, the Quick Filter feature for super admins now accurately counts all jobs, ensuring seamless filtering functionality across various job categories.

7.  Client Landing page – Create Folders

We've introduced a new feature that enables users to effortlessly create access-based folders for clients directly from the client landing page under the three-dot button.

Key Changes:

  • Upon clicking the Folders option, a pop-up screen will open, enabling users to create folders for mapping clients. The pop-up screen includes a Create Folders label and an (+) Add button for folder creation. Users can search for specific folders from the existing ones.
  • Add Icon: Users can create folders by filling in the following fields:
    • Folder Name: A mandatory free text field with a maximum limit of 50 characters. Duplicate folder names are not allowed.
    • Description: Free text field with a maximum limit of 250 characters. An expand icon allows users to view the full description.
    • Manage Access: Users can set access permissions for the folder (public, protected, confidential). Public folders are accessible by all and set to default, protected folders require sharing via email, and confidential folders are visible only to the owner and super admin. In protected mode, an email is sent to the recipient for navigation to the folder list.
    • The access rights available for each access level are displayed below the access permission options.
    • The Manage Access function works similarly to the current system. The Revoke Access option is available while editing the folder details.
    • Save and Cancel Buttons: Standard save and cancel buttons are present to ensure adherence to the application's behavior.
  • Listing of Folders: Successfully created folders are listed in a grid with the following fields:
    • Three Dot Icons: Edit and delete options are available for each folder. Editing allows users to modify the folder name, description, and manage access permissions. The revoke access option is accessible here.
    • Delete: A folder can only be deleted if it's unmapped from clients. The system prevents deletion if clients are still mapped to the folder.
    • Folder Name: Displays the folder name, with default sorting based on folder name.
    • No of Count: Indicates the dynamic count of clients mapped (e.g., (20)) associated with the folder. Clicking the count filters the clients on the landing page that are mapped to that folder and closes the pop-up screen.
    • Access Permission: Displays the access permission with an icon indicating whether the folder is public, protected, etc.
    • Owners: Displays the owner's name along with a small profile picture.
    • Created Date: Displays the system date when the folder was created.
    • Cancel Button: Closes the pop-up screen.

Note: Clicking the Open button in the email to view the folder takes the user directly to the Client Landing page.

  • Filters:
    • Users can now apply folder filters to refine their search for specific client records. The filter options now include folders, sorted alphabetically in the list.
    • Implemented: Folders are now presented as a drop-down option for clients, featuring a default Contains The interface displays applied filters, allowing users to easily remove them, reflecting the functionality in the application.

Additionally, the current functionality supports only Contains; does not contain will be implemented later.

Note: Access to folder drop-down values is now based on user access rights. Users can view and apply filters only to the folders they have access to, ensuring a streamlined and secure experience. 

8. Client Landing – Three-dot – Export

We have restricted access to the Export feature on the Client landing page to only Super admins.

Key Changes:

  • Users can access the Export feature by navigating to the client landing page>Three-dot.
  • Clicking on the Export option initiates the process, exporting all client details into an Excel file.
  • The exported file will be in Excel format, providing a convenient and widely compatible means of managing and analysing client data.

9.  Client Summary – Folders

Users can now map folders with clients seamlessly. A new section, aptly named Folders, has been introduced just below the client description.

Key Changes:

  • If no folders are currently mapped, the section will display a message stating No folders mapped yet, with an accompanying Add No records will be visible.
  • For clients with mapped folders, the folder section will showcase Folder Names, Descriptions, and Owner Names. Users will only have access to view folders for which they have permissions.
  • The Add button is conveniently positioned at the top right, allowing users to map folders to the specific client.
  • Upon clicking the Add button, a pop-up screen named Map to Folder Users can use the search feature to locate a specific folder by name. The pop-up screen will display all folders created for clients, filtered based on the user's access rights. For instance, if a user has access to 5 out of 10 folders, only those five will be visible.
  • Public Access folders will be visible to all users. Each folder in the list will have a toggle icon. Enabling the toggle indicates that the user has mapped that folder to the client, and it will subsequently appear in the folder section under the client summary page.
  • A scroller is available within the pop-up screen, facilitating the user's ability to scroll down and view the entire list of folders. To close the pop-up screen, a Close button will be conveniently accessible.

10.  Home - Xeople Search, Candidate, Job, Client - Consistent Page Titles for Improved User Experience

We address the implementation of consistent page titles for each page within the application. This includes ensuring that when users open a page or click on hyperlinks redirecting to a new tab, the corresponding page title is displayed prominently at the top.

Key Changes:

  • Implemented standardised page titles on each page for a cohesive and user-friendly experience.
  • When users click on hyperlinks, such as in the Xeople search, and select a job and click the job reference ID for job details, the redirected page in a new tab will display the appropriate page title at the top.

11.  Home - Xeople Search - Different sources while Extracting Members into Xeople

We've updated the extraction process in Xeople. Now, you have the flexibility to save various sources based on the origin of member extraction. This enhancement aims to provide greater accuracy and adaptability in tracking member data within the Xeople platform.

Key Changes:

  • Source is saved differently based on the apply source during member extraction into Xeople.
  • Members extracted from Xeople Search:
    • Global source: EOH
  • Members extracted and mapped to Job:
    • Application source: Extracted
  • Members extracted from the member app through application form:
    • Global Source: EOH
    • Extract & Map, Application source is saved as APP.
  • Members pushed from Entire OnHire application:
    • Global source: EOH

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