New functionalities and improvements:
1) Right to Work
1.1) Right to Work Home Office share code for non-british applicants
1.2) Delete wrong Right to Work document
2) New Staff Table
3) New roles management
4) New document types management
5) Questionnaires
6) User (custom) tags moved to slide panel
1) Right to Work
1.1) Right to Work Home Office share code for non-british applicants
Non-british candidates can now provide administrators with their Home Office share code on Credentially. They can enter their share code in the ‘Right to Work’ step of their onboarding or in the ‘Right To Work Check’ tab of their profile.
Example: Option to add Home Office share code in Onboarding step
The system will ask the applicant to enter their share code and upload their ‘Immigration Status Document with photo (current)’. The applicant will then be guided to upload further documentation to support their status if required.
Administrators will then receive a notification that their applicant’s Right to Work requires review.
By clicking the link in the notification, administrators will be redirected to the candidate’s profile to approve a provided document(s) and check a share code online.
Please note that share codes are valid for 30 days. Please contact the staff member or decline the Right to Work if the provided code has expired.
To read more about the Right to Work functionality on Credentially, please click here.
1.2) Delete wrong Right to Work document
If an applicant mistakenly uploads an incorrect document into their Right to Work section, they can now delete it and upload another document, removing the intervention of an administrator.
However, applicants/existing employees cannot delete approved documents from the ‘Right to Work’ check tab, the same way as they cannot delete any approved documents in their personal ‘Documents’ tab.
2) New Staff Table
The flexibility of the main Credentially tables, ‘Staff table’ and ‘Needs Approval’, have been significantly improved in this release. Please see the list of improvements and watch the GIF below:
New design and more room for the staff members' information
Only 6 columns display by default for all administrators. If extra information is needed, you can add more ‘Columns’ and save as your default view
‘Phone number’ and ‘User tags’ are now additional data that can displayed in separate columns
Width of every column can be manually resized bespoke to your needs
New filter icon for every added column
Applied filters are highlighted with blue
Easily clear filters with one click
Sort data by columns (A-Z; Z-A)
Configure ‘Staff’ and ‘Needs Approval’ tables independently
Choose the number of records displayed on one page (20, 30, or 50)
Jump straight away to the necessary page
Open a candidate’s profile via the ‘Open in a new tab’ icon
3) New roles management
This release brings consistent design not only for the ‘Staff’ and ‘Needs Approval’ tables but also to the ‘Roles management’ section of the ‘Organisation settings’ tab.
New filters and search help you extract the necessary information in a couple of clicks.
Example:
Need to find all the roles that grant rights to approve applicants at the approval steps?
Just click on a filter at the ‘Permissions’ column and choose ‘Approver’, and press the ‘Filter’ button.
Permissions filter will help you check which roles are an administrator, approver or a regular staff member. You can now quickly find all the people with the assigned role, click on the needed role line, e.g. ‘Consultant’, and automatically the table will filter.
Example:
For a better experience while navigating at the tab, we have added resizable columns and the ability to configure the columns that you need using ‘Columns’ settings.
4) New document types management
We are very excited to be preparing for new flexible compliance logic in Q1 2022, where you will be able to customise your compliance requirements for all staff members.
In preparation, we want to shed some light on the first changes that we made towards this amazing update.
Previously, you used the ‘Compliance Requirements’ tab in the ‘Organisation settings’ to add compliance documents/checks and configure compliance requirements per role. Now, you can find two separate tabs instead:
Document Types. This tab was separated from the ‘Compliance Requirement’ tab to easily add and configure new document types that are necessary for the compliance requirements set-up.
Please see the GIF below to see how you may navigate at the ‘Document Types’ tab.
2. Compliance Requirements. This tab was kept to set up Compliance Requirements per role with the pre-configured in the ‘Document Types’ tab items.
The GIF below shows that a new document type first should be added at the ‘Document Type’ tab. Only then it can be set as a compliance requirement for a particular role in the ‘Compliance Requirements’ tab.
5) Questionnaires
If you need to print a completed questionnaire or save it as a file, you will like the following improvement!
In the new format the following information has been added:
Your organisation logo
The applicant's / staff member’s name Role
Date / Time
To print or save as a PDF a completed questionnaire:
Click on a staff member’s profile;
Go to the ‘Questionnaires’ tab and choose a completed questionnaire;
Click the ‘Print’ button;
Select option ‘Print’ or ‘Save as PDF’.
6) User (custom) tags moved to slide panel
The user (custom) tags have been moved to the slide panel of a user’s profile. Now in the slide panel you may find:
User tags
Notes
History
Example: