π· New feature
ππ» Weighted Job Pipeline
Part of our Pro package, our Pipeline now displays the value of jobs at each stage.
It's not always guaranteed that every job in the pipe will be filled. To account for this, OneUp has the ability to adjust the estimated value at each stage (i.e give each stage a weighting) in the pipe by using a given percentage.
Check out this article to find out more on where we get the fee information from.
Check out this article for help on configuring your pipeline.
π Improvements
Dashboard improvements
βͺοΈ New Dashboard Sharing Options and Permissions
Dashboards can now be shared with specific teams or the entire company.
The ability to share a dashboard is now also a permission, so you can remove this functionality from specific roles.
There's more coming soon in this space: Dashboard Templates, Multiple owners, Permissions around setting and changing defaults, and a new Dashboard Manager area.
Find out more here.
Automation improvements
π¦ In-app flashes can now be restricted to specific users and teams!
β
Now, in-app flashes can be configured to go off for relevant users or teams only.
Reporting improvements
π Bullhorn Note types are now available in client, candidate and job reports
βWhat are notes?
Notes are a way for you to log actions within your CRM that are not typically included in the recruitment flow.
An example is a 'Client Call' - Bullhorn doesn't have this metric available, and so consultants add notes against a contact, candidate or job, to indicate that it happened.
Including these note types in reports was difficult, but we've now made it happen.
Navigation improvements
βHelp menu now available in the main navigation
Introducing our new Help menu:
This consolidates feedback, a link to our help centre, and a link to live chat (if you have this enabled on your platform), making sure you can get to the information you're after faster.