Chart improvement
🕦 Ability to compare more than 2 time periods on Charts
A BIG addition to charts, it's now possible to compare multiple metrics across multiple timeframes, in one view!
Important notes:
The timeframe needs to be the series (see screenshot)
Timeframes can be customized by selecting custom dates or ranges in the date-picker
Split by cannot be applied when comparing multiple periods
Dashboard improvements
🍡 NEW FEATURE: Job Pipeline Dashboard widget
You can now add the Job Pipeline, as a widget on Dashboards! Quickly see the progress of open jobs and where attention is needed most.
This is especially great for individual consultants, who can now save a filterable view of their own job pipeline, showing open jobs they own.
🏆 Leaderboard and League Dashboard widgets now come in different sizes
To allow for prettier Dashboards and get rid of blank space, League and Leaderboard widgets can now be set as having a medium or large height, when configuring the widget. The medium option is 2/3 of the large widget height. The default widget size is large.
Integration improvements
🔌 Integration Authentication and Management changes
What’s new?
Padlock button on the Integrations screen to authenticate or edit connection details.
Redesigned authentication modal (now modern and extra secure)
Redesigned disconnected Integrations modal
Appears automatically on key routes (Dashboards, Charts, Job Pipeline, Reporting), if any integration needs re-auth.
Lists all disconnected integrations, with quick re-auth links that open the relevant integration modal directly.
Pre-filled credentials when reconnecting (API keys/passwords remain masked).
Improved new-integration flow after creating an integration, you’re taken straight to its connection modal to complete setup.
After authenticating you're taken straight back to the Integrations overview, so can see the successful authentication status.
Metric improvement
💰 New Dictionary field type: Currency
We've added new field types to the dictionary, to help with the way we treat currency on OneUp. Previously, we treated these like just text, which meant they didn't sort especially elegantly, didn't have currency symbols and weren't treated like money. Now, we've launched a series of new changes which enable:
Any currency field to be set as "Currency"
Setting another field as "Currency Code" so we can figure out what currency the figure is (fallback is Client Currency)
Automatically displaying those fields as currency on reports, with appropriate formatting and sorting.
Displaying them on Drill Down
Permissions
🔌 New permission: Manage integration connection
This new permission grants access to authenticate or re-authenticate integrations.
The existing Manage Integrations permission remains for viewing and editing integration settings.
Reporting improvements
🔎 Drill Down: activity by user and primary team in Client, Candidate and Job Reports
We've added a useful feature to Client, Candidate and Job reporting: you can now drill down on any metric and see the users (and teams) who have completed the activities.
For example, you can now check whether 2 teams are sending CVs for the same job.
☑️ Set primary teams
We've introduced a new user profile field which enables you to specify which team is the user's primary team (from all the teams they are members of).
Why is this useful?
It'll enable you to report on which teams completed activities, in client, candidate and job reporting.
Find the setting on the user profile page. To set primary teams in bulk, navigate to the user management page (Manage > Users), select all users you'd like to set a team for, and then select the add teams/roles bulk action and set primary team:
📈 User and Team filter on Client, Job, and Candidate Reports
We've released a new filter for our PI / Pro reports.
This filter enables the entire report to only show activity by specific users or teams, allowing you to report on who has completed activity faster.
👨🏽🦱 Added by columns in Client, Job and Candidate Reports
In our Performance Insights reports, it's now possible to add columns for the Platform User, their Primary Team or Company who added a Client, Job or Candidate to the system.
