Table of Contents

Overview of New Features

Below is a summary of the main new features that have been implemented between version 2.16.6 and 2.22.09 (inclusive).
For more details please see the Release Notes for the particular version.

New User Roles and Layouts

Version Role/Layout
2.25.20New role that allows creating Support Tickets from within IQX
2.25.10New ability to set Temp Desk access
2.23.40New accounts role to change Candidate Payroll Company
2.23.40Role to limit access to Unsubscribe to Marketing button
2.23.30Role to deny access to Person Archived Records
2.22.06Send notes to groups of Users
2.22.02Role to access iqxWEB Setup on Maintenance menu
2.21.08User Role that allows provisional timesheet creation without Accounts role
2.21.04Agency Questions can be included in Email Signature.
2.21.04Ability to add a New Vacancy view on the Desktop.
2.21.02New collections / Internal chat feature available on Desktop.
2.21.02New role to enable users to change Direct Engagements.
2.20.11Users can select an alternative Theme to change the display colours and buttons.
2.20.11Users can select Standard or Relaxed line depth.
2.20.6Personalise the side bar of IQX Records
2.20.4Role to allow All on mailmerge
2.20.4IQX Reminders and Appointments linked to Outlook
2.19.2Alternative Button bars per User
2.18.8Extend User email address field to 100 chars
2.18.8Leaving or Deleting User tidies IQXWeb access
2.18.6Role to be able to Delete Documents
2.18.6New user layout setting 'Can Delete Documents'
2.18.6New user role 'Data Protection Manager'
2.18.4New user role 'Can maintain Compliance Docs'
2.18.2Adding and Maintaining Users
2.17.12Quick lookup facility on Person Selector
2.17.12Filter boxes on Person & Company Selector
2.17.12Can use GDPR functionality
2.17.12Can Maintain Users
2.17.8Can Send e-signatures
2.17.8Can edit end date of Contract Placements

Candidates

Version Feature
2.26.10HTML Editor in Bulk Email
2.26.10Ability to 'Select All' on Questions
2.26.10Address Line 3 can no be made required
2.23.30Frequently Used drop down option for Address line 3
2.23.30Duplicate Check Enhancements
2.23.30Broadbean - New Ability to Bulk Create Candidate Records
2.22.09Ability to Re-Register Candidates
2.22.09Candidates Preferred list of Clients or Shifts
2.22.06Ability to have Webapp push notification
2.22.06Candidates able to have a Preferred list of clients and Shift Types
2.22.02Availability view - Create a linked reminder for Contact Date
2.22.02Sending Checklist reports from Person record asks for Vacancy Link
2.21.11Parse CV added to Fast New Person Wizard
2.21.11Contact Event Call Backs - Linked Pop Up Reminder
2.21.11Contact Events with linked Candidates
2.21.11Searching for Vacancies from Person - Option to view results on a Map
2.21.11Searching for Vacancies from Person - Desk Type mirrors Users Default Temp Desk
2.21.11Send CV's without invoking the Word Processor
2.21.11Bulk CV Import for both IQX and IQXanywhere
2.21.08Optional Document Expiry date field
2.21.08CV improvements - Now CV can be either Docx or PDF Format
2.21.08Save Emails in Documents and Compliance Documents
2.21.08Start the New Person Wizard directly from IQX Inbox.
2.21.04Departmental Questions can be added to Contact Event Questionnaire.
2.21.02Document signing - Refinements.
2.21.02Fast New Person Wizard now shows Temp Desks.
2.20.11Ability to select other recipients when sending email Notifications
2.20.11Ability to send Notifications directly from Candidate record
2.20.11Compliance Documents Dynamic Stamping
2.20.11Global Key Word search for candidates and clients
2.20.9Employment history can be added when parsing a CV
2.20.9Add to favourites direct from record
2.19.11Can drag person from favourites to a shortlist
2.19.4Candidates can have more than one Consultant
2.18.11Broadbean amendments when adding new Candidates
2.18.11Bulk CV import accepts PDFs and Source added
2.18.11Add a reminder when adding WithHold
2.18.11Notes can now be indexed searched
2.18.8Gender Field now also on Payroll view - renamed HMRC Gender
2.18.8Switch to disable payroll number checking when changing composite template
2.18.6Move Subscribe options to Person header
2.18.6Postcode Lookup on Reference Request and Fast New wizard
2.18.6Secondary Agency form improvements
2.18.6Adding a Unique Tax Reference to a person record
2.18.6State Visibility and Consent Management
2.18.4Select candidate whilst videoing through shortlist
2.18.4Auto-matching Candidates to Vacancies
2.17.12Single Page New Person Wizard
2.17.12Quick Contact Events
2.17.12Differentiation between attempt to contact and actual contact in contact events
2.17.10Thumbnail Photo on Person Button Bar
2.17.8Candidate Photos can now be archived
2.17.4PDF CVs can now be imported into CV text
2.17.4Centralisation of witholding

Companies

Version Feature
2.22.06Company record now shows Registration Date
2.22.06Ability to Search on Notes on certain Selectors
2.21.08Client Notifications from Shortlist to include multiple candidates
2.21.02Switch added to tidy away Accounts fields for fixed percents.
2.20.2Add an accounts contact from miscellaneous view
2.19.11Companies House Look Up
2.19.11Vat Number Checker
2.18.11Sales Role - can now view Placements
2.18.8Company - Accounts Setup - Indicate fields that should be filled in with an asterisk
2.18.6Secondary Agency form improvements
2.17.2Method of Identifying Private Sector Companies re IR35

Searching and Viewing Records

Version Feature
2.24.10Postcode Distance on Person and Contact Selectors
2.23.01Search Filter Expansion
2.22.02Add a selection of highlighted records to Favourites
2.22.02Booked Holiday and Absence will show against a Contract Placement and Timesheet
2.19.2Map Button to show location of records
2.18.11Managers can add to others Stored Selections
2.18.4New filter field for searching within Maintenance pages
2.18.4Ability to exclude archived and do not use candidates from vacancy search
2.17.12Changing Selector Columns and saving their position
2.17.12Ability to open the same company multiple times with different contacts selected
2.17.12Filtering within Search Criteria
2.17.12Easier Access to stored searches and selection
2.17.12Filtering on Temp Desk temps View including postcode distance filtering
2.17.12Quick Lookup facility on Person Selector
2.17.12Filter Boxes on Person & Company Selector

Shifts

Version Feature
2.26.10Shift Fill Wizard Filters
2.26.10Shifts View Remember Layout
2.25.10Extension to copy shifts functionality
2.25.10Shift Fill Drag and Drop
2.24.20Move Shift - limiting Vacancies presented
2.24.10Place to manage Shifts in Progress
2.23.40Process for managing shifts for clients who are Self Bill/Managed through Portals
2.23.30Shift Fill Wizard New Filters
2.22.06Search both Contract and Shift vacancies, ensuring future shifts exist
2.19.11Reporting on Shift Prices
2.18.11Quick Fill Shifts button from Shift Reference
2.18.8Add Shift reference field to bulk shift adder
2.18.6Shift Notifications sent to Secondary Agencies
2.18.4Cancel confirmation notifications from different locations
2.17.6Notifications to be called from Shifts Finish button
2.17.2Improvements to filtering shifts
2.17.2Images can now be included in shift notifications

Vacancies, Progress and Placements

Version Feature
2.25.10Option to choose what is copied when duplicate button is used
2.23.01Contract Placement Candidate Unavailability now visible
2.23.01Ability to Copy and Link Placements for Contract random working pattern
2.22.09Placement Terminology Enhancements
2.22.02Create from Vacancy Stored Search a Global Person Default
2.21.11Process button and When Entered column added to Placement - shifts view
2.21.08AWR Linked Placements - Identifying the primary placement
2.21.04Placement extension system added
2.20.11Placement rates enhancements to allow margin checks
2.20.6Send confirmations direct from placements
2.20.6Placements 'Active' in date range on selector
2.20.6Work Pattern moved on placement record
2.19.2Progress Colour
2.18.6Vacancy Teams extended to Temp Vacancies
2.18.4Peak BI Integration
2.18.4Auto-matching Candidates to Vacancies
2.17.6Salary Field on a Perm Vacancy allows for a range
2.17.2Direct Link from IQX to Broadbean
2.17.2Margin calculations can be seen on placement the same as vacancy

Temp Desk

Version Feature
2.22.09Temp Desk Expiry Date Exclusions
2.22.09Behaviour Filter on Temp Desk Compliance
2.22.02Temp Desk Availability view - Contract Desk - Show work pattern in front of Availability
2.22.02Booked Holiday and Absence will show against a Contract Placement and Timesheet
2.22.02Managers can create Ops Teams for managing Temp Desk Placements and Temps Views
2.21.08New Temp Desk setting to pre-tick Match exact grade only
2.21.08Temp Desk Availability - Ability to see all in week on Contract Desks
2.21.08Scroll arrows added to Temp Desk headers
2.20.6Temp Desk Expiry Date Improvements - person or compliance consultant
2.20.4Temp Desk Expiry Date Improvements - Own Candidates
2.19.6Can Show Unavailability Types on Temp Desk Temps
2.19.2Role to hide Add Vacancy button on Shift Desks
2.17.12Filtering on Temp Desk temps View including postcode distance filtering
2.17.10New Column on Expiry Dates view for shifts after expiry
2.17.8Can display shifts from multiple desks
2.17.6Copy & Paste from Fields in Temp Desk – Temps
2.17.6Filter temp desk temps by available in week
2.17.6Temp Desk shifts filter – by payroll week
2.17.6Shift Import from email

Timesheets and Invoicing

Version Feature
2.24.10E-Timesheet New Features
2.24.10Send Invoices - attach documents while sending out
2.23.01Single Timesheet Image can be linked to multiple Timesheets
2.22.09Invoices - Add Docs button added to Temp, Perm and Ad Hoc PDF Invoices
2.22.09Self Bill Enhancements
2.22.09Warning when Timesheet Images too Large
2.22.02Signed Timesheets show who signed the Timesheet
2.21.11Set Client Contacts as Timesheet Authorisers
2.21.11Provisional Timesheets linked to Special Placements
2.21.08Filters added to Complete Linked Timesheets view
2.21.04Notifications can be sent to Candidate and Client from Provisional Timesheets.
2.21.02Alternative Invoice Addresses and Invoice Prefixes.
2.21.02Method to edit missing PO numbers from Batch Invoicing form.
2.20.4Total number of hours now visible on timesheet
2.19.11Timsheet Improvements
2.19.2Table of Invoice lines and associated data for GM reporting
2.18.11Invoice creation blocked if no access to folders
2.18.11Invoicing accepts JPG timesheet images
2.18.11Shift description visible on Provisional Timesheets
2.18.11Timesheet Dispatcher improvements
2.18.8Add Bulk Delete button to Person-based TS Image linking
2.18.6Timesheet Image rotation saved
2.18.6Switch to hide Do Not Transfer on Completed Timesheets
2.18.6Review of Delete/Cancel button on timesheet with contra timesheets
2.18.6Statements will use IQX Email signature
2.18.4New invoice groupings for batch invoicing
2.18.4Adhoc invoice form shows template used
2.17.12Direct Engagement
2.17.6Provisional Timesheet totals unrounded figures so is different to completed
2.17.6Improve problem reporting from batch invoicing
2.17.6Extra warning on timesheet entry
2.17.4Timesheets can show Tax Method & IR35
2.17.4Alternative timesheet image linking improvements
2.17.2Ability to create a credit note directly from an invoice

Compliance

Version Feature
2.25.10Email files added to compliance documents can be linked to questions
2.25.10Compliance Tool Tips
2.25.10Compliance Score can now include documents and references
2.24.20PNG Compliance Documents
2.23.40Automatically answering questions to update Compliance Score when document is signed
2.22.02Online Reference Request allows saving to Compliance Documents
2.22.02Save a report as a PDF to Documents and Compliance Documents
2.21.11Drag Documents out of IQX into a folder or Email
2.21.11Compliance Documents - Merge two into one
2.18.8New compliance checking mechanism per Candidate Role
2.18.4Secure sending of Data Access Requests
2.18.4Remove bank details as part of P45 process
2.18.4Gender Pay Gap Reporting
2.18.4Bulk deletion of historic documents
2.18.4New user role 'Can maintain Compliance Docs'

IQXWeb

Version Feature
2.23.40New switch for Web account deletion
2.23.01Universal Notes visible to candidate on Portal home page
2.22.06Online Web References - Can now be edited before sending to the referee
2.19.6Wizard to set up Profiles and Users to Support IQXHub Web Services
2.18.8Documents uploaded from IQXWeb Portal Compliance process
2.18.8Sources - Add publishtoweb to orgin table to control what sources show on IQXWeb
2.18.6IQXWeb Maintenance - Documents maintenance form changes
2.17.10Ability to link all companies in a Group for IQXWeb
2.17.8Candidates with Web access now able to see and complete all timesheets online

System Administrator

Version Feature
2.26.10Can send Mail Merge via SMTP
2.25.20Ability to edit email to all recipients
2.25.10Vacancy Shift Edit pre-validation
2.25.10Minimum character numeric questions
2.24.10SQL Tool F9 key to execute
2.24.10Divisionalised Nominal Code segments
2.24.10Broadbean no longer supporting integrated browser
2.24.10Limit pay bands to those in rate scheme
2.23.40Bank Holidays per Region
2.23.40Make the Stamp Date description switchable so 'Verified Date' can be changed
2.23.40Contact events - make “all including system” filter default switchable
2.23.01Ability to create a Deep Link in a Merge Field
2.22.09Logging added when doing DBupdate
2.22.09Stored Selections on User Selector
2.22.09Ability to replicate the assigned rights/permissions of a particular user
2.22.09Set a Default Vacancy Role on Client Temp Details
2.22.06Audit when Contact Event type is merged or deleted
2.22.06Audit Trail for Person Notes
2.22.06Audit when a composite company is selected in Person Payroll
2.22.06New Role for setting up Domains
2.22.06Ability to add a table to Boiler Plate Text templates
2.22.02Job to create Provisional Timesheets for all or selection of Temp Desks
2.22.02User Auditing - Changes to Division and other major Staff fields
2.22.02New Vacancy Questionnaire group that can only be edited by Managers
2.21.11Disconnecting Composite Company Templates
2.21.11Job Runner Schedule 'Run now' button
2.21.08'System Only' Consultant logins possible
2.21.08Auditing added when a contact that has open vacancies is moved to a new company
2.21.08Global Default Rate Scheme - E-Timesheets
2.21.08Availability Reasons - Merge option
2.21.08Shift Cancel Reasons - Merge option
2.21.08Temp Desk Availability - Ability to search for Non-Current candidate states
2.21.08Client Notifications from Shortlist to include multiple candidates
2.20.9Frequently used counties
2.20.4Switches for New Person Wizard
2.20.2Option to set Email, Mobile, Address and Postcode as required fields
2.19.11IR35 Legislation Changes
2.19.6Document Templates can now contain tick boxes
2.19.6Mail Chimp separable by Division
2.19.4Person States can be divisionalised
2.19.2Switch to turn on default Tax Method of Ltd
2.18.11Skype for Business integration
2.18.8Zero Pay & Charge Warnings Configurable by Division
2.18.8Questionnaire code and data Restore process in maintenance
2.18.8Simple Web and Database Connection Check from Help Menu
2.18.8Merge WPKMaintain into IQX
2.18.8Allow web service call for Telephony links
2.18.8Switch to allow spaces in Question Choice analysis field, default is NOT allowed
2.18.8SQLTool has selector for Procedures and Functions
2.18.8Add Find and Line Number to Database Functions
2.18.8Add indicator to General Settings to show that a Custom HTML SMS function is in use
2.18.8Governor resource for Max_Statement_Count increased to 200
2.18.8Transactionalise WPK updates
2.18.8After WPK is applied a message to say 'Please re-start the program'
2.18.8Remove redundant custom field WPK switches
2.18.8Delete button on Hub Monitor view in database diagnostics
2.18.6Date of Birth Validation
2.18.6Group Email setup for XML jobs
2.18.6Division controls re Cancel & Correct
2.18.6Single Sign On
2.18.6View Static Data Downloads
2.18.6Function to extract text from Contact Events html
2.18.6Database updates - allow force attempt where multiple connections
2.18.6Database Diagnostics view to show database update history
2.18.6General Settings - changes for more logical groupings
2.18.6Ensure that using & in a Question or Choice ID functions
2.18.6Ensure IQXHub backup does not trigger Button Bar failure button
2.18.4Wizard for tidying tasks on User leaving
2.18.2Restrict Access to Specific Document Types
2.18.2Set the Maximum Number of Windows that can be Open
2.18.2Switch to Make Source Required on New Person Wizard
2.18.2Switch when adding History to Filter Certain States
2.18.2Maximising Window only Affects Window in Focus
2.17.12Simplified method of setting up custom columns
2.17.8Candidate Bank Details can be Obscured
2.17.4Bank Scan replacement
2.17.2Enforce End of week dates in Rates Scheme
2.17.2Dynamic Rate Schemes – apply dates to overrides
2.17.2Extra columns on rate schemes to record information for reporting
2.17.2Auditing of rate changes

Miscellaneous

Version Feature
2.25.20Hot swap files in Global Documents
2.24.20Daylight Saving Changes
2.24.20Document Signing and Notifications
2.24.10Charts - refresh on dashboard
2.23.40Improvements to References on Desktop
2.22.09Online References Available from Desk Top
2.22.06Desk Top Inbox - Default folder indication
2.22.06Desk Top Inbox - Filter and Search
2.22.02Various Improvements to Notifications
2.22.02Reports can have editable fields
2.22.02Various Improvements to the Inbox on the Desk Top
2.21.11Specify a limit for the number of emails and texts that can be sent
2.21.11Sort Order added to Desktop - Charts view
2.21.11Save a report as a PDF to either Documents or Compliance Documents views
2.21.08Reconnect button added to the File Menu
2.21.08Filter added to Inbox and sortable columns
2.20.4Reports can output to multiple named sheets
2.20.4Ability to save Agency Documents in database for jobs access
2.20.2Desktop has a view for a definable state of person e.g. in registration
2.18.11Managing MailChimp Unsubscribers.
2.18.11Ability to drag link a record to an unlinked email in the IQX Inbox
2.18.8Audit additions - Placement TheirRef, Database Functions
2.18.6Documents to display html and text files
2.18.6Prevention of using a Payband limited to a division
2.18.6Hide option to include Unsubscribe to Marketing in Mail Merge
2.18.4Headline available on contact events
2.18.4Adding deletion dates to individual documents
2.18.2Contact Event- Email Sent Log
2.17.10Add other staff to Pop Up Reminders
2.17.8Changes to Vacancy Shortlist and Desktop Progress views to show additional information
2.17.8New questions in placement that only managers can answer
2.17.8Can now only delete your own favourites
2.17.6Table constraint preventing zero week timesheets being added to the database
2.17.6Recent IQX to only use WPMaintain2
2.17.4Left Button bar
2.16.12Active Directory Single Sign on
2.16.8Favourites – can be viewed and amended by users in same div, can be Processed, added from stored selection
2.16.6Users can build own Favourite List of document Templates