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Overview of New Features
Below is a summary of the main new features that have been implemented between version 2.17.2 and 2.21.04 (inclusive).
For more details please see the Release Notes for the particular version.
New User Roles and Layouts
Version | Role/Layout |
---|---|
2.21.04 | Agency Questions can be included in Email Signature. |
2.21.04 | Ability to add a New Vacancy view on the Desktop. |
2.21.02 | New collections / Internal chat feature available on Desktop. |
2.21.02 | New role to enable users to change Direct Engagements. |
2.20.11 | Users can select an alternative Theme to change the display colours and buttons. |
2.20.11 | Users can select Standard or Relaxed line depth. |
2.20.6 | Personalise the side bar of IQX Records |
2.20.4 | Role to allow All on mailmerge |
2.20.4 | IQX Reminders and Appointments linked to Outlook |
2.19.2 | Alternative Button bars per User |
2.18.8 | Extend User email address field to 100 chars |
2.18.8 | Leaving or Deleting User tidies IQXWeb access |
2.18.6 | Role to be able to Delete Documents |
2.18.6 | New user layout setting 'Can Delete Documents' |
2.18.6 | New user role 'Data Protection Manager' |
2.18.4 | New user role 'Can maintain Compliance Docs' |
2.18.2 | Adding and Maintaining Users |
2.17.12 | Quick lookup facility on Person Selector |
2.17.12 | Filter boxes on Person & Company Selector |
2.17.12 | Can use GDPR functionality |
2.17.12 | Can Maintain Users |
2.17.8 | Can Send e-signatures |
2.17.8 | Can edit end date of Contract Placements |
Candidates
Version | Feature |
---|---|
2.21.04 | Departmental Questions can be added to Contact Event Questionnaire. |
2.21.02 | Document signing - Refinements. |
2.21.02 | Fast New Person Wizard now shows Temp Desks. |
2.20.11 | Ability to select other recipients when sending email Notifications |
2.20.11 | Ability to send Notifications directly from Candidate record |
2.20.11 | Compliance Documents Dynamic Stamping |
2.20.11 | Global Key Word search for candidates and clients |
2.20.9 | Employment history can be added when parsing a CV |
2.20.9 | Add to favourites direct from record |
2.19.11 | Can drag person from favourites to a shortlist |
2.19.4 | Candidates can have more than one Consultant |
2.18.11 | Broadbean amendments when adding new Candidates |
2.18.11 | Bulk CV import accepts PDFs and Source added |
2.18.11 | Add a reminder when adding WithHold |
2.18.11 | Notes can now be indexed searched |
2.18.8 | Gender Field now also on Payroll view - renamed HMRC Gender |
2.18.8 | Switch to disable payroll number checking when changing composite template |
2.18.6 | Move Subscribe options to Person header |
2.18.6 | Postcode Lookup on Reference Request and Fast New wizard |
2.18.6 | Secondary Agency form improvements |
2.18.6 | Adding a Unique Tax Reference to a person record |
2.18.6 | State Visibility and Consent Management |
2.18.4 | Select candidate whilst videoing through shortlist |
2.18.4 | Auto-matching Candidates to Vacancies |
2.17.12 | Single Page New Person Wizard |
2.17.12 | Quick Contact Events |
2.17.12 | Differentiation between attempt to contact and actual contact in contact events |
2.17.10 | Thumbnail Photo on Person Button Bar |
2.17.8 | Candidate Photos can now be archived |
2.17.4 | PDF CVs can now be imported into CV text |
2.17.4 | Centralisation of witholding |
Companies
Version | Feature |
---|---|
2.21.02 | Switch added to tidy away Accounts fields for fixed percents. |
2.20.2 | Add an accounts contact from miscellaneous view |
2.19.11 | Companies House Look Up |
2.19.11 | Vat Number Checker |
2.18.11 | Sales Role - can now view Placements |
2.18.8 | Company - Accounts Setup - Indicate fields that should be filled in with an asterisk |
2.18.6 | Secondary Agency form improvements |
2.17.2 | Method of Identifying Private Sector Companies re IR35 |
Searching and Viewing Records
Version | Feature |
---|---|
2.19.2 | Map Button to show location of records |
2.18.11 | Managers can add to others Stored Selections |
2.18.4 | New filter field for searching within Maintenance pages |
2.18.4 | Ability to exclude archived and do not use candidates from vacancy search |
2.17.12 | Changing Selector Columns and saving their position |
2.17.12 | Ability to open the same company multiple times with different contacts selected |
2.17.12 | Filtering within Search Criteria |
2.17.12 | Easier Access to stored searches and selection |
2.17.12 | Filtering on Temp Desk temps View including postcode distance filtering |
2.17.12 | Quick Lookup facility on Person Selector |
2.17.12 | Filter Boxes on Person & Company Selector |
Shifts
Version | Feature |
---|---|
2.19.11 | Reporting on Shift Prices |
2.18.11 | Quick Fill Shifts button from Shift Reference |
2.18.8 | Add Shift reference field to bulk shift adder |
2.18.6 | Shift Notifications sent to Secondary Agencies |
2.18.4 | Cancel confirmation notifications from different locations |
2.17.6 | Notifications to be called from Shifts Finish button |
2.17.2 | Improvements to filtering shifts |
2.17.2 | Images can now be included in shift notifications |
Vacancies, Progress and Placements
Version | Feature |
---|---|
2.21.04 | Placement extension system added |
2.20.11 | Placement rates enhancements to allow margin checks |
2.20.6 | Send confirmations direct from placements |
2.20.6 | Placements 'Active' in date range on selector |
2.20.6 | Work Pattern moved on placement record |
2.19.2 | Progress Colour |
2.18.6 | Vacancy Teams extended to Temp Vacancies |
2.18.4 | Peak BI Integration |
2.18.4 | Auto-matching Candidates to Vacancies |
2.17.6 | Salary Field on a Perm Vacancy allows for a range |
2.17.2 | Direct Link from IQX to Broadbean |
2.17.2 | Margin calculations can be seen on placement the same as vacancy |
Temp Desk
Version | Feature |
---|---|
2.20.6 | Temp Desk Expiry Date Improvements - person or compliance consultant |
2.20.4 | Temp Desk Expiry Date Improvements - Own Candidates |
2.19.6 | Can Show Unavailability Types on Temp Desk Temps |
2.19.2 | Role to hide Add Vacancy button on Shift Desks |
2.17.12 | Filtering on Temp Desk temps View including postcode distance filtering |
2.17.10 | New Column on Expiry Dates view for shifts after expiry |
2.17.8 | Can display shifts from multiple desks |
2.17.6 | Copy & Paste from Fields in Temp Desk – Temps |
2.17.6 | Filter temp desk temps by available in week |
2.17.6 | Temp Desk shifts filter – by payroll week |
2.17.6 | Shift Import from email |
Timesheets and Invoicing
Version | Feature |
---|---|
2.21.04 | Notifications can be sent to Candidate and Client from Provisional Timesheets. |
2.21.02 | Alternative Invoice Addresses and Invoice Prefixes. |
2.21.02 | Method to edit missing PO numbers from Batch Invoicing form. |
2.20.4 | Total number of hours now visible on timesheet |
2.19.11 | Timsheet Improvements |
2.19.2 | Table of Invoice lines and associated data for GM reporting |
2.18.11 | Invoice creation blocked if no access to folders |
2.18.11 | Invoicing accepts JPG timesheet images |
2.18.11 | Shift description visible on Provisional Timesheets |
2.18.11 | Timesheet Dispatcher improvements |
2.18.8 | Add Bulk Delete button to Person-based TS Image linking |
2.18.6 | Timesheet Image rotation saved |
2.18.6 | Switch to hide Do Not Transfer on Completed Timesheets |
2.18.6 | Review of Delete/Cancel button on timesheet with contra timesheets |
2.18.6 | Statements will use IQX Email signature |
2.18.4 | New invoice groupings for batch invoicing |
2.18.4 | Adhoc invoice form shows template used |
2.17.12 | Direct Engagement |
2.17.6 | Provisional Timesheet totals unrounded figures so is different to completed |
2.17.6 | Improve problem reporting from batch invoicing |
2.17.6 | Extra warning on timesheet entry |
2.17.4 | Timesheets can show Tax Method & IR35 |
2.17.4 | Alternative timesheet image linking improvements |
2.17.2 | Ability to create a credit note directly from an invoice |
Compliance
IQXWeb
Version | Feature |
---|---|
2.19.6 | Wizard to set up Profiles and Users to Support IQXHub Web Services |
2.18.8 | Documents uploaded from IQXWeb Portal Compliance process |
2.18.8 | Sources - Add publishtoweb to orgin table to control what sources show on IQXWeb |
2.18.6 | IQXWeb Maintenance - Documents maintenance form changes |
2.17.10 | Ability to link all companies in a Group for IQXWeb |
2.17.8 | Candidates with Web access now able to see and complete all timesheets online |
System Administrator
Version | Feature |
---|---|
2.20.9 | Frequently used counties |
2.20.4 | Switches for New Person Wizard |
2.20.2 | Option to set Email, Mobile, Address and Postcode as required fields |
2.19.11 | IR35 Legislation Changes |
2.19.6 | Document Templates can now contain tick boxes |
2.19.6 | Mail Chimp separable by Division |
2.19.4 | Person States can be divisionalised |
2.19.2 | Switch to turn on default Tax Method of Ltd |
2.18.11 | Skype for Business integration |
2.18.8 | Zero Pay & Charge Warnings Configurable by Division |
2.18.8 | Questionnaire code and data Restore process in maintenance |
2.18.8 | Simple Web and Database Connection Check from Help Menu |
2.18.8 | Merge WPKMaintain into IQX |
2.18.8 | Allow web service call for Telephony links |
2.18.8 | Switch to allow spaces in Question Choice analysis field, default is NOT allowed |
2.18.8 | SQLTool has selector for Procedures and Functions |
2.18.8 | Add Find and Line Number to Database Functions |
2.18.8 | Add indicator to General Settings to show that a Custom HTML SMS function is in use |
2.18.8 | Governor resource for Max_Statement_Count increased to 200 |
2.18.8 | Transactionalise WPK updates |
2.18.8 | After WPK is applied a message to say 'Please re-start the program' |
2.18.8 | Remove redundant custom field WPK switches |
2.18.8 | Delete button on Hub Monitor view in database diagnostics |
2.18.6 | Date of Birth Validation |
2.18.6 | Group Email setup for XML jobs |
2.18.6 | Division controls re Cancel & Correct |
2.18.6 | Single Sign On |
2.18.6 | View Static Data Downloads |
2.18.6 | Function to extract text from Contact Events html |
2.18.6 | Database updates - allow force attempt where multiple connections |
2.18.6 | Database Diagnostics view to show database update history |
2.18.6 | General Settings - changes for more logical groupings |
2.18.6 | Ensure that using & in a Question or Choice ID functions |
2.18.6 | Ensure IQXHub backup does not trigger Button Bar failure button |
2.18.4 | Wizard for tidying tasks on User leaving |
2.18.2 | Restrict Access to Specific Document Types |
2.18.2 | Set the Maximum Number of Windows that can be Open |
2.18.2 | Switch to Make Source Required on New Person Wizard |
2.18.2 | Switch when adding History to Filter Certain States |
2.18.2 | Maximising Window only Affects Window in Focus |
2.17.12 | Simplified method of setting up custom columns |
2.17.8 | Candidate Bank Details can be Obscured |
2.17.4 | Bank Scan replacement |
2.17.2 | Enforce End of week dates in Rates Scheme |
2.17.2 | Dynamic Rate Schemes – apply dates to overrides |
2.17.2 | Extra columns on rate schemes to record information for reporting |
2.17.2 | Auditing of rate changes |
Miscellaneous
Version | Feature |
---|---|
2.20.4 | Reports can output to multiple named sheets |
2.20.4 | Ability to save Agency Documents in database for jobs access |
2.20.2 | Desktop has a view for a definable state of person e.g. in registration |
2.18.11 | Managing MailChimp Unsubscribers. |
2.18.11 | Ability to drag link a record to an unlinked email in the IQX Inbox |
2.18.8 | Audit additions - Placement TheirRef, Database Functions |
2.18.6 | Documents to display html and text files |
2.18.6 | Prevention of using a Payband limited to a division |
2.18.6 | Hide option to include Unsubscribe to Marketing in Mail Merge |
2.18.4 | Headline available on contact events |
2.18.4 | Adding deletion dates to individual documents |
2.18.2 | Contact Event- Email Sent Log |
2.17.10 | Add other staff to Pop Up Reminders |
2.17.8 | Changes to Vacancy Shortlist and Desktop Progress views to show additional information |
2.17.8 | New questions in placement that only managers can answer |
2.17.8 | Can now only delete your own favourites |
2.17.6 | Table constraint preventing zero week timesheets being added to the database |
2.17.6 | Recent IQX to only use WPMaintain2 |
2.17.4 | Left Button bar |
2.16.12 | Active Directory Single Sign on |
2.16.8 | Favourites – can be viewed and amended by users in same div, can be Processed, added from stored selection |
2.16.6 | Users can build own Favourite List of document Templates |