A-Suite now has settings to choose whether you create a new record or a new version, record previews that load 2x as fast, and powerful Recruit Workflow Triggers and Conditional Forms.
Quick View
- Select New Versions vs. New Records
- Faster File Previews
- Previewer now supports Spreadsheets and Movies
- Triggers
- Conditional Forms
Choose whether creating a new record defaults to a new version of the existing record or a brand new record altogether.
What Is It?
A new Record Type setting is available that let's you control whether a new version of the existing record or an entirely new record altogether is created each time you create a record.
Historically, anytime a new record was created in the system a new record was created on the user's profile that then had to be consolidated into one record to create versions. We recognize that industry standard for almost all documents in a driver file is to have one record per file with multiple versions that can easily be paged through. To accomplish this, we are adding a setting on each record type that allows you to choose if you'd like newly added documents to create a new record or a new version.
Under Configuration > Records > Record Types you will find a new option: "Always create new" with a toggle for Version or Record.
- If this is set to "Version" then creating a new record will create a version of the existing record. This is typically used for record types that expire.
- If this is set to "Record" then creating a new record will create a completely separate record. This is typically reserved for record types such as specific trainings and drug tests.
Example of when to use Version:
A driver should only have one "Driver's License" record on their profile. When the license expires, you obtain a copy of the new license from the driver. That new license then becomes the most recent version of the "Driver's License" record.
Example of when to use Record:
Drug Test records are best served by separate records on a driver's profile. Having separate records allows for better reporting and would allow for usage of custom fields to track data like the date the test was completed.
Load record attachment previews 2x as fast while keeping the previews open in multiple tabs (without waiting for a reload).
What Is It?
We finished a major overhaul of our file previewer. While all the functionality remains the same, with this update, you'll notice two things: speed and better multi-tasking.
When you load a record attachment preview, you'll notice a MUCH faster experience. In addition to loading speed, you'll notice A-Suite now keeps your previews open across tabs so that when you are opening more than one record on a profile, you can bounce between them instantly. Finally, the image and PDF zoom also functions much more naturally. Check it out!
Record attachment previews support spreadsheets and movie files.
What Is It?
With the updates to the previewer, you can now preview spreadsheet and video files in A-Suite.
Use Triggers to enable better Recruiting Workflow automation
What Is It?
Triggers allow you to automate parts of your recruiting workflow. Send messages, order MVRs, change candidate Lifecycle Stage and more!
You can add one or more Trigger widgets to any part of your Recruiting Workflows. When a candidate is moved to that step, the Trigger will be activated and determine whether to advance the candidate. Simply configure the Trigger to evaluate the desired criteria using the Trigger's configuration screen.
Example Usage:
MVRs
You wish to order MVRs on candidates so that your Recruiter can review the safety background before spending time on outreach. However, you are only interested in automatically ordering MVRs on candidates that have more than two years of experience. Triggers will allow you to automatically order the MVR only if the candidate meets your two year criteria.
Team Alerts
You are recruiting for a role that requires some very specific experience and most of the candidates that apply don't meet the requirements. When a qualified candidate comes through you want to move as fast as possible to avoid losing the candidate to someone else. You use a Trigger to send the recruiter a text message if a candidate meets all your qualification requirements. Other candidates can continue on in your workflow, but by making the text message step have a prerequisite of the Trigger, the team will only be alerted if those criteria are true for that candidate. This helps your team be alerted to candidates that they should immediately prioritize.
Today, Triggers can access and evaluate answers to any Qualification Questions you have asked the candidate to complete, and we plan to expand this library of Trigger events to things like background check results, MVR record results, position urgency, and more. Set up your Workflow with Triggers now to match your candidate evaluation criteria, sit back, and let the Avatar Assistant do the manual work for you.
Use Conditional Forms & Tasks to manage location, city, and state specific forms
What Is It?
Conditional Forms and Tasks allow tasks to be shown or hidden based on specific conditions, making workflows more dynamic and customizable. Show forms only to relevant candidates based on their location. Great for adding forms to a workflow to ensure you are collecting the right forms (and only those actually required) to remain compliant. Great for state specific consent needs!
Conditional Forms and Tasks allow you to show steps to candidates based on their location, the position opening location, or the candidate's current position location (in the case of an internal application). If any condition is met, the task will be shown; otherwise, it remains hidden (candidates won't see hidden tasks, but admins will). This feature helps streamline workflows by reducing the need for custom configurations.
With this feature also comes Task Groups. Task Groups have two flavors: Normal Task Groups and Conditional Task Groups.
- Normal Task Groups: bring tasks together for easier management. Prerequisites and conditions set at the group level apply to all tasks within it.
- Conditional Task Groups: similar to normal groups but with the ability to define a default task if no conditions are met.
Admin and Candidate Experience:
- Admins can see condition and prerequisite icons within the workflow, providing clarity on task visibility.
- In the candidate experience, only tasks that meet the set conditions or prerequisites will appear.
This update simplifies workflow management, enhances customization, and promotes best practices in configuring workflows efficiently.