Releases tagged: extension

Our Engineering teams have been busy last month! On top of releasing over 20 improvements, we have released new features both in our CRM and Talent Marketing products

CRM

  • Export Candidate Profile as PDF: export the candidate's profile as a PDF file for easy sharing with external colleagues
  • New compliance-related automation: two new actions in Recipes: 'Anonymize' and 'Delete'

Talent Marketing

  • Page Block Customization: tailor the layout of pages by moving, removing and cloning blocks
  • Contact Limits for Campaigns and Bulk Actions: limit the number of contacts that can be added to a campaign, or included as part of a bulk action
  • Access to Pages and Forms: Standard users can now create and edit pages, but only admins can publish

Integrations

  • Greenhouse 2-way anonymization: anonymize contacts in both Beamery and Greenhouse automatically
  • Jobvite improvements

Export Candidate Profile as PDF

We have introduced a new functionality that allows users to create a PDF file from a candidate profile, download it onto their computer, and share it thereafter with external colleagues such as hiring managers.

The functionality is available through the standard action menu on the profile.

New compliance-related automation

We have introduced two new actions in Recipes: 'Anonymize' and 'Delete'. With these actions, Admins and Super Admins can easily automate the maintenance of a clean and compliant database. For example, in conjunction with the new scheduled trigger that checks the database at regular time intervals, enterprise customers can set up a recipe to routinely bulk delete disengaged contacts that they have not heard from for a predefined period of time. Alternatively, to ensure the disengaged contact isn't accidentally added back into the database after being removed (particularly if they have also opted out), customers can choose to automatically Anonymize the contact.

Page Block Customization

Enterprise customers can tailor the layout of pages by moving, removing and cloning blocks. The new options replace the 'Edit' button on the top right of each block.

Now you can:

  • Change the position of the block by selecting the up or down arrows
  • Have multiple versions of the same block by selecting the clone icon (signified by the two squares)
  • Delete additional blocks you don't need by selecting the cross icon, until you have one of each block left
  • Hide and un-hide blocks by selecting the eye icon (which is now grouped here with other block options instead of within the block editor, so it's easier to find. If you're not an Enterprise customer, the Edit button will be replaced by the hide/un-hide button.)

Contact Limits for Campaigns and Bulk Actions

With a great number of contacts in your database comes great responsibility. To prevent accidental messages or updates to contacts en masse, customers can request a limit on the number of contacts that can be added to a campaign, or included as part of a bulk action, at any one time. These limits can be set by your Customer Success Manager. 

If users exceed the number of contacts allowed, we will notify them in app (as shown below) and prevent them from sending the campaign or carrying out the bulk action, until they reduce the number of contacts selected.

Within the filters panel in the campaign editor:


When attempting to carry out a bulk action from the People grid:


Standard User Access to Page and Forms

Standard users are now able to create and edit pages and forms. This means Admins can focus on more strategic initiatives as they share the task of setting up pages and forms with other team members. Only Admins and Super Admins will continue to have the ability to publish, ensuring they have the opportunity to review and sign off on content before the page or form goes live. 

Greenhouse 2-way Anonymization

Ability to anonymize contacts in both Beamery and Greenhouse automatically. 

When contacts are anonymized in Beamery, the same contacts are anonymized in Greenhouse. When contacts are anonymized in Greenhouse, contacts are anonymized in Beamery. 

Requirements: 

  • Permission to anonymize contacts in Greenhouse
  • Set up Greenhouse Webhook for 'Candidates anonymized' 

 Additional Notes: Beamery blocks anonymized contacts from being re-added, while Greenhouse does not, allowing candidates to re-apply.

Jobvite Improvements

    • Two-way synchromization for Primary Title and Company for Contacts and Candidates
    • Source now being synced for candidates from Jobvite to Beamery
    • Mapping of the Vacancy Owner between Beamery and Jobvite
    • Fixed and issue where contacts were not syncing to Greenhouse when name has special characters

New Features

  • New permissions

  • Campaign bulk action limits

  • Bulk action limits

  • PDF Export

  • Compliance Automation Actions

  • Greenhouse 2-way anonymization

Updates

  • Ability to invite super admins on companies enabled via SSO

  • Ordering Social Links now possible

  • New 'No Owner' filter option for vacancies

Bugfixes

  • ability to remove a Pipeline from a Pool

  • Assigning a Task to a User is now reflected in the task Card produced

  • If you change the csv import file, the upload button is no longer greyed out

  • Restricted Users can no longer create tasks for other users

  • Users are now warned when trying to Add an Attachment larger than 10MB

  • Location no longer incorrectly appears editable for Restricted Users when it should not be

  • Experience Dates Partial Set now Working

Jeet Mukerji June 15th, 2018

Update: Beamery Comply: Extension and Automation updates

Following the Beamery Comply 'Consent Management' and 'Manual Anonymization' releases, we have been busy making enhancements enable customers to achieve and maintain a state of compliance more efficiently, by:

  • Integrating Consent Management and Anonymization into the Extension
  • Introducing Beamery Comply Automation

Integrating Consent Management and Anonymization into the Extension

Requesting consent outside of Beamery:

Now users can generate the consent URL for contacts in Beamery directly from the Extension, allowing users to more easily share the consent link outside of direct messages or campaigns, e.g. via LinkedIn InMail. We recommend using a link shortener before sharing the URL to provide a better contact experience.

Protecting against sourcing Anonymized contacts:

Anonymized contacts will be flagged and blocked from being sourced into your CRM. 


Introducing Beamery Comply Automation 

We have upgraded Recipes so users can automate compliance-related workflows on a regular basis. In addition, users will benefit from additional Recipe filters that also complement GDPR Automation to better target the right candidates with automated actions. There are three key updates to Recipes:

  1. Scheduled Triggers: A new type of recipe trigger which will run periodic database checks (instead of only triggering a recipe at the time a contact's record is updated)
  2. New filters: Enables users to filter contacts by:
    • When contacts were created, were last heard from, when an email is added to their profile, and which pools the contacts are NOT part of, to accurately segment and then tailor actions
    • Archived contacts, and contacts marked as ‘Do not contact’; this allows for an automatic database cleanse of contacts who should not be contacted
  3. GDPR Automation: Users can trigger actions based on when a contact opts in or out, filter contacts by their opt in status and filter contacts according to how long it has been since time consent was provided

Scheduled Triggers

Run checks on the database of contacts at regular intervals of every 1, 6, 12 or 24 hours, for filters selected. For example, this enables customers to automate the following:

  • Workflows based on previous updates to contacts (while standard triggers are future-facing)
  • Archive contacts without consent information after a certain period of time
  • Purge the database of archived, disengaged contacts after a certain period of time
  • Add contacts to a campaign as soon as the sourced contact’s email is added
  • Send a re-opt campaign when consent is about to lapse for contacts

New Filters

The following filters have been added into recipes as part of this release, which work well with compliance workflows:

  • Date created
  • Archived
  • Marked as ‘Do not contact’
  • Last heard from
  • Doesn’t belong to pool
  • Primary Email


GDPR Automation


Triggers:

Trigger actions depending on whether the candidate has opted in or out. For example, you can automatically send a confirmation email to the candidate or archive them using the consent trigger.

Filters: 

Filter contacts by the Consent field and the Last Consented field. For example, to run regular purges of contacts who have opted out and have been archived (used in conjunction with the scheduled trigger), or to send 're-opt in' campaigns when the candidate’s consent is about to lapse.

Romuald Restout March 9th, 2018

New Feature: Release Notes - Our biggest update coming on Tuesday 13th

A few weeks ago, we announced our upcoming Beamery 3.0 new navigation. We're pleased to say it'll be live on Tuesday 13th March.

Good things always come in pairs, so we have also released custom footers for pages and forms (and another usability enhancement on the extension!)

New Navigation

The time has come to introduce a new, more intuitive navigation as the flagship element to our upcoming Beamery 3.0 release. You’ll enjoy a faster user experience and notice that there’s now more space for us to grow.

How does the new navigation work?

The all new navigation is broken down into four primary components:

  1. The Main Navigation bar is where you’ll see some familiar features grouped into products’, these being the CRM, Talent Marketing and Reporting. The navigation bar will always appear no matter where you are in the app
  2. The Features bar contains the primary functions within each Beamery product group; in the CRM for example, you’ll see tabs for Vacancies, Pools and the People database
  3. The Sub-Navigation bar sits directly below and includes all filters and actions associated with each function in the above Features bar’
  4. The main content section which contains all of your important pipeline, marketing and reporting data

Where does everything live?

The new Beamery 3.0 navigation starts at your home dashboard. It shows your tasks, candidates, vacancies and pools as you can see in the current navigation.

The new CRM view contains Vacancies, Pools and the re-named People’ database (currently called All Contacts’ in Beamery), and is where you’ll find all candidates and leads. Marketing brings together Campaigns, Pages & Forms and the Beamery Widget into one place, whereas currently in Beamery, these features exist in the main navigation and within your Settings. Reporting remains as a separate item but moves to the new navigation bar and contains all of the same reports you currently use.

Candidate Quick Search’ is always accessible no matter where you are in Beamery, as is the Advanced’ search experience, both of which you can find at the top right in the new navigation.

The Notifications’ and Explore Beamery’ modules along with your account Settings remain in the main navigation, but you’ll now find these in the bottom left of the screen (currently at the top right of Beamery). For all of these features, once you’ve clicked, you’ll find everything in exactly the same place as before.

The new navigation has been updated on our mobile app as well, so you can continue to manage Beamery on the go. The mobile navigation specifically supports the People database, quick search, mini-profiles and Tasks, but you will still have access to at least part of the functionalities of the remaining features.

So what's new?

The new navigation brings you a faster and more intuitive experience as we continue to grow Beamery (and of course, it looks a lot better!). The new layout means we can add new products and solutions into the main navigation bar, and new features that complement existing ones; you’ll see this with the upcoming launch of Beamery 3.0.

Custom Footers

Customers can display up to five URLs, such as links to their privacy policy, terms and conditions, information about other roles, and contact details.

The site notice can be used to present additional information to share with candidates, such as legal statements and disclaimers. You can include further links and format the text to match the page or form.

The social media icons that customers can choose from are: Facebook, LinkedIn, Twitter, Instagram, YouTube, Glassdoor and WeChat.

Extension 5.0

Managing Vacancies, Pools and Campaigns in the Extension are some of the most used features within the Extension. However, it requires a lot of clicks before you get to them: you have to move between tabs to reach them.

We realised that 1) this adds extra time and 1) you cannot even review all three of them together.

With our latest release you can now manage Vacancies, Pools and Campaigns together in the same and first tab: Summary.
Same functionality, just easier to use.

In addition, we have optimised the Fields Tab. If you have many custom fields, you can now search for a custom field to enter information as well as find Global Tags next to Keywords.

Having moved the most used features to the Summary tab, you will now see the Closest Connections and Latest message in the Related tab.





Coming Soon

Here are the things we are working on and that we will be releasing soon:

Team Leaderboard: We're building a dashboard to give you better visibility on your sourcing team's performance using Beamery, in order to drive better decision making around resource, identify and remove roadblocks along the vacancy pipeline, highlight top sourcers and help forecast for the future.


New Features

  • Custom Footers in Pages and Forms

  • New Navigation

Updates

  • Extension usability

Bugfixes

  • Location field now available in full profile

  • "Vacancy link" in Mini Profile doesn't work when MP is opened on Vacancy page

  • Filters clear when you hide filter panel

Romuald Restout November 24th, 2017

Update: Release Notes - November 22nd, 2017

We're announcing 2 significant improvements with our latest release:

1. Our new extension gives recruiters all the functionality and flexibility of the mini profile right into your browser.
2. You can now create and manage all your custom forms with our easy-to-use form builder

New Chrome Extension

We are excited to announce that in this release our Chrome Extension is as powerful as the mini profile! This will give recruiters the essential tools without moving to the main app.

Our new Chrome Extension provides recruiters with more capabilities than ever before.

With more information readily available, and access to every aspect of the mini profile while sourcing, there's less need to break your workflow and log into the main application.

The new extension is now available to all customers, after being tested with a few of our customers.

The update will be done automatically. Depending on your security settings, you might be prompted by Chrome to update your old extension.

Following are some of the additional features added. A complete description will be available in help documents once the extension is released

Search for existing Contact

Search your database from the chrome extension to see whether you already have a relationship with a candidate. If they do, you'll be able to see all their information without leaving the extension.

Contact Summary

You can now view work history as well as manage vacancy stages in the extension, just like in the mini profile.

Contact - Related

Add quick notes and tasks, and see a summary of the most recent ones from your team.

Contact - Files

No longer do you have to click on the full profile to see existing files like resumes. You can view full list of files that are attached to a candidate profile without leaving the extension.

Resume Parsing

Resumes are now parsed directly and immediately from within the extension. You can 'refresh' data from enrichment and resumes directly into the extension.

Form Builder

Form Builder allows companies to create and manage their own forms. Forms let candidates register interest, join your talent network and receive relevant updates without having to apply.

You can manage your forms in the “Settings” component of Beamery app.

A new menu item is now available in the menu on the left-hand side. Existing forms are shown on the right-hand side of the screen

All details of the form can be managed directly within the form builder:

  • the Form name and URL
  • the title and description of the form
  • add, delete and organise the questions to be asked to candidates
  • questions can be linked to custom fields that appear directly on the contact profile and in the contact lists, and can be filtered on and searched on.

For more details on how to create and manage forms within Beamery, please consult the help pages.


New Features

  • Form Builder

Updates

  • Chrome Extension

Bugfixes

  • Support for older versions of Microsoft Word, Powerpoint, and Excel in Contact Profile

  • Exporting to CSV does not export primary phone numbers

  • Enable sorting on custom string fields

  • Editing Custom Dropdown fields produces multiple columns in the grid

  • Summary of talent pipelines states they're used for vacancies; should say used for talent pools

  • Mini Profile not updating with data from parsed cv but can see in Full Profile

Sultan Saidov November 17th, 2017

Update: Release Notes - November 15th, 2017

With this release, we have re-invented our own extension and brought in all the power of the mini profile right into your browser.

New Chrome Extension

We are excited to announce that in this release our Chrome Extension is as powerful as the mini profile! This will give recruiters the essential tools without moving to the main app.

Our new Chrome Extension provides recruiters with more capabilities than ever before.

With more information readily available, and access to every aspect of the mini profile while sourcing, there's less need to break your workflow and log into the main applicai.

If you would like to join the beta customers, provide your feedback, and enjoy the new extension ahead of all other customers, please contact your Customer Success Manager who will arrange for you to get the extension setup.

The new extension will become available to all customers in a couple of weeks. The update will be done automatically. Depending on your security settings, you might be prompted by Chrome to update your old extension.




Following are some of the additional features added. A complete description will be available in help documents once the extension is released

Search for existing Contact

Search your database from the chrome extension to see whether you already have a relationship with a candidate. If they do, you'll be able to see all their information without leaving the extension.

Contact Summary

You can now view work history as well as manage vacancy stages in the extension, just like in the mini profile.

Contact - Related

Add quick notes and tasks, and see a summary of the most recent ones from your team.

Contact - Files

No longer do you have to click on the full profile to see existing files like resumes. You can view full list of files that are attached to a candidate profile without leaving the extension.

Resume Parsing

Resumes are now parsed directly and immediately from within the extension. You can 'refresh' data from enrichment and resumes directly into the extension.


Updates

  • Chrome extension