Release 5.0 (major)
***Prerequisite: Windows 10***
Major new features
1.New interface with various themes, new action ribbons and floating panes that can be docked, floating, hidden, and possibility to save one or more layout in specific windows
2.Grouped shifts completely redesigned
▪Possibility to include several missions, schedules or candidates
▪New workflow and new statuses
▪Rate management table
3.Complete redesign of the Web portal (see below for details) and new "back-office" page with options to let you customize the portal
4.New panes to display to help with management of requests : planner (temporary) and ATS (permanent, can be used for grouped shifts).
5.New rules for geolocated punch, with ability to customize by division or client
6.Timesheets: new pane available in several windows and new functioning
7.Availability: new way for candidate availability management and elimination of the notion of shift for availability
8.New assignment methods for shifts
9.Reports redesigned with a more powerful tool:
▪Ability to save easily in Excel, Word, PowerPoint, PDF
▪New possibilities for security settings (for each automation parameter)
10.Configuration window regrouping everything about configuration
11.Client file: possibility to define several workplaces and to create an invoice by workplace
12.Mobile app!
Additional new features by category
Interface, customization and configuration
13.Shift management window: new columns for Paid rate and Billed rate.
14.Security management window has been modified
15.New window and new operation for saved lists
16.Dynamic columns in lists: possibility to determine in which lists the criteria will appear
17.Possibility to block selection of some specific request types
18.Possibility to add configuration related to a status change (e.g. adding a pop-up for some status changes)
19.Possibility to configure automatic addition of candidates to division.
20.Document management: addition of the tab in the contact management page and in the collection window, and possibility to specify the allowed extensions for each type of file
21.New free format for following fields téléphone, code postal et NAS pour les pays où ces formats sont inconnus ou multiples.
22.New configuration possibilities for contact details type in the configuration window
Operations
23.User Changes History window (SEC015): it is now possible to filter on the first column (icon)
24.Changes history (WKF008): ability to investigate changes to payroll/billing codes on shifts
25.Ability to propose a candidate to client for a temporary request from planner
26.Redesign of the shift proposal pane in the Applicant window: reverse planner
27.New confidentiality management: client confidentiality, candidate confidentiality and new confidentiality section in the configuration window for status types
28.Add batch requests: restriction of the values proposed in some fields to items considered as active, possibility to select several dates at creation and new recurrence management feature
29.New schedule templates to quickly define request schedules or candidate availability
30.Client file: ability to view whether the client is a requesting client, payer or recipient, which will impact authorized transactions and items available on the web portal
31.New distance calculation service eliminating overrun charges
32.Email sending: new column to indicate recipient's language
33.Emails and SMS: new validation before sending, with icon indicating an issue for sending to some recipients (language, email, content) and warning when sending
34.Tasks and events: from a task, new button to access the full event
Search
35.Possibility to perform a search using the associated employee, to search a shift using the recipient client and many additional search fields
36.Search results - List button has been replaced by a pane that can be hidden or pinned
37.The keyword search now allows search in communications, notes, events and tasks
PRIM Web / Web services
General
38.Possibility to manage various versions for terms of use and to see which version has been accepted by candidate or client.
39.Possibility to customize, depending on the status, the header colors (background color and text) of several elements on the Web portal in PRIM configuration window.
40.Ability to have sorted columns added to Prim Web pages, and to assign one of them as default if a different display is desired (PRIM configuration required)
41.New job board: enhanced look and functionality
42.New notifications for candidates and clients : candidate's interest, client's interest, assignment confirmation, etc.
43.New URL (primlogix.com)
44.Enhanced look and functionality of the candidate registration and profile, with ability to add banking information and SIN, and new sections for "Job type" and "Job preferences".
45.Now possible to require candidates to confirm knowledge of some specific criteria for self-assignment
46.Possibility to apply in a confidential manner
47.Google Maps and location available on the shift page
48.Default filter that can be customized by users
49.Ability to create multiple login credentials for different users
50.New design for the client registration Wizard and the client profile web client
51.Ability to confirm shift.
52.Ability to cancel a vacant shift.
53.Ability to define default filters for all users, customize images, colors or wording and translation, and set up a group-based security to hide some sections depending on the user's group.
Bug fixes
54.In job offers posted on PWEB, fixed a conflict occurring between addition of a time stamp (Ctrl + T) and text copied to add to the job description
55.Candidate created by CV parsing in PRIM: it is now the user's name that will be displayed, not PrimWeb
56.Unable to cancel a password change: the cancel button did not close the password change window.
