Feature Suggestions

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  1. Notes Tab in Quick Resume View

    When sourcing in CATS and using the resume quick view, by clicking the magnifying glass icon, I would like to have a tab available for the notes section in the candidate profile.

    For example: When sourcing for an accountant I would be able to quickly see from a co-workers notes that this person is not a fit because of a certain quality or compensation range.

    Thanks!

    43 votes
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      2 comments  ·  Flag idea as inappropriate…  ·  Admin →

      The Notes field is now visible from the candidate preview windows. It may be hidden by default, but you can make it visible by clicking the padlock icon on the right hand side of the preview screen, scroll down to the Notes field, and click the eye icon to make it visible.

      Notes will also be available in the company and contact previews shortly.

    • Ability to add company logo to record

      Just like you have the ability to have a picture of a candidate in their record, it would help me visually organize myself to be able to include a company's logo (via jpeg, png, etc) in that particular record.

      1 vote
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        3 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
      • Hide emails from activity log

        Would be great to separate status changes (i.e., workflow) from a chain of emails back and forth. Also, a faster and easier way to preview the emails rather than opening each one.

        7 votes
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          completed  ·  0 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
        • Saving searches and downloading to Excel

          When you download a search to Excel, there is a list of check boxes to select what info you want. Even when you save the search, it does not save what boxes you check so you have to re-check each time you run the search and download to Excel. It would be nice to be able to save these selections so that you don't have to do it every time.

          6 votes
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            1 comment  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
          • Add Analytics Stats to Columns in Email History

            e.g. Opens, Clicks, Unsubscribes, Spam, Open Rate, Click Rate

            6 votes
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              0 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
            • Ability to mass edit Check Box fields

              We offer training events to our candidates and track who has completed these workshops through a custom Check Box field on the candidates' profile. It would be a huge time saver if we could edit Check Box fields when mass editing candidates as we've noticed these field types don't show up when trying to mass edit.

              9 votes
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                completed  ·  0 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
              • Ability to Send Interview Appointments to Candidates/Clients Through CATS

                On Workflow Calendar Events, Enable it to send Appointments to Candidates & Clients in an ICAL formatted email so they are automatically schedule for interviews. Need the ability to invite both the candidate and the client (& copy the recruiter).

                This would be a tremendous Time Saver!

                18 votes
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                  1 comment  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
                • Add more tags to email templates

                  Currently, when building an email template to send to a Contact, the tags that can be inserted are very limited.

                  How can we increase the tags, specifically to include the Company name where the Contact works? Or, can you give the admin the ability to choose what tags can be added to an email template.

                  18 votes
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                    3 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →

                    We just improved the tag functionality for our standard email templates. Now you will have access to all sorts of tags similar to workflow email templates. Some of these will only be usable when an email is regarding a job, but we have validation built-in to help avoid mistakes.

                  • Calendar Interface - Colors and sync?

                    As far as modern Calendars go, I was hoping the new MILO calendar would have syncing options between say Outlook or Google calendar.

                    Also being able to set colors for users would also be quite helpful whether it be groups or individual settings for the users.

                    And being able to filter the Calendar by my own events or all is nice, but what if I want to see a specific persons events much like I can see a specific persons job orders.

                    163 votes
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                      13 comments  ·  Flag idea as inappropriate…  ·  Admin →

                      As of today you can add participants to your calendar events. Participants can be candidates, contacts, or users.

                      When saving the event you will be prompted with a choice of emailing the event invitations to your participants. You will be able to track the status of invitations for each participant.

                      We’ve also updated participants to work with event triggers and scorecard interviews.

                    • Send meeting invites

                      It would be helpful if we could send a meeting invite (Outlook, Google & iCal) to clients and candidates when scheduling interviews and meetings. We are usually asked to do this and then must create the interivew in CATS AND Google Calendar in order to track the interview AND accomodate our clients requests.

                      48 votes
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                        4 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →

                        As of today you can add participants to your calendar events. Participants can be candidates, contacts, or users.

                        When saving the event you will be prompted with a choice of emailing the event invitations to your participants. You will be able to track the status of invitations for each participant.

                        We’ve also updated participants to work with event triggers and scorecard interviews.

                      • Keep the sent email on submitted candidates.

                        When you submit a candidate to a Client for approval, the email that is sent to a the Client is not stored. Unfortunately, that can mean that your exceptional candidate write up that was created and sent cannot be retrieved unless you ask the client to send it back (which of course is awkward). All email communications should be stored but, most importantly, the submittal!!

                        13 votes
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                          5 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
                        • 2 votes
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                            0 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
                          • Schedule Emails based on Status

                            It would be nice to have the ability to schedule when an email will be sent to a candidate. For example, if you talk to a candidate and know that they aren't a good fit and need to send them email. It would be nice not to have to create a task to remind you to send it at a later time but that you schedule an email that could be sent 2 days after the status was changed.

                            93 votes
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                              5 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
                            • 1 vote
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                                0 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
                              • Customize fields visible in candidate preview

                                Ability to modify which fields of a candidate/contact record are visible in the preview slide-out.

                                62 votes
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                                  3 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
                                • Job Orders - Based on Owner or Recruiter

                                  Having a Widget that shows the Owner or Recruiter JO's so that the user can view the JO's they are responsible for in the Dashboard.

                                  28 votes
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                                    3 comments  ·  Dashboard Widgets  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Have the option to change / edit widgets that have provided.

                                    eg Pipeline widget shows new applicants, submitted, interviewed offered for all days. In our case we would prefer this widget to show :

                                    new applicants,
                                    submitted,
                                    interviewed
                                    placed

                                    (for the current month)

                                    Any way of providing us a way to amend the search for existing widgets.

                                    53 votes
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                                      1 comment  ·  Dashboard Widgets  ·  Flag idea as inappropriate…  ·  Admin →
                                    • When parsing LinkedIn Candidate Information assign to Job Order pipeline

                                      When you click the CATS button to import (parse) information from LinkedIn or Other Candidate Boards be able to assign them to one of your active Job Order Pipelines.

                                      6 votes
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                                        1 comment  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Don't mark outbound attachments to candidates as resumes

                                        Currently, if I email a candidate via Gmail/Google Apps and include an attachment (typically a job description), CATS picks up that attachment during the next mail sync and automatically labels it as a resume.

                                        I do know that I can currently make a manual change to that attachment and remove the "Is Resume" check mark, but I would like to see the functionality change so that any OUTBOUND attachments to candidates are NOT marked as a resume, as I almost never have the need to email a candidate his/her own resume.

                                        Thanks!

                                        11 votes
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                                          3 comments  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →

                                          We now try to more intelligently determine whether an attachment is a resume or not by running documents through our resume parser. If we’re able to extract information like name, email address, and phone numbers, we assign that document as a resume. If not, it is added as a normal attachment.

                                        • Add "tag" option for coding candidates from the candidate preview screen

                                          When I'm processing candidates suitablity from a job, I open the preview screen to review the resume and suitablity. It would be great if I could tag the candidates from this screen rather than having to click out and click into the candidate full profile. It would really speed things up when processing applications. If the tag option could be able to be selected as an option on the drop down menu, like the Edit and Log an activity options already are.

                                          8 votes
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                                            1 comment  ·  General Improvements  ·  Flag idea as inappropriate…  ·  Admin →
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