Overview
Release Date
The Evolve Applicant Tracking System (ATS) and Recruitment Marketing (RM) Releases are scheduled during the maintenance window on Wednesday, June 5th. No major downtime is anticipated during the release process. Still, there may be minor interruptions to service as system components are upgraded across our server farms and hosting facilities.
Release Impact
This release impacts Evolve ATS and Onboarding, Recruitment Marketing, Platform Integrations, Analytics and Reporting, with improvements across all areas of the system.
Technical Requirements
The release will be delivered to all Evolve customers automatically. There are no IT, project, or end-user requirements for the upgrade. The interface overhaul will occur for all users of the Evolve systems as part of the release. All previous configurations will be maintained as part of the release process.
New features that require configuration will be released in the off position to allow our customers time to evaluate, configure, and test the features for rollout in an organized timeframe.
Recruiter Productivity Takes Center Stage
With this release, Evolve delivers significant functionality to support the productivity of your recruiting team. In the challenging recruiting environment we all face, Evolve is committed to providing tools and solutions to help teams effectively and efficiently source, attract, and hire the best available talent.
Disclaimer
Evolve reserves the right to make changes to the information contained in this document at any time without notice. Nothing in this document is intended to represent any form of offer or provide any warranties. All use of Evolve's products and services are by agreement, and only the terms and conditions in an executed agreement will apply. This document may only be reproduced and distributed in whole for use by licensed users. No part of this document may be reproduced in any form for any other purpose without the prior written consent of Evolve. The software described in this documentation is copyrighted and is confidential information and a proprietary product of Evolve. Evolve and the Evolve logo are registered trademarks. Evolve product names are the trademarks of Evolve. All other product names mentioned in this manual are the property and may be trademarks or registered trademarks of their respective owners and are used for identification purposes only.
ATS & Onboarding
Candidate Email / SMS Messages (Early Access)
Recruiters face challenges in effectively engaging candidates via email, including low response rates, lack of personalization, and potential brand misalignment. This results in a negative impact on the recruitment process and diminishes the candidate experience.
What Changed
Recruiters will now have the ability to send the following message types to candidates via SMS (text message) or email:
- Messages to Candidates
- Messages to Candidate – General Application
- Request Candidate Availability
- Invite Candidate Self-Schedule
Value
By sending text messages to candidates, recruiters can improve communication efficiency, increase response rates, foster personalized interactions, and create a more seamless candidate experience.
Prerequisites
The SMS option will only be available to a customer if:
- The customer is subscribed to Intelligent Messaging
- The recruiter has either an assigned number or a shared number
- The candidate provided SMS consent
Additional Resources
Clear I-9 Integration with Onboard
Clear I-9 offers reliable, compliant, and streamlined I-9 solutions for employers. This integration enables customers to process new hires' I-9 forms (Employment eligibility verification form) through our partner Clear I-9.
What Changed
- In addition to existing I-9 partner (Equifax/I-9 Advantage) and native I-9 solution, we have enriched the I-9 capability by partnering with Clear I-9.
- Net new and existing customers using native solutions can integrate with the Clear I-9 system to fulfill their new hire's onboarding requirement.
- Customers who opt for Clear I-9 will have a direct connection with the Clear I-9 system while we facilitate the collaboration.
- A new task type, Clear I-9 Task Template, has been added, which can be used to create and assign a task to new hires.
- Seamless transition between Evolve ATS and Clear I-9 system to complete the I-9 form.
Recruitment Marketing
Jobs User Experience Improvements
Candidate Count on Jobs (Enhancement)
- Sourcer can easily find similar filled/past/archived jobs and engage past applicants.
- Sourcer can see Candidate Count on a Job List (card or table view)
- Sourcer can sort by Candidate Count
- Default is descending
- Whenever a new candidate is added to a job (from ATS Apply, sourcer activity, auto-search, Agency ZCIS), the candidate count on the job is updated.
- Sourcer can search jobs by the Candidate Count
- Choose a minimum value, maximum value, or both.
- Enter a number or increment up or down.
- Returns a list of jobs that have between the minimum and maximum candidate count values.
Other
- (Enhancement) When a company or user cannot access CRM, the Candidates tab will now be hidden.
- (Fix) Some user roles were previously unable to Unbroadcast Job in the New Jobs UX.
- (Fix) Unable to Add Job in the New Jobs UX for non-admin users.
Campaign Usability Improvements
Enhanced User Experience for Email Template Pages (Enhancement)
- Includes Campaign Templates, Portal Templates, Referral Templates, Agency Templates.
- New list page for Email Templates.
- Search for Email Templates by Name, Subject, or Created by.
- Filter by Created by, Published, Locale, or Career Site.
- Sort by Template Name, Subject, Created by, and Locale ascending or descending.
- Preview the Email Template from the list page.
Enhanced User Experience for SMS Template Pages (Enhancement)
- New list page for SMS Templates.
- Search for SMS Templates by Name, Keyword, or Created by.
- Sort by Template Name, Keyword, Created by, and Locale. Ascending or descending order.
- Preview SMS Templates from the list page.
Other
- (Enhancement) Delete Template - Improved Confirmation dialog box.
- (Enhancement) User will now not be able to delete templates used in Apply Workflow (Continue Later, Welcome Email, Reminder to Apply)
- (Fix) Users could not create a URL/link when editing a campaign landing page.
CRM Improvements
Engagement Score (Enhancement)
- External Job application added to the candidate's Engagement Score.
- Examples of external applications: Job application happens in ATS only, or a candidate is added to another job in ATS by a recruiter.
Other
- (Fix) Updated Desktop Tools page content.
- Added a new link to the help article.
- Removed Internet Explorer download.
- (Fix) Upload to ATS with Job was not working properly.
Other Enhancements and Fixes
Apply Workflow (Fix)
- When using Build my Resume and adding Work History or Education, the Month was deleted if you edited.
Integrations
Recruitment Marketing Job Board Integrations
No new Job Board Integrations happened in May.
Recruitment Marketing Integrations
No new RM Integrations happened in May.
Evolve ATS Integrations
No new ATS Integrations happened in May.
Evolve ATS Partner Integrations
No new ATS Integrations happened in May.
Analytics
Randomize Report Schedules
Currently, scheduled reports in Analytics are sent at 6:00 AM (local time) by default. When too many reports run at once, some schedules may time out, which results in emails sent with blank reports attached. We understand the frustration this may cause, so we're making improvements to address this issue.
What Changed
A change will occur to spread out the timing of scheduled reports. Any report scheduled at the default 6:00 AM (user's local time) will be randomly distributed between 5:05 AM and 5:55 AM (user's time zone). Distributing the report generation times more evenly throughout the new times will prevent report timeouts.
Value
This adjustment will enhance system reliability and ensure that your scheduled reports are delivered promptly and without interruptions.
RM Candidate Source Reports
The Candidates Report has resided solely within the Recruitment Marketing (RM) module and was built off an application database, utilizing outdated data logic and design standards.
What Changed
A newly designed report, Candidate Source Report, will offer valuable insights by addressing key questions related to the RM candidate pool. These include determining the unique candidates within Evolve RM and identifying their primary sources.
Additionally, the report helps track the growth rate of candidate additions to RM and pinpoint areas of concentrated growth, providing essential data for strategic decision-making and resource allocation within the organization.
Value
The report enables further efficiency for data analysis. Through accurate metrics on candidate counts and growth rates, coupled with detailed analysis of emerging trends and sources, we enable customers to optimize recruitment strategies, allocate resources purposefully, and foster continuous improvement.
Invite to Apply Email to Hire Conversion Report and Email Hire Conversion Report
The previous Invite to Apply Email to Hire Conversion report did not refine the results only to Invite to Apply emails, which caused confusion.
What Changed
A new Invite to Apply Email to Hire Conversion report has been created, where the Email Type filter on the dashboard has been refined to specifically display Invited to Apply emails, ensuring accurate reporting and insights.
To maintain consistency and prevent disruptions to scheduled reports, the existing report has been renamed Email to Hire Conversion to accurately represent what it is measuring.
This adjustment will not affect any existing schedules or data.
Value
Users utilizing the existing reports will only experience a name change on the dashboard. This ensures uninterrupted access to critical insights, data, and scheduled reports. This enhancement aims to improve user experience and provide more accurate reporting capabilities.