Product Spotlight – December 2024

You can now upload a DOCX or PDF as a template with variable fields. This means you can attach it to a hiring workflow or job stage, and it will be populated with relevant candidate information when sent. Similar to offer documents, you can ask the candidate to accept or sign the document as needed.

For example, you might want candidates for senior roles to sign an NDA before interview. You can create an NDA template with relevant applicant, role, or custom field data and attach it to the interview stage workflow on your role. This will mean it gets sent to the candidate, populated with their information, when they are moved to interview stage.

You can then see in a candidate profile, under documents, anything that has been sent and if it’s been accepted or signed.

This automates the process for you and makes it smooth and simple for the candidate.

For those of you with Enterprise Calendar Connect, you can now book meeting rooms as part of interview scheduling.

You can add multiple meeting rooms to an interview, and Pinpoint will show times when any one of the rooms is free.

You can use this to invite a candidate to an in-person interview or to book a room for in-house interviewers to use during an online interview.

To set this up, you (or your IT team) need to add rooms as ‘Resources’ to your existing calendar provider (Exchange and Office 365 users must add rooms to a RoomList).

Set up Meeting Rooms now.

As promised last month, we have expanded the flexibility of scoped custom fields. Now, you can not only set the scope of a question but also tailor each answer option by department or location and set scoped follow-up questions.

Relevant answers only

Say you ask a multiple-choice question with three possible options, but Option C isn’t applicable in the US. You can now set that option as not visible for US requisitions, offers, or communications.

This keeps things clean and simple for everyone and reduces the risk of human error or misunderstanding.

Need-to-know info

Similarly, you might have a question where, if the answer is ‘Yes’, you need more detail. But you don’t want to clutter the form with an overwhelming number of questions, some of which people won’t need to complete.

Now, you can set follow-on questions that only appear if someone selects a specific answer. This applies to yes/no, select, and multi-select questions.

For example, if your first question has three options, each option could have a different follow-on question. Or Option C might have no follow-up.

If someone answers A or C, they can get the same follow-up, but Option B requires something different. It’s entirely flexible to set up as you need.

Finally, some smaller tweaks that can have a big impact:

• Streamlining sign-off workflows: An approver in a sign-off workflow can now choose the next approver in the workflow. This means you don’t have to set up a workflow for every eventuality but could, for example, have the first sign-off as the TA lead, who then decides which department head needs to sign off as the second stage. Or a busy team leader can assign someone they trust to review and sign off as a second stage.
• Offer template update: You can now add multiple DOCX documents to your offer template.
• Automatic First Advantage background checks: Hiring workflow stages can now automatically send First Advantage screening checks when candidates are moved to the stage.

And that’s it for this month. We’d love you to get in touch if there’s anything we can help with, or if you have feedback on this latest product update. See you at the end of January for the next one!