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A record of all the updates, tweaks and improvements we’ve made to Total CSR!
Here are the latest updates to the Total CSR platform.
Fix: Issue where initial 10 free Ask Ellie tokens were not being provided to Super Admin after Total CSR subscription purchase
Tweak: Updated UI for Total CSR Canada accounts
New: Added Brokerage 101 course for Canadian accounts
Fix: Issue where users were unable to access the Compatibility Assessments once assigned
Fix: Spelling errors during licensing input process
Tweak: Added additional logging for notification debugging
Tweak: Improved UI for CE submission process
New: The Professional Lines designation program and its respective Assessments were added to all Total CSR accounts at no extra cost
New: Employees can now access Compatibility and Expertise Assessments straight from their dashboard instead of through a separate sign-on page via the “Assess” card (only appears if they have assessments assigned to them)
New: Admins can now control the frequency of their email notifications in the new “Notifications” area of their profile
New: Admins can now “Duplicate” a job to quickly create a job using details from one that already exists
New: Users can now update their passwords from within their “Profile” area
New: Admins can now use search bars in “Assess” and “Train” to quickly find employees
Fix: Issue with ZipRecruiter boosting for some Total CSR Admins
Fix: Issue when restoring an old employee back into an agency’s Total CSR account
Fix: Issue with UI when changing jobs’ ZipRecruiter statuses
Fix: Issue with Reports UI where record would close if an Admin clicked in certain areas
Tweak: Jobs in the “Abandoned” or “Filled” statuses can no longer be boosted for ZipRecruiter
Tweak: Updated UI for Add/Edit Employee Profile required fields
Tweak: Added job details to candidate application page
Tweak: Email verification is now completed on the application page instead of via email to increase applicant submission completions
Tweak: Updated content in our email notifications for improved clarity and direction
Tweak: Admins now have the option to require a resume when creating a job
Fix: Payment issue when child accounts of an enterprise account wish to boost jobs in the Hire area. Added logic and created billing management system so child accounts can choose to bill the enterprise account or bill their own account separately
Fix: Issue where account-specific courses were not being deleted when needed
Fix: Error messages when purchasing a Total CSR subscription have been updated with improved clarity and trigger logic
Fix: UI issue when job name exceeds 80 characters in length has been fixed
Tweak: Defaults for certain fields have been added/improved to accelerate record creation
Tweak: Restrictions to add/edit/delete user records during the activation/deactivation process have been added to prevent duplication and errors
Tweak: Notification message user interface has been updated and globalized to provide an improved and consistent user experience
Tweak: Added icon and tooltip message to “linked” courses to improve clarity and reduce confusion for Total CSR admins when enrolling users into courses/programs
Tweak: Updated email validation process for applicants of jobs created in the Hire area. Process has been streamlined to improve completed/successful applications.
Tweak: Job details added to direct application pages for jobs created in the Hire area to reduce applicant confusion
Tweak: Added additional validation to the “Create Job” process in the Hire area to improve application rates when leveraging our integration with ZipRecruiter
New: Added ‘Custom’ course option. Accounts can now create their unique training courses within their ‘Training Portal’ and then view/enroll their users via the ‘Train’ area of the platform
New: Added ‘Boost’ option to Job record UI to make boosting jobs easier to find/manage
Fix: Added field validation logic to the ‘Create a Job’ process for improved visibility on the ZipRecruiter platform
Fix: Admins can once again edit employee details even if a user’s Training Portal status is set to ‘Inactive’
Fix: Small number of accounts were experiencing course enrollments not being saved and/or updating
Fix: Small number of users’ course/program completions were not being recorded successfully
Fix: Users that were terminated (removed from the agency account), but added back by either the same or a different account will now have their user account reinstated correctly
Tweak: Updated UI style for Train area (icons, buttons, notifications, tooltips, etc.)
Tweak: Admin records are now available to view within the Assess area. Grants the ability to assign Compatibility and Expertise Assessments to any account admin(s)
Tweak: Added a UI overlay to Train prompting Admins to select a user prior to selecting courses/programs for enrollments
New: Added “Downloads” dropdown option for Employees when clicking on their profile icon to download earned designations and course completion certificates
New: Added email notification for Employees to download earned designations and course completion certificates
New: Added “?” icon to main dashboard for quick support contact information
New: Added “Manage Account” dropdown option for Billing Contacts when clicking on their profile icon to view subscription details and/or update the payment method on file (only for credit card at this time)
New: Added the option of ACH payment method to the website checkout page
Fix: Added missing courses to Admin Train dashboard
Fix: Some legacy user completions were not properly recorded in Total CSR 2.0 platform
Fix: Default phone no longer set to previously added employee when adding multiple employees in the same session
Tweak: Default country has been set to “US” when adding a new employee
Tweak: Improved Admin “Train” dashboard UI for selection and completion states
Tweak: Employees can no longer be terminated while in the middle of provision or deprovisioning state
Tweak: Updated provisioning and deprovisioning process and active seat counts to reduce the time for “swapping” of active employees for training by half
Tweak: Employees who have not accessed their Training Portal will now be deactivated after 60 days (was 30 days)
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