New Version of Jobs Details Page

The new Jobs Details page in Recruit CRM brings a cleaner layout, smarter organization, and greater customization across every section. From managing job information to tracking activity and assignments, the updated interface helps streamline your day-to-day recruiting tasks. ✨

Here is the list of all the key features:

The new UI allows you to perform a wide range of job-related actions directly from the top corner of the job profile. You can perform several actions for a job directly from the details page, including:

This layout makes it easier to scan and quickly find the action you need. You can also customize and rearrange these actions based on how frequently you use them, making your workflow more efficient. You can click on the three dots menu to view more actions.

The Job ribbon gives you quick access to the most important information at a glance. You can choose up to four key fields to display here, helping you focus on what matters most.

You can also manage the job status directly from this section. Simply click on the current status shown at the top to open the Update Job Status prompt. From here, you can select a new status, add a reason for the change if needed, and choose whether to close the job on external job boards or enable/disable the job application form.
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To view the Job Status history, click on the comment icon next to the job status to see all past updates.
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The Information Overview section contains all essential job fields in one place. You can fully customize which fields appear here and control how many fields are visible, allowing you to tailor the layout to match your hiring process and reduce visual clutter.

This section is also collapsible and can be minimized by clicking on the arrow at the top next to Information Overview whenever you want a more compact view.

The panel on the right side of the page helps you track and manage all activities related to the job from one place. From this panel, you can work with the following :

• Notes
• Tasks
• Meetings

This panel is adjustable, allowing you to control how much space it occupies on the screen. You can resize it by dragging the panel edge to adjust its width based on your working preference.

The Widgets tab can be customised to show only the information that matters most to you. This allows you to tailor the view and keep the job profile clean and relevant.

Follow along to customise the widgets view:

You can also customize the columns displayed within supported widgets by showing or hiding columns, reordering them, resizing column widths, and using available column-level actions.

These layout preferences, along with show/hide selections, are persisted, so your customized layout is retained across sessions.

Show/hide columns options are available on the following widgets on the jobs details page: Candidate Pipeline and Related Deals.

Please note:

When you add a record from a widget on a Jobs Details page, you will remain on the same details page after saving the record.

A success toast message confirms that the record was added, and the widget updates automatically with the new record entry, with no manual refresh required and no redirect to the new record's details page.

For example, when adding a Deal from the Related Deals widget on a Candidate Details page, you’ll stay on the same page while the newly added Deal appears in the widget.

This also applies to actions such as Add to Hotlist, Add Note, and Assign Candidates.

This section provides a comprehensive view of all candidates associated with a job. The Candidates Pipeline on the Job Details/Profile page helps you track and manage all candidates linked to the specific job in one place.

Candidates are organized by their hiring stages (such as Shortlisted, Assigned, or Rejected), allowing you to quickly understand where each candidate stands in the process.

From this section, you can:

You can also perform candidate-specific actions by clicking on the three dots next to a candidate’s name. This will give you options such as:

Additionally, you can drag and drop pipeline sections to rearrange them as per your workflow. The sections can also be resized to better suit your view.
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For Contract and Contract to Permanent jobs, a Timesheets tab is available on the Job Details page. It shows every timesheet associated with contractors working on that job, so you don't need to leave the job to check on them.
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From this tab, you can:

Select View All Timesheets to open the main Timesheets page with this job's filter already applied.
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Please note: The Timesheets tab only appears on Contract and Contract to Perm jobs. It does not appear on other job types.
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Timesheets tied to a contractor who has since been unassigned, or a job that has been deleted, remain visible in this tab with a status tag showing their current state.
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This tab displays all comments, remarks, and feedback shared by the client for candidates submitted to them.
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From here, you can manage candidate visibility, schedule interviews, and unassign candidates directly, making it easier to act on client feedback without switching between sections.
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This tab shows all the active job campaigns associated with the job, along with any saved drafts.

You can also directly advertise the job from this section, making it easy to manage and launch campaigns without leaving the job page.

Here you can see all hotlists that the Jobs is part of, making it easy to track the groups they belong to. The columns in this section are adjustable, allowing you to resize them by dragging the column edges to suit your view.

You can also sort the values in each column in ascending or descending order by clicking on the Sort Ascending or Sort Descending options available in the column header.
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In addition, you can manage hotlists directly from this section. Next to a hotlist name, relevant action icons appear, allowing you to edit the hotlist or remove the job from the hotlist quickly without leaving the page. You can also add the job to a hotlist from the button on the top right corner of the tab.

This section displays all email conversations associated with the Job. It includes emails exchanged between your team and any email addresses saved on the profile, including custom email fields. Only emails where the association is linked to the concerned job will appear here, helping you view all job-related communication in one place without switching screens.
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This section gives you a complete view of all deals connected to the contact, helping you track placements, negotiations, and the overall progress in one place.

To make reviewing deal information easier, the columns in this section are fully adjustable. You can resize them by dragging the column edges and sort deal values in ascending or descending order using the sorting options available in each column header.

You can also take action on deals directly from this view without leaving the contact profile. By hovering next to a deal name, a three dots menu appears that lets you quickly archive, unlink, or delete the deal.

Additionally, if you need to associate the contact with more opportunities, you can add a new deal or link the contact to an existing deal using the options available at the top of the section, ensuring all deal related information stays current and organized.

This area tracks which candidates has been pitched, giving you clear visibility into outreach efforts. It provides a complete view of all the candidates the contact has been pitched to, helping you track progress in one place.

To make reviewing this information easier, the columns in this section are fully adjustable. You can resize them by dragging the column edges and sort values in ascending or descending order using the sorting options available in each column header.

From this section, you can take action on pitch records either individually or in bulk. Available actions include:

• Updating the pitch stage
• Composing emails
• Adding notes
• Adding the contact to a hotlist

• Request Updated Profile

• Assign to job
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All files linked to the contact, such as resumes or supporting documents, are accessible here for quick reference and downloads. From this section, you can also upload new files and create folders to keep documents organized, making it easier to manage and find candidate related files when needed.
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To add a file, click on the box above to attach the new files.

The Invoices section lets you view and manage invoices linked to the contact directly from their profile.

To make reviewing invoice information easier, the columns in this section are fully adjustable. You can resize columns by dragging their edges and sort values in ascending or descending order using the sorting options available in each column header.

From this section, you can take action on invoices either individually or in bulk. Available bulk actions include-

For individual invoice related actions, hover next to an invoice and click on the three dots menu. From here, you can:

You can also edit an invoice directly from this view. To do this, hover next to the invoice name and click on the pencil icon that appears.

You can further customize which invoice related columns appear in this section and control their order. To do this:

Click on the Show or Hide Columns button. Now, select the fields you want to display and arrange them by dragging them into your preferred order and click on Apply to save the changes.

Hope this helps! 😊