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If you are looking for reports containing custom data sets, Chameleon-i is now able to produce bespoke reports for your agency.These reports contain the data stored in each record type within your database.

To use your custom reports simply add records to your basket, press the ‘Download Excel’ button and select the report from your list. Now click ‘Generate Report’, thi

In our latest GDPR for Recruiters Webinar, we looked at Privacy Notices. These are key to your GDPR implementation strategy and in this session, we discussed what they are and what you should consider when preparing yours. If you missed the webinar or would like to listen to it again you can do so here.

GDPR – Privacy Notices for Recruiters

Jumping back and forth between screens can be tedious, to say the least. Users have previously been able to preview stored CVs by using CV Preview on an individual Candidate record.

That has changed and you can now preview CV within the grid view expander as well.

Instructions

Step 1
The user runs a candidate grid search

Step 2
The user then clicks the + expander to open the grid view of the candidate record and then will click the Original CV t

In the second of our GDPR webinars, we looked at some of the key points that you and your recruitment agencies need to be looking at in preparation for the 2018 GDPR implementation. If you missed the webinar or would like to listen to it again you can do so here.

GDPR – What your recruitment agency needs to know

Many of the GDPR’s main concepts and principles are much the same as those in the current Data Pro

Need to send an invoice email straight from a placement? Now you can—quickly and effortlessly.

With just a few clicks, you can email your invoice contact directly from the placement record in Chameleon-i. The system will automatically log the activity as a reportable note and even let you set a follow-up, so nothing slips through the cracks.

Want to include a PDF invoice? No problem. You can attach a generated invoice to your email

Chameleon-i has made sending SMS communications easier and more efficient than ever. With our updated SMS template editor, you can now create dynamic messages using placeholders that automatically populate with real-time data from your client and candidate records. Whether you're sending a single message or launching a bulk SMS campaign, this feature streamlines your workflow and improves communication accuracy.

Why Use SMS Placeholders?

The vacancy status column in the vacancy grid allows you to see at a glance how far along in the shortlisting process your candidates are without having to open the record.
Using the search facility in the grid also allows you to view vacancies at particular stages – so you can group your results if necessary in baskets and share them with other users.

How to use it

1. User navigates to the Vacancies grid where the Shortlist Status column appears
2. In the search options above the vacancy result

Keeping your records clean and organized can feel like a chore—especially in busy agencies where multiple consultants may interact with the same candidate or client. To simplify this, Chameleon-i has released Creator Fields across five key record types: Candidate, Client, Company, Placement, and Vacancy.

With GDPR now just months away, there is obviously much discussion, concern and general rumour doing the rounds. To help you with your preparations we have compiled a checklist of the things that you should be looking at.

Lawful basis for processing personal data

To make certain your business is able to comply with GDPR you should review the various types of processing you carry out. You will then be able to identify your lawful basis for your processing activities and can document this as well as explain your la

Reference checking is a vital part of the recruitment process and we are all aware that no matter how amazing a candidate may be on paper, and regardless of how impressive they may have been when you interviewed them, reference checking still needs to be done- as they so say rather safe than sorry.

To make this process a little easier Chameleon-i has the ability to send a reference request email from a candidate record, recording a note and a follow up in the same action.

How it’s done

Step 1